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.

Working from home has recently become the new norm for a lot of salespeople. In turn, online meetings and notifications now play a major part in how we communicate with both our colleagues and customers.

Today, we're excited to announce the launch of our latest integration - Microsoft Teams - making these workflows effortless and helping you instantly become more productive.

Our Teams integration offers 2 powerful new features to those who use Teams as an internal communications tool. 

Firstly, you can now create a Teams online meeting to add to your Membrain appointment with one click. Send out invites to the participants and... you're done!  Follow these simple steps to get started creating Teams meetings from Membrain today!

This, coupled with Membrain Meet (the shared online version of your Membrain Calendar) allows your contacts to create a Teams online meeting while they're booking an appointment with you.

Secondly, let Membrain and Microsoft Teams work together as part of your internal communications throughout your organisation. Automatic notifications can alert individuals or teams of important Membrain events as they happen, keeping both Membrain and non-Membrain users in the loop. Learn more about how to get started with Microsoft Teams online meetings and Setting up notifications from Automated Events in Prospecting, Sales Projects and Account Growth Projects.

A few ideas to get started with the Teams Integration:

• Send a congratulatory update to a colleague when a Sales Project has been won!
• Notify the finance team when an "Agreement Signed" step in a Sales Project is completed
• Alert the customer support team when a Sales Project generates a red flag
• Inform the Marketing team when a "Demo required" step in the Sales Project is completed
• Notify the sales team when a Prospect has been converted to a Sales Project

We hope you enjoy these 2 great ways to get more out of Microsoft Teams and Membrain. Reach out to us at support@membrain.com and we'll be happy to help get you up and running!

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When working with a Prospect, there are usually one or more Steps that define the main objectives of the entire Prospecting Campaign. It may be to have the  the exploration meeting booked or to get confirmation that the Prospect is willing to go forward, or both. 

By marking those Steps in your
Campaign as Milestones, Membrain will support your Sales Representatives by adding clear visibility to those objectives.

We are excited about this great addition to Membrain and we hope you are too.

Visit Milestones in Prospecting to learn more about how to apply milestones to your steps in your Prospecting Campaign. 

We've just released some new enhancements to the address feature for Company and Contacts.  

When adding a new address for Company or Contacts, our new Google Driven address autocompletion feature allows you to enter an address based on a business or point of interest name to automatically populate a full billing or shipping address.

Additionally, the new feature shows a map to provide visual confirmation of the location giving you added assurance that the delivery address is correct.

We are excited about this great addition to Membrain and we hope you are too. Visit the Managing Address for Company and Contacts to learn more about how to add address using this feature in Membrain.

Having a unique key available makes it easier to integrate with other systems or use it as a reference when communicating with internal or external stakeholders that do not have access to Membrain.

Membrain's system generated ID is called "Key". A key is generated when a new Sales Project, Prospects, or Account Growth Project is created. 

We are excited to bring this feature to you and look forward for your feedback. Keen to see all the different places this Auto-generated Key is found in Membrain? Check out our article System-Generated Key

Would you prefer to have data fields in Membrain that are never blank? This new feature now makes it possible to decide which fields will be mandatory to fill out when adding a new object in Membrain, such as Company, Contact, Prospect, Sales Project or Account Growth Project on Membrain Go & Desktop.

The better you know the customers, the greater are the possibilities of progress in your sales process and therefore it will be to your advantage to capture important information in the earliest stages of creating an object in Membrain.

The new Creation Setting that are to be found in the System Setup page and in the Process Editor, lets you select which related Custom fields to show when creating a new object, ensuring no important information is skipped over.

As an addition to that, the fields you believe can hold key information for your operation, can be set as mandatory fields and are therefore required to fill out before completing the creation of an object in Membrain.

By applying Mandatory fields you will establish a higher standard of information in your CRM Database which in turn also amplifies other functionalities throughout all of Membrain - such as richer analytical reports, segmenting your pipeline, qualifying prospects and much more.

With these great additions, you may even feel reading this help article on how to set up mandatory fields is mandatory for you to read. We really hope these new capabilities are helpful to you and your team!