We’re happy to announce a new enhancement to Membrain’s workflows: the ability to include items from the Content Hub directly within email templates in Automations!

With this update, you can seamlessly add valuable content to your automated email sequences, ensuring every email sent is packed with useful, relevant information.

Who does this update bring value to?

This may sound like a small update, but it's a powerful one that brings value across your whole organisation. It empowers Sales Teams to execute their strategies more efficiently, Marketing teams benefit from more dynamic and personalized campaigns for targeted audiences. And Customer Success and Support teams stay in touch more easily by automating reachouts with relevant content to the right customers at the right time.

When you think about it, all teams have some kind of repeatable, automatable email workflow that can be streamlined using content-rich automated email sequences. What springs to mind for you?

Here are just some ideas to get your creative juices flowing:

Sales teams: Automatically enroll certain stakeholders into an email sequence that contains preloaded engaging content to help them understand the value of your offerings.

Marketing teams: Segment companies and contacts based on industry, vertical, or location, and create email templates with relevant Content Hub collateral, making automating these wider outreaches a breeze.

Customer Success Teams: Based on Products sold or Account Growth priorities, send white papers, case studies, or supporting documentation to help support your existing customers and nurture the growth of your existing accounts.

At Membrain, we’re committed to continuously improving your sales enablement experience. This update is another step toward making your automation smarter, richer, and more effective, and we hope you like it!

Learn more about Automations here and the Content Hub here. Or, if you prefer a conversation about your unique setup, reach out to your Customer Success Advocate or email us at support@membrain.com.

We’re excited to announce an update to our revenue analysis capabilities that further bridges the gap between ERP data and sales pipelines within Membrain.

Building on our Native Quote tool and the ability to sync Quotes and Orders from your ERP, you can now include the value of Quotes and Orders as direct sources for Potential & Value metrics directly in Account Growth projects. This opens up a world of capabilities for more accurate, data-driven analysis of both future and realized account revenue.

From disconnected data to actionable insights

Before now, critical revenue data was scattered, or lived exclusively in an ERP, disconnected from current sales activities and forecasting. With Quotes and Orders now feeding Account Growth, that data becomes part of the same conversation as pipeline, opportunities, and execution.

This means Account Growth can now reflect:

• Potential revenue based on Quotes 
• Realized value based on Orders

How does this benefit you?

• More accurate account forecasting

See quoted potential and confirmed orders side by side with ongoing sales activities to understand where revenue is truly heading - not just what’s in the pipeline.

• Better prioritization of accounts

Using the visual Growth Grid, identify Accounts with high quoted potential but low order conversion and focus coaching or resources where it will make the biggest impact.

• Clearer progress tracking over time

Track how quoted potential turns into real revenue within defined periods, making Account Growth an even more powerful tool for strategic decision-making.

• Stronger account reviews and coaching

Managers can discuss growth using real ERP-backed numbers while reviewing sales execution, activities, and momentum in the same view.

Why this matters

This update further bridges the gap between ERP truth and sales execution. By bringing Quotes and Orders into Account Growth calculations, Membrain helps sales organizations move beyond guesswork toward forecasting and decision-making grounded in reality.

We look forward to seeing how this enhancement helps you drive smarter sales decisions and more accurate forecasting. Reach out to your Customer Success Advocate or email support, and we'll help you get started.

Recently, we expanded our native ERP integrations by adding support for syncing Quotes and Orders from Microsoft Business Central into Membrain - bringing critical commercial data out of back-office systems and into the sales workflow.

Today, we’re continuing that journey.

Introducing one-way Quote & Order sync from Fortnox

Our Native Fortnox Integration already syncs Company data seamlessly. With this latest update, Quotes and Orders from Fortnox can now automatically sync into Membrain, giving sales teams access to up-to-date ERP data without manual entry, spreadsheets, or double work.

Why this matters

In many organizations, ERP data has traditionally been disconnected from daily sales activities. That disconnect creates blind spots—especially when it comes to understanding what’s been quoted, what’s been ordered, and how that aligns with pipeline and account plans.

By syncing Quotes and Orders from Fortnox into Membrain:

• Sales teams gain real-time visibility into commercial progress
• Leaders get clearer, more reliable forecasting 
• Managers can coach more effectively
• Manual imports and data entry are removed

Part of a broader ERP integration strategy

This Fortnox integration builds directly on our recent enhancements to ERP connectivity and is another step towards bringing clarity to sales activity vs’ financial reality. If you’re using Fortnox as your ERP, we hope you’re excited to get started and enjoy the benefits this update brings.

We’ve been rolling out a series of smaller enhancements designed to remove friction from your daily workflows and make it easier for sales teams to stay aligned, organized, and focused.

Here’s a quick look at what’s new.

Decline & Propose a New Time — directly from your Membrain calendar

You can now decline a meeting invite and propose a new time in a single action, right from the calendar.

This means less back-and-forth and fewer messy email threads. Just a faster, cleaner way for sales teams to get meetings back on track so they can focus on moving deals forward.

Clearer time zone handling on invitation response 

To reduce confusion when coordinating across regions, all meeting invite views now display the participant’s own time zone (if it’s set in Membrain). This small improvement adds clarity where it matters and minimizes scheduling mistakes, especially for global teams.

Preferred time format used in more places

Reminder notifications now automatically use each user’s preferred 12- or 24-hour time format for clearer, more intuitive communication. We’ve also made some other small improvements to the reminder email layout to make it easier to read at a glance. These small adjustments help ensure tasks and appointments are understood quickly, reducing errors and helping teams stay on top of what matters.

Milestone Step Completed Date is now available in AGP & Flow graphs

Following our recent update that added “Milestone Step Complete Date” to Dashboards and Lists, these fields are now also available in AGP and Flow graph components. This gives teams deeper visibility into progression timing across processes, making it easier to identify bottlenecks, understand pacing, and coach toward more consistent execution.

Need help with this update? Reach out to us via the in-product chat or reach out to your Customer Success Advocate.

We’re excited to announce a powerful new enhancement to Quotes in Membrain: the ability to incorporate Content Hub collateral directly into your Quotes.

This feature allows you to add relevant sales collateral (e.g. white papers, case studies, product sheets) from your Content Hub into Quotes, giving prospects more context and resources, all in one professionally branded experience.

Key Updates

• Easily add Content Hub collateral to Quotes
  Quote Templates (and individual Quotes) now include a section where you can select and order Content Hub items you wish to include in the Quote, before sending.
• Clear, Visual Display in Quotes
  Collateral appears in an “Additional Content” section when viewing or previewing a Quote, complete with thumbnails and item names for clarity
• Automatic View Tracking
  Once a Content Hub item has been viewed, you'll get tracking data so you know when your prospect is actively engaging with your Quote and its contents.

How does it help you sell more effectively?

By adding relevant collateral to your Quote, you give prospects the clarity and confidence they need to move forward. You'll spend less time searching for the right materials, and buyers receive a more complete, professional proposal experience. And with automatic tracking on every shared item, your team also gains insight into which content resonates, helping you refine your approach and improve win rates over time.

Ready to get started?

This new feature is live now, so give it a try today! Learn more about it over in our Help Center or reach out to your Customer Success Advocate to get started.

Our native integration with Microsoft Dynamics 365 Business Central already removes friction by keeping key ERP data connected to your sales workflows.

Today, we’re extending that capability even further. Sales teams can now access Quotes, Orders, and related Products directly in Membrain, bringing the clarity, accuracy, and context needed to execute with confidence.

What does this mean for you?

Syncing Quotes and Orders gives salespeople real-time visibility into what’s actually happening commercially without waiting for updates, checking the ERP, or relying on manual entry.

With this richer Business Central data flowing into Membrain:

• Salespeople gain real-time visibility into commercial details
• Leaders get clearer, more reliable forecasting 
• Managers can coach more effectively
• Organizations overcome problems like low transparency, manual work, and data fragmentation

How it helps

By extending the Business Central integration, we’re continuing to eliminate friction, increase clarity, and empower your team to execute your strategy with precision.

We hope you're as excited about this update as we are! You can learn more in our Help Center or reach out to us via the in-product chat, and we'll be here to help!

In complex B2B sales, timing shapes everything. From forecast accuracy to prospect engagement, follow-up discipline, and even the overall customer experience.

When timelines reflect real working days, not just calendar days, teams operate with more clarity and confidence. That’s why we’re expanding business-day logic across Membrain. 

With new support for BusinessDaysBetween in Calculation Fields and Business Days in Prospecting Wait Steps, your metrics become more realistic, your outreach sequences stay perfectly paced, and your workflows stay aligned with how your team actually works.

This release brings 2 new updates:

• Calculation Fields now offer a new "Business Days Between" function
• Prospecting Sequences now allow for "Business Days" in Wait Steps

1. Calculation Fields and "Business Days Between" function

What's New

The new BusinessDaysBetween function calculates the number of weekdays between two dates, automatically excluding weekends. It plugs directly into your existing Calculation Fields, enabling precise business-day math across key points in your process, allowing for:

• Accurate analysis of milestone-to-milestone duration, eg, Time from Quote request to Quote sent 
• Improved Responsiveness on New leads, Meetings, Key stakeholder interactions, etc
• Specific Workflow-triggering calculations

2. Prospecting Wait Steps and "Business Days" option 

Momentum matters in prospecting. But when a “3-day wait” stretches over a weekend, sequences lag, conversations stall, and opportunities could be missed.

What’s New

Prospecting Wait Steps can now be set to Business Days, aligning them with the same business-day logic already available in other areas throughout Membrain. It's now possible to:

• Choose the number of Business Days as a wait period in any prospecting sequence
• Automatically exclude weekends
• Maintain consistent timing with the logic already used in Calculations and Rules
• Keep outreaches aligned with real working days for both sender and recipient

Make Your Strategy Easier to Execute

By bringing business-day awareness into calculations and prospecting sequences, we’re giving sales teams clearer guidance, more accurate data, and tighter workflows.

If you’d like help applying these new capabilities to your workflows or strategy, our support team is here to help. Or take a look at this HelpCenter article.

In a complex B2B sales environment, visibility into when key milestones are reached is crucial. It’s what helps sales leaders coach effectively, identify bottlenecks early, and ensure that progress aligns with process.

That’s why we’re introducing Milestone Step Completion Dates in project list views and dashboards as a new way to track, report, and analyze milestone progress directly inside Membrain.

What’s New

You can now select all Milestone Steps as fields in list views and dashboards, focused specifically on Steps Completed Date. Any step in any of your sales processes that is using the "Milestone" process tool will now be available in this new way outside of the project itself.

Here’s what that means:

• Add milestone step completion fields to any list view (for Prospects, Sales Projects, Account Growth projects or Flows!)
• Use these fields in dashboards for tailored reporting
• Filter, sort, and compare completion dates across projects or team members
• Build custom views that highlight where progress is happening, or where it’s stalling

These fields integrate seamlessly with existing analytics, making milestone data a first-class citizen in your reports and dashboards.

Why It Matters

This enhancement directly tackles a huge challenge in sales management, knowing where deals really stand in the process. Quickly spot when milestones are completed, get clarity on progress and gain process adoption insights that fuel more consistent, predictable execution.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

In complex B2B sales, one of the hardest things is knowing where progress is happening and where attention is needed next. Too often, valuable insights are buried in activity logs or scattered across tools, leaving sales leaders to rely on instinct instead of data.

Step Completed Filter

While there are a myriad of tools in Membrain to track the progress through your sales processes, tracking specific steps in your sales process just became a lot easier.

The new Step Completed filter lets you pinpoint projects that have reached specific process steps within a given time frame. For example: Identifying all deals that completed “Qualification” or “Proposal Sent” in the last 30 days.

How It Works

• Add the "Step Completed" filter to an existing view you want to add it to, or create a new one
• Select one or multiple steps across your sales processes
• Choose a preset or custom date range (e.g., This Week, Last 30 Days, or use a Custom Range)
• Membrain then shows only the projects in your pipeline, your prospects or account growth projects where those specific steps were completed within that window.

Field Updated Filter

CRM's are often a graveyard of data, something we at Membrain have tried to be a part of solving for over a decade. Stale or incorrect data can cause frustration, confusion, adoption issues and makes it harder to reach your sales targets. 

Data in motion though, tells a story. The new Field Updated filter helps sales teams identify which Projects, Companies, or Contacts have seen recent updates to critical fields — whether that’s a change in Decision Maker, Next Step, Forecast, or Deal Value.

How It Works

• Add the new "Field Updated" filter to a view
• Choose the field you want to track
• Pick a date range (e.g., Today, This Week, Last 30 Days)
• Membrain surfaces all the results showing where that field was updated during that period

Why It Matters

These filter provides instant clarity into momentum within your pipeline, your prospecting efforts or in your account management execution. It helps salespeople and managers keep tabs on what’s shifting in their data, and respond in real time.

Most organizations struggle to connect activity to progress, and this update offers powerful tools to bridge that gap.

Use it to:

• Catch recently reprioritized accounts (for example: when Customer Category changes in Account Growth)
• Identify new or re-engaged contacts for follow-up
• Audit data quality and consistency before key reviews
• To trigger Automation enrollment when certain steps are completed or fields are updated

Sales organizations often struggle with stale or untracked updates that lead to poor forecasting and missed opportunities. This filter ensures that recent changes don’t go unnoticed, turning data movement into meaningful action.

• The Step Completed filter shows where real progress is being made.
• The Field Updated filter shows where data (and potentially priorities!) are changing.

Together, they help sales teams move from reaction to intention, coaching to reality, and data to action, all within the context of the sales process.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

In complex B2B sales, wins are rarely the work of just one person. Big deals often involve multiple contributors, from sales executives and account managers to solution specialists and customer success leads.

For organizations that have made this an integral part of how they operate, it's a challenge to manage this in traditional CRM solutions. All the credit goes to a single “owner,” leaving teamwork invisible and performance data incomplete.

This update brings shared revenue attribution to Sales Projects, ensuring accurate recognition and goal tracking, and transparent reporting across your team. This is one of those updates that is huge for organizations that work this way, and if you don't work that way, no worries.

This is all a process setting that can be turned on if and when it's helpful.

How Revenue Split Works

Revenue Splits allow sales managers to allocate portions of a deal’s total value among internal team members. You can:

• Enable Revenue Splits per Process via Process Settings (disabled by default)
• Access the Revenue Split editor from the “Value” dialog or via the split icon next to the deal value (when a revenue split is already set up)
• Include multiple internal stakeholders (Lite Users excluded)
• Ensure the total split always equals 100%
• When viewing a single user’s pipeline, Membrain automatically shows revenue split details next to total and weighted pipeline values.

The deal owner is included automatically, but now everyone contributing to the win can be acknowledged and measured.

Integrated Into Goals, Reports, and Analytics

This isn’t just a visual feature, Revenue Splits are fully integrated into Membrain’s analytics and goal tracking.

Split revenue flows into:

• Pipeline Value and Weighted Pipeline Value
• Performance Graphs
• Goals and Goal Attainment calculations
• Elevate dashboards and Weekly Reports
• Notifications and analytics tied to goal performance

Every report, target, and trend now reflects the reality of shared effort.

With Revenue Splits, Membrain ensures your analytics, goals, and forecasts reflect reality, not just ownership as a field in a CRM database. It’s another step to support collaborative, transparent sales execution.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.