Using Automation and Process events is a great way to handle everything from lead assignments of new prospects, to handovers at key points in the process to bringing in the right resource at the right time.
With this being such a key part of streamlining your processes, Membrain now has the ability to select and combine multiple teams and individuals in a round-robin assignment flow.
You can use this capability by automating the "Set Owner" property, either in Automations or in a specific process at certain points.
- Allocate new prospects to a combination of teams and individuals?
- Need a handover to a project manager or technical resource when going into a specific stage?
- Trigger a playbook on deals with unique properties where a senior team member is needed?
- Escalate tickets to a second-line team?
The usecases are almost limitless and can be powerful additions to simplify, streamline and in places automate the processes for your sales, revenue, customer and operations teams.
Another addition is the capability to set the value of a relationship field through similar means. So if you need to connect a sales project to a partner/reseller/distributor that you have as an Account Growth project, this can now be simplified through this type of automated approach.
There are all kinds of use cases that this can help with: territory management, breaking down your annual plans into quarterly account growth or upsell sales projects. Relationship fields are a powerful way to create context in Membrain and we're excited to see how this will be used going forward.
If you have any questions or feedback about this update, please write to us at support@membrain.com we'll be happy to help!
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