Back by popular demand - our Fika* with Membrain live webinars are where we highlight the most recent additions and improvements to Membrain, and give you a chance to ask questions and chat with us about all things Membrain.

*Fika [fee-kah] Swedish (v.) To slow down, have a coffee and appreciate the good things in life.

Last week, we hosted November's "Fika with Membrain". This time around, we took a look at the new Beacon Forms, Content Hub notifications, Timezone improvements, Product "Quotes" and new Integrations. We also gave a sneak peek about the new Content Cards, coming up soon.

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

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

- The Membrain Team

One of the many strengths of Membrain is our powerful and easy-to-customize process steps that guide your salespeople through your unique sales process. Now, we’ve given you the power to go even deeper with the ability to create side projects from a process step.

This new feature allows you to create a new prospect, sales project or account growth project from within an existing project step, and let the opportunity continue to seamlessly flow through other workflows or departments in your business.  

Here's where it can be used: 

1: Add a new, parallel Sales Project for Implementation or Onboarding, once you're in the final stages of the Sales Project

2: Start a new Prospect from an Account Growth Project quarterly review,  when you identify new possible opportunities for upselling to your Key Accounts

3: Create a new Account Growth Project at the end of a contract if the customer successfully renewed their agreement

To learn more about setting up projects and process steps, read our help center article here. 

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

Keep your workflow in one place with this powerful tool that lets you create and follow up on your Docusign Agreements directly within Membrain.

No more extra steps outside of Membrain that require you to upload a separate document into the sales project. Stay in Membrain and start to see a positive impact in your business due to:

• Eliminating paper, hassles and wasted time with a seamless process in the cloud
• Signing documents anywhere from any device
• More security than paper
• No overnighting, faxing or waiting
• Manual and duplicate data entry reduced by Docusign agreements populated with information already identified and captured in your sales process.

Get notified inside Membrain when somebody has viewed, signed, or rejected your contract. You will also save hours of time tracking down clients to complete contracts with automatic reminders for advertisers to sign. 

The cost savings, speed and convenience of keeping your workflow in one place is proof that we are committed to making our customer's lives easier. It's simple to use and just requires that at least one of the Agreement signatories has access to the Docusign Workspace. 

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

1:  Create the Docusign 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 Docusign.

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. 

Ready to get it set up? Check out this 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!

You may be currently experiencing some problems accessing your Membrain account.

Unfortunately, our hosting provider is observing technical problems that are resulting in some customers being unable to connect to Membrain.

We're sorry for this inconvenience. As we learn more, we will keep you updated here.

LATEST UPDATES, NOV 8

Issue Summary: On Nov 8, 8.13am GMT, some of our customers experienced issues accessing Membrain. We now understand the source of the issue to be a malfunction in a UPS battery pack at our Hosting Providers site. This malfunction caused a power outage and a redundancy failure, resulting in loss of access to some of our customers.

By 10.31am GMT, access had been restored for all affected customers.

Thank you very much for your patience while we worked through this. Please reach out to us at support@membrain.com if you have any queries or feedback.

11.45 GMT - We've verified the actual duration of this issue to be between 8.13am and 10.31am GMT. The timestamps of these updates have been edited to reflect this. We'll be back with a summary of this issue shortly.

10.31 GMT - Access is gradually being restored, with all customers now able to log in to Membrain. Some email services remain unavailable, and work is continuing to bring everything online. 

10.08 GMT - Technicians are onsite, working to fix the problem and find the root cause.

9.30 GMT - We are currently working with our hosting provider to find the root cause of the problem and restore access to Membrain as soon as possible. 

Thank you for your patience. We do apologize for any disruption this is causing.

If you have any queries or would like to discuss this, please contact us on our Customer Support line in Sweden +46 8 446 888 82 or US +1 646 741 2797.

The Customer Success Team

Back by popular demand - our Fika* with Membrain live webinars are where we highlight the most recent additions and improvements to Membrain, and give you a chance to ask questions and chat with us about all things Membrain.

*Fika [fee-kah] Swedish (v.) To slow down, have a coffee and appreciate the good things in life.

Last week marked the comeback of our popular "Fika with Membrain" webinar series. This time round, we took a look at the new Engagement Matrix, the Account Growth Timeline and how Trend Graphs can be used to spot key changes in your account growth projects like strategic account management, channel management, customer success and more.

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

We look forward to seeing you at the next Fika with Membrain!

- The Membrain Team

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!