Now you can see our beautiful and smart dashboards in Membrain GO (our Mobile app)

You’ll be able to view your performance data with a new convenience and ease. Whether you are working virtually from home on your couch, without your computer, or on the move from one location to another, you will love this. 

You’ll discover a new appreciation for these functional and fun graphs, now that they are mobile.  While you cannot create new graphs on the Membrain Go version of Dashboards, you’ll still be able to appreciate the robust visual report that a dashboard provides and the way the visuals inform on your performance metrics.

For more information on Dashboards in Membrain GO head over to our help center article.

As always, this is where we bring together the updates from our most recent release 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. 

Our most recent updates include: 

• Ability to archive email in your inbox
• Upload multiple files from sales projects, prospects, and the email composer in Membrain Go.
• Click that new “History” button to view the history for specific fields
• New filter additions beyond activity types

For more information on these new updates above please click the highlighted word to continue to our Help Center.

Membrain is currently experiencing performance issues, with some customers unable to connect for periods of time this morning.

Monday, April 27th - 3.30pm - Update

Information from our Internet Service Provider confirms they experienced a power related service outage between 10.40 and 11.28, resulting in a loss of access to Membrain for our customers.

No data was lost during this downtime, and all customers have been contacted to ensure continued access.

Monday, April 27th - 11.45am - Update

All customers are now confirmed up and running, with all services returning to normal.  Work continues to investigate and understand what caused this issue.  

We will keep you posted.

Monday, April 27th - 11.30am - Update

Services are being restored as we speak, with most customers affected now able to access Membrain again. 

We do still have some customers still experiencing log in issues, and are doing all we can to ensure services are restored asap.

More updates to come as we have them.

Monday, April 27th - 10.40am

We are currently working with our ISP to find the root cause of the problem, 
and are doing all we can to resume normal access to Membrain as soon as possible.

Thank you for your patience while we work to resolve this problem, we sincerely apologize for any disruption this may cause. 

Once we have more details of the situation, we will post an update here.

Kindest regards,

Brenda
Customer Success Team
+46 8 446 888 82

If you have the “Products” feature turned on in your Sales Process you can now make updates while on the go. 

One of the many benefits of products is that you can track any service or product that you happen to be selling within a Sales Project. You can also view the revenue from these different categories over time, add details, price and quantity all while on the move! 

Now that these updates can be made on Membrain GO you won’t have to wait until you return to the office or worry about potentially losing an order while you are out meeting with your clients. This is so important because it cuts down on duplicative work and ensures your order updates are made in real time. 

For more information on "Adding Products To A Sales Project"please visit our help center article.

You might be familiar with Membrain’s ability to create Custom Fields. This feature allows you to create fields based on select information you would like to capture. 

Much like the options when creating and saving a view in Membrain, you can now select who you would like to access these custom fields. You can choose whether you would like everyone to access the custom field,  just a specific team, or you could choose to only include your API users (from tools that are integrated with Membrain).  

If you would like more information on how to edit your Custom Field preferences please visit our help center.

Adding probability to your Sales Process is a fundamental part of effective pipeline management and reliable forecasting.

We're excited to announce some powerful new ways to calculate and apply probability to Sales Projects, helping sales people prioritize opportunities and give Management greater clarity into sales operations and weighted pipeline values.

Previously, probability was applied to sales projects either subjectively - i.e. from gut feeling or estimates by the project owner, or applied automatically as milestone steps were completed while working through the process.

With this new update, its now possible to take values from Custom Fields throughout Membrain, and use them to calculate the probability of winning an opportunity.

Here are some ways you can use this new feature - available now with 
Membrains Dynamic Process tools Module

Scorecards - take results from any Scorecard throughout Membrain and convert them to a probability %. For example, an Opportunity Scorecard in the Sales Project with questions around Buyer Alignment, Project Urgency or Stakeholder buy-in etc. updated at specified milestones ensures a continuously updated and objective probability is applied.

Calculation Fields - combine values of any numeric field and use complex calculations to create probability from. A simple example here might be the probability of a project going ahead combined with the probability of your organization winning the deal, giving you a newly calculated and more realistic probability to measure and forecast on.

Numeric Fields - Perhaps probability is generated through another workflow outside of Membrain, which can be manually entered as a number to represent % probability.  

We hope you enjoy this new flexibility around probability for sales projects! Read more about Setting Probability for your Sales Process. And if you would like some best practice advice on setting it up to suit your workflow, drop us a line at support@membrain.com and we'll be happy to help.

We now have checklists as tools in our sales processes in Membrain. 

The Process Checklist allows you to itemize actions you need to take from within a step in your sales process. 

This is extremely helpful for sales people. As they walk through the steps in their sales process they can see the actions they need to tick off. This allows them to track what they have completed and what they have not, within a specific step. It is a practical approach to ensuring the step is completed successfully.

For more information on "Process Checklists" please visit our help center.

We've added some new options to give you more choices on how to use Sales Project Value and Closing Date. 

The benefits you see here are more flexibility both on creation of Sales Projects, but also regarding where the Value and Closing Dates information comes from - which can now be populated by other data elsewhere in Membrain. Smart eh? Lets dig in.

1. Value and Closing Date on creation:
It can often be the case that you already know the specific date you expect to win a sales project. Overriding the default setting (expected closing date set in the process) right from the beginning gives you more control over your pipeline and helps with more precise forecasting.

Same goes for Value. Value can be added to the Sales Project while its being created, ensuring that this information is not skipped later while working with the Sales Project. This can be used as a A simple way to enforce mandatory fields on these 2 important data points.

2. Value and Closing Date information from:
A powerful new feature on Value and Closing date also allows you to populate these fields with information from other fields within your Membrain account. 

For example:  Value may be taken from another field populated elsewhere, or can even be a calculation of two or more number, currency or scorecards fields anywhere else in Membrain. Whatever makes sense to your business, take advantage of this flexible approach and customize how you calculate and add Value to your Sales Projects.

Similarly, the Closing date could be populated from another date field elsewhere in Membrain, perhaps from another field or even another process.  

The flexibility around these pivotal fields in Membrain have grown immensely with these updates, we hope you enjoy them! And don't miss a similar update on how to use Probability in Membrain too.

For more information on how to configure Value, Closing Date and Probability in your Processes, head on over to our Help Center.

Membrain's Dashboards are packed with the insights you need to track progress and ensure you don't miss a beat.  Colorful, visually striking and easy to create, they are the perfect companion to any data-driven sales professional. 

With this latest update, its now possible to share this powerful, real-time analysis with the world - delivering the data you need, when you need it, to wherever you want. 

Live Dashboards are genius in their simplicity. They allow you to easily take a collection of your most insightful graphs and make them available via a multitude of other tools, devices or platforms across the business. Share with your colleagues, stakeholders and anyone you think might be encouraged and energized to see this information.

Here are just a few suggestions of how you can use Live Dashboards today:

• Access them from other software like BI or Dashboarding solutions
• Share them across the organization over your intranet or other company wide collaboration platforms
• Add a shortcut to a live dashboard to your desktop - and wow your colleagues and share this tip so they can enjoy these dashboards at their fingertips too!
• Display them for all to see, perhaps on a big screen tv for the sales department, or simply from your own cell phone. The options are endless! 

Don't keep all this dashilicous goodness to yourself! Learn how to create a Live Dashboard today!

 This is where we bring together the updates from our most recent release that have not been included in our featured blog posts.

 Our team has been working hard to elevate your experience on both Membrain Go (our mobile app) and our Desktop version of Membrain. 

Our most recent updates allow you to:

• Add full day events on the calendar!
• Use the same workflow when creating assigned tasks and activity types  on both Membrain Go and Membrain's Desktop version.
• Copy to clipboard from places where you can right click like editing emails and phone numbers.
• Global search phone numbers and populate phone numbers that might not be the exact match.
• Use improved mention visualizations.