With Membrain's new update, you can now curate the information displayed on your CRM pages. Show and hide custom field groups based on relevance, ensuring that only the information you need is at your fingertips. For this reason we recently released the ability to show and hide groups of custom fields on both companies and contacts.

Having full control over your data is key in this day and age, and as we enter a new year, the need for this is not going to be less in 2024 and beyond. You can control this in the custom field views in your system setup page on both company and contact views.

As always, here are some ideas on how you can use this to your advantage:

Scenario 1: Customer Specific information

For existing customers, dive deep into pertinent details without overwhelming the interface. What did they purchase? Current agreement terms? The number of locations? Tailor your CRM to reveal critical company-level insights only when needed.

Scenario 2: Contact-Level Tiers

Streamline your contact profiles by displaying specific custom fields based on stakeholder tiers. Gather essential insights on primary stakeholders without inundating your CRM with redundant information across thousands of contacts.

Scenario 3: Marketing Insight Precision

Target contacts who engage with your marketing content. Unveil custom fields showcasing marketing insights exclusively for those who downloaded offers, participated in webinars, or interacted with your website. It's personalized, strategic, and efficient.

This update isn't just about features; it's about empowering you to wield your CRM with precision. Say goodbye to clutter, embrace customization, and elevate your CRM experience with Membrain.

Got any questions about this update? Reach out to us at support@membrain.com, we're here to assist you!

Wow, it's December! For many in the sales space, this is an intense and sometimes stressful time of year. The end of the year finalizes key metrics and numbers for us, for better and for worse. 

We hope that you as Membrain customer has had a great year, and that our products have been a part of that, and that you're as excited for what 2024 holds as we are. This will be the final update for Membrain for the year 2023, and it has a lot of goodies in it!

We have some big things like the massively extended product personalization options and conditional custom field groups on both companies and contacts (more coming up on those on this blog shortly!) but we also have a bunch of other improvements that we'll summarize for you in this little digest. Let's dive in!

You can now use "Permission Groups" to share views, dashboards, templates and more

Adding this new dimension on top of the team and individual perspective opens up options like sharing a view with a certain department, or role. Let's say for example:

• A certain view, email template, or snippet is useful for somebody in operations? Share it with that permission group.
• A part of the Account Growth project is mostly important to the Key Account Manager but somebody else on the team only needs a condensed view, make a section available to the permission group that your KAM team is using
• You're doing a competition among your business development teams and want to have a dashboard for specifically those teams, and make it available to the permission group that those teams use.

This also hopefully addresses the many cases where there was sometimes a desire to have somebody be in multiple teams to get the right access to things in Membrain. Now, you can add permission groups and have a new level of control and flexibility.

To have access to this capability you need to have permissions to "manage users and permissions".

Group by address information like city and state in Dashboards

Previously this wasn't possible to do in a dashboard graph, and we're happy to open up this ability to more easily access geographical and territory information like this in dashboards.

Full control over Outcome information 

With process events and automation, you previously had access to all kinds of tools and settings to ensure the right information gets passed from a qualified prospect to the sales project it would create. Or when you win a sales project and create an Account Growth project. Now you can do this with the "main outcome" as well. Control what fields you want to bring over, what document categories like agreements and such you want to smoothly hand over, among many other useful workflow improvements that are now possible. You'll find this new capability in the "Outcome" tab in the prospecting and sales project process editor.

Total access to relationship fields in conditions and automation

Relationship fields are a powerful way to connect a deal to the right channel partner, a specific territory plan, a supplier, or anything else that has a prominent part in your sales strategy. Now you can build on those relationships and use it as conditions and show or hide information on an Account Growth project, set in special rules or events, and more.

Just to share some ideas:

• On a customer-centric Account Growth Project, you can now show a section that is specific Channel Partner that may have unique aspects in how you collaborate.
• When a strategic partner creates a new prospect or sales project, you can send a process event for specifically when that happens to Teams, Slack or right inside of Membrain Guide.
• When a new opportunity is created and grows the pipeline for a specific territory or annual account plan, send a nudge to the sales manager or to the entire team as a fun booster!

These additions all enable entirely new dimensions of what you can do with Membrain, and we're excited to see what you're going to do with these capabilities in your sales processes.

Should you need further clarification or assistance regarding this recent update, feel free to reach out to us at support@membrain.com—we're here to assist you!

Membrain's Account Growth is a massively powerful set of tools that allows you to manage everything from on-going strategic accounts, annual account plans, active contracts, customer success management and so much more. 

Ever since its launch we have been impressed and inspired by all the various uses that our customers have found for this capability.

One thing that we - until now - haven't been able to support in an elegant way, is when you have that little gap between "today" and when an Account Growth project should effectively activate.

This is great for things like:
💡 Annual Account plans that you can now start to work on in Nov/Dec ahead of the new year.
💡 Those big contracts you win that start their term a few months after the signature was done
💡 That upcoming delivery project that you're coordinating with operations on and want to ensure good internal resource management.
💡 That new territory plan that kicks into gear in the new year! Have everything good to go so that your team can pick up the phone right away with everything already put carefully in the right place.

Naturally, there are so many ways this can be used, and we are excited to see what you'll be able to do with it. While the start day is in the future, the Account Growth project will be in a new status, "Planned". It will automatically switch to "Open" when the start date is due. You can use this new status to filter on these projects, visualize them in a dashboard and much more.

This, and many other, additions and improvements to Membrain is a direct result of the awesome feedback that we are getting from our partners and our customers. We want Membrain to get better every single release, giving you the very best conditions to boost your sales effectiveness at every turn. Your feedback is crucial to make sure we achieve that ambition. So thank you, and do keep it coming!

If you have any questions or feedback about this update, drop us a line at support@membrain.com and we'll be happy to help!

The meetings we have with our existing and prospective customers are the most important activities we do in sales. 

While emails, phone calls, messages on LinkedIn and more are powerful when used right, nothing beats an actual conversation either in person or over Zoom/Teams. It's the best way we can engage multiple stakeholders, both inside our organization and on the customer side in a real-time exchange.

When we do engage in this meetings, we commonly identify next steps and tasks that need to be done following a discovery call, a call where we are trying to identify and minimize perceived barriers for a decision and similar.

Now you can easily create those follow-up tasks right inside of the appointment itself! With just a few keystrokes you can now create a structured plan for the next steps after an important meeting, without even leaving the context you're in.

Naturally we wanted to make sure this capability was also available elsewhere where it may be useful, so you can now actually have sub-tasks in Tasks, and use the same capability in Notes in Membrain. We hope this will make it easier than ever to ensure nothing slips through the cracks and give your customers a top-notch buying experience.

If you have any questions or feedback about this update, drop us a line at support@membrain.com and we'll be happy to help!

This latest release of Membrain is full of exciting upgrades both big and small, below you will find a short digest of some of the updates featured in this latest update that is available right here and now to make your life easier than ever:

Dashboard - List graph for Product Revenue 

Visual tools are great, and we love them to bits here at Membrain. They help spot trends, visualize percentages that can otherwise be harder to grasp, and more. Sometimes though, you just want a list. Specific. Clear. No fuss. A good ol' list.

Well, even with product revenue data: now you can! Create a list graph of the deals you've closed recently, or show the revenue from products next quarter. Group it by sales project, product, the actual closing date, or spread through the revenue date. Pick and choose a ton of columns and sort it all just how you like it. Sometimes, lists are awesome.

ActiveCampaign - Add Company Level Sync story

If you are pushing the boundaries of B2B sales & marketing alignment. And you want the smoothest possible handover between these two business critical teams who are at the frontlines, driving your growth. Now you have even more capabilities to ensure that not just the individual's engagement with your website, your marketing content, your email campaigns, but also the company or account details can be shared easily! 

Tasks - Add a Hide Completed Tasks Filter story

The task list in Membrain can be set up in a myriad of ways to suit your unique workflow and needs for any given moment. In some cases, those tasks that you have already completed just get in the way and you just want them out of the way. Among the filter options in your task list you now find the "Hide Completed" task option. Just another way to more quickly get to the most important tasks of your day.

Products - Add Copy/Save As when adding Products to a Sales Project

In complex sales, just the setup of the products you're offering in a sales project can require a hefty amount of key presses and mouse clicks. In some cases, you may want to have a variation on one product you've already put in, but just with a slightly different quantity, revenue date or similar. Now you can click into it and "save a copy" to quickly clone all those attributes and just change the ones you want. Smooth!

Snippets in rich-text fields

Snippets are one of the biggest time savers. They insert easily into almost all activities and fields and makes those recurring tasks like structuring a sales call agenda, or responding to common questions in an email super smooth and smart. One snag is that they previously couldn't be used in rich-text fields! We felt we wanted to remedy that, so now you absolutely can. We look forward to hearing what you've unlocked with this capabilty as it can now be used in that gorgeous rich-text setting.

Content Cards in all places

Content Cards are a powerful way to share knowledge amongst the team, but previously you could only create a new one from the main Content Hub itself which meant that you had to go away from where you were to do so. Now you can create a content card from the process editor, from a step, and more. Boom! Easier than ever to help share that clever idea, opening line to a cold call or way to navigate a tricky objection really deep into a sales process.

Create tickets! From well, basically everywhere

You can now easily create tickets from allover in Membrain. The company it belongs to, the contact who just mentioned something to you over the phone and through right-clicking on a company, contact, account growth project and more! Tickets are a great way to ensure nothing falls through the cracks in your sales and customer service efforts and now it's available to you, wherever you are in Membrain.

Should you have any questions or feedback regarding this updates, feel free to reach out to us at support@membrain.com. We're here to assist you!

Permission Improvements: Navigating with Ease.
Permissions often pose a labyrinth of complexity, particularly in larger teams. To simplify this challenge, we've overhauled the permission interface.

The aim is to provide a more intuitive view, making it easier to navigate and precisely tailor permissions for your team. Now, visualizing who can access what is more straightforward, ensuring seamless team operations and secure data access.

Content Hub Pins: Powering Knowledge Access

Though seemingly superficial, the replacement of star icons with Content Hub pins runs deeper. This change streamlines and enhances the accessibility of information within your organization. It’s a structural adjustment designed to facilitate quicker information retrieval, ultimately empowering your team with easier access to knowledge.

More Control Over Your Document Flow

Take charge of your document flow within as they move from process to process. Use process events, automations, or the create project tool to bring over all documents or only select specific categories like agreements or project plans, providing greater flexibility and control. 

If you have any questions or feedback about this update, drop us a line at support@membrain.com and we'll be happy to help!

Membrain experienced issues that intermittently cuts off access to the product for some of our customers this morning CET. We are currently investigating what was the cause of this.

RESOLVED: The issues has been fully resolved and Membrain is now completely accessible. As soon as possible, our ambition is within the next 24 hours, we will send out a comprehensive report on this incident.

This will include root cause analysis, our immediate actions taken and preventive measures that we will implement. At Membrain we take great pride in providing reliable and efficient services and in this case, we have fallen short of the expectations we place upon ourselves, and that you should rightly place on us as a customer. We want to sincerely apologize for any inconvenience, frustration and disruption this may have caused.

We understand that trust is earned, and we are fully committed to regaining yours and returning to the reliable service we have been known for over the years. We appreciate your patience and understanding as we work through these challenges.

UPDATE 3 (12:52 CET): We believe the issue has been identified, and that our servers are starting to gradually return online. It may take some time for all to be fully operational, but we are seeing progress on restoring access to Membrain. More information will be posted here as it develops.

UPDATE 2 (11:37 CET): We are still unable to offer an estimated timeline on getting the affected servers fully back up and available. The issue has been identified as a network related issue and affecting more sites and services than Membrain. We have all hands on deck trying to restore service and our team is available to respond to queries on this on-going issue. We will keep updating this page with any additional information as we learn more, and are doing everything we can to solve this as quickly as possible.

UPDATE 1 (10:36 CET): We don't yet have a complete picture of the issue, and our team is continuing to investigate. The disruption is due to our EU-based hosting provider experiencing networking issues and is affecting our servers in that region. Naturally it is our main and only priority at this time to restore access to our affected customers. We hope that the issue will be resolved soon.

ORIGINAL POST (09:55 CET): Membrain is currently experiencing issues that intermittently cuts off access to the product for some of our customers. We are currently investigating what could be the cause of this.We fully understand how frustrating this is and we will keep you informed on any further developments on this page.

We are proud to have a track record of 99,999% over the last year, and our team is working hard to resolve the issue as fast as possible to resume the stellar performance and reliability we are known for.

Thank you for your patience.

Respectfully,
Henrik Öquist
Chief Product Officer at Membrain

Break Free with Graphs in Account Growth

In Account Growth projects, we've unleashed the power of graphs beyond the limitations of default start and end dates. This enhancement empowers you to create annual account plans or accommodate contract-specific timelines while accessing historical revenue, product, or engagement data.  

Picture the ability to track a customer's buying trends over the last five years while focusing on this year's strategic plan. It’s about gaining historical context without losing sight of the present.

Drill Down for Deeper Insights 

Performance and line graphs offer insights into trends and patterns over time. Now, with a simple click, you can delve deeper into underlying prospects, sales projects, and activities. This enhanced feature lets you access key insights and details more effortlessly than ever before.

Engagement Timeline: Tracing Your Customer Journey

The engagement timeline provides an intuitive route to trace your customer's journey from inception to completion. This feature offers a streamlined view, allowing you to track the origin and outcome of your prospects, sales projects, and account growth projects. The addition of "Previous" and "Next" project links makes it seamless to track a project’s evolution.

If you have any questions or feedback about this update, reach out to us at support@membrain.com and we'll be happy to help!

In our continuous effort to enhance your Membrain experience, we are thrilled to introduce our latest updates that will elevate your daily workflow. 

Search Improvements - Faster. Smarter. Prettier. Easier.

A new look, and new capabilities for search in Membrain makes it quicker and easier to get to exactly what you're looking for, packaged in a sleek, intuitive interface that simplifies and accelerates your quest for precise data.

Whether you’re a casual seeker who can now more intuitively and quickly get to the right place. Or for the savvy searcher, new special commands that allow you to narrow down your search to specific categories such as prospects, sales projects, contacts, or even the External Identifier field.

View & Dashboard Sharing - Easily share direct links with your team

You can now share a link that goes directly to a specific View or Dashboard in Membrain. This makes it easier than ever to ensure that the whole team has quick access to that absolutely crucial view or dashboard that they need.

💡 Do you have a special view for the team ahead of the weekly sales meeting?
Share it ahead of time as a reminder!
💡 Is there one key view that you go to to stay on top of the more critical issues?
You can even bookmark it for yourself for easy access!
💡 Do you have an external team with access to Membrain, but not a habit of logging in every day?
Create a view or dashboard with a direct link for them, with all the info they need, neatly packaged!

Start your day the right way!

Setting up a specific view or dashboard in My Settings ensures that you start your day right where you need to be. It can help the entire team by giving them instant access to the information that matters most, helping them kickstart their day with productivity and focus.

💡 Are you working in numerous processes ranging from prospecting through sales projects to account growth?
Start your day in a tailored dashboard, highlighting where you need to focus your attention.
💡 Do you have an important marketing event you want to ensure you follow up on?
Start your day in a specific prospecting view you've crafted for yourself or the team.

Finding what you need has never been more straightforward. If you have any questions or feedback about this update, reach out to us at support@membrain.com and we'll be happy to help!

In our latest update, we're happy to announce a significant enhancement to Membrain Forms - the support for file uploads. This addition opens up new dimensions for how you can utilize Membrain Forms within your business. It’s a tool designed to streamline your internal operations and deepen engagement with your customers and prospects.

Enhance Communication with Visuals

In scenarios where your projects require prospects to submit pictures, and diagrams for your team to fully understand a quotation request, the prospect of a new project, or even files like profiles, CVs, and resumes when working with consultants and similar. With the support for file uploads, Membrain Forms now empower you to handle such cases effortlessly. Engaging with your prospects in the right way becomes a seamless flow for everyone involved.

Enhanced Troubleshooting with Customer-Created Tickets

For those utilizing Membrain Forms to allow customers to create tickets, this update is a game-changer. Customers can now add screenshots and other helpful resources when generating tickets. This invaluable addition significantly improves troubleshooting for your team, ensuring a smoother process and faster resolutions.

At Membrain, we believe in empowering you with tools that really make a difference, ensuring your journey with us is not only productive but also delightful. Hopefully, this update does just that, as it is a specific result of feedback asking for this capability. We hope you're as thrilled as we are, and do keep the feedback coming! Reach out to us at support@membrain.com and we'll be happy to help!