Membrains Win/Loss analysis provides you with the insights to understand the reasons behind why you win some deals and lose others.

With predefined graphs to outline things like top Win Rate Influencers, Reasons for Outcomes and Conversion data, its your go-to place to learn what works, where you struggle, and continually optimize your sales execution.

We've just added some new exciting functionalities to Win/Loss analysis, allowing you to dig deeper into your data and understand what contributes to, or detracts from your success.

Here's a rundown of what's new:

• Measure the amount of time you spend on activities per won or lost deals. Spot trends and make changes to your workflows based on the results
  
  

• Track the average numbers of Stakeholders you identify in your Sales Projects and get a better understanding of how this affects your win rates
• Exclude/hide options and values that are of less interest in the Win Rate Influencers Graph and focus on the data that's relevant 
• Drilldown on values to see which sales projects make up the graph, without leaving the view you're in

These Win/Loss Analysis reports are available now as part of the Sales Analytics+ Module, and pre-populate automatically with no configuration required.

Go check them out today! Learn more about the Win/Loss Analysis, and reach out to us at support@membrain.com for a personal run-through of this powerful feature.

As CoVid-19 takes hold around the globe, we want to reaffirm our dedication to supporting you and your business, especially now during these uncertain times.

This is a challenging time, for everyone. And for Salespeople who traditionally work in an office environment, finding a new balance between home and work can be tough.

Taking a deep breath, assessing the tools available to you and tweaking your current workflows can go a long way in ensuring you and your team stays productive and focused.

Encouraging your team to lean on Membrain while restricted to working from home can be greatly supportive - especially now while workflows are disrupted. With progress visible for all to see, individual achievements can easily be highlighted and celebrated through coaching within Membrain.

We are here to help!

We've put together a list of things - which are available to you with Membrain right now - that will help you and your team stay as connected as ever.

Our Customer Success team is on standby to support you while you make the switch to remote working. We are happy to offer our customers a walkthrough of the features below and show you how they can help you collaborate and stay productive.

Just reach out to us via support@membrain.com or call us (Europe) +46-8-446 888 82 or (US) +1-646-741 2797.

Productivity features for remote workers

Membrain Go - Our Mobile app allows you to stay connected, whether you're in the office, out on the road, or just temporarily away from your laptop 

Zoom Online Meetings - Use our Zoom integration to create online zoom meetings in your Membrain calendar with one click. Switch the sales team's weekly Pipeline Review to an online meeting, and keep the focus on your sales goals.     

Sales Calendar - Membrains shared Sales Calendar offers easy team planning. Integrate your Membrain Sales Calendar with Office 365 or GSuite, and easily plan your day from one central place.

Save Emails Automatically - Want all email communications visible in Membrain? inbound and outbound emails can be saved automatically to the relevant sales project or prospect in Membrain, regardless of where its sent from.  

Mentions & Comments - collaborate on sales projects and prospects with your colleagues and stay in touch easily. 

Story Stream - Use the Story stream for that high-level overview of whats been happening in Membrain across your team, and Coach, guide and offer advice where its needed.

Slack Integration - Communicate sales events and alerts across the business with this powerful integration.

Email Templates & Snippets -  Create Email Templates and shorter Snippets to increased efficiency, and share with the team.

Remember when we introduced Playbooks? 

Now they are even better. We have now added new functionality that allows you to get deeper. You can make your sales process and prospecting campaigns even more dynamic by adding AND OR criteria options.

As we all know, Playbooks  have plenty of benefits. They enable you to change your sales process and prospect campaigns based on a specified information relevant to your business needs. Playbooks allow you to carve out a set of steps in the event a specific scenario happening in your sales process that impacts how you move forward.

Here's a simple Playbook example

HIDE/SHOW AN ADDITIONAL STEP IF
Competitor is "ArchRival Ltd."
AND
Value is greater $10,000
OR
Budget Scorecard is greater than 8/10

Now you can use more than one criteria and  you can add additional criteria OR trump a set of established criteria if something specific happens. For a step by step guide on this please visit our help center article titled Playbooks.

Also spoiler alert- you can also use these additional criteria fields across rules you create and use throughout your processes. Learn more about how this works in Process Rules.

Our Salesforce plugin places the core of Membrain’s functionality directly into the heart of the Salesforce platform, increasing sales effectiveness across the board.

We've been working behind the scenes to bring some new and exciting improvements to the Salesforce Plugin - read on to learn more!

Scorecard Update

Introducing Scorecards into your Sales Process gives you crystal clear insights into the strengths or weaknesses of each opportunity in your pipeline. We recently launched a new and improved Scorecard experience across Membrain Desktop and Mobile app, raising the bar and making Scorecards even more insightful and visually engaging - and these improvements are now available for the Salesforce plugin. 

Forecast Category Field

Reliable forecasting is at the core of Pipeline management and helps organisations aim high and see continued growth. The plugin now allows for Salesforce's Forecast Category field to sync with Membrain, resulting in a tighter integration between the two platforms. 

This addition also means Membrain's intuitive Dashboards can include all forecasting metrics needed for insightful Sales Analytics and Reporting, including Membrains Probability tools AND Salesforce's Forecast Categories.

Continued Sync Improvements

Delete Sync - Membrains two-way sync with Salesforce ensures that data is consistently up to date, regardless of where you view it from. The plugin now gives you an additional option to sync deleted Salesforce opportunities, improving data accuracy and integrity from both sides of the sync. 

Improved clarity on Sync Status - Membrain now actively detects and alerts if the sync is behind or has been disabled, giving admins more control and insight into the status of the sync.

Membrains Activity Stream is your first port of call when you want to see all the important events and activities carried out on a particular Sales Project, Prospect, Company or Contact. But what happens when you want to see more... at a glance? 

If you already enjoying recording additional information in what we call 'Activity Custom Fields', you're gonna love this new update. Activity custom fields (and the data you capture in them) are now visible in all activity streams throughout Membrain, making the outcomes of your meetings and phone calls etc. easier to see than ever before. 

What is an Activity Custom Field ?  
Activity custom fields give you control over what information is recorded as part of activity creation. Adding a custom field like Meeting Highlights to an Appointment for the salesperson to complete during or after a meeting creates a clear and easy workflow to follow. Or a Phonecall Outcome drop-down list to select from - after a call with a prospect - cuts time and can help salespeople understand what the next step should be.

And of course, there's a world of additional options to be explored, like incorporating Playbooks into these outcomes, as well as powerful reporting capabilities with the Dashboard.

Read more in this recent article Do more with customized Activity Tracking

In the example below, we see an appointment with three clear areas for the salesperson to easily track Meeting Outcome, Meeting Highlights, and Link to the meeting recording. Never feel like you need to click through to see the important information again!

All sorts of important information like this can be easily added during the meeting or afterwards from the activity stream itself.  Having this kind of quick overview of the outcome of a meeting from the Activity Stream offers greater insights and a smoother experience with activity tracking.

Learn how to Use Custom Fields with Activities in your Sales or Prospecting Processes today and create workflows your sales team will love you for!

We are happy to announce an exciting new way to see the specific information you want when hovering or previewing Sales Projects and Prospects throughout Membrain.

This powerful update allows you to customize the information that is shown, giving you more control over what you see at a glance without having to click through to get to what's important. Read on to learn more!

You can now choose which details are shown in hovers and previews in the Active Pipeline and Prospecting campaign lists, as well as anywhere you see a Sales Project or Prospect names, for example List views, Dashboard graphs and Win/Loss Analysis views.

Not only that, you can also customise the information shown under Current and Historical Sales Projects and Prospects in the CRM pages, giving you an instant overview of the information you need to see on an Account level.

So what exactly does this update mean? Well, previously when you hovered on a Sales Project or Prospect you could see some default information about the project - owner, value, expected closing date etc, without having to click through. Nice! But now, with this improved functionality, you can select up to 10 of your most insightful custom fields relating to you process to also be shown in hovers and previews. For example - Competitors, Shipping Dates, Scorecard info etc. Anything you capture on custom fields in your process is now possible to view in this way.

And remember, it's process specific so hovers and previews can be customized for each process you have. 

Learn how to configure this new setting and make the Membrain experience for you and your team even more intuitive today.

Communicating with your colleagues has just become easier and a lot more fun with the introduction of emojis in Membrain!

With this new addition, you can use emoji reactions to respond to comments in the Activity Stream or anywhere else you see comments and mentions in Membrain.

Regardless of whether you're an avid Snapchat user or perfectly content with a :) in a text message, one thing is for sure - people love these tiny little images. 

So how can emojis help you and your team become more effective? Well, they allow you to quickly and creatively react to a comment and show humor, support or encouragement. And in a world of online meetings, reports and nonverbal communication, a response with a human touch can go a long way in coaching and collaborating with your colleagues.

Here are some ideas you can try today:
- Encourage an individual on your team with a quick 👍 when you see positive news on a big project. Or,
- Give kudos to a fellow colleague with a 👌, 🙌 or even a 💃 for a job well done.

However you choose to use emojis, we hope you enjoy this new addition and start using them today!

It's a known fact that Sales people perform better when they have well defined goals. Something to aim for which, when reached, gives that ultimate sense of achievement we all strive for. 

With 2020 just around the corner, it's time to ensure each and every person on the team has achievable and up-to-date goals to focus on for the coming year.

Sounds time consuming, right? Well, in the spirit of productivity, we've introduced some new functionality to Membrain's Goal setting editor, making this task a breeze to complete. 

Get started with goals for your team and download
Membrains Whitepaper and Realistic Goal Setting Kit

It's now possible to configure goals for one person, and then apply those goals to another, with just a couple of clicks. 

And for larger teams with multiple salespeople with similar goals, take advantage of the user management list view and apply goals across the board in one fell swoop. 

Excited to read more? Go check out our Help Center article and learn how to use this powerful new update for easy goal setting across your organization

Or reach out to support@membrain.com and we'll be happy to walk you through it.

We have recently updated our sales calendar in Membrain. You can now select and view the calendars for multiple users simultaneously.

One of the major benefits of this recent update is the amount of time it saves when you are trying to coordinate meetings with colleagues. You no longer have to send emails to check availability or look through individual calendars separately and compare to find a time slot that works for everyone. 

Here is a snapshot of how things look now : 

Each persons appointments are color coded accordingly so you can see the layout easily. We have added a key on the side of the calendar view so you can see the color assigned to each person and still see scheduled activities in a clear organized way. 

Don't forget, Membrain's sales calendar has plenty of great features that you can take advantage of to increase your productivity.

Some of these features include: 

• Integration to Office 365 and Google Calendar
• Sending invites
• Zoom integration
• Booking meetings on behalf of others
• All events auto-saved to the relevant activity stream
• Shared Calendars
• Membrain Meet
• Activity custom fields 

For more information on our sales calendar visit our help center here.

Activity tracking in sales brings lots of benefits to both sales people and to managers alike. With this new update, we're raising the bar and adding the possibility to capture more insights that are important to your business.

Activity custom fields give you control over what information is recorded as part of activity management by your team. Adding a custom field like Meeting Highlights to an Appointment for the salesperson to complete during or after a meeting creates a clear and easy workflow to follow. Or a Conversation Outcome dropdown list to select after a Call with a prospect cuts time and can help salespeople understand what the next step should be, as well as give coaching insights to team leaders on how individuals are performing.

You can get really creative with what kind of information you would like to track in your activities. For example, adding a Scorecard to help your salespeople score and identify suitability to move forward can be very powerful. There really is no limit to what additional information you can capture and share here - we've listed a few examples below to get you started with some ideas:

• Meeting notes - identify the important points or highlights of the meeting
• Phone Call outcomes - quickly give your judgement on the overall feel of the conversation - was it a positive or a negative one?
• Link to a file or site - link directly to a recording of an online meeting to use as a reference point or coaching tool
• Scorecards - identify strengths, weaknesses or suitability with scorecards  after a call or meeting
• Or any other combination of custom fields currently in use in workflows, or create new ones just for this specific purpose

Sound like something you and your team could benefit from? Learn more about Activity Management or drop us a line at support@membrain.com and we'll be happy to show you how it can increase your activity tracking effectiveness.