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.

It's the start of a new year, and as we all look forward to fresh beginnings and brighter days ahead, we've added some brand new analytical views for everyone to enjoy.

We've taken some of the most popular, key graphs from Membrain's Dashboard and popped them out into 3 separate analytical views, giving you pre-built, colorful graphs for Prospecting, Active Pipeline and Account Growth workflows.

For each workflow you have access to, you can find these views pre-loaded and packed with insights about your Prospecting, Sales efforts and Growth plans, ready for you to dig into. 

These views offer some options to allow you to dig deeper into your data, such as:

• Select one or multiple sales people and track their performance - great for one-on-one review meetings.
• Choose one or more processes to get a better understanding of how different areas of the business are performing
• Click-through on a graph to go straight to the heart of your data, helping you analyse trends to improve both forecast accuracy and win-rates.

Want to see more insights?

These graphs are just the tip of the iceberg when it comes to Membrains Analytical offerings. If you enjoy these views and would like to be able to dig deeper into every aspect of your your data, then check out our Sales Analytics+ add-on module, which offers a full version of the Dashboard as well as Win/Loss Analytical views. 

Or reach out to your Membrain contact today for a personalized walk-through of the Sales Analytics+ and we'll be happy to show you around.

Membrain has recently launched “Sections” as a component of Account Growth Projects - allowing you to organize them to your hearts content.     

We all do better when we're structured and organized, and the same goes for how you work with Accounts in Membrain. This latest feature allows you to group areas of Account Growth Projects together, and decide where and when they are displayed, for an even more customized experience.

Some benefits of sections include: 

• Enhanced control over the structural layout - admins can organize data components into sections and group related information together for a smoother experience. Whats more, simply drag and drop the sections into the area you would like in the Growth Account Project page layout. 
• Dynamic visualization of Sections based on conditions you specify. For example - smaller Accounts don't need to show extended Stakeholder information, whereas for larger Accounts this information can be critical.
• Increased flexibility to your workflow for Sales People - collapse and expand Sections while working with an Account Growth Project. This improves your view as you work so you can stay focused on the important areas on the Account.

We've made some exciting improvements to Views and Filters, offering you a more effective and flexible workflow. Views now take central focus, with inline filters allowing you to create new Views and filter your data with ease.

Some of these key benefits include:

Central Focus- The main focus of your workflow is now Views which are set up with Inline Filters. Since Views are now easier to access, you can be more intentional about the information you are selecting to see in your work flow. A smart new way to quickly access a holistic picture of the information that you rely on for insights, day-to-day.

Easy to use- You’ll no longer need to save multiple filters as the inline filters allow you to switch what’s in your view with ease. This means everything is visible on the same page. No more creating separate filters and views - everything is centralized as Views save the key information seamlessly. 

Increased Productivity- Lastly, you can still rely on your previously created Custom views, and a new option to star mark your frequently used Views as Favorites. And if you're brand new to Views, we've added some Default Views for you, giving you some new additional insights. 

We hope you will love these changes. For more information, please head over to our Help Center and read our in depth article about New ways to manage Filters and Views.

And if you have any questions about how best to use Views, just let us know!   Email support@membrain.com or call us on Europe +46 8446 888 82 or US + 646 741 2797. We're happy to help!

Membrain's Analytical Dashboards give you valuable insights into your data, presented in visually striking, actionable graphs.

With this latest update, we've made building Dashboards virtually effortless with the addition of our Graph Gallery - a selection of pre-built graphs to help you get started creating powerful Dashboards in no time.

Whether you're brand new to the Dashboard, or you're a seasoned fan, you're going to love this new way to turn your data into real-time analytics that drive progress. In addition, we've also simplified how to leverage this data using Inline Filters. 

The Graph Gallery allows you to browse through a selection of pre-built graphs and add them to a dashboard with one click.

Get started using the Graph Gallery today!

• Graphs from the Gallery can be used as they are, or as a starting point and customized further with additional insights based on data that's specific to your organisation.
• Or, if you know exactly what you want to see, choose the Custom option to create your own graph and build one from scratch.
  Learn all there is to know about building your own customized graphs in our Help Center Article Building Graphs in the Dashboard

We're adding new pre-built graphs to the Graph Gallery all the time, so keep watching for additional graphs to choose from and keep bringing new insights to your Dashboards!

We are proud to unveil our updated integration with Zapier, allowing you to quickly and easily move data between over 2000+ different applications.

This recent overhaul gives you even greater possibilities for seamless workflows throughout your business, with more options to send vital information between Membrain and other business critical applications.

For those of you who are not familiar with Zapier, it is a productivity tool which uses event-based automation called Zaps – workflows that connect your apps and streamline routine tasks.

Some ideas of how to use Membrains integration with Zapier today:

• Turn web form conversions into prospects in Membrain
• Import your company blog posts to Membrain’s Content Hub
• Create invoices in your ERP when sales projects are won in Membrain
• ...and whatever other ideas your creativity comes up with :)

The integration is instantly available to all customers with an active Zapier subscription.

Curious? Read more about whats possible with Zapier and Membrain, and search for the apps you commonly use in your business. 

And if you're ready to get started, take a look at our Zapier help center article which goes through the simple steps needed to get started. Or just give us a call! Europe +46 8446 888 82 or US + 646 741 2797 and we'll be happy to help.