Membrains Performance View gives a complete overview of your organisation's sales effectiveness and goal attainment, helping you keep pipeline health and forecasting on track.

Powerful stuff, right? So to make this information even more accessible, we went right ahead and incorporated them into the Dashboard. Now, the graphs you see today in the Performance View can be customized and recreated in the Dashboard along side all your other graphs, giving you the perfect overview of Sales Project analysis, Prospecting and Account Management and now Sales Performance... all from one central place.

What are the benefits, I hear you ask.

There are lots of different ways to bring those insights that come from Performance Graphs into the Dashboard. For example, you can create a stand alone Dashboard showing the graphs you rely on most when reviewing performance, arranged just how you like.

Or scatter any of the sales performance or effectiveness objective graphs throughout your already existing Dashboards and giving you an extra layer of insight from a performance perspective.

And what's great about having these extra graphs in the Dashboard is you can also subscribe to specific Dashboards that you find most interesting, which now include Performance analytics, giving you additional insight into how the team is performing compared to the results you see.

Want to learn more?  Go ahead and read all about Dashboards with a step-by-step video guide on how to create powerful, customized Dashboards.

Building a healthy pipeline starts with effective prospecting. The more qualified leads you bring in, the more opportunities you create, ultimately resulting in more deals being won. 

But how do you know if your prospecting efforts are enough to keep up momentum and sustain a healthy pipeline? And how do you track progress? Having these insights at the early stages of the sales funnel is crucial in ensuring the pipeline is big enough to reach revenue targets.

To help with this, we've added some powerful new ways to track team performance, identify trends over time and give you more insight into your Prospecting efforts. 
Two new metrics which can now be tracked are:

Number of Open Prospects - How many Prospects do you need in Prospecting
Campaigns at any point in time. 

Prospects Conversion Rate - What % of Prospects should be converted to Sales Project over a certain time frame.

Set up these Effectiveness Objective Goals and track performance on an individual or team level, and adjust tactics accordingly to get the results you need.

Then, let the Performance View and customized Dashboard Graphs show you clearly how your strategy is being executed, comparing the actual numbers against the goals you've set. 

Membrain's Content Hub enables Sales Professionals with the tools to share valuable sales collateral, right when it is most effective.

With this recent feature update, we've combined the power of The Content Hub with the efficiency of Email Templates to bring you a streamlined and more effective way to communicate your message.

The Content Hub will change your sales journey forever

Using email templates as part of your workflow can increase productivity immensely, improving your reach and ensuring your messaging is consistent across the board. This rings true for both Prospecting and communication during the Sales life cycle itself.

So it makes sense to incorporate your Sales Content into these templates, ensuring they are on hand to you and the Sales Team, just when they're needed.  

Bring Marketing and Sales together:

• Add relevant content to your library of Templates and share your favorites with your team 
• Include Templates in your Prospecting Campaigns, and add structure and value to your workflow
• Introduce Templates to your Sales Process and ensure everyone is using tried and trusted Sales Collateral

Want to learn more about The Content Hub and Email Templates to increase sales effectiveness? Read these articles or contact us today at support@membrain.com and we'll be happy to show you how.

Missed the Product Update Webinar? Watch the latest "Fika with Membrain" and get up-to-date on all things new in Membrain.

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

In this the latest of a series of live webinars, we go through some exciting new features and updates to Membrain, including Membrain's Sales Inbox - now with Sent Mail Insights, Task Management on Membrain Go, along with a healthy sprinkling of other updates that you're sure to enjoy.
 

And if you'd like to see more, check out these two previous live webinars with tons of information about new features, improvements and tips on how you can get the most out of your Membrain experience.

Recording - Fika with Membrain 1 - October 2018

Browser Notifications, Powerful Lists and Views, Qualifiers in the Sales Process, Dashboard improvements, Team Based Goals and an Introduction to the Content Hub.

Recording - Fika with Membrain 2 - December 2018

Introduction to Products, Currency Fields, Dashboard improvements, using Comments in Membrain, Integration for Slack, CRM Licencing and the Content Hub.

Want a personalized introduction to any of the features you see?  Email us support@membrain.com and we'll be happy to help!

Using Membrain's built-in email client brings communication right to the heart of your sales strategy.

With features like shared templates, click tracking and sent mail insights, it has evolved to become the go-to tool for a more sales-centric and insightful messaging experience.

We've recently launched some huge changes to Membrain's Sales Inbox. If you missed them you can check them out over in this blog post All New Sales Inbox - now with Sent Mail Insights

Though it's not just the Sales Inbox that got an overhaul, we've also added some additional features and improvements to Membrain's Email Composer to raise the bar and help you create the most powerful and professional emails you've ever seen. Let's take a closer look at what's new:

• Create beautifully styled HTML emails with the font, color and size that suit your message. Membrain's email composer now supports HTML so you can create emails that stand out and drive your message home.
• Add images to email to communicate emotion, transmit knowledge and get that critical engagement you want. Its never been easier with our improved features for embedded images. 
• Keep the conversation flowing with streamlined replying and forwarding for a more structured, inline approach.
• Create customized signatures and promote your business with every email you send. Now you can easily create a slick HTML signature and add your company logo with ease with embedded images for signatures
• Already have a professional HTML signature created by your marketing team? Upload signature files directly to Membrain and use your company branding throughout all your communication.
• And there's more to come! Keep an eye out for HTML formatted email for Membrain's mobile app -Membrain Go in the not so distant future.

We're sure you're gonna love these improvements, and we hope they make a difference to your Membrain experience. Let us know what you think!

Task management is a skill that can often be overlooked. But good task management shows professionalism and dedication. And sometimes, that all-important follow-up can be the difference between failure and success.

We recently introduced lots of improvements around Task Management in Membrain, making it easier for you to keep on top of your day and increase productivity. And we've got one more up our sleeve... Tasks are now available on Membrain's mobile app - Membrain Go!

Read this blog post about increasing your productivity with Membrain's Task Manager

Membrain's Mobile app - Membrain Go - is already a powerful resource for any sales professional, giving you access to Sales Projects, Prospects and Companies, as well as your Sales Inbox and Sales Calendar where and when you need it.

And now, with the addition of a brand new dedicated Tasks area, you can keep on top of what's important, right from your mobile phone.

So what makes Membrain's Tasks stand out from the crowd? Well, here's just a few features we think you're going to love:

Tasks are cleverly grouped to help you prioritize and show you at a glance what's due today, overdue, due in the future, and already completed

Track tasks you've assigned to a colleague so you don't need to worry about things that might slide

Complete a Task with one click from the main Task list, and see it move to the Completed area. Who doesn't get encouragement from a completed check list!

Spot what type of Task each item is, with Membrain's customizable activity color-coding

Ready to start using Tasks on Membrain Go?  Great! Get the app today from the Play or Apple Store.

And don't forget to read our help center article to find out all there is to know about Membrain Go today.

You spoke and we listened. Fast forward through months of intense brainstorming, full-on feature development and an unhealthy amount of coffee and... it's finally here! The all new Sales Inbox for Membrain.

Email and Sales come together in Membrain's Sales Inbox like never before, with a mountain of new and improved ways to manage your mail. And now introducing Sent Mail Insights - a brand new analytical view of how the world interacts with the email you send.

Membrains Sales Inbox has one thing that separates it from your standard email client. It works alongside your Sales Projects and Prospects, connecting them seamlessly and helping you communicate effectively, with Sales taking center stage.

Recently, we've been working hard to bring you an even more powerful email experience. We've made things much faster, sleeker, more intuitive. Here are just some of the highlights:

Customizable Views

With just one click you can completely change how you view and work with your email. Use one of our unique filters designed to help you focus on Sales Project or Prospect related email - filtering out the non-important mail that can clutter even the most organised of mailboxes. Or create a personalized view based on top senders, company, sales project, plus lots more.

Sent Mail Insights 

Understanding what happens to your email once you hit that send button is a game changer. Seeing information such as when your mail was read or if/when a link was clicked can give you that edge you need, providing you with inside knowledge about your communication with contacts and prospective clients.

A Fresh New Look

A whole lots changed, and we really hope you feel the difference. Read more about the improvements we've made in this Help Center article Membrains Sales Inbox. 

We are super excited about Membrain's new Products feature which was recently launched with great anticipation. "Products" offers a solid database where the services, products or offerings you have as a company can be managed and tracked, along with their unique pricing structures.

Furthermore, when we take Products and combine it with Membrain's intuitive Dashboards - the reporting possibilities are no less than spectacular.

Already we've seen some impressive use-case scenarios out there, with all kinds of creative ways to show, segment and sort data, and display them in full-colour charts and graphs. So I thought I'd share with you a Top 5 list of the most powerful dashboard graphs we've seen so far.

Check out these examples on how you can use Products and Dashboards to get detailed and insightful reports on what's making your business thrive.

1. Revenue by Product and Expected date

This forecast graph shows us when we can expect to see revenue coming in, and from which Products. Hovering over each section in the graph gives you additional insight into your graphs. Interesting to see Licencing (a recurring cost) is making up most of the revenue in the later months of the year, with almost no new sales forecasted.

2. Quarterly Product Revenue by Sales Project health

Not all deals will be won, so looking at the health of the pipeline, as well as the expected revenue is a wise move. Here we see quite a large chunk of Q1's expected revenue is showing as unhealthy with red flag warnings. Time to take some action and save these projects before they fall out of the pipeline.

3. Revenue from Products by your own Custom Fields

Want to see some figures based on your own process? No problem. Being able to incorporate your own Custom Fields into these reports is eye-opening. See revenue by Industry, Source, Partner or any other specific datapoint you track in your business. Here we see the Telecoms Industry makes up 20% of all sales for GSX-900s.

4. Value by Sales Project owner & Product 

This graph is a great way to see who in your team is bringing in the most revenue, while at the same time, show which Products are attributing to that total. Here we see Margo Robbie sold 72k worth of GSX-900's, making up 42% of her total sales.

5. Value by Product and Sales Project Owner - This is, in fact, the exact same graph, just flipped on its head to give you a totally different angle to whats in the Pipeline, and who's put it there. Here, we see Product Value by Product Name and segmented by Sales Project Owner. Just two mouse clicks gives you a fresh perspective on the same data set. When we look at Margo Robbie in this graph, we see her 72k of GSX's, and also that this is 19% of the total revenue coming in from GSX sales.

These graphs are just the tip of the iceberg when it comes to what you can do with all the data you have about Sales Projects, Companies and your Team - and now using the new angle Products brings. 

Ready to build your own customized Revenue Dashboard? Great! Let us know if you would like a personalised walkthrough of how you can use Products with The Dashboard to improve your reporting and revenue forecasting.

Or take a look at the Products and Dashboard help center articles to get started today!

Good Task Management is at the heart of any highly productive Salesperson. And in this day and age, we all strive towards increased productivity, even if that means simply getting to the bottom of a never-ending to-do list.

Membrain's Tasks helps you banish the mundane and streamline task management, allowing you to create, manage and complete your tasks efficiently.

In a small but nifty addition to Tasks we've enhanced the process even further - adding the ability to Create a Follow-Up Task easily while creating Appointments, Notes, and Phonecalls. A new related task is created with one click and set for the next day, keeping you focused on what's required to keep up momentum and get the job done successfully.

Creating follow-up tasks as a reminder to do something important couldn't be any easier

Task Management Highlights

Haven't used Tasks in Membrain yet? Keep track of what's important and don't let anything fall through the cracks. Here are just a few ways you can use Tasks for success:

• Hit the letter t on your keyboard for quick access to your Task List
• View your colleagues Tasks List, and comment on their tasks for effortless collaboration
• Assign tasks to your colleague's (and even contacts outside of Membrain), helping you delegate and spread the load
• Set reminders for yourself when a task is upcoming or overdue, and flag them so you don't miss any high priority tasks
• Trigger new task creation automatically from the Sales Process when an event occurs, like a new sales project created, red flag alert or a step is completed, and have it assigned to the relevant person or role.
• And now! create follow up tasks with one click when creating Appointments, Notes and Phone calls.

So what are you waiting for? Learn more about Membrain's Task and Activity Managagement tools and increase you and your team's productivity now.

Complex B2B sales is just that. Complex. And our mission here at Membrain is to minimize that complexity and make managing opportunities - and all the components that come with them - a more productive experience.

We've added a new feature we're calling "Products" to Membrain's array of capabilities, allowing you to itemize the individual components that make up a complete Sales Project. Whether that's a list of products you sell, different contracts you manage or even simply payments you want to keep track of - all of these can be tracked individually, along with their revenue details, opening up a whole new world of data analysis and reporting possibilities. 

Itemizing the components of a Sales Project is, of course, a great way to manage opportunities and identify which products or services are working for you as a business. But that's just the beginning.

With Membrain's new Product Database, you can capture more specific information on each item, such as future milestone payments, different payment terms, or fixed or recurring costs. This allows for more in-depth reporting and accurate forecasting on expected revenue - not just closing dates.

Here are just a few ways Membrain's Product Database can
add depth to your opportunity management

Break down the details of each Sales Project, item by item, with a helpful summary of the overall expected revenue.

Use Dashboard to create a multitude of powerful graphs about Products, related revenue and other insights. 

We're excited to bring this new feature to you, and hope you are keen to learn more. Get started with Products today with our step-by-step guides, or contact us for a personalized walk-through at support@membrain.com