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.

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.