Client Success
Delivering results-driven customer support to ensure your success.
An you every step of the way.
At Marketware, we don’t just focus on our latest features and buttons — we focus on improving your team’s efficiency and bottom-line performance. When you join the Marketware team, you’ll be assigned a dedicated Client Success Executive to be with you and your team every step of the way. Our team of Executives have all formerly worked as liaisons and recruiters and have an extensive knowledge base of the industry and the product. From implementation and onboarding to your day-to-day activities, we’ll be here to support and enable your organization to strengthen and grow.
Getting your team started with Marketware.
As you dive in, we know questions may arise — your dedicated Client Success Executive will guide you through Marketware to help you find growth and opportunities for your organization. Your Executive is your go-to representative for all thing’s physician relations, data analytics, recruiting and onboarding. They’ll touch base with you often — from weekly calls and emails, you’ll find they’re always there to keep you moving forward.
Implementation Process
Marketware implementation isn’t just a 1-&-done sort of thing. Once you’ve joined, our Client Success team will begin onboarding your organization in 5 stages.
1. Discovery
As you get started, you’ll work with your dedicated CSE to set a timeline, understand your organization’s strategic priorities and set next steps.
2. Planning
In this stage, we’ll work together to understand your internal and external data assets and get both your software and users set up and ready to run.
3. Training
Now it’s time to get going! Your dedicated CSE will coordinate with you to set up online modules, virtual training, overview your claims data and facilitate live training to ensure your team is educated and ready to go.
4. Launch
In the launch stage, we’ll be here every step of the way. We’ll be ready before, during, and after launch with support for all your users, any data refining you may need, and ongoing training.
5. Onboarding
Whatever you need, our team will still be here. Your CSE will conduct regular calls to check in, offer best practices and help with any support you may need.
Ensuring Success
Once you’re through implementation and your team is actively using Marketware, your Client Success Executive will not only continue to be your advocate but will also focus on providing strategic insight. This is accomplished through a routine Executive Business Review (EBR).
These scheduled meetings are designed to engage your key stakeholders in understanding how optimization of Marketware can further support a positive return on investment for organizational goals and strategies.
What Our Customers are Saying
I love my experience with Marketware. From the very beginning of exploring products to help with the physician liaison program to the sales process and the continued support all expectations are always exceeded. Our customer support manager has also been with us from the very beginning and is always helpful, professional, and available.
We continually rely on Marketware’s Physician Strategy Suite for many key decisions regarding Physicians and their practices.
Marketware’s physician relationship management and analytics platforms have been very useful for our team to prioritize targets and areas to promote.
Our Client Success Executive has been phenomenal in educating me and my work colleague about Marketware’s Physician Strategy Suite, answering questions, providing training and recommendations. Our strategist is timely in her communications, patient in her explanations, and demonstrates a deep working knowledge of Marketware.
Supported Healthcare Organizations
Meet the Client Success Team

Cassie Mero
Client Success Specialist
Cassie is an integral part of the Marketware team, supporting our clients as they begin to learn the in’s and out’s of our product. Cassie works behind-the-scenes to train Marketware’s users, manage user requests, and ensures that your team has the best experience possible during your Marketware journey.