Color plays an important role in creating mood, conveying information, and even influencing the decisions we make. As a salesperson, adding color to the data you rely on everyday can transform it into something that is more tangible, so you can see what's important in an instant.

We think you're going to be tickled pink with this new update, which allows you to add customizable colors for Single Select and Multi Select drop down lists.

The result is core data that pops with color and insights

Of course, Membrain already embraces color in areas such as Health Statuses, Scorecards, and Dashboards that have standardized colors for consistency across multiple graphs. With this upgrade, you now have more control over the colors you use in Dashboarding, AND the ability to show a new range of colors coded fields in various areas of Membrain :

1. Take control over which colors you use in Dashboard Graphs. Up until now, Membrain did the decision making on applying colors to your data. Now you can customize the colors related to key metric options like Country, Industry or Vertical and visualize them in Dashboards that make sense to your business. 

2. Apply colors to other key views across Membrain 

There are so many ways these colors can be put to work, for example - 

⚡ Highlight areas that are high risk, like Competitors and use scaling colors to represent the level of concern

⚡ Update a Customer Current Status field after a site visit to show their happiness/unhappiness with a the state of an ongoing project

⚡ Alert your Business Development Team and encourage them to only work on new leads from well suited locations

And of course, this is all easily visible in various places in Membrain, like the project steps themselves, as well as Lists, hovers etc. 

We hope you enjoy this improvement, and are excited to add a splash more color to your day. Check out how Custom Fields can be easily upgrade to show colors with this Help Center Article - Creating Custom Fields

Within the next three months, where do you hope to see your company’s bottom line? How, precisely, is it going to get there?

You know you should be engaging a wider audience and retaining a larger client base, but setting your sights on a particular target is the easy part; figuring out whether or not you're on pace to hit it... well, that's what Membrain was built to do. As a result, you can start setting measurable goals right out of the box, and you and your sales team can track your efforts in real time using visually appealing bar charts.

The problem is, what happens if someone leaves the team? Their personal pipeline can almost seem to vanish into thin air, making it significantly more difficult to determine what should happen next or allocate the budget for the coming year.

But we here at Membrain are well aware that knowing how you or your team are performing isn’t enough to measure company success over the long run. You need to see the big picture.

That’s why we’re now offering Company Level Goals. With this update, you’re more than free to monitor the success of individual employees and teams; if you're up for it, you can assign goals across your entire Membrain Instance, and determine the right moves for the business overall. 

By mapping out where you want to go and how you’ll get there, you’ll get there faster. Check out this detailed tutorial to get started off on the right foot today.

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! 💥🚿