Membrains "Products" functionality offers an in-depth look at sales revenue - allowing you to track and forecast fixed and recurring revenues, as well as analyze the success of the product categories you offer to your customers.
Our newest improvement in this area is the ability to import additional sales and revenue data from outside Membrain, right into Products, making it possible to view this data alongside your current Sales Revenue Reporting and Analysis views.
A growing number of Membrain customers are using these new import capabilities to solve operational reporting problems and get the full picture of revenue income across the whole organization.
Below are some common scenarios and a suggested solution. Read on to see if you recognize yourself or a challenge you are facing today, and let's brainstorm together to find a solution that works for your unique scenario!
Scenario 1: You use Membrain mostly for larger complex sales, and have no real insights into the many smaller transactions that, in reality, make up a large part of your business' revenue.
Keep it simple and run a manual import monthly to bring sales revenue data into a separate sales project for each customer. Track what your smaller customers are buying in Product categories, and include this data alongside the larger sales you already visualize in Membrains Product Analysis and Reporting views. Note - these sales projects require no action from the sales team.
Scenario 2: Your ERP/Financial system keeps track of Customer Contracts with a fulfillment aspect, which is not easily accessible by Key Account Managers.
More and more financial systems can now connect to Google Drive and Microsoft OneDrive, which opens up the possibilities of using Membrains Automated Import capabilities to bring this data easily into Membrain. Once in Membrain, this data can be analyzed further on an individual account level using Membrains Account Growth Module. Learn more about the benefits of using Product Revenue Reporting in Account Growth Plans
Scenario 3: You've been recording all Sales through Membrain using traditional workflows and are concerned a switch to using Products could result in the loss of comparable historical reporting.
The ability to export traditional sales and product data from Membrain (Sales Project Values and product dropdown lists) and import this data back into Membrain as Products takes away any concerns for reporting continuation. In fact, it offers a brand new way to view your data, with new insights that are not possible with the traditional setups.
Let us help you get started!
We understand there's some planning required to make the move to using Membrains Product capabilities, but we're here to help and put a plan in place for your unique scenario. And we truly believe that it will open up a whole new world of insights into your overall Sales Revenues.
Reach out today to firstname.lastname@example.org and let's brainstorm together on how we can find a solution that works for you!
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