Configuring Project Outcomes

Within Membrain, tailoring your processes to your unique workflow is paramount. While the platform offers a range of default settings, the Outcome settings are available for those who desire a customized approach to manage the subsequent steps after reaching a specific outcome in Prospecting, Sales Projects and/or Account Growth Projects.

Accessing the Outcome Settings

1. Navigate to System Setup .
2. Choose the specific module you're working on: Prospecting, Sales Projects, Tickets or Account Growth,
3. Select the process you wish to adjust.
4. After selecting the process, click on Settings in the top right corner. Here, you will find the Outcome settings.

Project Outcomes

For each module (except for Account Growth), you can specify the desired outcomes for when projects are either qualified/won or disqualified/archived, streamlining actions for various scenarios.

For instance, when a Prospect is qualified, the default action is to create a Sales Project. However, users can set other outcomes like initiating a new Prospect, creating an Account Growth Project, or doing nothing at all.

For Sales Projects, the default setting after winning is no further action, but obviously you can tailor the outcome to be for example the creation of an Account Growth Project for the delivery of the product or service you sold.

In the Account Growth module, the focus remains on defining either win or archive conditions for accounts to ensure seamless progression.

Copying information 

After selecting you'd like a project or prospect to be created, you also can choose what data gets transferred over to the new project.

• Copy information - Chooses what process level information gets brought into the new project.
• Copy Stakeholders & Contacts - Determine which contacts and stakeholders get brought into your new project.
• Copy Documents - Decide which documents you will port from your prospect/project to the next. 

Qualify/Win Conditions

Across all modules, the following primary win conditions for projects are readily available:

1. All Qualifiers Are Met: This ensures that all pre-set qualifiers for a project are achieved before marking it as won.
2. All Milestone Steps Are Completed: A project is considered won once all milestone steps are completed.
3. The Project Has No Red Flags: Projects can only be deemed won if there aren't any associated red flags.

Furthermore, users have the liberty to include more nuanced conditions to precisely tailor the criteria for a win.

Archive/Disqualify Conditions

Besides qualify/win conditions, users also have the flexibility to stipulate the conditions under which prospects can be disqualified and sales projects and account growth projects can be archived to ensure they don't get closed preemptively.

Why the Outcome Settings Matter

The conclusion of one phase, such as qualifying a prospect or finalizing a sale, is just a transition point in a broader journey. The Outcome Settings help guide the next steps, ensuring processes run smoothly and teams remain aligned in their objectives.

For further details or assistance with the Outcome Settings, don't hesitate to contact our support team at support@membrain.com.