Introducing: Prospect Engagement Playbooks

Update on May 24, 2019 by Brenda McDonald

Things are about to change... are you ready? Membrain's Prospecting Campaign module is expanding into a whole new world of possibilities - and it's finally ready to revolutionize how you prospect and grow your business.

June 10th is the official launch date for this new capability - a brand new way to work with prospecting, right inside of Membrain.

Using an all-new visual process/timeline, you can clearly see where your leads are at, and have a solid workflow of next steps to follow, ensuring each and every one gets the attention needed to help you decide if its a good fit for your sales pipeline.

prospecting-process-2

Prospecting is one of the toughest challenges for salespeople. It can be incredibly hard staying on top of it all. This major update helps you ensure you're reaching out enough times, with the right people, to successfully book that meeting, while staying efficient and productive every step of the way. 

Easily stay on point with your messaging, engage your prospects with relevant content at the right time, and see when they engage on the other side. It's never been easier to build a pipeline full of well-qualified deals.

This new and improved capability guides you through your own workflow of Prospecting, using powerful features such as:

  • Benefit from the world-leading sales process capabilities of Membrain inside Prospecting Campaigns
  • Trigger Playbooks to dynamically adjust to ever-shifting circumstances in your prospecting efforts
  • Improved Qualifying capabilities
  • Utilize the new Call process tool that can trigger your existing IP softphone system
  • Advanced rules that help ensure you never miss a beat and stay one step ahead of the competition
  • Build your cadence, with the timing of each touch into your process using the "wait" capability

And along with this new visual timeline, lots of existing features in Membrain can be combined with your new Prospecting Campaign making it all the more powerful, including:

  • Internal Enablement Content
  • Stakeholder mapping
  • Decision Team Map
  • Email process steps
  • Email Templates & Snippets
  • Email Open & Click Tracking
  • Content Analytics

Excited to learn more?  Drop us a line at support@membrain.com and we'll be happy to show you a pre-launch demo and help you get started!

 

Modern Authentication for O365 sync

Update on April 24, 2019 by Brenda McDonald

We are proud to announce that Membrain now supports Modern Authentication: a new, more secure way to connect your email and calendar to the heart of your Membrain account.

pawel-czerwinski-724839-unsplashSo what is Modern Authentication? I hear you ask. Well, it's a new method of identity management (using OAuth 2.0 Framework) that offers more secure authentication and authorization capabilities. It allows Membrain sync to your Office 365 email and calendar account in a seamless, more secure way than ever before.

Modern Authentication replaces the traditional, less secure method which used a username and password to connect the two accounts. Using this new technology, 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.

In fact, it takes just one click to set up the connection, giving you access to features like Engagement Analytics and Email Templates & Snippets for the Sales Inbox, and Zoom integration and Membrain Meet online scheduling service for the Sales Calendar.

Enable Modern Authentication with this super quick set-up guide

Modern Authentication security for Membrain is currently in a Beta mode, though available to everyone who wishes to sync their Office 365 account to Membrain. 

More clarity for tables and bar charts

Update on March 27, 2019 by Brenda McDonald

An important part of any sales effectiveness platform is the ability to clearly show the results of all your sales efforts in an easy to understand format.

Membrain's Dashboard and associated graphs give you that insight in fully customizable and simple to create graphs and charts. Recently, we've made some small but powerful improvements to how reports - and their data - are presented.

Whether you prefer line graphs, bar charts, donut graphs or just simple tables, the Dashboard is for you. But its not always clear at first glance what kind of figures you're looking at, and what the bottom line is. So we've made this information easier to see with these two improvements:

Tables with TotalsSticky Total Row for Tables

Tables now include a total row at the bottom, which is always visible and moves with you, so you can see the results even when scrolling through your data.

 

 

 

Barcharts with valulesVisible column totals on Bar Charts

Bar charts now show their total value above each column, so you can effortlessly see the specifics of your data at a glance, without having to hover.

 

 

These two improvements make viewing the live dashboard more intuitive and are particularly useful in the pdf's you export, and as a subscriber to the Dashboard.

Learn more about Dashboards and how to subscribe to them to get the insights you need, right to your inbox, when you want.

 

What's your favorite content?

Update on March 20, 2019 by Brenda McDonald

We all have our favorites in this world. Favorite movie, favorite wine, favorite song. So what about Sales Content and Collateral?

Those go-to-pieces that you use over and over, that you rely on to hit home and get the message across perfectly are now even easier to find in Membrain's Content Hub using favorites. 

CH favouritesThis clever addition to The Content Hub gives you more control over how you access content, and select it for viewing or sharing with your contacts.

So how does it work? Well, the short answer is obvious. You mark a piece of content as a favorite, and it shows up in your favorites list. Great!  

But there's more to it than that...

Marking content as favorites also affects how intelligent recommendations work. When we add context to our content - like a sales process stage, a stakeholder, or a specific industry - Membrain suggests the most relevant content to you when its likely to have the most impact. 

So now, when we "favorite" a piece of content that we know gives consistent results, its rating and chances of being recommended is increased, making it more easily accessible to you.

Nice huh? We hope you ❤ it!

 

 If you'd like to learn more about the power of Membrains Content Hub let us know! 

You'll find more information about The Content Hub on our website, or check out our Help Center for lots of resources like step by step guides and videos to help get you started.

 

 

Leaderboards now available in the Dashboard

Update on March 14, 2019 by Brenda McDonald

Ever wonder who your Top 10 customers are? Or what the Top 10 services/products sold last year were? Or how about the Top 5 industries which bring in the most revenue? 

Well, wonder no more. We've just added an exciting new feature to the Dashboard which allows you to create graphs that show you these powerful insights, helping you get right to the heart of your data.

And by incorporating this new option, you take away the outliers and get more impactful, visual graphs, with all the color and clarity you've come to expect.

Revenue Leaderboard

Some examples of how you can use this type of ranking in graphs are:

  • Top10 Performing Account Managers by Revenue this FY
  • Top 5 Sales Projects due to close this FQ, segmented by Probability
  • Bottom 5 Customers by MRR 
  • Top 20 Largest Sales Projects won (all time)
  • Top 5 unhealthy opportunities in the Pipeline
  • Top 10 Largest new customers this FY
  • Top 20 inbound Prospects by number of employees
  • Bottom 10 Products sold this FQ

The list could go on... what graphs could you create today using this new feature? Let us know!  

If you want to learn how to get started with Dashboards drop us a line at support@membrain.com or take a look at our introductory article and video on how to get started with The Dashboard.

 

 

Content at your fingertips on Membrain Go!

Update on March 6, 2019 by Brenda McDonald

Sharing sales collateral with prospective clients has never been so easy, with this brand new addition to Membrain's Mobile app, Membrain Go.

Gone are the days of waiting till you get back to the office to follow up after a meeting. Use The Content Hub on Membrain Go to access enablement content and share relevant sales collateral right when it's most effective.

And with this intuitive mobile version, you get all those intelligent recommendations for content you're used to, based on the contexts you set. For example sales process stage, different competitors, or a specific industry - The Content Hub will recommend content to you in when it is most relevant.  

MB Go Content HubSome of the benefits of using
The Content Hub on Membrain Go:

  • All the sales collateral and enablement content you need in one, easy to reach, central location

  • Sales Training to support the team out in the field, just when they need it

  • The right content recommended at the right time, with intelligent recommendations based on the contexts you set

  • Quick filter and easy search options to help you find the content you need 

  • Streamlined communication style across the board
       

 

Excited to learn more about Membrain's Content Hub? Watch the video and learn how it can help you increase your sales effectiveness today.

 

Track Sales Performance from the Dashboard

Update on March 5, 2019 by Brenda McDonald

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.

 Perf and Dash-1

 

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.

Improved Metrics for Prospecting

Update on February 22, 2019 by Brenda McDonald

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

 

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

 

 

Prospect conversion rate

 

 

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. 

 

Email Templates, meet The Content Hub.

Update on February 20, 2019 by Brenda McDonald

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

CH Email with collateral 2

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.

Watch the Product Update Webinar - Fika with Membrain

Update on February 13, 2019 by Brenda McDonald

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!

 

More updates to Membrain