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.

Applying Rules to your workflows helps you stay on top of what's important, keep momentum up, and ensure your Prospect, Sales Project or Account Growth Projects are in a healthy state.

Of course, sending alerts to the project owner or their manager, along with generating color-coded flags within a project, are great ways to highlight when expected activity levels are not being reached. But it's a real eye-opener when you shift your focus to look at not just the Activity Type, but Activity sub-type which is due on a project. 

With this latest update, its now possible to create rules that trigger when certain expected  activities have not been carried out on a Prospect, Sales Project or Account Growth Project. Not only looking at the high level Activity (like Appointment), but taking the customized Activity Types you have created that suit your business (like Proposal meeting or Weekly Sales meeting), and allowing you craft your rules around those customizations.

Some ways to improve your process rules today:

When working on Key Accounts with a rule that triggers when there has not been an Appointment in 30 days. Update this rule to trigger when there hasn't been a Customer Review or a Partner Planning meeting in 30 days.

Or when working with Prospects, a rule that alerts when there hasn't been a Phonecall made in 5 days, Make this rule more specific and generate alerts when a Follow-up Call or an Exploratory Call is overdue.

We hope you're excited to try out this new way to apply rules to your processes.  Check out these articles and learn more about Creating Rules and Customized Activity types.  Or email us at support@membrain.com and we'll be happy to share our best practice advice on how to keep your team on track with Activity Rules.

If you are familiar with our newest addition to Membrain, Account Growth and the Growth  Grid, you will be thrilled to know that we have made more exciting updates here!  

We have recently enhanced our slick  “Growth Grid”  view by adding support for rules and playbook conditions similar to that of a sales process.

You can now create “Rules” to reach out with proactive phone calls or have meetings with VIP customers every 30 days. Use “Playbooks” to schedule quarterly reviews with strategic  accounts or map decision makers on larger accounts that you would find in a top quadrant.

For more information on Account Growth Rules and Playbooks click here.

We are proud to announce that Mailchimp and ActiveCampagin are now available for integration. At Membrain, we are committed to providing you with more email and automation tools to help you optimize your sales and marketing workflows.

MailChimp and ActiveCampaign  are both popular marketing automation platforms. This new integration will provide rich customer insight from Membrain allowing you to communicate, execute, and coordinate sophisticated marketing efforts with your sales and marketing teams.

If you are interested in learning how to integrating these marketing tools with Membrain to help improve your sales and marketing workflows, please check out these Help Center Articles:  Mailchimp Integration - Setup, and Active Campaign Integration - Setup

You can also checkout our previous Blog Post regarding our Constant Contact integration here.

Plus get in touch with us at support@membrain.com and we'll be happy to get you started.

Have you always wanted to see key data from other business apps in Membrain? Of course you have!

Our new Automated Data Import feature makes this easy, allowing for smooth updating and sharing of relevant data with your Sales Team.

Data is the backbone for informed decision-making. And when relevant external data is coupled with Prospect, Customer and Account information in Membrain, it brings a whole new level of insights to your Sales Team. 

How does it work?

In a nutshell, this new feature takes data from any other business app which you can export to a Google Sheet, and brings 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. Here's a handy step-by-step guide to help you get started.

What can I use it for?

There are lots of ways this can be used, from simple yet effective to more complex data sharing scenarios: Here are just a few ideas to get you thinking:  

Gather prospect information at a live event with ease. Create a simple Google Sheet, configure it to automatically import with just a few steps, and allow your visitors to add their details as they drop by. Membrain will take care of the rest and automatically populate your Prospecting Campaign with these new leads ready for you to get started.  

View customer's behavioral data from your Marketing app alongside current Customer information in Membrain and give your sales team the competitive edge they need to grow and expand key accounts.  

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 sales in a different light.

Sounds great! How do I get started?

Contact us at support@membrain.com  or call us on (Europe) +46 8446 888 82 or (US) +1 646 741 2797 . We're excited to share ideas on how this powerful tool can bring more business intelligence to your sales efforts, and help get you up and running. 

Sales and marketing alignment is potentially the greatest opportunity for improving business performance today. That's why we're so excited to launch our latest integration - Constant Contact.

Here at Membrain, we believe that when sales and marketing align, companies optimize their sales cycles as a whole, resulting in improved conversion rates, achieved sales goals and overall increased growth. 

Constant Contact is a leading online marketing and email automation tool helping small businesses market their ideas, attract customers, and sell more products. This new integration will allow you to execute and coordinate sophisticated marketing efforts with your sales team. Formalize an agreement between marketing and sales on what a good lead looks like, and how sales should follow up on it. Then put the integration in place to visualize this and seamlessly automate all those areas where things can fall between the cracks.

How can this integration improve Sales & Marketing workflows?
Here are just a few ideas to get you started:

• Create workflows to help the sales and marketing teams share vital information about key customers
• Sync contact information and create targeted email workflows according to their segmentation in Membrain
• Tailor your marketing efforts based on where specific Stakeholders are in their decision process
• Auto Generate marketing qualified leads in Membrain and assign to your prospecting or sales team, with all the relevant information they need at their fingertips

We're excited to see what other great ideas our customers will think of doing with this integration, so if there's anything you've always dreamed of being able to do, please get in touch with us at support@membrain.com and we'll be happy to get you started.