Product Update Blog

Connect everything easily with OneDrive and Google Drive Integrations

Update on March 23, 2021

We're excited to announce two new integrations for Membrain - helping you increase productivity across your organization.  Microsoft OneDrive and Google Drive.

It's safe to say that data is the backbone for informed decision-making. So when we share data between Membrain and other critical business applications, it introduces a whole new level of insights not just to your sales team, but right across your entire organization.  

So what can I do with these integrations?
There are lots of ways to use these powerful new integrations to streamline workflows, increase collaboration across teams and save time. They can be used to easily bring external data into Membrain and share it with your sales team. Or the opposite! Take Sales related Membrain data and make it accessible from other areas of your business. 

 

Scenario 1 - Send data from OneDrive/Google Drive to Membrain
with pre-setup Automatic Imports

GoogleDriveLogo OneDriveLogo          Membrain_Logo_Without_Text

 

In a nutshell, Automatic Imports take data from a Google Sheet or OneDrive Document  and bring 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.

💡 Share Marketing insights
Periodically export your customer's behavioral data from your Marketing app and automatically import it into Membrain with ease. Just what your sales team need to help them grow and expand key accounts.

💡 Connect ERP/Financial info
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 revenue in a whole new light.

 

 Scenario 2 - Send data from Membrain to OneDrive/GoogleDrive
with customizable Automatic Reports 

Membrain_Logo_Without_Text          OneDriveLogo GoogleDriveLogo


Automated Reports allow you to export data automatically and on a schedule from Membrain and populate new or existing Google Drive or OneDrive documents.  These reports can be used "as is" or - if your other apps allow it - imported into other systems for additional analysis. 

💡 Include Membrain data in your Operations reports
Generate Monthly sales and revenue reports automatically each month for inclusion in your Operations reports.

💡 Send real-time info to your BI Tool
Run reports on key metrics automatically from Membrain for further analysis within your BI reporting tools.

 

Get started today!
These are just a few ideas on how you can leverage these integrations, but we're sure there are lots more ways to benefit from them. Let us know what ideas you have, or reach out and we'll help you get started!