In today's competitive business environment, time is of the essence. One missed deadline or skipped step could mean losing out on a potential sale. That's why we're excited to announce our latest update to process rules and alerts that makes it easier than ever to keep track of time-critical steps and coach your team effectively.

By triggering alerts on hours and minutes, you can coach your team in real-time and make sure that everyone is working towards the same goals.

Previously, rules could only trigger alerts on a day level, making it difficult to ensure that your team was reaching critical milestones on time. With our new update, process-level and process-step rules can now be set up to trigger on hours and minutes as well, giving you greater control over your team's progress and providing immediate feedback and guidance when it's needed.

We're excited to see how this update will help you achieve even greater success in the prospecting stage and beyond. If you're not already using our process or step-level rules, we encourage you to give them a try!

Reach out to us at support@membrain.com and we'll be happy to walk you through it.

We understand that every business is complex and unique in its own way. We also understand that business leaders need a tool that supports that uniqueness, with customizable options that reflect how each part of the business flows.

That's why we've introduced Customizable Outcomes for Sales Projects. Not all sales projects end when the contract is signed, or when the Win Button is clicked. That's often just the start of the journey.

So what happens next? A Service Delivery project kicks off? An Account Plan needs to be created for a new customer?  Perhaps a Prospect can be pursued off the back of new relationships being built. With each successful opportunity, more possibilities for business open up, and these should be tracked and managed with a solid process for the team to follow.

Our latest update allows for Customizable outcomes for Sales Projects, meaning you can choose what happens by default, after you win a Sales Project. This new tool can automatically create a new Prospect, Sales Project or Account Growth Project in whichever Process you decide suits best.

 

 

Here are some ways you can use this new tool today:

Use the new contacts you've identified to break into other departments or territories.
Create a new prospect with a simple cadence of touchpoints to keep the conversation alive.

Follow up with an expansion project or project delivery workflow.
Create a new Sales Project and move into the next phase of business, without missing a beat

Kick off a new business account plan. Create a new Account Growth Project and turn the focus to growing new clients and unlocking their potential. 

Do you have any other ideas on how you might use this new feature?  Let us know! Or drop us a line if you would like to brainstorm ideas, we'd love to hear from you!

   

If you're anything like us, you’ve got a long list of things to do today and not enough time to do them. You’re trying your best, but no matter how many items you cross off, the list is still growing somehow, like the weeds in your vegetable patch.

There are only 24 hours in the day, and you can’t imagine finishing everything on time. You need help... until you log into Membrain and find your productivity tools have gotten a major upgrade.

Calling made easy

⚡ Your calling interface has been improved, significantly reducing the number of clicks required to cycle through contacts, including those with multiple phone numbers. 

⚡ If those contacts aren't picking up (or you spot that they are in a time zone outside of business hours) you can now select another contact to call straight from the project step. When every second counts, even the smallest details can save you time.

Scheduling made easy

⚡ And speaking of calendar management, you now have the ability to see everyone on the team's local time before scheduling a meeting. Your colleagues will love you for this. 

 

Collaborating made easy

⚡ Also, if one of your meetings goes awry for some reason, you can now send a cry for help to your teammates in the comments section via Membrain's mobile app - Membrain Go. You'll be able to pop out for an extra cup of coffee while remaining focused on your work.

 

So keep calm, partner. With the support of your coworkers (and Membrain), you’re going to get through this list in no time. If you manage to finish ahead of schedule, by the way, we’d love to hear what you think about these additions, as well as any other ideas you have for improvements! 

We are proud to announce the launch of Membrain Automations - a brand new tool that helps save time by automating tasks, allowing your team to focus on what's important.

Automations can perform a sequence of Steps for a given item in Membrain. They can execute across Membrain's platform to take care of tasks on a Company, Contact, Prospect, Sales Project or Account Growth Project.

They are also versatile, allowing you to enroll an item in Automation manually one by one, in batch, from a process step or via an automated process event, or use automatic enrollment criterias.

There are so many ways Automations can help Membrain work smarter for you and your team. Here are a few ideas on how you can use Automations:

⚡  Automatic Prospect Assignment
Use conditional steps and randomization to automatically assign Prospects based on any number of factors such as territory, prospect size, product interest and more.

⚡  Automatically Archive or Renew Account Growth Projects
If you run Account Growth Project on a year-to-year basis you can easily setup an automation to close down last year and set up a new one for the next.

⚡  Data Clean-Up And Categorization
Leverage automations to set data based on existing data points. Eg. set a more easily filterable NPS Category based on an NPS score field.

⚡  Automate Email Flows
Use automations with Wait steps and Email steps to send customizable email
sequences to your Contacts.

 

"Remember, with great power comes great responsibility"

We're excited to have Membrains Automations live and available to our customers, but also want to stress that it is a very powerful tool and should be used with care and consideration. If you're keen to learn more about what Automations can do for you, please reach out to our Customer Success team at support@membrain.com and we will enable it for you and walk you through it.

In the meantime, if you'd like to learn more about how Automations work or get some more ideas and inspiration on how you can use them in your business workflows, go ahead and check out our Help Center Article - Automations - An Introduction 

 

Membrain's mobile app is a powerful tool for anyone who finds themselves on the road, out of the office, or just away from the keyboard for a while. And as we move to a more mobile, flexible world, we've focused on making Membrain Go more functional, so you can do even more with Membrain in your pocket.

Since its launch, we've been adding more functionality and usability to Membrain Go. Simple things we now take for granted - like replying to emails, adding a note, or looking up a contact's phone number - are fast becoming the basic, but reliable, elements of Membrain's mobile app.

 

A few weeks back we added customized views to Membrain Go to make working in Membrain Go more like the Desktop version, and this newest update is no different! It's now possible to complete steps within a project itself, move it forward in the process and closer to completion, and make real progress while on the go. 

 

So whether you're a Manager checking in on your favorite Dashboard, or a Sales Professional keeping things up to date, we feel sure you’re going to love executing your sales strategy from the comfort of your mobile device. Why not download Membrain Go and give it a try for yourself?

 

Membrain's in-built Forms feature is quickly becoming Sales & Marketing teams' best friend. Using Membrain Forms on your website to generate new prospects from visitors is an immensely powerful tool, especially in today's uncertain market.

 

With this in mind, we've added some new capabilities to Membrain Forms, so you can get more information into Membrain through auto-generated Prospects, giving your team more meat to follow up with on new Leads. 

Newest updates include:

• Default Value Fields - useful when you want to ensure certain info is always included in a Form
• Overwrite fields already populated in Membrain - helpful when data needs to be updated via a form submission
• Populate fields via data passed to the form via the query string 
• Hidden Fields 
  
  

Other previous updates you won't want to miss:

• Enable/disable the Beacon on a Form - handy when you do not want to track/auto-fill the form user
• Customizable text for the Submit button
• Use the Contact List to filter on who has/hasn't completed a form
• Send notifications to Teams, Slack or Membrain Guide when a new Form is submitted

 

Of course, generating new prospects is not the only use for Membrain Forms. They are a great way to keep in contact with your customers for other cases like using Forms for a Customer Satisfaction Survey, Contact Us form on your website, a Poll ahead of a demo or presentation of your products and services, or a Quality Survey to capture feedback after you've implemented a project.

All of the above improvements can be used for any kind of Form. What do you use Forms for? We'd love to hear!

Working with numbers isn't always the most fun part of a career in Sales. But getting the data right, and presenting it with clarity is important so everyone is on the same page. 

This one is for the data geeks out there that want to be able to do more with the numbers stored in Membrain. We've made it possible to apply decimals to Number and Currency fields, along with adding percentages to Number fields - so you can get right down to the specifics of the data that drives your business.

Some ways this can be used:

• Add more granularity to order quantities in Sales Projects
• Use % for percentage values like Commission Rates % for the Sales Project Owner, Profit Margin %, Discount Rate % etc.
• Apply these values to Calculation fields to add intelligence and insights to your workflows
• Import and export complex data sets with more control
• Plus lots more...

In what ways could you use these new updates in your Membrain account? We'd love to hear your feedback!  Reach out to us at support@membrain.com and we'll be ready to brainstorm some ideas with you.

 

Membrain's Products tool is one of the most popular elements of our Sales Analytics features, and it's no surprise as to why. Products allows for the tracking of the individual products and services you sell, as well as in-depth reporting on expected revenue - not just closing dates.

We're excited to announce that we've just added a whole new set of metrics to measure in Products. Read on to find out more!

Products already offers the tracking of products and services your business provides, along with details like Expected Revenue dates, Fixed or Recurring pricing and Quantities (both additive and non-additive). It also has a handy quoting tool, which means professional pricing options can be directly to customers, straight from a sales project. This new update offers more in-depth tracking and analysis of the products and services you sell, giving you more flexibility and control, with additional insights into the value your products and services bring to your business.

• Costs and Profit tracking - The revenue each product generates is important to track, but equally important can be the ability to track the cost against that revenue. This opens up a world of new reporting possibilities, for example Profit margins, Cost analysis, and insights into the ROI your products generate.
  
  
  
  

• Discounts - Love them or loathe them, discounts can often be a big part of closing a deal. With that in mind, we've added the ability to apply a discount as a percentage or as an absolute amount to each product offering you have. Either as a default, or something the salesperson can enter, ad-hoc, means its very flexible and easy to use, and report on.

If you're not familiar with what Products can do, read these articles first Products - Revenue Tracking at its finest, and Top 5 eye-opening graphs for Products

Or check our our Help Center to learn how to get started with tracking and reporting on Products.

salespeople have always enjoyed looking at information about their prospects from new and exciting angles; it's just that before computers were invented, they had to do so by spinning spreadsheets in various directions.

Then technology (such as Membrain) came along, and frustrated salespeople could finally focus on what was important when it was important…

So long as they could get their hands on a computer, anyway. If they were out in the field, they were out of luck. That wasn't such a big deal at the time, but things are different now. Today’s salespeople aren't tethered to their desks. Instead, they travel from location to location to meet with prospects, and they expect real-time information to be available from a mobile device.