PROACTIVE INSIGHTS

 

Proactive Insights isn’t here to generate more reports.
It’s here to strengthen your execution.

Sales teams shouldn’t have to hunt for clarity.
Proactive Insights is designed to surface contextual, actionable guidance across every workflow, helping your team act with clarity, reinforce the right behaviors, and move deals forward at the moments that matter most.

Proactive Insights

Real-time visibility and guidance designed to support everyday sales work

Membrain’s Proactive Insights are where visibility drives execution. Insight that strengthens how you sell.

Know what needs attention before deals stall. Stakeholder gaps, process signals, and pipeline risks surfaced in context. The result? Clear next steps and stronger execution.

Actionable insights across every workflow, delivered at the key moments in your sales process.

Identify stakeholder engagement gaps before deals stall.
Highlight process adoption signals and pipeline health risks.
Reveal enrichment opportunities and clear next best actions.
Surface win/loss signals while the deal is still in play.

This is where visibility turns into execution.

 

Face w background - woman

 

Deeper understanding at your fingertips


Proactive Insights highlight risks, opportunities, and next best actions, directly where sales teams work.

Contextual, digestible, and actionable insights across every workflow, right at key moments in the sales process.

 

Use it to:

Uncover insights on prospects, stakeholders, and sales timelines

Spot gaps in your deals and next steps to move them forward

Track trends across dashboards and project pipelines

Pull context from meetings, notes, emails, and the Content Hub

Prep smarter for account growth and follow-up opportunities

Turn workflows into strategic insight, with zero busywork.

Insight Automation helps you auto‑generate deal summaries, surface dormant account insights, or do sophisticated research, right from inside of Membrain.

 

With Automated Insights:

Salespeople stay in the flow, not stuck with admin busywork.
Managers get crystal-clear project insight. Instantly.
AI Insights - animation (6)

Insights

Never miss key details

Want to increase effectiveness while keeping the human touch?

Let's connect and see what Membrain can do your your business.
Brenda-cutout (2)