Recording the value of a sales project is, of course, how we track incoming revenue and forcast effectively. Though its often necessary to track other metrics which have a value associated to them, over and above the sales project value. This is where Currency fields come in to the picture.

The newest edition to Membrains collection of custom fields - Currency Fields - are now available.

So whats a Currency Field I hear you ask. Well, Currency Fields allow you to track an item, service or product you're offering and see its value in monetary terms

With this new field type comes the ability to record not just the overall value of a Sales Project, but to get more specific and track the value of individual items, quantified in monetary value. Not to mention the multitude of new possibilities for analysing this data to get real insights into where your revenue is coming from, right down to a granular level.

Currency Fields are fully incorporated throughout Membrain, and can be used in lots of ways including:

• Filter, group and sort the Sales Project List view to clearly see your new Currency Fields at work
• Use them with Calculation fields and let Membrain work out margins, percentages, discounts etc of individual value items, regardless of your personal currency settings
• Include them in your favourite graphs in a Dashboard, to see where your revenue is coming from in full glorious color

Want to know more about Currency Fields?  Great!  Get started with this help center article that walks you through setting up Currency Fields

Communication and collaboration is at the heart of any good sales team. The more we share our knowledge, offer advice or give encouragement, the stronger and more successful we become.    

Membrain makes this easy with the use of Comments and Mentions, keeping the conversation active with the relevant people on the team and in correct context.   

Previously, Commenting on items or events and Mentioning colleagues (using the @ sign followed by their name) were only possible in the Activity Stream of a Sales Project, Prospect, Company or Contact. But with this most recent update, it is now possible to use Comments and Mentions in Tasks and Appointments too! So you can keep the conversation relevant to where you are, and what you're working on.

Some scenarios where this update helps your team work collaborate and communicate:

• Before you invite your colleague along to a meeting, why not Comment on the appointment itself, Mention your colleague and ask if they want to join in? 
• Ask a team member how a meeting went and follow-up from the appointment itself
• Let your manager know you need some assistance on a Task you've been assigned to, just mention him/her in the Task and keep the conversation relevant  
• Or even ask a colleage for a status update, on those tasks that you've assigned

And whats great about these comments and mentions? You guessed it, once you mention someone in Membrain, they get an instant notification in Membrain Guide. So you can grab their attention right when you need it. And whatsmore, they work with Membrain Go, our mobile app.  

Learn more about how Comments and Mentions in Membrain can help you build team work with your colleagues today!

What do you get when you cross the best Sales Effectiveness Plaform on the planet with a growing Communication and Collaboration app?  You guessed it... the much anticipated Membrain - Slack integration!

Use the Slack Integration to Alert, Inform and Encourage your teams about all the important milestones reached in Membrain, as they happen!

We're very excited to launch Membrain's most recent integration, keeping everyone in the loop on the exciting things that happen within Membrain.

Let Membrain send notifications right throughout your organisation via your chosen Slack Channel, and keep everyone updated!

A few ideas to get started with the Slack Integration:

• Send a congratulatory update to colleagues when a Sales Project has been won!
• Notify the Finance channel when an "Agreement Signed" step in a Sales Project is completed
• Alert the Customer Support channel when a Sales Project generates a red flag
• Inform the Marketing channel when a "Demo required" step in the Sales Project is completed
• Notify the Sales channel when a Prospect has been converted to a Sales Project

Can you think of any other ways where you could use this powerful integration? Get creative and spread the word with your colleagues through this easy to set up integration today! 

Learn how with these help center articles: Slack Integration Setup and Automated Events in Prospecting and Sales Projects.

Membrains Win/Loss Analysis features provide you with the insight you need to understand which deals you win or lose, and most importantly why.

But thats not all - these graphs are jam packed with additional details, helping you pinpoint behaviors and trends in your process, like how sales projects move through the pipeline, what parameters indicates a strong opportunity v's a weak one and much more. 

Improved visualisation of Win/Loss graphs helps you understand your data and see trends clearly

Historically, data with extreme outliers in numerical fields, or in time related data-points meant useful data sometimes got squashed into one area of the graph, making it difficult to clearly see the most important (and often data-rich) bulk of information.

Grouping these outliers with extreme values on both ends of the spectrum gives additional definition to the most relevant data, allowing you to gain that visual understanding of your data at a glance.  

Learn more about Win/Loss Analysis in Membrain, and start using these powerful graphs today!

Sales Cycle Length is a hot topic in B2B sales, and its no wonder! Shorter sales cycles generally lead to greater profits, since more deals are being closed faster.

It therefore makes sense to identify those Sales Projects which have stalled or are spending too much time in one Stage of the Sales Cycle, as they could spell trouble. To help you see these trends in real time we've added new functionality throughout Membrain to allow you to dig deeper into this metric, and see how long Sales Projects are spending at each Stage of the Process.

There are lots of different ways you can use this metric to show you how fluid your Sales Pipeline is, and how it flows through your process. For example:

In the Dashboard:

Show Sales Projects which have spent the most Time in their current stage, and sort by longest to shortest time.

Create a graph showing all current and historical Sales Projects and their average time spent in each stage of the process, shown by status Open, Archived or Won.

• In the Active Pipeline - Sort open Sales Projects by Time in Current Stage, and see them grouped in each Stage.
• In the Sales Project List view - drill right down to see the date they entered any of the specific stages in the pipeline, as well as the time in that stage.
• Export this data out to excel for use outside of Membrain

We hope you like this new functionality - give it a try today and see how it can help you gain additional insights into your sales life cycle.

Membrains Dashboards allow you to create powerful graphs and charts - fully tailored and customizable to your business, stragety and key metrics. 

And we understand you want full control over how you visualize your data. So we've made some improvements to help these dashboards become even more visual, to help you spot trends and see vital information at a glance.

Learn how Dashboards can give you more insight into your Sales efforts today!

Sorting Values

New options allow you to change the order information in the graphs you create, so you can view values not just alphabetically, but in other ways that make more sense to the data in the graph itself.

So now you can quickly sort By Value (largest to smallest, and vice versa), and also By Direction Dates, Stages, Health, Status and even custom field values.

Probability Color Scale

A new color scale helps you visualize how probability is distributed across the pipeline, spanning from a "weaker" color to a “stronger, more positive” color as probability increases.

Take a fresh look at the value of the pipeline and see at a glance how that relates to their probability.

Membrain is proud to announce a brand new Pricing Structure, offering a powerful module-based approach to our new and existing customers. 

This new flexible design, allows you to complement the main Membrain platform with the additional modules that you need - all easily accessible from inside Membrain's beautiful and easy to use software.

Customize Membrain with add-on modules that fit your specific process and needs

HERE'S HOW IT WORKS:

Start with the Core Platform - capabilities include a customizable Sales Process, CRM Database, Sales Performance Management, Membrain Guide and the mobile app Membrain Go, plus much much more.

Add the Modules you need - Dynamic Process Tools | Prospecting Campaigns | Sales Analytics + | The Content Hub to suit your specific business and process needs.

Select how many accounts you need - Full users and/or CRM users. We understand that not everyone on the team needs all the powerful capabilities of Membrain. Add CRM users and include the rest of the organization in your sales efforts.

Want to learn more?  Head over to our website and find out how a customized Membrain Package could look for you. Or contact billing@membrain.com and we'll walk you through all the options available.

The Content Hub and New Pricing Structure go hand in hand

Can't wait to get your hands on The Content Hub for your team? Great! Move over to the new pricing structure before December 21st and take advantage of a special introductory offer you won't want to miss!

Membrains brand new Content Hub was officially launched yesterday and to kick things off, we invited everyone along to the official Launch Webinar.

Couldn't make it? No problem! Watch the recording here

The webinar was a huge success, with Membrain clients and partners joining in from all around the world to learn more about how the Content Hub gives organizations a central place to store, share and analyze Sales Collateral and Sales Enablement resources, right there in Membrain itself and just when it's needed.

You can learn lots more about the Content Hub on our website or watch this short but exciting introduction video

With the launch of the Content Hub comes a BRAND NEW PRICING STRUCTURE, offering a powerful module-based approach to our new and existing clients.

The Content Hub and New Pricing Structure go hand in hand

Can't wait to get your hands on The Content Hub for your team? Great! Move over to the new pricing structure before December 21st and take advantage of a special introductory offer you won't want to miss!

I

n todays world of complex B2B sales, Sales Professionals play the leading role in generating revenue for businesses.

But when we take a closer look, it becomes clear that effective selling really is an inter-departmental affair. Individuals outside of the Sales Team often have a direct impact on the overall success of the sales team, with CRM assistants, technical resources, project managers, and other staff being involved at different milestones in the customer journey.  

So in order to make this collaboration between teams flow smoothly, we've introduced a new type of "light" Membrain account we call a Lite User Account - helping you involve all those key people in your business play their part and contribute to success.

 

These Lite Accounts are a bit more limited than a Full Account but can do all sorts of interesting things!

These accounts can't:

• Manage, win or archive sales projects, change sales project information or progress the sales process
• Create, qualify or disqualify prospects
• Be an admin, account manager, a coach for a sales team or have sales goals
• Have access to analytical tools or receive the weekly pipeline health report email
• Import/export information or do batch changes in the database

However, they absolutely can:

• Have access to all CRM information in companies, contacts, and deal information on prospects and sales projects
• Edit CRM information such as contact details, or company information
• Use Membrain's task management tools, calendar capabilities including sharing and syncing their calendar with the sales team and creating notes
• Send emails using templates and snippets, email tracking, Membrain Meet, and many other productivity boosters
• Use the mobile app Membrain Go
• Use Membrain comments to coordinate and collaborate with the sales team in every single deal and account
• Complete sales process steps needing their expertise that are specifically assigned to them. A huge team-selling win!

Sounds like something that could be interesting for your team?  Reach out to your Customer Success representative or email sales@membrain.com today and we'll go through it together!

 

Focus is what leads to success, right? But with endless computer programs and apps now necessary items in your Sales Toolkit, that focus is often hard to reach.

To help with this all too common problem, Membrain will soon introduce browser notifications, delivering all those Membrain Guide alerts that you can't afford to miss, regardless of where you're working.

Your browser will ask if you would like notifications from Membrain.com - click Allow!

So when you're busy in another tab in your browser, you'll still be alerted to things like:

• Meeting reminders - so you'll never miss the start of a meeting again
• Automated events - keeping you up to date on events in your Sales Projects/Prospects
• Comments and mentions - realtime collaboration with your colleagues
• Emails read/clicked links - instant insight into your communication efforts
• Plus all those other crucial notifications you get from Membrain Guide

So when your browser asks if you would like to Allow/Block notificaitons from Membrain. Click Allow to enjoy this new feature and stay on top of your day, in real time.

Read our Help Center article to find out more and learn how to turn on or off browser notifications for Membrain manually.