The ability to Qualify, and perhaps more importantly Disqualify, Prospects and Sales Projects early in your Pipeline is a skill that takes time to master. This update to Qualifiers throughout Membrain offers more context and guidance to the sales team, resulting in more clarity around Qualifiers for everyone. 

Qualifiers have always been an integral part or Membrain's Prospecting and Pipeline Management tools. They are designed to help Sales People only qualify Prospects that are a good fit, and ensure those opportunities that do make it into the pipeline are flagged as a concern, if needed, as they make their way through the process.

This update means a Name and Descriptive text can now be added to Qualifiers, allowing Sales Leaders embed more detail into the process and give Qualifiers a more "human" feel that people can resonate with. 

But its not only the customizable name that gives a deeper understanding as to why the Qualifier prompts a red, yellow, blue or green indicator. Additional Descriptions can be used to give more context or as a powerful coaching tool, suggesting what to do in certain situations and offering up advice for possible next steps.

We're excited to hear your feedback on how you might use this new feature to support your team and guide them towards success. Please reach out to us if you'd like to bounce some ideas, or if you would like some help getting started. We'd love to hear from you!

Learn all there is to know about Qualifiers, or check out this step-by-step guide to help you update your current Qualifiers with this additional Detail. 

At Membrain, we're all about streamlining workflows, working smart, and helping your day run as smoothly as possible. So with that in mind, we've made it possible to send emails to stakeholders automatically... when the time and situation is right.

Of course, most of us appreciate that emails are best received when they are written with one person or project in mind. 

Disclaimer: if you believe sending 100's of generic emails to a contact list in the hope that something might stick is a good strategy, then please stop reading now!

But if done well, there can be place for well written templates and automated emails where an update or nudge along the way is needed, after a certain event has occurred. 

So how does this new feature work?

Saving time with email templates is one thing, but taking the next step to configure Membrain to know when to send the email is a whole new level. Using Automated Events in your Prospecting, Sales Projects, or Account Growth Projects as the trigger to send an email makes this an easy tool to configure. Additionally, you choose who you want the email to be sent from, giving you that extra control you want. 

And when is it best used?

There are so many great use cases where this can be very powerful. Lets take a look at just some examples of how this can make you and your team super efficient:

• When a project is Won - send an automatic email to the Decision Maker to say thank you for their business, or perhaps include relevant information from The Content Hub 
• When a project is Archived - reach out to your Main Contact and ask for feedback - even include a Membrain Form for completion
• When a Quote is sent - send additional agreement info or pdf's related to the quote 
• Or create a step simply for triggering an email, and use Conditions to only send to certain stakeholders with certain interests, from a certain industry, or at a certain stage in the process

Excited to give it a try?

We know this new feature is going to make a lot of sales people very happy, so pop straight over to the Help Center and learn how Automated Events can work even harder for you. 

And of course, if you need any help getting started, just reach out to us and we'll be ready to help get you started.

We are excited to announce that Membrain Forms now has a Submission List View. Now it's easier to see the bigger picture and stay on top of your customer experience. 

Making sense of the data starts with being able to control what information you see. With our new list view, you can group Membrain Form Submissions by:

• Contact
• Company
• Form Name
• Submission Date

Learn more about how to use this list view in our Help Center here.

To everyone writing in these past few weeks, first of all… thanks for reaching out! Second of all, thank you for being patient, and sorry for keeping you waiting. We here at Membrain have been busy putting together a spreadsheet of all your most burning questions, then assembling an elite team of data scientists to inspect the spreadsheet for us. It wasn’t easy (or cheap), but at long last, we’ve got your answers.

In order of most frequently asked, many customers wanted to know why they couldn’t create graphs based on “rules triggered”. They seemed to think it'd be nice if you could see which red and yellow flags were being consistently triggered inside Membrain, and maybe even narrow the results down by specific teams and users.

Something along these lines...

A few others wanted to know what they should have for lunch. To this latter group, we feel confident saying that you can’t go wrong with an avocado club sandwich. 

That first question though? Turned out to be a little stickier. Our fancy new data scientists were stumped, so we fired them and got back to doing what we do best, developing awesome new features to simplify your data needs. Before too long, we had something to announce, and this blog post is how we’re doing it…

From here on out, you can create graphs based on rules triggered. Using dashboards, you can now easily visualize what’s turning projects red, and perhaps more importantly, figure out how to stop it from happening. 

Back in the dark ages of calendar management, our sales team members probably spent more time than they'd care to admit (at least in public, where people might yell at them) trying to book meetings with clients spread out across different time zones. They were constantly flushing away whole weeks scheduling and then rescheduling every time someone had something come up at the last minute.

It was super-duper frustrating, but after crunching the numbers, we simply couldn't afford to hire a personal assistant for every single team member, no matter how often some of them angrily demanded it. We were all out of ideas…

Then Membrain Meet was born, and we could suddenly schedule meetings with more than one person at a time, quickly and easily, and we didn't even need a fancy personal assistant to do it. Just one shared link that synced everyone's calendars based on their availability, easy as A, B, C. 

Our problems were solved, and it looked like the party would go on forever! Except the party didn't last as long as we thought, because it turns out that when a customer can only book a generic appointment, anything more complicated than a one-time call can be a real pain in the you-know-what. You get what we’re saying? 

So what's this update all about?

If you’ve ever struggled to make everyone work together, we think you’re going to love Appointment Types, a new feature in Membrain Meet that lets you offer up different, preconfigured appointments, each of which can be set up to include:

• Default agendas - let your contacts know what to expect
• Preset durations - stay in control of the schedule
• Custom fields - gather relevant information before the meeting
• Guest invites - allow your contacts to bring their colleagues along
• Custom icons - use your company's branding 
  
  

Appointment Types are already live and ready to make your life easier, so if you want to give them a try, have at it! You can also check out this help desk article or give us a call if you'd rather learn more about how they work first.

At Membrain we are big fans of simplicity, and we understand that until you can visualize your process, it’s incredibly hard to see where your Key Accounts are in their journey with your business.

This is why are so happy to announce we have added a Kanban view in our Account Growth Module. 

This view is powerful if you’re using Account Growth to track Key Accounts as they move through your Strategic Plan, with the clarity to see which accounts are performing as expected and which ones are lagging behind.

Its also great for project based plans that follow a clear structure - such as onboarding new customers, or project delivery - making it much easier to see the whole process from start to finish.

Being able to visualize both the progress and process of your accounts helps you to see your strategy in stages in a clear, visual way.

Better visibility into your process helps:

• Organize your accounts by their progress through the plan
• Spot Accounts that are not performing as expected
• Follow your strategy easily
• Increase your focus and productivity
  
  

Improving your process is why we innovate and since a better process leads to more growth, we can't wait for you to try this!

It’s now possible to customize the information displayed for Projects in the Active Pipeline and Account Growth Overview.

Need some at-a-glance prioritization? It's quick and easy to add fields to show you things like Products being sold, Next Step in the process or the Company the project is connected to in your cards. Someone on your team asking for the SP Key for your projects? 💥, done.

Different views for different needs. This is the game-changing customization our customers love us for. Adding any field from the Company or Project level lets you see much more information, at a glance. For instance, these Project Cards shown below show 3 additional fields. 

• Next Step
• SP Key
• Products

Being able to adjust the information you see in your Active Pipeline View and in the brand new Account Growth Kanban view gives you more control and mental freedom to make quicker decisions. Let's not forget how this makes using a CRM more enjoyable and easy. If those benefits aren't enough, check these out:

• Speed up collaboration with other departments 
• See your next steps for each project at-a-glance
• Stay on top of things, making prioritization a breeze
• Get a clear picture of what's in your pipeline, from any angle
  
  

Effortlessly toggling between views containing different information in your overview is just another way Membrain keeps making technology the servant to the human. With less time pulling together data, you have more time to do things that create value.

Stay on top of the carbon footprint of data you create with a new ability to “Copy Data From” available within your Sales Projects. 

How is this different than a good old fashioned merge, you ask? So glad you asked. “Copy Data From” allows you to choose what information you would like to move such as stakeholders, data, activity and even documents. Most importantly, you get to decide which versions you want to keep. 

Whereas, with merge, it selects ALL the information within a sales project and combines it, overwriting all information within the "copied to" project

As bespoke as using a pencil and paper, data fields can be erased and rewritten when you select or deselect which fields of information to carry over. 

You can then delete, archive or even keep the original Sales Project once you have copied over all the data fields you selected.

This feature cleans up your data when:

• Multiple salespeople working on the same opportunity in 2 separate sales projects inside of Membrain. Now you can combine each salesperson's best pieces of information into one Sales Project. 
• You want to copy over information from a Sales Project to an Account Growth Project.
• Duplicate data was accidentally created

Here's to another level of clean data coming at you from Membrain! 💥🚿

Sending a well-written email to multiple contacts is a great timesaving way to deliver your message to leads and existing clients.

And using Membrain's batch email features along with email templates, snippets and content from the Content Hub helps sales teams communicate with a unified, professional language every time.

Templates and Snippets are great for ensuring a common high standard across the team when communicating with your customer base.

So what's new?

We are happy to announce that batch emailing from Membrain can be more personalized with the ability to automatically bring in additional information from the contact or company level, and now even the from a Prospect, Sales Project or Account Growth Project!  

Imagine being able to auto populate any piece of information you capture in Membrain about a prospect or customer, such as:

• What webinar did they recently watch?
• What product or service did they buy?
• Recent activity?
• What challenge or pain point do they have?

Think of this like a productivity and marketing tool combined. By auto-populating highly personalized information into your emails, you are not only saving time, but increasing the likelihood that your email will get opens and clicks. Can anyone say 💥

A few use case examples

• Use personalization's in snippets to paste into common tasks. Include all relevant information to complete the task like Sales Project number, order information, etc. 
• Speak directly to a challenge or pain point your prospect has, as long as that information is populated within Membrain.

Fika* with Membrain is an informal live webinar where we discuss the all things Membrain, and give you a chance to ask questions and chat with us.

For June's "Fika with Membrain" we discussed how to control those roller-coaster results by bringing more structure to your workflow. We went over some pretty advanced capabilities and had a lot of fun geeking out with our users on this one!

• Keeping Pipeline Healthy
• Improved Transparency & Analytic Capabilities

During this session, we went through different examples of automated events and rules:

(see recording at the bottom of post)

• Updating a date field when a specific step is completed such as a proposal sent.
• Triggering the creation of a new Account Growth Project when winning a Sales Project.
• Updating a custom field to "Customer", when winning a Sales Project.
• Adding conditions to prevent creation of an Account Growth Project when already a "Customer".

Recording

It was great to see so many join in for the live session, but if you couldn't make it, here's the recording.

*Fika [fee-kah] Swedish (v.) To slow down, spend time with someone you care about and learn more about each other.

Stay tuned, we look forward to seeing you at the next Fika with Membrain!

- The Membrain Team