Products
Prospecting
Active Pipeline
Account Growth
CRM
Productivity & Collaboration
Add-On Modules
Dynamic Process Tools
Sales Analytics+
Content Hub
Methodology Editions
Baseline Selling
Outcome-Centric Selling
Predictable Prospecting
SalesStar
Winning by Design
Why Membrain?
Pricing
Partners
Find a partner
Partner Up!
Partner Zone Login
Resources
Blog
Success Stories
Tools
Whitepapers
Stop Killing Deals - Webinar Series
See Membrain
Prospecting
Engage prospects in a more human way by providing your sales teams with structure and guidance.
Active Pipeline
Make your sales process come to life so each opportunity will make your pipeline predictable.
Account Growth
Visualize your best clients, create account plans, expand relationships, and build growth.
CRM & Productivity
- Always included Free of charge
Add-On Modules
Dynamic Process Tools
Sales Analytics+
Content Hub
Methodology Editions »
Integrations »
Customer Success Stories
Exciting journeys from challenges to transformation.
Tools
Stop thinking. Start doing. One satisfying click away.
Whitepapers
Topic deep dives for the hungry thinker.
Blog
Subscribe to our award-winning blog "Art & Science of Complex Sales".
Stop Killing Deals
Book, podcast and webinars exploring fundamental areas that kill sales performance.
Webinars
New product features demystified and next-level skills training videos.
Popular Content
What Should Sales Enablement Enable?
The Sales Leader's Guide to Choosing the Right CRM
How to Build an Effective Sales Coaching System
Guide to Effective Sales Process Execution
Sales Performance Analytics for High Performing Sales Teams
Product Updates »
Help Center »
Find a partner
To complement Membrain’s technology, we partner with the world’s leading sales development experts.
Partner up
Despite your best efforts, people go back to old behaviors. Partner with Membrain to make your work stick.
Partner Zone
Log on to the partner zone to access marketing collateral, sales enablement content, and prospects.
Free Download
Prospecting
Working with Prospects
Prospecting - An Overview
The Prospect List View
Disqualifying Prospects
Batch Emailing Multiple Prospects
Importing Prospects
Build and Customize your Prospecting Process
Creating a Prospecting Process
Prospecting Process Settings
Adding Disqualify Reasons
Active Pipeline
Working with Sales Projects
Sales Projects - An Overview
Active Pipeline
Sales Project List
Sales Project Status - Reactivate vs Start Over
Auto Archiving Sales Projects
Importing Sales Projects
Importing Products to a Sales Project
Build & Customize your Sales Process
Creating a Sales Process
Build a Simple Process
Sales Process - Gathering more information
Sales Project Process Settings
Setting Closing Date on Sales Project
Setting Value on Sales Project
Configuring Probability in a Process
Managing Won & Archived Reasons
Account Growth
Working With Account Growth Projects
Introduction to Account Growth Projects
Account Growth Project - An Overview
Understanding an Account's Untapped Potential
Working with the Growth Grid
Connecting External Content (iframe)
Build & Customize Your Account Growth Process
Account Growth Process Settings
Setting up the Growth Grid
Setting up Value and Potential
Creating an Account Growth Process
Connecting other Prospects/Sales Projects to Account Growth Projects
Building Graphs in Account Growth
Setting up and Working with the Timeline
Add Goals to Account Growth
Process Tools
General Process Tools
Adding Tools to Process Steps
Adding Importance to Steps
Process Rules
Automated Events
Stakeholders
Creating Stakeholder Roles
Creation Settings
Preview Settings
Sales Enablement Content
Sections in Account Growth - Setting up and Working with
Currency Field Setup
Qualifiers
Qualifiers - Adding Names and Descriptions
Relationship Fields
Dynamic Process Tools Add-On
Assigned Step
Stakeholders Influence & Attitude
Playbooks
Scorecards
The Decision Team Map
Company Organization Chart
Milestones in Prospecting
Sales Analysis
Analytics, Coaching & Goal Settings
Win/Loss Analysis
Performance View
Account Growth Analytics
Active Pipeline Analytics
Prospecting Analytics
Goal Setting
Apply Goals to Multiple Users
Story Stream
Weekly Report
Sales Analytics+ Add-On
Getting Started with Products for Sales Projects
Managing Products for Sales Projects
Adding Products to a Sales Project
The Dashboard Fundamentals
Building Graphs in The Dashboard
Dashboard Management
Content Hub
Working With The Content Hub
Content Hub - An Introduction
Getting started with The Content Hub
How to use the Content Hub
CRM
Companies
Managing Companies
Managing addresses for Companies and Contacts
Adding mandatory fields to a Company
Labels
Importing Companies
Contacts
Managing Contacts
Adding mandatory fields to Contacts
Merge duplicate Companies or Contacts
Importing Contacts
Email
Email in Membrain
Email Setup
Membrain's Sales Inbox
Creating emails with Membrain's email composer
Saving emails to Membrain using BCC
Email Tracking
Working with Batch Emails
Email - Troubleshooting & Technical Details
Email Templates
Snippets
Creating an email signature
My network email password changed - what should I do?
Calendar
Sales Calendar
Membrain Meet
Membrain Meet - Setup
Creating an Appointment
Calendar Sync Setup
Activities
Activity Lists
Working with Tasks
Making a Phone call or adding Phone call notes
Creating a Note
Using Custom Fields with Activities
Importing Activities (Tasks & Appointments)
Setup
Creating Custom Fields
Managing Custom Fields
Data Import - Best Practices
Two-Factor Authentication
Setting up multiple currencies
Using Multiple Currencies
Single Sign-On / SAML Settings
Import Advanced Settings
Automated Data imports
Managing Activity Types
Template and Snippet Management
Calculations Fields
System-Generated Key
Using your Company's branding in your Membrain account
Managing User Accounts
User Management
Full and Lite User Accounts
User Permissions
Advanced User Rights
User Management Analytics
Billing Information
Billing FAQ
Membrain Billing Explained
Your Company Account Details
Add/Edit Credit Card Details
GDPR and Membrain
GDPR - How it affects Membrain
Delete Forever (GDPR)
Export (GDPR)
Integrations
ESigning
Setting up the Oneflow Integration
Working with the Oneflow Integration
Setting up the DocuSign Integration
Marketing
Membrain Forms
Membrain Beacon - How it works
Membrain Beacon - Documentation
HubSpot Integration - Setup
Hubspot integration FAQ
Active Campaign Integration - Setup
Constant Contact Integration - Setup
Mailchimp Integration - Setup
Collaboration & Meetings
Slack Integration - Send notifications from Membrain
Create Zoom Online Meetings
Teams Integration - Send notifications from Membrain
Create Microsoft Teams online meetings
Email & Calendar
Allow Membrain access to Office365
Allow Membrain access to Google Workspace
Data & Automation
Automations - An Introduction
OneDrive & Google Drive - Automated Reports
Membrain API
Zapier Integration
SalesForce
Setting up the Salesforce Sync
Accessing Membrain from a Tab in Salesforce
Salesforce Sync - using Key's and ID's to verify data
Browser settings required for using Membrain in SalesForce
Other Integrations
Zendesk Integration
OMG Integration
OMG Integration - Setup
Getting Started with Membrain
Introduction
Navigation
Finding help when you need it
Membrain Terminology
Membrain Go
Creating Your Own Sales Goals
Getting Started with Membrain
Getting Started with Membrain
My Settings
Browser Notifications
Resetting your Membrain password
Software Requirements
Key Concepts
My Settings
Working with Lists
Working with Views
Adding and Editing Information
Autosaving activities to Prospects, Sales Projects and Account Growth Projects
Data Import - Fundamentals
Collaborate with Mentions and Comments
Activity Stream
Creating Activities
Working with Filters
Membrain Guide
Membrain Help Center
Prospecting
Active Pipeline
Account Growth
Process Tools
Sales Analysis
Content Hub
CRM
Integrations
Getting Started with Membrain
