Elevate your Daily Workflow with These 3 Updates

Update on November 9, 2023

Break Free with Graphs in Account Growth

In Account Growth projects, we've unleashed the power of graphs beyond the limitations of default start and end dates. This enhancement empowers you to create annual account plans or accommodate contract-specific timelines while accessing historical revenue, product, or engagement data.  

Picture the ability to track a customer's buying trends over the last five years while focusing on this year's strategic plan. It’s about gaining historical context without losing sight of the present.

 

Drill Down for Deeper Insights 

Performance and line graphs offer insights into trends and patterns over time. Now, with a simple click, you can delve deeper into underlying prospects, sales projects, and activities. This enhanced feature lets you access key insights and details more effortlessly than ever before.

 

Engagement Timeline: Tracing Your Customer Journey

The engagement timeline provides an intuitive route to trace your customer's journey from inception to completion. This feature offers a streamlined view, allowing you to track the origin and outcome of your prospects, sales projects, and account growth projects. The addition of "Previous" and "Next" project links makes it seamless to track a project’s evolution.

 

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

 

 

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