Dynamic Process Tools

Your Selling Power Enhanced.

Don't Leave Sales Success to Chance

Membrain’s Dynamic Process Tools module makes it easy for your team to execute your sales strategy by intelligently guiding them through your sales process and playbooks, automatically tailored for each sales scenario.

Here’s What You Can Do With the
Dynamic Process Tools Add-On


Create and Access Any Number of Sales Processes

Quickly create customized sales processes to begin the most effective sales journey for specific scenarios. Design processes for new customer acquisition, account planning, up-sells, and other approaches that need "your way of working."

Provide Situational Playbooks for Your Team

Activate situational playbooks to help your team navigate different sales situations. Dynamically change the steps in any process to tackle industry-specific challenges, competitive scenarios, and other hurdles to effortlessly guide your prospects through their buying journey.


Create & Visualize Deal-Level Strategies

Add steps unique to a specific opportunity or remove steps that aren't needed in a specific deal. This allows for deal-level strategies to be developed by a salesperson or together with a sales coach. It can help create strategies for complex accounts or revive a deal that may have slowed down or encountered a unique obstacle.

Effortlessly Qualify Deals

Formalize your process for qualifying and scoring your opportunities. This capability provides the tools and workflow needed to align marketing & sales with clear definitions of the ideal buyer, so your team only spends time on high-value deals.


Decision Team Map & Organization Charts

Easily map out and manage stakeholders, capture and score attitude and influence. Visualize the decision team and build consensus.

Use Scorecards to Quickly Identify the Strength of an Opportunity

Scorecards give you a simple, visual way to assess potential concerns at any point in the sales cycle. Improve probability rates across your pipeline, make Go/No Go decisions at crucial milestones, and achieve more reliable forecasting.

Example Scorecard


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Automatically “Pass the Baton” to a Colleague With Assigned Steps

Assign a particular step in the sales process to be completed by a specific person/people or by someone with a particular role. Once the correct people have been assigned, Membrain will automatically notify the these people, and alert you once the task has been completed.

Why Add This Add-On?

"It's all in the details." This module adds tools to capture best practices and drive winning behaviors to improve everyone's win rates, deal sizes, and sales cycles.

How It Works

With this module, you’ll design a more dynamic, visual workflow that actively guides your team through situational playbooks and helps them navigate complex sales environments and win more deals. Ensure that your team works the most relevant and actionable sales process with tools like scorecards, decision team maps, organizational charts, assigned process-steps, and more.

Ready to Change?

Step on board with Membrain today and improve your sales results forever!

Book a Demo