4 Updates to Wrap Up The Year

Wow, it's December! For many in the sales space, this is an intense and sometimes stressful time of year. The end of the year finalizes key metrics and numbers for us, for better and for worse. 

We hope that you as Membrain customer has had a great year, and that our products have been a part of that, and that you're as excited for what 2024 holds as we are. This will be the final update for Membrain for the year 2023, and it has a lot of goodies in it!

We have some big things like the massively extended product personalization options and conditional custom field groups on both companies and contacts (more coming up on those on this blog shortly!) but we also have a bunch of other improvements that we'll summarize for you in this little digest. Let's dive in!

You can now use "Permission Groups" to share views, dashboards, templates and more

Adding this new dimension on top of the team and individual perspective opens up options like sharing a view with a certain department, or role. Let's say for example:

• A certain view, email template, or snippet is useful for somebody in operations? Share it with that permission group.
• A part of the Account Growth project is mostly important to the Key Account Manager but somebody else on the team only needs a condensed view, make a section available to the permission group that your KAM team is using
• You're doing a competition among your business development teams and want to have a dashboard for specifically those teams, and make it available to the permission group that those teams use.

This also hopefully addresses the many cases where there was sometimes a desire to have somebody be in multiple teams to get the right access to things in Membrain. Now, you can add permission groups and have a new level of control and flexibility.

To have access to this capability you need to have permissions to "manage users and permissions".

Group by address information like city and state in Dashboards

Previously this wasn't possible to do in a dashboard graph, and we're happy to open up this ability to more easily access geographical and territory information like this in dashboards.

Full control over Outcome information 

With process events and automation, you previously had access to all kinds of tools and settings to ensure the right information gets passed from a qualified prospect to the sales project it would create. Or when you win a sales project and create an Account Growth project. Now you can do this with the "main outcome" as well. Control what fields you want to bring over, what document categories like agreements and such you want to smoothly hand over, among many other useful workflow improvements that are now possible. You'll find this new capability in the "Outcome" tab in the prospecting and sales project process editor.

Total access to relationship fields in conditions and automation

Relationship fields are a powerful way to connect a deal to the right channel partner, a specific territory plan, a supplier, or anything else that has a prominent part in your sales strategy. Now you can build on those relationships and use it as conditions and show or hide information on an Account Growth project, set in special rules or events, and more.

Just to share some ideas:

• On a customer-centric Account Growth Project, you can now show a section that is specific Channel Partner that may have unique aspects in how you collaborate.
• When a strategic partner creates a new prospect or sales project, you can send a process event for specifically when that happens to Teams, Slack or right inside of Membrain Guide.
• When a new opportunity is created and grows the pipeline for a specific territory or annual account plan, send a nudge to the sales manager or to the entire team as a fun booster!

These additions all enable entirely new dimensions of what you can do with Membrain, and we're excited to see what you're going to do with these capabilities in your sales processes.

Should you need further clarification or assistance regarding this recent update, feel free to reach out to us at support@membrain.com—we're here to assist you!