Build a simple Process

Designing and building a process for your sales team to follow is a fundamental part of what makes Membrain unique. Adding structure to workflows helps salespeople focus on making progress and ensure that no important steps are missed along the way.

Processes can be designed and used in Prospecting Process, Sales Projects and Account Growth Projects and work in very similar ways. This article will take you through setting up a process for use with a Sales Project or Account Growth Project. As Prospecting Processes follow a slightly different flow, you can find instructions on how to create them here: Creating a Prospecting Process

Process Stage and Step Creation

Begin by setting up the basics of your Sales Process. Map out each step of your process and break it down into 1 to 5 stages. Once you have a solid foundation that reflects your ideal workflow, you can then add more complex tools later on.

Create Stages

Stages give you clarity on whereabouts in the process your opportunity lies.

Click on the first column header "First Stage" and edit the details in the box that appears.
Name the stage: Keep your company's sales process in mind
Add duration: If you have a rule for how long the opportunity is expected to stay in this stage, enter this number in the duration field (number of days). The total of all stages should add up to your average sales cycle length.
Description: Explain the main purpose of this stage. This box can provide guidance or useful information to the sales team related to this stage. Information will be visible when hovering over the Stage name in a Project.
Probability: This applies minimum and maximum probabilities allowed for winning this Project in this stage. If you do not wish to assign probability to certain steps and milestones in the sales process, you can assign a probability range for this stage. If this is done, note that the lowest probability will always be displayed for the Project. Learn more about Applying Probability to a process
Add enablement Content. Add any relevant resources like videos, files, links, or content cards to the stage or step that your sales team may find useful when working through a Project. This content will be visible when hovering over the Stage or step name in a Project.
Click Save
Repeat until you have created each Stage in your Process

Add Steps to Stages

Individual steps outline exactly what is expected of the salesperson along the way, and help keep focus on making clear progress.

Click on "+Add Step" directly under the First Stage header to add the first step to your process.
Enter a short name for the step. This might be something like Identify Stakeholders, Book First Meeting or Send Information.
Hit Enter
Repeat until you have all of the milestones of your sales cycle added as steps in your new process.

Re-arrange steps

You can move steps around by dragging and dropping them within a stage and also between different stages. Hover over the steps checkbox icon and it will change to a drag handle icon. Then simply drag and drop the step to where you want it to move to.

Quickly Finding Data in the Process Editor

Within the Processes Editor, quickly locate the elements you need by using the "Find in Page" function. Simply press "F" on your keyboard or click on the three-dots-menu in the right corner to open the dialog, allowing you to find data swiftly. To learn some more tips on efficiently navigating Membrain be sure to check out our article on navigation!

Breathe some life into your Process

These steps are currently checkbox steps, which simply require the salesperson to check the box when the step has been completed. What makes the process really powerful is adding functionality to these steps like coaching advice, rules and the tools to carry out what is required to complete the step like send an email, or make a call. Learn how to Add tools to Steps and breathe life into your Process.