Membrain's "Performance Analytics" now gives you even deeper insights with the simple click of a button. Management can view a team’s overall performance, the performance of individual team members, and now, select all team members at once for a deeper look. 

This comes in handy for managers who want to work with individual salespeople to understand their impact on the overall team.

Previously, if you selected “Team A” in a dashboard graph or performance view, you would only see the data points for the overall team combined. Now with the Team "individual" option, you still see the team, but it is further broken down to an individual level.

Here’s an example of the two different views. 

View 1: The overall performance of an entire team.

View 2: The performance of each individual team member.

This update accomplishes 3 things:

• Makes it much easier (and quicker) to select just one option from the graph selector (rather than before, where you would have to select multiple salespeople individually and customize your graph).
• It helps keep your teams organized and eliminates the effort of trying to remember who is in which team.
• As salespeople move around from team to team, the graphs will update themselves without you needing to manually update a thing. 

How to use it!

Team (individually) and All (individually) options are now available in two different places within your Membrain instance:

• Performance Views (as shown above)
• Dashboard Performance Graphs (custom built graphs, as shown below)

The custom graphs dashboard also lists 'My Team Individually' and "All Individually" as pre-set options so you can quickly select from the dropdown list in the graphs library.

We hope you like these new options! Let us know your feedback or reach out to us support@membrain.com if you would like some more power user tips on building customized graphs and analytical views in an instant.

As a Membrain and Oneflow User, this powerful tool will help you create and follow up on your Oneflow Agreements directly from Membrain. Get notified from directly inside Membrain when somebody has viewed, signed, or rejected your contract.

No more need for multiple workspaces! We've brought Oneflow into your Membrain experience.

Reduce manual and duplicate data entry by populating your Oneflow agreements with information already identified and captured in your sales process.

The integration is simple to use and just requires that at least one of the Agreement signatories has access to the Oneflow Workspace.

In just 3 easy steps you can have your digital agreements signed, sealed, and delivered:

1: Create the Oneflow agreement - no more duplication of data entry in two systems.
The integration pulls relevant information from Membrain and adds it directly into your Agreement templates in Oneflow.

2: Send the agreement - Once you're happy with it, its good to go!

3: Track its status - Membrain will show you the latest status of your agreement, so everyone can see where its at. 

To learn more about setting up your Oneflow account within Membrain, read our help center article here. Or reach out today to support@membrain.com and let's brainstorm together on how we can find a solution that works for you!

The best customer experiences are built around personalized connection that flows easily across channels. 

Hello Zendesk Integration. Where happy customers are kept happy by happy and productive support teams. Now account managers can easily and quickly compare important information about a customer from one beautiful dashboard. No longer needing to jump between the CRM and Zendesk, within seconds, they can follow the rabbit trail of questions raised when managing accounts, directly inside Membrain. 

Questions like:

• What type of support ticket is this?
• What is the status of said support ticket?
• Are the number of tickets in this account going up or down?
• Has the company grown?
  
  

Something else to get really excited about are the dashboards you can build to spot trends. Easy to build. Easy to use. Easy to understand. Since the integration allows for a full sync between Membrain and Zendesk, you can see graphs side by side. This can increase efficiency for managers in planning and organizing internal resources by allowing them to track ticket trends by week, by person or by priority.

This integration becomes even more powerful when paired with our Account Growth module. Account managers can quickly get an overview on the health of an account to provide those quick answers needed in quarterly meetings. Salespeople also have a better idea of the right time to contact a customer by quickly filtering in the activity stream to see the latest Zendesk tickets. More visibility between departments, keeping the dreaded silo working to a minimum, can I get a moo, moo?

Why Integrate:

• Insane collaboration between account managers and customer support teams. From complicated issues to simple ones, the view is 360, with just a click, click, click.
• Save money on unnecessary Zendesk licenses. Account managers no longer need their own access to Zendesk as they can see all the magic directly inside Membrain.
• Keep track of important issues for your most important customers.

Keeping your customers happy starts with connected communication across any channel. The key to pulling off these conversational experiences that are consistent and scalable is tech that allows for sophisticated, seamless support. 

With this integration, taking your customer success to a strategic level is no longer a want, but a choice. Why not start now? You can read how to set it up here. 

Membrains "Products" functionality offers an in-depth look at sales revenue - allowing you to track and forecast fixed and recurring revenues, as well as analyze the success of the product categories you offer to your customers.

Our newest improvement in this area is the ability to import additional sales and revenue data from outside Membrain, right into Products, making it possible to view this data alongside your current Sales Revenue Reporting and Analysis views.

A growing number of Membrain customers are using these new import capabilities to solve operational reporting problems and get the full picture of revenue income across the whole organization.

Below are some common scenarios and a suggested solution. Read on to see if you recognize yourself or a challenge you are facing today, and let's brainstorm together to find a solution that works for your unique scenario! 

Scenario 1: You use Membrain mostly for larger complex sales, and have no real insights into the many smaller transactions that, in reality, make up a large part of your business' revenue.

Keep it simple and run a manual import monthly to bring sales revenue data into a separate sales project for each customer. Track what your smaller customers are buying in Product categories, and include this data alongside the larger sales you already visualize in Membrains Product Analysis and Reporting views. Note - these sales projects require no action from the sales team. 

Scenario 2: Your ERP/Financial system keeps track of Customer Contracts with a fulfillment aspect, which is not easily accessible by Key Account Managers.   

More and more financial systems can now connect to Google Drive and Microsoft OneDrive, which opens up the possibilities of using Membrains Automated Import capabilities to bring this data easily into Membrain. Once in Membrain, this data can be analyzed further on an individual account level using Membrains Account Growth Module. Learn more about the benefits of using Product Revenue Reporting in Account Growth Plans 

Scenario 3:  You've been recording all Sales through Membrain using traditional workflows and are concerned a switch to using Products could result in the loss of comparable historical reporting. 

The ability to export traditional sales and product data from Membrain (Sales Project Values and product dropdown lists) and import this data back into Membrain as Products takes away any concerns for reporting continuation. In fact, it offers a brand new way to view your data, with new insights that are not possible with the traditional setups.

Let us help you get started!

We understand there's some planning required to make the move to using Membrains Product capabilities, but we're here to help and put a plan in place for your unique scenario.  And we truly believe that it will open up a whole new world of insights into your overall Sales Revenues.

Reach out today to support@membrain.com and let's brainstorm together on how we can find a solution that works for you!

Previously, we exclusively supported “Activities” such as “Appointments,” “Calls” and “Emails” in our processes. We are excited to finally include “Notes” and “Tasks.”

As a sales leader it’s important to be able to easily capture information at key steps in the process using all all Membrain’s activity capabilities (activity types, custom fields, etc). Now we can do exactly that- for example, you might want to track “Notes” created in the process and connect them to activity goals. This is a great way to increase Activities towards goals when you can track directly from the step in the Process. 

Some of the benefits of using “Notes” from a step in the process include: 

• The option to set the note as a specific activity type such as “First Appointment” or another custom activity type
• Connect to existing notes
• The option to add content to the note
  
  

When it comes to the Sales Process, another key thing for Sales Leaders is the ability to create “Tasks” within this Process to keep things actionable. Now we have added “Tasks”  and focused Task- specific capabilities to contribute toward that momentum. 

Some of the benefits of using Tasks from a step in the process include: 

• The option to set a Task as a specific Activity type beyond a Call or Email
• Set as “Important or not”
• The option to assign a role
• Options for reminders and deadlines
• Ability to connect to an existing task and add content 

Get started today!
These are just some of the benefits to using Tasks and Notes as part of your Processes.  We would love to hear more about how you are using Tasks and Notes in your Processes. Otheriwse, if you need assistance getting started drop us a note, we are happy to help! 

We're excited to announce two new integrations for Membrain - helping you increase productivity across your organization.  Microsoft OneDrive and Google Drive.

It's safe to say that data is the backbone for informed decision-making. So when we share data between Membrain and other critical business applications, it introduces a whole new level of insights not just to your sales team, but right across your entire organization.  

So what can I do with these integrations?
There are lots of ways to use these powerful new integrations to streamline workflows, increase collaboration across teams and save time. They can be used to easily bring external data into Membrain and share it with your sales team. Or the opposite! Take Sales related Membrain data and make it accessible from other areas of your business. 

Scenario 1 - Send data from OneDrive/Google Drive to Membrain
with pre-setup Automatic Imports

     →     

In a nutshell, Automatic Imports take data from a Google Sheet or OneDrive Document  and bring it in to Membrain automatically. Through a one-time setup, Membrain performs regular data imports, updating key information right into your sales processes, giving your sales team the additional information they need to make improved business decisions.

💡 Share Marketing insights
Periodically export your customer's behavioral data from your Marketing app and automatically import it into Membrain with ease. Just what your sales team need to help them grow and expand key accounts.

💡 Connect ERP/Financial info
Pull out specific data from your ERP or financial system (for example weekly transactional sales) and import it regularly into Membrain to view alongside other Sales Project or Account Growth Project information. Create powerful Dashboards and analyze your total revenue in a whole new light.

 Scenario 2 - Send data from Membrain to OneDrive/GoogleDrive
with customizable Automatic Reports 

     →     

Automated Reports allow you to export data automatically and on a schedule from Membrain and populate new or existing Google Drive or OneDrive documents.  These reports can be used "as is" or - if your other apps allow it - imported into other systems for additional analysis. 

💡 Include Membrain data in your Operations reports
Generate Monthly sales and revenue reports automatically each month for inclusion in your Operations reports.

💡 Send real-time info to your BI Tool
Run reports on key metrics automatically from Membrain for further analysis within your BI reporting tools.

Get started today!
These are just a few ideas on how you can leverage these integrations, but we're sure there are lots more ways to benefit from them. Let us know what ideas you have, or reach out and we'll help you get started!

Ever wonder what your Strategic Accounts potential revenue is? And I'm not talking subjectively, I mean really?

Understanding your customers potential is key to growing your existing Accounts, so using "best guesses" here won't cut it. Read on to learn how Membrains Account Growth module shows you where this potential is, and the path to take to realise it.

Account Planning is all about identifying where the opportunities for growth are, and focusing your activities and efforts there. 

With this latest update, Membrain's Account Growth Module now allows you to take the value of all open opportunities on an account and use that amount as the overall account potential, giving you an objective calculation of what the real potential of this account actually is.

And to ensure you're adding new opportunities as they develop on an Account, we've made it even easier to create new Sales Projects from right within an Account Growth Project. So no more guesstimates, no more ball park figures. Just data driven numbers to help you segment your Accounts in a structured way.

And why not do the same with current value? The value of all won opportunities can be used to give you the running value of an account. Making it easy to easily see the current its value, along side overall potential.

Adding open opportunities to your Account Projects to gives you lots of additional tools for analysis, allowing you to:

• Use the Growth Grid to see the Untapped Potential (Potential - Value) of all your accounts, segmented into quadrants.  
• Create Rules or Playbooks for how you want to handle an account, based on which quadrant they are in. 
• Add a Timeline to your Account Projects and get a visual overview of all historic, current, and upcoming prospects and sales projects
• Plus lots more!

We hope you are excited to try out this new setting and see the benefits for yourself.

Reach out to support@membrain.com if you have any questions, or would like to schedule a walk through or best practice session.

It has never been easier to stay up to date with the relevant projects on your account. Not only is it easy, but the timeline visuals are second to none. Timeline is a great way to view an overall summary of the historical, current and future projects on your account.

There are several benefits when using the Timelines component of Account Growth including:

• Visuals-Get access to excellent visuals on all of your projects connected to your Accounts .

• Historical Snapshots- Stay on top of where you have been and where you are going with your accounts. The Timeline gives you fresh overview of current, up and coming and historical projects on the account.

• Flexibility- Decide whether you would like to see Prospects, Sales Projects and other Account Growth Projects or a combination of all three on a particular account. You can also include open, closed and archived projects on the account- it’s up to you.

To get started setting up Account Growth Timelines please head over to our help center here.

Product Revenue Graphs are the latest edition to our new Account Growth Module. You can now add this as a component under Graphs.

This specific type of graph allows you to drill down into specific revenue information connected to projects on the account. It allows you to gain insights and plan for the year ahead on an account level.

What are some examples of this?

Performance- You might want to create graphs to include information about products that are generating the most revenue per quarter.

Tracking milestones- You can track milestones and recurring payments so that can help you accurately forecast expected revenue. 

Flexibility- Product Revenue Graphs allow you the flexibility to view information on all the projects you are working on within an account and enable you to visualize the progress. 

New Opportunities - Identify white space where you have additional opportunities to position new products or services.

Here at Membrain, we are passionate about giving our customers the insights needed to forecast and plan for the year ahead. This latest update gives you even more flexibility to do just that.

Membrains Products feature allows you to track not just the products you sell as a business - but also milestone and recurring payments - giving you in-depth analysis and the ability to accurately forecast on expected revenue.

So whats new? Now with additional options and improved usability, it's possible to add more complex revenue payments and expected incomes from Sales Projects in a more flexible way that suits your unique business model.

• Track recurring payments with 5 or 7 daily frequencies - allowing for weekday or full-week projects
• Stay flexible on ad-hoc projects and set the revenue to span over a set number of days
• Get specific and use the end date of a project to calculate the expected revenue

Visualize Progress

And once you're up and running, Membrain's Dashboard will give you all the insights you need to analyse and understand where your revenue is coming from.

If you're interested in finding new ways to forecast on expected revenue, then reach out to our Customer Success team today! We'll be happy to walk you through the options available and find the best solution for your business.