Easily Create Follow-up Tasks

The meetings we have with our existing and prospective customers are the most important activities we do in sales. 

While emails, phone calls, messages on LinkedIn and more are powerful when used right, nothing beats an actual conversation either in person or over Zoom/Teams. It's the best way we can engage multiple stakeholders, both inside our organization and on the customer side in a real-time exchange.

When we do engage in this meetings, we commonly identify next steps and tasks that need to be done following a discovery call, a call where we are trying to identify and minimize perceived barriers for a decision and similar.

Now you can easily create those follow-up tasks right inside of the appointment itself! With just a few keystrokes you can now create a structured plan for the next steps after an important meeting, without even leaving the context you're in.

Naturally we wanted to make sure this capability was also available elsewhere where it may be useful, so you can now actually have sub-tasks in Tasks, and use the same capability in Notes in Membrain. We hope this will make it easier than ever to ensure nothing slips through the cracks and give your customers a top-notch buying experience.

If you have any questions or feedback about this update, drop us a line at support@membrain.com and we'll be happy to help!