We’re introducing a ConnectWise Integration to enable two-way syncing of Companies and Contacts between Membrain and ConnectWise. This feature is currently in preview, and interested customers can reach out to try it out!

What’s new?

• Bi-directional sync for Companies and Contacts, similar to our HubSpot integration.
• Filters in Membrain to control which data gets synced.
• Field mapping setup with default mappings for core fields like name and email.
• Initial setup includes authentication and field-matching for ConnectWise’s API.

Note: This integration does not include marketing-specific features like “Create Prospect.”

Need help with this update? Visit our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

Getting started with Elevate is now simpler than ever!  Our new Elevate Setup Guide walks you through everything step by step, so you can quickly set things up and start using Elevate without any hassle.

What’s new?

• The Setup Guide is now integrated into Membrain, making it easier to navigate and complete essential setup steps.
• Steps are clickable, initiating dialogs or guiding users to the right locations.
• Each step is automatically marked as completed upon action, but you can manually complete or uncomplete steps at any time.
• The Setup Guide notification is visible for all Admin Users and remains accessible in the Guide panel.
• You can close or fully end the Setup Guide when you are done.
  
  

How does it help you?

Setting up Elevate the right way helps you get the most out of it for sales coaching and team development. The Setup Guide walks you through the process, making it easy to get started and start coaching your team.

Have a question about this update? Visit our Help Center, contact us via the in-product chat, or reach out to us at support@membrain.com.

Tracking stakeholder engagement just got easier! We’ve added an Activity/Engagement Timeline to the Stakeholder Dialog in Project contexts.

What’s new?

• A timeline view displaying activity and engagement history for each Stakeholder within a Project.
• Available only for Stakeholders/Contacts, not Internal Stakeholders.
• Designed for better visualization of key interactions related to ongoing projects.

How does it help you?

By giving you a clear view of engagement history, this feature helps you stay on top of important stakeholder interactions, making sure no key points are missed.

Need help with this update? Visit our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

We’ve made updates to our integration with Objective Management Group (OMG) to ensure Elevate pulls assessment scores directly from the OMG API with improved accuracy and expanded data access.

What’s new?

• Assessment scores now sync effortlessly from the OMG API, ensuring they reflect the latest values without manual adjustments.
• Enhanced data mapping for a more precise experience.
• More assessment properties are now available, giving you a deeper view of sales performance.

How does it help you?

With these enhancements, your reports stay consistent, reliable, and fully aligned with OMG’s system, helping you make better decisions with confidence.

Need help with this update? Visit our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

We are excited to introduce a new Microsoft Business Central integration for syncing Companies and Contacts within Membrain. This integration ensures that essential business information stays up to date across your systems, helping your team work more efficiently.

What’s New?

This integration allows users to seamlessly sync Companies and Contacts from Microsoft Business Central to Membrain, ensuring that your CRM reflects the latest updates without requiring manual data entry.

Key Features

• Selective Syncing: Apply filters to determine which Companies and Contacts should be synced, giving you greater control over your data.
• Effortless Data Maintenance: Keeps Company and Contact details aligned between systems without manual intervention.

Why it Matters

Maintaining accurate and up-to-date customer information is critical for successful sales execution. With this integration:

• Reduce manual data entry and eliminate discrepancies.
• Ensure consistency between Microsoft Business Central and Membrain.
• Gain better control over which records are included in Membrain, improving data accuracy.

Start leveraging the Microsoft Business Central sync to keep your Companies and Contacts updated effortlessly. Stay organized and in control without extra admin work.

Get Started Today 

For more details on setup and configuration, check out this Help Center article or contact our support team at support@membrain.com.

We’ve made Score Card Questions and Groups available as conditions in Process Events and Rules, enabling more tailored and automated workflows.

What’s new?

You can now select Score Card groups or individual questions to trigger specific process actions. For example, you can create rules that act on overall scores or individual answers in a Score Card, ensuring your processes adapt to customer fit, deal risks, or other key factors.

How does it help you?

This new flexibility makes it easier to build smarter workflows that respond dynamically to key indicators in your Score Cards.

💡 This can be useful for scenarios such as:

• Ideal Customer Fit: Trigger additional steps if a Score Card indicates the customer isn’t an ideal fit.
• Deal Risk Management: Activate playbooks when specific answers in a "deal risk" Score Card highlight areas of concern.
• Tailored Sales Processes: Automate follow-ups based on scores to ensure no detail is missed.

Need more help with this update? Visit our Help Center, contact us via the in-product chat, or reach out to us at support@membrain.com.

We’ve enhanced Elevate with powerful new options for Recurring Coaching Sessions (1-on-1) and Group Sessions, giving you more control over how you manage your coaching activities.

What’s new?

Now, when creating a Coaching Activity, you can easily set it to recur by selecting one of several predefined patterns or building a custom schedule. These can be weekly, bi-weekly, or entirely tailored to your needs, like recurring meetings every Tuesday and Friday until a specific date.

Additionally, you can now create Group Sessions directly from the Calendar or Overview. This makes it simpler than ever to plan sessions for multiple people with just a few clicks.

How does it help you?

These updates make it seamless to plan ongoing coaching activities, helping you save time and stay consistent with your engagement.

💡 This can be useful for scenarios such as:

• Recurring Coaching: Schedule a weekly 1-on-1 session with your sales manager or set up a recurring team meeting to review deals, pipelines, and progress.
• Group Coaching: Organize team training sessions with an external sales expert or set up recurring workshops for your sales team.

Need more help with this update? Visit our Help Center, contact us via the in-product chat, or reach out to us at support@membrain.com.

Stay on top of important updates with our new Direct Email Notification Settings, ensuring you never miss critical events.

Why track engagement?

Understanding engagement is key to optimizing your sales efforts. The Timeline helps you visualize interactions over time, revealing trends and gaps so you can refine your approach. Whether it’s meetings, email activity, or content views, these insights help you focus on what drives success.

What’s new?

You can now opt-in for direct email notifications for:

• Membrain Meet Requests
• Assigned Tasks
• Comments & Mentions
  

These settings are found under "My Settings," and toggling them will send you immediate email alerts in addition to regular notifications within Membrain.

What does it do?

• Timely Alerts: Get instant email notifications for the events you care about.
• Customization: Choose exactly which notifications you’d like to receive by email.

How does it help you?

You’ll always stay informed of key actions, helping you respond faster and more effectively.

💡 This can be useful for scenarios such as:

• Important Requests: Receive immediate notifications for tasks and Meet Requests.
• Timely Responses: Stay on top of comments or mentions with email alerts.

Need more help with this update? Visit our Help Center, contact us via the in-product chat, or reach out to us at support@membrain.com.

The Activity & Engagement Timeline just got better, offering even greater visibility into how your prospects and customers engage with your content.

Why track engagement?

Understanding engagement is key to optimizing your sales efforts. The Timeline helps you visualize interactions over time, revealing trends and gaps so you can refine your approach. Whether it’s meetings, email activity, or content views, these insights help you focus on what drives success.

What’s new?

We’ve added new engagement metrics, including:

• Website Views (via Beacon)
• Meet Views & Requests (tracked automatically on the Meet page)
• Content Hub Item Views (clicks on shared content)
• Email Reads & Link Clicks (tracked emails)
• Membrain Forms Submissions
  

These activities appear in grouped summaries on the Timeline, with the ability to drill down for more details on Form Submissions.

How does it help you?

By adding these data points to the Timeline, you can better understand your prospects’ interest and identify which activities move deals forward.

💡 This can be useful for scenarios such as:

• Holistic Engagement Insights: Track website views, content interactions, and email engagement alongside meetings to see the bigger picture.
• Optimized Outreach: Use engagement patterns to refine your approach and focus on what matters most.

Need more help with this update? Visit our Help Center, contact us via the in-product chat, or reach out to us at support@membrain.com.

We’re excited to introduce Pinned Views as a fresh, powerful way to streamline your CRM experience. This new feature is designed to help you organize and access the most important views and dashboards for your team with ease.

What is it?

Pinned Views allows you to pin specific views and dashboards directly to your workspace, making it easier than ever to access the data that’s most relevant to your team. Each team can pin up to five views per module, giving you full control over your team's most important metrics.

What does it do?

This new feature centers around team-focused organization, making sure your most important information is always a click away. You’ll be able to pin and organize views in a way that best supports your team's unique needs. The interface has been redesigned with an easy-to-use layout, making it simple to manage your pinned items and keep everything neatly organized.

How does it help you?

• Simplifies Access: No more searching through menus to find the right views.
• Team-Focused Organization: Each team can have its own set of pinned views, aligning the interface with your team’s workflow.

This is an entirely new way to organize your CRM workspace, allowing you to save time and stay focused on what matters most.

💡 This can be useful for scenarios such as:

• Team-Specific Workflows: Each team can have its own organized views, tailored to its needs.
• Avoiding Accidental Deletions: Ensures your most important views are always available.

Need more help with this update? Visit our Help Center, contact us via the in-product chat, or reach out to us at support@membrain.com.