Automated Events in Membrain are a great way to stay on top of things. They can be used for coaching, celebration internally, guidance, and communication.

Our next expansion to the level of things you can automate within events is the ability to “Set Field Value” when an event happens.

Being able to "Set a Property" based on an Event opens up a world of opportunity to control your data.

Previously it’s been possible to do things like trigger the creation of an account growth project when a sales project is won. Now you can:

• Add and remove values from a list
• Set a specific date such as “14 days from when the event happens”
• Incrementally increase a number every time something happens

Types of Field Editing Options

• Numeric 
• Dates
• List
• Text fields
• Currency
• Single/Multi-select
• Links

There are infinite ways to use this new feature, but here are just a few examples that we have seen in action so far: 

• Manage complex automations
  
  When you win a sales project, create an Account Growth Project and set the Customer Type Field to "customer".💥 Add a condition to this rule that ensure an Account Growth Project is only created IF the Customer Type Field is NOT set to Customer - giving you more control over your automatic workflows
  

• Stay in control of your Data 

When a Customer returns to buy more products or services, add that option to the "All Products Purchased" list on their Company Page

• Date Based Example

Automatically set a date 3 weeks after winning a sales project to ensure the salesperson follows up with the delivery team on a project that’s supposed to start at that point.

• Number Based Example

Count the number of times an event within a process has occurred, such as how many times a specific project has had a red flag.

Automated Events solve a bunch of problems like:

• Lack of Transparency
  Produce data & insights automatically instead of having sales people do manual work (with human error)
• Lacking analytical capabilities 
  Clean up your data with automation when certain things happen
• Unreliable forecasts
  Produce better data using process events

So let’s help you make it easy to Execute Your Process and Optimize Your Strategy with better management of your data. You can check out this help center article to learn more about Automated Events.

If you're loving Membrain Forms, then you won't ever want to miss the excitement of a new form being submitted.

Whether it's a new order coming through your website, a prospect asking for information about your products or services, or perhaps an existing customer answering your feedback request - it's super important you're on the ball and ready to respond ASAP.

Send customizable alerts to whom you want - and how you want - when a new Membrain Form is submitted.

Up until now, new form submissions could alert you via either email or by setting up a webhook. Powerful yes, but not always the most effective way.

So we added some more options to make setting up these notifications easier, informing your team in a way that suits you and your organization best. 

• Membrain Guide - alert the individuals who should be aware - right from inside Membrain
• Slack or Microsoft Teams - broadcast to the individuals or #channels across the broader organization, so they don't miss a beat
  

We hope you enjoy these new updates. Why not jump on over to the Help Center and follow our step-by-step guide for setting up these new alerts or getting started with Membrain Forms.

Applying Process Rules is a great way to help stay on top of what's important and keep your Pipeline healthy.  

Rules are customizable alerts that help you prioritize your efforts and focus on the Projects that may be at risk or need extra attention. Depending on the severity of the problem, alerts are shown on the Projects with a blue puzzle piece, yellow flag or red flag. 

This latest update includes 2 new features for Process Rules:

1. Highlight the issue and make it stand out by giving your Process Rule a unique name.. 
2. Offer more detail about the problem, and include coaching and even suggested next-step actions to your team, so it's clear what needs to be done.

Learn more about Process Rules and how to customize them to your teams needs in our Help Center Article "Process Rules"

Today we’re doing a round up of our most popular productivity functions in Membrain.

We’ve got some that are shiny and new and some that are old, but still gold. If you’re sick of software annoying the crap out of you, then this post is for you! 

In fact, our team claims these productivity functions greatly improve their enjoyment of using software. Instead of being the annoying little brother that pesters you with questions, Membrain is like the cool older sister that helps you sail past the queue at the ice cream parlor on a hot a day because, well, she’s just so cool and makes life seem so easy. 

So no more terrible, horrible, no good, very bad days using your CRM. Instead, pass Go and collect €200 with... 

Keyboard Shortcuts:

• C for Calendar 
• M for Mail (Sales Inbox)
• S for Search
• T for Tasks
• G for GoTo Menu
• H for Content Hub
• V for Comments
• Ctrl + right/left arrow to jump to the next sales project or prospect
• Ctrl + S for Shortcuts 
• Within your email composer you have quick access to shortcuts, making it easy to insert a Snippet, Membrain Meet Link or Personalization.

Or Favorite:

• A snippet
• An email template
• A dashboards

You can also spread your comments like wildfire with  

• Centralized Comments area (live feed)
• Ability to comment on an email from the sales inbox
  ….#YouGoGossipGirl

P.S. - A huge achievement for Sales People Collaboration and Coaching for Management. ...

...Or get the party started with Multi-Person Membrain Meet!

Nina, our Head of People, is loving our new ability to schedule meetings with multiple colleagues. It allows her to quickly spot the gaps between multiple calendars, making it easy for her AND the people she invites to the meeting. 

Sebastian, our Sales Manager, is able to jump back and forth between different views in milliseconds with keyboard shortcuts, saving him time, headaches and money. 

George, our CEO, couldn’t live without the GoTo Menu allowing him to navigate to menu tools like Dashboard, Contacts, Pipeline or Settings, with just one stroke of the keyboard.

How many times per day do you navigate to the menu? 10, 50, 100, 500 times? Between the mouse scrolling and clicking, each time is probably taking you 3-5 seconds. Costing you potentially 42 minutes per day. At a minimum it’s costing you one minute. Just to navigate to a menu, find and access what you are needing. Those minutes add up!

You don't have to be a power user to get in on these time saving productivity functions in Membrain, so why don't you give them a whirl and let us know how you like them!

Membrain is proud to integrate with industry-leading Marketing Platforms - bringing teams together and aligning sales and marketing efforts.  

With this latest update, it's now possible to share a broader set of information from Membrain with your marketing team, giving them the power they need to reach a more targeted audience. 

Now available for: 

• Mailchimp
• Constant Contact
• Hubspot 
• Active Campaign 

Membrain's integrations can sync contact-specific information to and from Membrain, ensuring both CRM databases are kept up to date and streamlining marketing campaigns. 

What makes this newest update exciting is that it allows you to send Sales related information from Membrain to your marketing app, including insights about the Prospects, Sales Projects or Account Growth Projects these contacts are part of. This in turn opens up a world of knowledge and insights to your marketing team, allowing them to make more informed decisions when determining who they should be reaching out to.  

Your Marketing team can do powerful things with this data, like target contacts based on what stage of a Sales Project they are in, or what Prospecting Campaign they are part of.  

But don't stop there, just think of all the sales-specific insights the Sales Team adds to Membrain on a daily basis like:

• Competitor information
• Relationship scores
• Products or Services they are interested in

Pretty much any detail you capture in Membrain can be used by the Marketing team, helping them easily drill down and find their perfect target audience.

Let's get you started!

We're excited to bring this update to you, and hope you're excited too! Reach out to us today and we'll help you get set up so you can give this superpower to your Marketing team.  

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 May's "Fika with Membrain" we discussed how getting your whole team to use Membrain doesn't have to cost you an arm and a leg with our lite user account option.   

Lite User Account Benefits

• Improve cross-team collaboration by getting the whole team to use the same tool. 
• Increase productivity with shared templates and email tracking.
• Save money with different levels of access since not everyone on your team might need the same capabilities.

During this session, we went through the following:

(see recording at the bottom of post)

• Improve cross-team collaboration 
• Add more users at a fraction of the cost of a full user
• Available on Membrain Go
• Productivity boosters like templates and email tracking
• Task management tools for the whole company
• And so much more!

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

Trying to figure out why you won or lost a deal can feel like journeying into the “dark side” of buyer psychology. People are complicated, and often what we ask for isn’t what we really want. 

Thankfully our buying behaviors all subscribe to some type of pattern and the trick is being able to spot these patterns faster than your competitors. 

This is where mountains of data and AI come into play. The smarter they get, the smarter you get. 

Our own Win/Loss analysis capability has just gotten smarter with an increased level of insight into the reasons that influence your customers. Within seconds you can drill down into the reasons why your customer did or did not buy from you. 

Win Rate Influences like the below are ranked competitively against each other:

• Main Challenges
• Industry
• Employee Size
• Source Category
• Competition
• Timeframe

What’s new is the ability to click on a specific influencer and quickly see helpful comparative data.

For instance, if you are comparing which industries work best as one of the influencers behind your product purchases, it would be much more helpful to see all the different industries you are tracking side by side. Now you can.

More insight makes it easier to:

• Focus on the areas that are proven to be successful
• Edit your process to adapt to the situation
• Discover competition previously unknown
• Learn why you lost
• Understand who your perfect customer is
• Disqualify 'poor fit customers' quicker

Transparency is the antidote to unreliable forecasts, low win rates and a bloated pipeline. That's what you get with our win/loss drill down...

The ability to navigate and interpret the data you collect around why you win or lose.

The dark side doesn't look so dark anymore does it?

You can learn how to use this feature here. We've also got a great discussion going on LinkedIn around what prospects want and you can join in here. 

Our shiny new green Qualify Button has just grown some baby wings. These wings give you more independence when qualifying a prospect by allowing you to select what happens for a certain outcome.  

Previously, when clicking on the green qualify button a sales project was automatically created. Now, there are more options within our prospecting module (for now) allowing you to automatically move qualified prospects to an account growth project or back to a prospecting project. 

Like a happy dancer you can hop back and forth in your workflows with a fluidity you didn’t have before. 

Successful Outcome

⬇️
Click Green Button

⬇️ 
Account Growth Project Created 💥

OR 

Successful Outcome

⬇️
Click Green Button

⬇️ 
Prospecting Project Created 💥

But that is not all, friend. No, that is not all. You can also choose which process the new project gets added to.

You choose. Your choice. You da' boss. 

*Bonus Tip - The green button can also be reconfigured to say “Create Account Growth Project” or “Create Prospecting Project” instead of the default. 

For instance if “Partner Leads” is one of your processes and you would like to create an account growth project off the back of qualifying a prospect, you can now bypass the default "create a sales project".

More options for how you want to put your customers through the workflows makes it easier for you to execute your process, and therefore easier for you to win those deals!

For any questions about this great new feature please reach out to support@membrain.com and we'll be happy to walk you through it.

N

Who knew such simple rules could eliminate a boatload of hassle? That's what you get with our latest update to booking appointments through Membrain Meet.

People outside of your organization can now book a meeting with multiple members of your team. All through a shared link. 😎

Uncomplicating the process of scheduling meetings with multiple people means...

More time connecting +
Less busywork =
More productivity

In order to help that sink in...

Here's a reminder of the "before" sitch when booking meetings with multiple people (Not even considering multiple time zones) was a massive stress ball and time suck.

First, there’s the many clicks to navigate between multiple calendars. Then the brain crunch trying spot a shared bit of open availability. Clicking back and forth and up and down, only to get swept sideways to the ol' pen and paper; just to get a quick overview of potential times between all the calendars. 

The time slot is finally chosen, maybe 5-20 minutes later, and the invites go out one by one.

You can finally get back to your day. Or can you??

What about the inevitable back and forth email discussion around better time alternatives. Tack on another 30 minutes of your time, just gone. Or what about a last minute need to reschedule? No problem, just start all over. Bye-bye-hour-of-your-time. 

We want to give you back that hour, to do more superhero stuff in the sales world. 

With just a few simple rules for your availability preferences invitees can view synced availability between multiple calendars. Scheduling meetings with multiple people with less hassle also earns you more points for courtesy and professionals. 🤗

How this can reduce your stress -

• Clears away hassle
• Simplifies scheduling process
• Reduces interruptions
• Reduces calendar conflicts
• Makes rescheduling a breeze
• Reduces headaches
• No more back and forth emails

One way we have been using this capability at Membrain is for our data import meetings with our new customers where multiple people from Membrain are needed for the call. Now when we send an invite link to the customer they can easily find a time that works for everyone from one screen. 

Massive stress reliever all around! 

Modern scheduling is the new black, or as us 90’s kids like to say, Baby Got Back.

For any questions about this great new feature please reach out to support@membrain.com and we'll be happy to walk you through it.

Now that we have rolled out Membrain Forms, our excited users have requested a feature to keep the administrative side of it under control.

You can now add a custom headline that is different from the name of the form. This feature allows you to name the form in a structured way yet still have a compelling header that will appear to the customer.

This is important as you create more and more forms that begin to pile up in your overview list with meaningless names. You will soon get to the point where you lose control of which form is which in the overview list.

Now let’s be clear. A headline is what your customer sees. A name is what you see in Membrain.

Before this capability, whatever you wanted the customer to see simply became the name of the form. So, if you had a survey form with a header “What was your implementation like”, it would also get saved within Membrain with that name. 

Imagine the search nightmare when navigating through previously created and saved forms within Membrain. How are you going to know if the form was for marketing or sales or customer success with obscure titles like “Evaluation Form” or “Event Registration”?

Our marketing manager recently created a form named "SaaSiest - Ball Wall Contest" with the headline as "Register your achievement" to log competitors for a contest we had at a recent event.

Without this distinction in naming the form it would've been very confusing to figure out what "Register your achievement" was used for. 

Another update to Membrain Forms are Text Blocks. You can add a paragraph of text before the questions start in the form to help describe what the form is about and why you should fill it out. 

Additional Life Saving Updates to Membrain Forms - 

• Archiving
• Copying forms
  
  

Before Membrain Forms, you likely saved your forms in a marketing tool that required you to set up an integration or manually copy and paste the form fields into excel. One of our goals at Membrain is to reduce complexity for our users and Membrain Forms makes it easier to execute your sales process by automatically creating prospects when someone fills out a form on your website.

If you’re ready to reduce confusion and gain more control head on over to our help center to read up on Membrain Forms here.

Or reach out to support@membrain.com and we'll be happy to walk you through it.