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.

We are thrilled to share the User Management List View. Previously, the list view has been available for sales projects, prospects, activities, companies and contacts.

The important thing to remember about a list view is that it offers the opportunity to glean a wholistic picture of your information based on how you decide you want to see it.

Here are some key benefits of the user management list view:

• You can view active and retired user information both together and separately according to preference. This will allow you to see each user and whether they are currently active or not, as well as any relevant previous data tying in with their account.
• You can view users individually and according to their sales team so you know which team and which users might need to share more content collateral, or even reward those who are diligently logging in and meeting their goals. The possibilities are endless.
• As an administrator, you can also regulate and view user permissions from this view in an easy to read format.

Goal setting is crucial if you want to be successful. Well defined goals hold you accountable, help you to measure your success and keep you focused. 

An exciting new addition to Membrain's goal setting and performance tracking features is the ability for individual salespeople to create their own goals, leading to a heightened sense of ownership and increased motivation to fulfill these goals.

Previously, only a Membrain administrator could create and manage goals. But in this recent update, it is now possible for individuals to get creative, push their personal limits and set their own goals. 

Not only can this reduce admin tasks for a Sales Coach or Membrain admin, but it also helps create a personal connection to the goal and a newfound devotion to achieving the success that was perhaps missing with predefined goals by a supervisor.

Along with the ability to create and edit goals, individuals can also view their success in real-time, with a visual representation of their progress as it happens, easily accessible from their Personal Profile area.

Want to learn more?

Learn how to get started with creating your own goals in this step-by-step guide Creating your own sales goals. Or download our Whitepaper and toolbox on Realistic Goal Setting in Complex B2B Sales to learn how to set success goals for yourself or your organization.

We've been hard at work adding lots of new features to Membrain's email composer to help you increase productivity while communicating with your contacts.

Send Later, Undo Send and Drafts give you more control when crafting that perfect email. Read on to find out more.

Powerful new options available to you right now are:

Drafts - crafting the perfect email can sometimes take time. Write, review (procrastinate if you wish) and let your email simmer before you decide your masterpiece is ready to send.

Send Later - timing is everything. Decide when you want your email to be sent for maximum engagement. Quickly choose some predefined options, or select the exact date and time to deliver your message at the optimal time.

Undo Send - We've all done it. Hit the send button and realise instantly that you've forgotten to include the content you promised, or left someone out of the CC. No drama! A few seconds to undo send is all you need to right the wrong and keep your professionalism in tact.

There are lots more sales-focused features to take advantage of with Membrain's email composer and Sales Inbox. Try them out today and see how Membrain can raise the bar and help you communicate easily and professionally with your contacts, every time. 

When something happens automatically, but with an added sprinkle of magic that lightens your workload, we like to say it happens "automagically". And boy do we love automagic things here at Membrain. 

The most recent feature to get the automagic treatment is email and appointment tracking. We know how important activity tracking is to salespeople and sales managers alike, so read on to learn how this brand new feature can track even those activities you create outside of Membrain, with zero effort from you.

But first, let's rewind and take a quick look at Membrain's own email and calendar features.

The Sales Inbox and Sales Calendar are powerful tools that allow you to manage your emails and meetings right from the Sales Project or Prospect you're working on, without having to leave Membrain at all. Working like this means all the activities you carry out are saved to the relevant Activity Stream immediately, helping you (and your team) keep track of progress and at the same time work towards your activity goals.

Coming soon: Email Drafts, Send Later and Undo Send

But for those of you who have a favourite email client that you've used since the dawning of computers, or a calendar app that you just can't live without, it can be a tough transition to move 100% to Membrain's Sales Inbox and Sales Calendar. And we get that. So here's where we added the magic. 

How does it work?

Once you've got Membrains integration to Office365 or GSuite enabled, you can choose to allow Membrain save the sales related emails you send and receive via your email client and relate them to their relevant Sales Project or Prospect in Membrain. So no more saving emails to Membrain from Outlook or Gmail, if and when you remember to do it. Its all taken care of automagically, without any effort from you.

And of course, no two Membrain accounts are the same so Membrain Admins will find company-wide options to manage just how this works based on your own unique Membrain setup.

Keen to try it out?  Check out our article on setting up Email integration with Membrain.

Or Email or call us and we'll walk you through the options available and help you get started.