Insight Engine Optimization

Turn Insight Engine into a driver of behavior and actionable insights. Work with Membrain to tailor setup, prompts, and data for real sales impact.

Most CRM systems are built to store data. We built Insight Engine to guide behavior and provide actionable insights to your team.

While the Insight Engine comes pre-set with tons of capabilities, this service allows us to work together to ensure it is set up to bring the most value possible to your team. This includes items such as the preferred method of summarization for your projects, how automations and Insight Engine work together, permissions for your team to ensure we are in line with your AI governance, and more.

Scope of work

Membrain’s Insight Engine service is delivered across three stages: Review, Recommendations, and Implementation & Training.

Process/Methodology Review

A one-hour session dedicated to:

Looking at how your team leverages Membrain today, the core information you want to have surfaced, and understanding the data and prompts you want to have at your fingertips.

Understanding you on your team you want to have using the Insight Engine and at what levels.

Understanding the types of data you would like to find and bring into the system.

Recommendations

An expert from our Customer Solutions Team will provide recommendations on how to configure the following within Insight Engine for maximum impact:

Permissions

Prompts across the system - pre-populated summaries and more

Data

Implementation & Training

An expert from our Customer Solutions Team will implement base prompts together with your designated administrator and provide guidance on how to continuously improve the system.

Price and Timeline: Please talk to your Customer Success Advocate, or write to us here.

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