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!

A

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!

The workflow to create multiple tasks in Membrain is now easier than ever before, with a smoother workflow and additional info at a glance. 

Prospecting Campaigns is a key module within Membrain that you can now find on Membrain Go.  It allows you to stay committed to your prospecting efforts while you are in the field. 

Some of the benefits of Prospecting within Membrain Go include- 

Access to process- Now that you have access to your process while you are in the field you’ll find it easier to stick to the winning behaviors that you have worked so hard to incorporate into your prospecting process. Your steps will be right there for you, top of mind, so that you can execute on them consistently.

Increasing Productivity- With Membrain Go, you won't have to worry about getting back to the office and taking your notes from your prospecting efforts to put them into Membrain. You will decrease your duplicative work and simultaneously raise your level of productivity.

Never miss an opportunity- With prospecting in your pocket you will never miss an opportunity while you are out and about to add a prospect to Membrain. Whether you are at a networking event or another social engagement you can always add a prospect directly to Membrain in the moment. This allows you to add and keep track of leads right away- no matter where you are. 

For more information on Prospecting please feel free to check out this article.

Understanding how your contacts engage with you is central in building strong relationships and increasing your chances for success. And analyzing that engagement has now become much smarter with Membrains newest feature - The Beacon.

The Beacon could be described as a feature which offers two distinct benefits- Engagement Tracking and Automatic Lead Generation.  Lets take a closer look at these, and how they can help you make the most of your contacts and how they engage with you.

Engagement Tracking 

• Get insights about how your customers engage with you on a Company or Contact level. Details such as how many times an individual, or a company as a whole, has visited your website, a particular page on your website, and when the last visit was.
• See how stakeholders of a Sales Project or Prospect engage with you right from the Sales Project or Prospect Activity Stream.  For example, when they have visited your Membrain Meet page, read Sales Collateral from The Content Hub or visited a page on your website.
• Then create powerful graphs in The Dashboard to see this engagement from various angles to really understand what interests your customers and potential customers.

Automatic Lead Generation

• Create Prospects instantly in your Membrain Prospecting Campaigns when a visitor to your website completes a web-form 
• Automatically assign new leads to the right people and keep up momentum, while the contact is showing most interest.

A simple script added to your website brings new insights right into the heart your CRM, Prospects and Opportunities in Membrain. Learn More!

We hope you're as excited about this new feature as we are, and whats best is that its available to all our customers, right now!  Let us know if you would like to discuss how this can help your business in your sales and prospecting efforts, and we'll be happy to help.

As always, this is where we bring together the updates from our most recent releases that have not been included in our featured blog posts.

Our team is always working toward leveling up your experience on both Membrain Go (our mobile app) and our Desktop version of Membrain. 

This weeks roundup includes: 

Reordering Products - Using this feature you can rearrange the products database in the order that makes sense for you (instead of just the order in which you added them)

Favorite Views - One of the key features in Membrain is the ability to create your own view that organizes your list or view in the way you would like to see the information laid out. Now, you can set up your “Favorites” among these views. 

Enrichment Interface Improvement - Whenever you add a new company or contact to Membrain you can Enrich the information surrounding the contact or company. You can add social media or other relevant info to the field with one click of the enrichment button. Previously once you opted to enrich you could not cancel and now you can! You can decide you not longer want to enrich a contact or that the contact or company information offered is not correct. 

Upload and delete documents in Membrain GO - Documents can be uploaded and deleted from Membrain Go.

Please note, you can click the link within the listed feature to get to our help center for more information. 

Account Growth is Membrain’s newest module and all the functionality that you have been waiting for. It boasts several new key features that will get your account managers in a unique position to plan the success across all their accounts. 

Lets take a look at some of the highlights: 

The Account Grid- Simply put, this is all your accounts and their purchasing potential at a glance.  This can be a range, from those who have purchased previously, but are not on track to grow more in the near future, or accounts that have purchased and have planned growth.

Account Dashboards- You might be familiar with Dashboards in Membrain. Dashboards allow you to create really dynamic cool graphs with key information.  You can now add specific Dashboards to an Account  Growth page. The Dashboard can show custom information based on scorecards, and products or services the customer might be using.

Customize Account Tracking- Each accounts selling environment can be different and unique to the client.  You decide the data related to growth for each account that will map how you sell. Whether you are using a checklist, graph or org chart to determine a plan you can view everything you feel adds value on the account page. 

Collaboration- Because of the robust amount of information that can be included on each account it is easy to collaborate with other departments and view how everyone is working toward growth together. For example, by observing the grid you might glean information on how customer success or marketing are adding value and contributing to growth by delivering on important items for the account. 

Overall, we are really excited about this opportunity to help our customers collaborate within their organizations to grow their accounts.  While we are thrilled to launch Account Growth publicly this fall, we are offering an early opportunity to test this new module to a few clients. For more information please head over here.