Have you always wanted to see key data from other business apps in Membrain? Of course you have!
Our new Automated Data Import feature makes this easy, allowing for smooth updating and sharing of relevant data with your Sales Team.
Data is the backbone for informed decision-making. And when relevant external data is coupled with Prospect, Customer and Account information in Membrain, it brings a whole new level of insights to your Sales Team.
How does it work?
In a nutshell, this new feature takes data from any other business app which you can export to a Google Sheet, and brings it in to Membrain automatically. Through a one-time setup, Membrain performs regular data imports, updating key information right into your sales processes, giving your sales team the additional information they need to make improved business decisions. Here's a handy step-by-step guide to help you get started.
What can I use it for?
There are lots of ways this can be used, from simple yet effective to more complex data sharing scenarios: Here are just a few ideas to get you thinking:
Gather prospect information at a live event with ease. Create a simple Google Sheet, configure it to automatically import with just a few steps, and allow your visitors to add their details as they drop by. Membrain will take care of the rest and automatically populate your Prospecting Campaign with these new leads ready for you to get started.
View customer's behavioral data from your Marketing app alongside current Customer information in Membrain and give your sales team the competitive edge they need to grow and expand key accounts.
Pull out specific data from your ERP or financial system, for example weekly transactional sales, and import it regularly into Membrain to view alongside other Sales Project or Account Growth Project information. Create powerful Dashboards and analyze your total sales in a different light.
Sounds great! How do I get started?
Contact us at support@membrain.com or call us on (Europe) +46 8446 888 82 or (US) +1 646 741 2797 . We're excited to share ideas on how this powerful tool can bring more business intelligence to your sales efforts, and help get you up and running.
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