As a salesperson you may often find yourself on the move from place to place. With our recent improvements to Membrain Go (Our mobile application for iOS and Android) you can now upload images and files easily while you are on the move.

Getting your work done over the course of the day while going from appointment to appointment is a great way to avoid having a bunch of things in the queue when you return to the office.  

Here are some of the benefits:

You can jump into your Membrain Go email composer and send out files to your customer right away.

Or while doing a site visit you can upload images or documents directly to the sales project or prospect.

To get started with the mobile app and take advantage of these new features check out our Membrain Go help center article.

A well defined process should coach and guide you as you work with  prospective clients.

But in complex B2B sales, this process also needs to be flexible enough so it doesn't inhibit innovation or adaptability to different scenarios.

To overcome this, we've introduced Dynamic Steps for Prospecting, allowing you to gauge the progress of an individual prospect, and add or remove steps based on information discovered during research, or how the prospect responds in their own unique way.

In this simple example, we're adding one more phone call attempt before sending the Pre-exploration email template (as per the process) potentially impacting how the contact responds when receiving that email.

Being flexible with the process, and adding (or removing) steps like this can help you stay on track of each and every prospect in a campaign, freeing you to do your best work while making sure nothing falls through the cracks.

Using scorecards as part of your sales and prospecting efforts gives you crystal clear insights into the strengths and weaknesses of each opportunity in your pipeline.  

We understand the value this can bring, so we're excited to announce a new and improved Scorecard experience, raising the bar and making Scorecards even more insightful and visually engaging.

Membrains Scorecards can be used in lots of ways, not just for highlighting concerning areas in an opportunity or prospect before they become a potential risk. They can help you and your team make Go/No Go decisions at crucial milestones. And even help improve probability rates across your pipeline, ultimately resulting in more reliable forecasting. 

And coupling Scorecards with Qualifiers adds an extra layer of sophistication to your process, guiding your team on the next steps to take in a more complex sales process.

So whats new?

With this recent upgrade of Scorecards, we've added additional functionality giving you lots more clarity on scores and an improved user experience. Here are the main highlights:

• An "always on top" visual score indicator, with minimum and maximum ranges on a scorecard
• Additional clarity on a completed scorecard, so you can easily see all the responses as you work through the questions
• Colour coding on answers chosen, to help drive the results home
• Improved user experience with fewer clicks for a smoother workflow
• An aesthetic overhaul that makes working with scorecards a more enjoyable experience

Haven't checked out Scorecards yet?  Take a look at this article which gives some sample scorecard ideas along with step by step instructions on getting started in minutes!

For most sales people, email is a huge part of communication with prospects and current customers. So it's imperative that the emails we send look professional and are visually engaging. 

We've taken a fresh look at how Membrain's email composer handles images to make communicating with your contacts more streamlined, and ultimately more effective.

Read all about the benefits of using Membrains Email Client - The Sales Inbox

Perhaps you want to include an image of a product you offer, or maybe send photos from a field visit. Whatever the scenario, including images in your email is much easier than before.

Embedding images to an email can be done in two different ways: from the toolbar, and now also very simply by copying images and pasting directly into the email body. 

And once you've embedded an image, you have the ability to:

• Resize the image to a size that works, or use the predefined options small, large or best fit
• Reposition the image within the body of your email to help get your message across

We hope you enjoy this small but powerful addition to the ever growing set of features available in Membrains Sales Inbox.

Don't you just love it when you find a clever way to automate something important in your work day?  That awesome feeling when the tiniest tweak to a workflow makes your day-to-day run just that bit smoother?

We've got just that tweak for you with a new option allowing you to save all your incoming sales related emails automatically to Membrain, right into the activity stream of the sales project or prospect they're related to. Awesome!

You may not realize it now, but once you turn on this functionality, you will soon wonder how you ever managed without it!

Here's a rundown of the benefits you will see as soon as it's enabled:

• Save time and clicks - Automatically storing your emails to Membrain means no manually saving emails, however you did it in the past, helping you become more efficient in your email management.
• Better company-wide communication - Be confident that all email communication between a particular contact and your organization is clearly visible for those who need to see it.
• Help teams collaborate - A colleague out on vacation or out sick for the day could result in an important email being missed. With emails no longer limited to one individuals inbox, teams can more easily work together for a professional, joint effort.
  
  

Learn more about this new option in the Sales Inbox and how you can make you, your team, and your organization more effective in your communication.

The Activity Stream is a great resource for reviewing whats been happening on a Sales Project, Prospect, Company or Contact, as well as being the ideal place for coaching and collaborating with your colleagues.

In this round of updates, we've added some features to help you work smarter within the Activity Stream, allowing you stay focused on the job at hand.

The activity stream gives you a detailed account of pretty much everything that happens on a Sales Project, Prospect, Company or Contact level. All those important meetings, emails, calls, etc and even changes made and steps completed (on a Project or Prospect) are shown here, ready for you and your colleagues to review and act upon at any time.

With these new visual quick-filters in the Activity stream header, you can now jump to a subset of activities in a flash.

A simple click on a profile picture or an activity type icon makes this a more visual way to move through the activity stream and find the information you're looking for, allowing you to focus on whats important.

Other helpful options like filtering your own customized activity types, searching the activity stream with keywords, and expanding all activities within the the whole Activity Stream are sure to keep you productive throughout your day.

Learn more about the Activity Stream, and how using Comments and Mentions can help you coach and encourage your team.

We love making improvements to Membrain and pushing the boundaries with new features. And this summer we've nailed it bringing you a chock-a-block list of exciting stuff, big and small.

From new graph types in the Dashboard to stylish HTML email on Membrain Go and lots in between, there's something interesting for everyone. Here's a quick run-through of what you might have missed:

Hover in the Activity Stream to see History/Mini-graph 

A powerful new feature in the Activity Stream shows you a wealth of information at a glance. These little graphs should not be underestimated! They pack a punch and show you the history of any Custom Field you have in Membrain and their values over time.

Create Dashboard graphs from your pre-existing Lists in a flash

You've already created some great Lists for Sales Projects and Prospects, so why not add them to your favorite Dashboard and include them in your overview or meetings with the team. This is a clever but simple way to view tons of information at a glance, alongside the rest of your personalized graphs for a more detailed view.

Track Revenue and Payments quickly and easily, the way that suits you
Membrain's Products feature was released earlier this year to help track revenue on items and services sold within Sales Projects. Now with additional options and improved usability, it's possible to add simple revenue payments and expected incomes from Sales Projects, in a more flexible way that suits your unique business model. Track payments over time, increase revenue forecasting accuracy and learn whats working for your business in a more simplified, streamlined workflow. 

Connect to your Gmail or GSuite account with additional peace of mind

We are proud to announce that Membrain now supports OAuth2, giving you a more secure way to connect your email and calendar to the heart of your Membrain account. Using this framework offers more secure authentication and authorization capabilities and allows Membrain sync to your Gmail or GSuite account in a seamless, more secure way than ever before.

Replacing the traditional, less secure username and password method means there are no more password change policy issues, sign in errors, or simply forgotten passwords that can get in the way of a successful two-way sync.

Manage your growing library of Templates and Snippets with ease

As all sales leaders or admins know, managing and maintaining an up to date library of templates and snippets that are created across teams can take time. So we've made this task much more user-friendly by adding additional tools to these lists like grouping, sorting as well as some clever quick filter options. Check and amend who has access to what, and get insights into when items were created, last used, and even how often over a certain period. We like these additions so much we've extended them to the Dashboard and Filters Management areas too!  

Add color and style to your emails from Membrain Go

The all-new WYSIWYG editor in email composer on Membrain Go helps you create powerful and professional emails while you're on the move. Create beautifully styled HTML emails with the font, color and size to help your message stand out from the crowd.

Drive adoption of Membrain with new User Management insights

If you're managing a team, you're going to love this! With a brand new view you can easily see how your colleagues are using Membrain and where they perhaps need more encouragement to get the most out of the system. Be the driving force behind Membrain for your team and help push adoption with insights on specific features and functionality that are important, like last login date, calendar sync enabled, and # of templates used to name just a few.

Share more data with our improved Zapier integration

Our Zapier integration helps so many customers integrate Membrain into pretty much any application out there. That's why we're continuously adding additional options and data points for inclusion in zaps, to make sharing data amongst applications easily set up, reliable and stress-free.

Add context in the Content Hub with fewer clicks

Membrain's Content Hub is quickly becoming our most loved module, and rightly so! Its the central place from where you can view and share (internally and externally) your prized business collateral and sales enablement material. And it's that magic word "Context" that gives it the intelligence it needs to offer up suggestions for relevant content just when you need it. So we've made it even easier to add that all important context to your content, during the upload process itself. It's the little things.

Get more out of Activity tracking with Custom Fields for Activities

Recording activities is useful of course, but tracking the important information like what the outcome of a meeting was can make all the difference. Now with the addition of a new kind of customizable field you can raise the bar and get more out of activity tracking and next steps.

Use decimals in Scorecards, Number and Calculation fields

Sometimes the devil is in the detail, so its important to be able to get really specific when you need to. The ability to now include decimals across these areas of Membrain gives more flexibility and depth to the information you record and rely on to make important decisions every day.

Get advice and support from us with ease, we're here to help!

Everyone at Membrain is eager to make sure you get the most out of your experience with our software. That's why we're constantly working to find ways to help you become a power user and get the most out of Membrain. Before the summer we launched a new in Product Help Area, offering you more options to learn about Membrain including video guides, related articles based on where you are in Membrain, and also more ways to reach out to our Customer Success team for personalized support. Keep watching for more improvements over the coming months while we work hard to make sure you have everything you need to succeed with Membrain.

Some exciting improvements to Membrain's email capabilities means you can now send multiple personalized, targeted emails to a select audience based on key information like Stakeholder role, Industry, Competition or any other criteria that you choose.

But lets' get one thing straight... we're not talking email automation here. You know, those all too familiar spam emails you've seen of late? Yeah, not that. We do things differently 'round here. 

Quality, not quantity, equals improved engagement

Its been proven time and time again that one well-written email, with relevant content and a personal touch has the power of a thousand ill-fated automated emails.

But we all want to work efficiently. So let's take a look at some examples where this new functionality can save you time and help increase your email engagement rates with both prospecting efforts and the opportunities already in your pipeline.

• Reach out to all the C-level Stakeholders in a Prospecting Campaign. Narrow it down to 1 particular industry, requirement or budget range and send your email template with a killer Case Study.
• Touch base with all the Decision Makers in your Sales Projects and send them important information or updates, based on what stage they are at in the process or any other criteria. 

Use relevant content that hits home

If you're using The Content Hub, its easy to find and include content that is most relevant to send to your hand-picked list of contacts. Or simply select from the suggestions offered up by the Content Hub, using its intelligent recommendation technology.

Why not try it out today! Read the article Batch Emailing which walks you through it in a few simple steps.

Missed our latest online webinar? No stress! You can watch our special edition "Fika with Membrain" here and get up to speed with all things new for Prospecting in Membrain.

*Fika [fee-kah] Swedish (v.) To slow down, have a coffee and appreciate the good things in life.

In this most recent live webinar, we take you through all the changes and new features available now in Membrain's Prospecting Module including Process for Prospects, Improved Qualifiers, Stakeholders and Detail fields along with a healthy sprinkling of other improvements that you're sure to enjoy.

So, how do I get started? I hear you ask. Well, depending on what pricing model you are currently on, you may or may not have these new capabilities already available to you. If you're not sure which one you're on, check out your Account Details page in Membrain or email our billing team for more information. Briefly: 

• For those of you who are already on the New Pricing Structure and have the Prospecting Module, these features are available to you right now. Let our Customer Success team know if you'd like some help getting started, or check out our Help Center for step-by-step guides and you'll be up and running in no time.
  
  
• If you are on the New Pricing Structure but don't have the Prospecting Module yet, you can see the upgrade cost, and even add the functionality straight from your Membrain account.  From the Membrain Account Details page, scroll down and Click to turn on Prospecting to get access to this feature straight away!
  
  
• Or if you still on a Legacy plan (Foundation, Performance or Excellence) sit tight and we will be in touch early next week with information on how you can upgrade and get access to these features and start enjoying the benefits of Prospect Engagement Playbooks. 

And if there's anything your unsure of, or just want to chat Prospecting, let us know!  We're here to help you on your journey towards effective prospecting and pipeline growth.

Excited to see how Membrain's new Prospecting Engagement Playbook looks? From this Monday onwards you will experience a slicker, more powerful way to qualify leads and grow your pipeline.  

And of course, getting used to anything new can take a little time. So here's a short video walk-through of the new layout, whats changed and what exciting new features you can look forward to after this weekend. Or take a look at our Help Center article that goes through all the details of how Prospect Engagement Playbooks can help your business qualify better leads more efficiently.

- The main changes and additions in detail - 

New feature! - Prospecting Process 
At the heart of Membrains Prospecting Engagement Playbooks is an all-new step by step process. Here you can create an action-based and effective prospecting process, helping you stay engaged, and focus your efforts where they make a difference.

Prospect Qualifiers
Qualifiers are now found on the right-hand side of the page. They help you see if a prospect is a good fit or not, and indicate when it’s ready to enter your pipeline as a fully qualified sales project.

Companies & Contacts
Company and Contact details have also moved location, under Qualifiers. Here you can see all the important contacts related to a prospect and can easily add or edit information like phone numbers, email addresses or titles. Then engage with your prospects with a simple click.

Custom Fields
Not everything is a Qualifier. Here you can find and record additional relevant information about the company or the prospect itself, helping you see the big picture.

Expand/Collapse
Any of these sections on the right-hand side can be expanded or collapsed. Click on the section name or the arrow icon to adjust your layout to your liking.

Previous/Next quick arrows
Top left, you can quickly move back and forth between the prospects in your current list. The order of these are based on how your list is sorted. Smooth!

Activity Toolbar
In this toolbar, you can quickly send emails, create appointments and more. It also conveniently sticks with you when you move down the page!
 

- Upcoming Prospecting Engagement Playbooks Webinar -

Watch out for an invite to our live webinar where you can bring your questions to the table and learn how Prospect Engagement Playbooks can help you qualify leads and grow your pipeline.