With Membrains Automation you can leverage automation where it makes sense to give your team more time to perform the most valuable tasks.
Automations perform a sequence of Steps for a given item in Membrain. Automations can execute on a Company, Contact, Prospect, Sales Project or Account Growth Project.
You can enroll an item in Automation manually one by one, in batch, from a process step or via an automated process event, or use automatic enrollment criterias.
Use our comprehensive suite of conditional steps and randomization to automatically assign Prospects based on any number of factors such as territory, prospect size, product interest and more.
If you run Account Growth Project on a year-to-year basis you can easily setup an automation to close down last year and set up a new one for the next.
Leverage automations to set data based on existing data points. Ex. set a more easily filterable NPS Category based on an NPS score field.
Use automations with Wait steps and Email steps to send customizable email sequences to your Contacts.