Push more cool stuff to Membrain Guide

Update on August 6, 2018 by Brenda McDonald

Membrain Guide has become an integral part of how we work, offering timely reminders, guidance and focus to our day.  

 

Its that little reminder whispered in your ear, ensuring you don't miss the start of your next appointment. Push to Guide-1Or that subtle tap on your shoulder when a yellow flag appears on one of your Sales Projects, keeping you on top of whats important.

Adding to this functionality, we've included a new feature we call Push to Guide. This allows you to send messages about events in your Sales Projects or Prospects, and have them appear in Membrain Guide - right as they happen so you don't miss a beat.

And whats more, you can tailor these messages and send them to specific people so only the most important things get through, reducing noise and increasing your productivity.

Some examples of how you can use Push to Guide today:

  • A new Sales Project has been created? Send a message to the Sales Manager via Guide

  • An important Step has been completed in the Sales Project? Send a message the Sales Team Leader, or an individual via Guide

  • A Prospect has been disqualified? Send a message to the
    Company Account Manager via Guide.


We hope you like this new feature. Why not take a few minutes to read up on the all the other capabilities
Membrain Guide has to offer, or learn how to set up Automated Events in your Sales Processes or Prospecting Campaigns.

 

Enrich Company and Contact information automatically

Update on July 29, 2018 by Brenda McDonald
Ever wish you had a magic wand that could instantly update important information about your Companies and Contacts, keeping their details current and up to date?
 
Well, this is now reality with a new feature we call Company and Contact Enrichment. 
Excited? Read on.
Enrich

A simple click anywhere you see the Enrich icon will send Membrain out to the web to search for any missing information about a Company or Contact in your database, and then update it for you.
 
Let the Enrich feature update:
Company Addresses Information and Website links.
Contact Job Title and Phone informationAnd of course Social Media links such as LinkedIn, Twitter and Skype, to name a few.
 
And of course, Membrain will ask if you would like to update this information first, so you can stay in control of your information at all times.
 
So keep an eye out for this brand new addition to Membrain today, and give it a whirl.
And learn more about the other features available in the CRM area of Membrain in these articles about Company Management and Contact Management.
 
 

Deeper analytics with Lists

Update on July 23, 2018 by Brenda McDonald

Lists. We love their insight, their clarity, their simplicity. And now there's another reason to love Lists as we've added a powerful new feature which gives you more analytical information for all your numerical data. 

 
Lists can now summarize any numerical fields you use in Membrain and provide you with a detailed snapshot of these values, in a grouping of your choice. A quick hover shows you additional data on Average, Median, Min and Max values, giving you a list which is data-rich and packed with insight.
 
This can be used for fields such as Sales Project Values, Probability, as well as custom fields you may have such as LVT/MRR, Number of Services/Products ordered, Number of Employees etc. as well as any Scorecards or Qualifiers you are using. Exciting stuff!
 
Here are some examples of how this can be used:
  • Group the Sales Project List by Closing Date to see the Sum of Sales Project Values expected to close per month. 
Column totals overview-2
  • Group the Company List by Industry and see Min and Max Number of Widgets sold in each industry.
  • Or how about creating a Scorecard to calculate your Customer Fit Score and Grouping by Country to see where your best customers are located.
 
But don't stop there. There are so many interesting ways you can use this functionality. Learn more about the power of Lists, and take advantage of this new feature today!
 

Additional Security with Google Authenticator

Update on July 13, 2018 by Brenda McDonald

In a world of web based software, securing confidential information and ensuring data integrity is of utmost importance. 

This is why we have added Two-Factor Authentication to the options available in keeping your Membrain account, and the data stored within it, safe and secure.

Google Authenticator image

Over recent years Two-Factor Authentication has evolved as the single most effective way to protect businesses against remote attacks and can prevent most unauthorised access into your organisation, even if login credentials become compromised.

With Google Authenticator, you can add a second layer of security - along with your secure username and password - when logging in to your Membrain account. So you can rest assured that your information is always safeguarded.

Learn more about how Google Authenticator works with Membrain, along with a simple 2 minute guide on how to make your Membrain Account more secure.

 

 

 

Free/Busy now available for Sales Calendar

Update on June 28, 2018 by Brenda McDonald

Its a small one... but its a biggie. And its a new feature that we believe will make planning your day so much more flexible.

Free/Busy time in Membrains Sales Calendar allows you to add those appointments which previously may have only cluttered your calendar and marked you as unavailable. Now you can add those smaller, perhaps more abstract time blocks to your calendar, but still show yourself as free and available.

A couple of examples:

  • Working from home? Mark out your whole day with an appointment, but mark it as Free, so you're still available for potential client meetings coming in via Membrain Meet
  • Blocking off some time for research? Pop an appointment in the calendar, but mark it as free so your colleagues see you're still reachable.

And of course, if you're syncing to your Outlook 365/Exchange or Google Calendar, these Free/Busy settings will be reflected there too.

We hope you enjoy this new addition! Learn more about this and the other useful features available to you in Membrains Sales Calendar.

 

Relationships - making your data work harder

Update on June 4, 2018 by Brenda McDonald

Data is at the heart of any business solution, and in this regard Membrain is no different. But adding real intelligence to how this information is interconnected makes a world of difference.

Relationship fields give an additional layer of flexibility to your data and make it work harder for you. They are a very simple but powerful way to take filtered, cross-sections of information from virtually anywhere in Membrain, and show the results in a new, dynamic list.

The result is a database that not only stores your valuable information, but allows you to create intelligent connections between fields, making account and opportunity management even more insightful.

Some examples of where Relationship fields can be very powerful:

  • On the Company page, select a Supplier from a single-select list which is filtered to only show Suppliers from a certain industry
  • On a Prospect, highlight relevant Competitors from a multi-select list of Companies that have the Competitor Label applied.
  • In the Active Pipeline, link a Sub-Project to a larger Sales Project in a different Sales Process.

Relationship Animated Gif 

Once you have set up some relationship fields, you can use them in a number of different ways and in different areas of Membrain. Such as:
  • Show related information in a Sales Project or Prospect, and jump to it via the relationship link.
  • Add a Relationship Field as a column in any List or View, and then Group By or Sort By this relationship
  • Use Relationships in graphs on your Dashboard, and even Show By and Segment By in these graphs

We hope you like this awesome new feature and are excited to learn more about setting up Relationship Fields in Membrain. Have you got an idea where this could work for you? Get started and try one out today!

Snippets just got promoted!

Update on May 18, 2018 by Brenda McDonald

If you've been using Snippets then you'll already know how super useful they are when composing emails.

In fact, Snippets have been doing so well at helping us become more productive in our communication, that we've decided to give them a promotion! You can now use these much loved Snippets not just when composing emails, but also when creating appointments.

Snippet animated Gif

Haven't tried out Snippets yet?  Let me explain... Snippets can be described as little nuggets of text that you tend to use over and over again when communicating with customers, like an introduction or a standard meeting agenda. You can save these perfectly formed one-liners or short paragraphs as Snippets and then insert them into emails or meeting invites when needed. So, they're almost like a template, but shorter, more flexible and incredibly useful.

Not only do Snippets save you time writing, but they also help you keep your communication style consistent, which is always a good thing. Plus, you can share your Snippets with your colleagues so everyone can benefit from a well written email or structured meeting invite.  

Start working smarter and create some Snippets today. You can find Snippets both in the desktop version of Membrain and in our mobile app Membrain Go wherever you see thesnippet icon croppedSnippet icon. 

 

Membrain just integrated to over 100 apps! How? PieSync, that's how.

Update on May 7, 2018 by Henrik Öquist

PieSyncs mission is to synchronize the internet - piece by piece.You can now integrate Membrain with dozens and dozens cloud apps using our PieSync integration. It provides 70+ different integrations, with new apps being added by PieSync every week. Integrations include services like Email Marketing & Automation apps, Customer Support, Accounting, eCommerce and much more. 

The Membrain and PieSync integration offers a two-way sync between Membrain and apps like MailChimp, ActiveCampaign, Google Contacts, and many more. No more need to import and export contacts to and from Membrain. You can keep contacts synced in real time to always have up-to-date customer information all through your tech stack.

What does it connect to?

A lot. Really. A lot. See below for just some of the tools it connects to!

logos-piesync-integrations-white

Excited to get started?

We totally understand. We're excited too! Click here to learn how to get your first sync set up.

Create a Zoom online meeting with one click!

Update on April 26, 2018 by Brenda McDonald

As web technologies improve, online meetings are becoming more and more common. And its no wonder! They allow you to connect face-to-face with contacts worldwide, which you may never have been able to meet otherwise. As well as the obvious upside of saving lots of time travelling to and from physical locations.

So to make setting up these meetings more time-efficient, you can now set up a Zoom online meeting and add it to your Membrain appointment with one click. Send out invites to the participants... and you're done!

And whats more... if you're already clever enough to be using Membrain Meet (the shared online version of your Membrain Calendar) you can allow your contacts create the Zoom meeting while they're booking an appointment with you.  

We know. We love it too.

Zoom animated gif.mp4

We hope you're as excited about this new feature as much as we are. So set up the Zoom Integration with a few simple clicks and start using this super time-saving feature today!

Pssst... using Skype for Business?  Watch this space for details on our Skype for business Integration coming soon!

 

Watch the GDPR Webinar

Update on April 16, 2018 by Brenda McDonald

Missed our live GDPR Webinar?  Watch the recording below, and catch up on what you need to know as we approach the May 25th deadline.


Henrik Öquist, COO at Membrain breaks down the fundamentals of GDPR and goes through some new features in Membrain, designed to help you become compliant.

 

If you have specific questions on Membrain & GDPR, please feel free to reach out to your assigned Membrain contact and we'll do our best to answer them.

Do note that we are unable to offer full legal advice. We can share how to use Membrains new capabilities, anecdotes and information on what we are doing internally as well as share best practises learned in our own research.

More updates to Membrain