THE SALES CONTENT YOU NEED, RIGHT WHEN YOU NEED IT

Join Henrik Öquist, Membrain's COO for an exciting first glimpse of the much anticipated Content Hub.

Date: November 6th
Time: 5pm Stockholm

• All your sales content in one place!
• Your sales team's training content at their fingertips
• Share the content your prospect wants, when it makes a difference
• Track engagement, so you know what's working
• With all your resources in one place, the entire team speaks with one voice!

Can’t attend live? You should still register!
We’ll send the recording after the webinar to all registrants.

It's a well-known fact that effectively qualifying leads is a crucial first step in the world of complex B2B sales.

But what happens once a prospect enters the pipeline and becomes an Active Sales Project? Situations can change and stakeholders attitudes towards a project can turn sour overnight.
Now is not the time to stop qualifying.

With that in mind, we've given Qualifiers a new lease of life by adding Importance to Qualifiers - highlighting the level of concern associated with a specific step and its Qualifier.

Add Importance to Qualifiers and use colors to indicate the severity of the situation, at a glance.

Steps are highlighted:

Blue - coaching advice
Yellow - needs attention
Red - action required

We hope you like this new update to Qualifiers and are excited to take a step towards a more versatile Sales Process today. Learn about Qualifiers and their new Visualized Importance

Email Templates and Snippets are such great time-savers in Membrain, giving you a powerful platform to communicate with your customer base effectively and professionally, every time.

Find out how Templates and Snippets can help your team communicate effectively

But what if you could get lots of information about who's actually using these great predifined Templates, or which handy Snippets are the most popular amongst the team? Invaluable information like this can help you understand whats really supporting the team while they keep in touch with customers or prospective clients.

Now, with the improved Templates and Snippets management area, you can see this helpful information in a familiar Membrain List format, with all the List configuring options that you've come to expcect.

Spot at a glance:

• Which Templates and Snippets are most popular amongst the team
• When they were last used, if at all - perhaps they need to be improved/deleted
• How many times each Template or Snippet has been used the past 30 days, or since creation
• Who is creating/editing them and which ones are availble to whom/which team

Want to know more?  Read our help centre article which outlines how you can start to Manage your Email Template and Snippet library today, and keep you and your team on top form with the best communication tools possible.

According to latest research, a complex B2B sale - with associated complex buying decision process - now involves an average of 6.8 actively engaged Stakeholders, sometimes more. And of course, we understand the importance of identifying and managing these Stakeholders and how this can ultimately affect the outcome of an opportunity.

To help you with this endeavour, we've updated the functionality in both the Sales Project List view and the Active Pipeline view to allow you to Group Sales Projects By Stakeholder, giving you the insight you need to manage common Stakeholders across a subsection of Sales Projects.  

But it doesn't stop there, you can also Group Sales Projects By Stakeholder Company Name, helping you manage indirect Stakeholders such as:

• Partners who have a stake in Sales Projects
• Internal Team Members who have been allocated a specific role
• 3rd party Companies - example below showing external IT Companies involved

And of course, this new functionality spans across all areas of Membrain including The Dashboard, giving you limitless possibilities for a whole new set of insights into how Stakeholders influence your success.

We're dedicated to giving you the best tools availalbe to help you manage Stakeholders. Check out these other features already available in Membrain like Stakeholders Influence and Attitude and the Decision Team Map.

Goal setting is an important part of motivating and holding salespeople accountable. The right goals give salespeople something to stretch for, plus the satisfaction of achievement when they do.

All this is great for the individual Salesperson, but what if we want to look at the Sales Team as an entity unto to itself?

Membrain has just introduced Team Based Goals - offering you the flexibility of tracking each Sales Persons personal performance, while separately keeping a close eye on the performance of the Sales Team as a separate reportable unit.

Lets take a look at 2 very different scenarios where this can be beneficial.

1. As a Sales Leader, you want to track Sales Performance of the overall team, not individuals. The main focus is not on who is bringing in the revenue, rather its the group effort that counts. In this case, setting a Team Based goal which all Sales Representatives contribute to will provide you with the information you need to track and forecast overall Sales Performance of the team itself.

2. As an individual, you want to keep track of your own personal sales goals, without skewing overall Team Goal expectations. Individual goals are great for tracking personal revenue goals, for motivation or perhaps keeping on track for commissions. But when combining each individuals goal, the overall Teams Goal can be skewed and reflect a larger than expected outcome.
In this case, creating an additional Team Based goal on top of the individual goals allows you to track the Teams performance as a separate unit, helping you see it from both perspectives. 

Learn all about Setting up Goals in Membrain for both individuals and Teams, and see the benefits goals can bring to your business today!

Here at Membrain, we strive to bring you the best productivity tools possible to help you elevate your game. One of those tools is of course Membrains Sales Calendar. This intuitive calendar allows you to manage appointments and is packed with great additional features like Membrain Meet - Membrains online scheduling service and the Zoom Online Meetings integration.  

One of the hidden gems of the Sales Calendar is the 2 way sync between your Google, Office 365 or Exchange calendar, making it even easier to manage your time efficiently.

A Reliable and Robust Calendar

Improving and developing the Sales Calendars functionality is key to providing a solid platform for you to work from. So with this in mind, we've made some changes to how the Sales Calendar behaves and manages Participant Invite Statuses when a sync is in place between your Google or Office 365 calendar and Membrains Sales Calendar.

- Important Update -

How Membrain manages the status of a participant invites in your appointments has changed. In order for this feature to work reliably, we strongly recommend that your Office 365 email address matches the email address you use to log in to Membrain. The same applies to your Google Calendar, your Gmail email address should match the email address you use to log in to Membrain.

In fact, if you are using a personal Gmail account (the free end-user type) we strongly recommend that you upgrade to a G Suite business account to get the full benefit of this sync between Google and Membrain Calendars

Of course, if you're happy with the sync as it is there's no need to change a thing! Just keep in mind you may miss out on that helpful invite status in the appointment itself, letting you know if a participant can make your meeting or not. But don't worry, you will still get that default email from the client letting you know if they have accepted or rejected your meeting request. And very soon Membrain Guide will be on hand to advise you of meeting accepts or rejects as they happen!

We hope you will see the benefit of these updates with a more reliable and robust Calendar Sync. Read more about this and how to set up the sync in this article Calendar Sync Setup and also of all the benefits of the Sales Calendar. 

If you're working with Prospecting, you'll know that there are often multiple opportunities to pursue in one organisation at any given time. So we've shaken things up a little in the Prospecting Area of Membrain and introduced a new way to help you keep on top of each and every one.

Prospects can now be given a descriptive name, allowing you to highlight what the potential business opportunity itself is all about. Add this to the Company name and the Contact you're dealing with and you get a more rounded overview of the prospect at hand while helping you identify between different prospects effortlessly.

And to complement this change, we've also made some additional improvements:

• Right beside the company name you will see a count of other Sales Projects or Prospects related to this company, giving you the insight you need for effective account management.
• Add a title to the Contact details on the main Prospect View, so you have all the information you need at hand before making that call.

Read this article about Prospecting in Membrain  and learn how Membrain can help you achieve success in your Prospecting efforts.

Subscribe to Membrains Dashboards and receive those colorful, data-rich reports direct to your inbox, right when you need them.

As Dashboards grow in popularity in the Membrain community, the ability to subscribe to a Dashboard has quickly become our #1 feature request. So today we're happy to announce that you can now have your favourite Graphs and Reports delivered right to your inbox, on a schedule that suits you.

But it doesn't stop there, subscriptions can be managed by admins across the whole team and for all Dashboards, so you can subscribe to any Dashboard (permissions granted of course), or sign up a colleague so they don't miss out.

Not using Dashboards yet?  Watch this video and get started!

Who can benefit from subscribing to Dashboards? Here are just a few ideas to get you thinking...

• Team Leaders - Subscribe your team members to a personalised Activity and Pipeline Management Dashboard and help them keep on top of progress, week on week.
• Sales Managers - Subscribe to those important Sales related Dashboards and receive them in your inbox ahead of the Weekly Sales Meeting, or send them to the team so they're prepped in advance.
• Board Members - Receive a monthly Business Review for that insightful Company level overview.

Additional Updates

Exporting to PDF or Excel

Want to get those visual graphs out of Membrain for use somewhere else?

We've added the ability to Export a Dashboard as a PDF file, giving you access to all those visual graphs and reports outside of Membrain. Or if you want to manipulate the numbers in Excel, or perhaps import them into another system, the Export to Excel option is there for you. 

What color are you?

Margot is blue, Alicia is orange, John is pink. You'd be surprised at how helpful this additional tweak to the Dashboard will be once you notice it. Yes, you're right. All Membrain users are now allocated a color in the Dashboard to make visualising data from graph to graph crystal clear. 

So for those graphs that use colors to help you see the data at a glance, Margot is always presented in blue, Alicia is always orange and John is always pink. Specific colors can be assigned to users if you like, although black is not available as an option so there can be no arguing over who gets to be Mr. Black :)

We hope you're excited about these new updates to the Dashboard, go check them out! 

Membrains Sales Inbox and Sales Calendar could be considered the two unsung heroes of Membrain. They bring focus to important emails and help you manage your meetings like a true professional.  

Learn all about the powerful features Membrains Sales Inbox and Sales Calendar

But there's always room for improvement, right? So we've been busy working on the things we know will bring even more productivity to your day. Take a look at these 8 improvements we've made recently, in order of pure awesomeness.

1. Want to keep appointments from your 'other' synced calendar private? No problem! Turn on this feature and appointments which are synced over to your Membrain Calendar will still show, but the details will not be visible.

2. Are you an order geek?  Select the Sent Folder where you would like to store the emails you send via Membrain. This is a handy tip for those who use a localized language version of outlook or gmail. 

3. Need to add images to your emails as quick as a flash? Now you can with improved image functionality for both the individual email composer and email template creator. 

4. Like to let your colleagues know your availability? Use the Free/Busy feature when adding appointments to your calendar and keep your day planned out to perfection.

5. Enjoy enhancing your emails with some fancy HTML code?  Previously only available for Email Templates, you can now toggle between HTML and WYSIWYG mode when creating individual emails from the email editor.

6. Need to know when to update your email sync and calendar sync passwords? We got you covered.  Once Membrain spots that the sync has stopped working (usually because you've changed your email or calendar passwords) you will receive a Membrain Guide notification and an email, both guiding you to where you need to go to get back on track.

7. Can't wait to get started with Email and Calendar sync? Excellent! We've made setting up the sync super simple. For Office 365 and Gmail, all you need is your email address and password to get going. 

8. And coming soon! - Snippet and Template usage tracking for Admins of Membrain. Learn who's using which snippets and templates and make the most of this feature for the team.

We hope you like these new improvements, and are excited to give them a try! 

And if you're not already using these features of Membrain learn how to get up and running in no time with these short articles Email Sync Setup and Calendar Sync Setup

This one is for all you Dashboard fans out there. We've just introduced a powerful new option to Graphs allowing you to see your business critical  data, now with Accumulated Totals. 

As a sales leader, its important to keep track of specific results on a week-to-week or month-to-month basis. And its not unusual to have certain periods which are typically much higher (or lower) in sales revenue than others, so planning on those trends can help to avoid surprises in the pipeline later down the line.

But what about the bigger picture? How does it all add up over time?

Accumulated Totals is a new option available when creating Graphs in The Dashboard, and can be used for all date-driven graphs. With this feature comes the ability to create meaningful graphs which illustrate crucial aspects of your sales department over time, with Accumulated Values that makes your Dashboard worth its weight in gold.

This graph shows the break down of data, showing Total Revenue per month.

The same graph, and the same data but using the new Accumulated Totals option highlighting trends over time.

Any time you want to see how things add up over time, the accumulated graphs are there to help. Want to see how much total revenue you're winning versus losing over time? Want to track total revenue by industry? Want to track how many prospects came from different events in total over time? The accumulated graphs got you covered. We hope you like them.

So go check out The Dashboard and see how you can change up the perspective between normal and accumulated graphs now!