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!

Excited to get started?

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

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.

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!

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.

Modern sales is moving more and more into a collaborative format where no sales professional is an island. With a new capability it's easier than ever to pass the baton on to our colleagues and collaborate seamlessly in our sales process.

When working with complex b2b sales we have everything from the demand-generation efforts of a business development representative (BDR) to teams managing complex bidding scenarios. We may need to ask a technical resource for their input or guidance on a offer or setting up a proof-of-concept environment. Or it might be that we have to manage our sales costs and our VP's needs to sign off before we move into costly pilot project with a potential customer.

All of these require a smooth and efficient hand-over between various resources in our sales teams to make sure we are effective and professional. It needs to be streamlined so we don't drop the ball that could cost us the customer, hurt our chances of profitability or to simply minimize frustration and friction between different departments in our organization.

Available in the Excellence tier of Membrain you will now see a new tool start rolling out to gradually, the ability to "Assign Steps" in your sales process.

When you edit your sales process and add "more" content or tools to a step in that process, you will now start to see this new capability. You can choose who will be able to complete this step in a variety of ways. Only the sales project owner? A specific person, such as your sales manager? The coach of an individual? Or another department? As long as they have access to Membrain, you can assign steps to them.

This means that this particular step can only be completed by these specific people or roles. It will automatically notify these people in your organization when it's set as the next step, and alert the sales project owner once completed. Read more about how to create an Assigned Step here.

Very easy. Very handy. Very powerful. 

We hope you'll benefit from this new capability!

By now you are hopefully acutely aware of the four-letter word, GDPR. This stands for the General Data Protection Regulation and will come into effect on May 25.

The aim is to strengthen the privacy rights of EU individuals, place higher demands on how companies manage and protect personal information used in their businesses. This has massive implications for all organizations that do business with EU individuals. See below for our quick run-through!

What is GDPR?

There is a lot to take in. We've created a page on our website for this, where we try to explain the fundamentals of what this means. Click here to view that page! The over-simplified version of it is:

• Carefully consider the balance between people having given consent to save their information and legitimate need for your business to hold that information.
• Only save the information that you absolutely need to manage your business.
• Only save it for as long as you absolutely must have it.
• Information categorized as “sensitive information” is incredibly hard to defend against the GDPR and should be avoided by internal policies and audits.

There are many other aspects to it, so please read through the full page and the reference links. Additionally, if you haven't already, reach out to someone who can help you build out your internal policies and routines to ensure you are fully GDPR-compliant ahead of the deadline.

What does it mean for you as a customer of Membrain?

We are adding some new capabilities to make it easy for you to manage all these requirements as a customer of Membrain. In our Help Center article around GDPR you will find more information, which will be continually updated and added upon. We also have a few item that stand out enough to warrant specific articles, see below:

• The right to be forgotten
  Upon request you will be able to easily anonymize information recognizing the persons right to be forgotten.
  
  
• The right to access
  Individuals have the right to access their personal data and supplementary information. When somebody requests to see all information you have saved on their person in Membrain, you will be able to do that at the click of a button.

We're also changing our own internal routines on how we can access your data to better help troubleshoot issues, offer hands-on support and improving our services. This includes adding the capability for you as a customer to completely block off our access to your data if desired.

Questions?

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 these new capabilities, anecdotes and information on what we are doing internally as well as share best practises learned in our own research.

With a bigger sales organization comes many challenges. How do you manage the filters the different teams are using to make sure everyone is operating under the same conditions? How do you share dashbords that help the team track their efforts? Or how about when a sales manager leaves and you need to access these things that may have been set up by this person?

Now on the System Setup page in Membrain, you can find all the filters and dashboards the team is using, even the individual ones. This makes it easier to manage these things and share the best approaches across the team, and to handle when somebody has set up something really useful or clever and leaves.

It's one of those small changes that we hope just make it a little bit easier to make the most of Membrain.

The dashboard capability available in the Excellence tier of Membrain is an incredibly powerful analytical tool. The things you can visualize and track range from the operational (activities, leaderboards and similar) to the strategic (breaking into new markets, process adoption or more sophisticated metrics you want to keep track of).

Over the last few months we've quietly been adding a number of refinements and new abilities to this view. Let's dive in!

• When wanting to represent your bar graphs by stage, we now sort them chronologically, the first stage first, all through to the final. Previously this was alphabetically, which is significantly less helpful.
• Color logic is now applied when visualizing things like pipeline health, deal status and so on. So a "red flag" sales project should now clearly be marked red in a graph instead of purple, blue, green or whichever color it happened to receive. 
• With the new "Stakeholders Mapped" you can track how well you identify key stakeholders, and what impact that has on things like deal size, win rate and more.
• Track sales project, pipeline and outcomes of these efforts of channel partners (for example) using the new capability to "show by" all the stakeholder roles you identify in your process
• When editing a graph you can turn on and off "legends" that explains the in any graph in line, pie and bar graphs
• We've also made minor improvements like when looking at a table graph and you need to scroll, the row and column headers are "sticky" and stays in place, making it a lot easier to understand the numbers you're looking at.

These are just the main things we've added as we continue to make sure you have powerful BI-level analytical capabilities while being very easy to setup and customize. Learn more about the dashboard in the Membrain Help Center.

As sales professionals we do have to make the absolute most out of every email we send, and we send a ton of them. They have to be relevant, we have to be efficient in writing them and we have to be consistent across the team in our messaging. Being able to do all this when mobile is key! So. Enter Email Snippets for your mobile!

These handy things are just like an email template, but smaller, and more agile. You can insert them wherever you like in your emails and they can be used to augment your emails in a variety of ways:

• Answer common questions on product or service specifics, pricing queries, technical details...
• Easily provide information, documentation and links to prospects
• Weave together follow-ups that seamlessly blend tailored information to an individual with carefully crafted pitches, explanations, etc

And now you can used them right in your phone to quickly respond and compose emails that align with the company message while keeping you efficient!

We hope you find this helpful in making sure you can stay on top of the productivity game. For more information on how you get started using snippets, visit our help center!

It's one of the more requested features in recent Membrain history, and it has arrived! You will now be able to see your recurring and all-day events created in Google Calendar and Office365 right inside of Membrain.

While Membrain has had full two-way sync between these two dominant calendars for quite some time now, these specific types of events have been more elusive. All three of these calendars have their own strengths, weaknesses and quirks. That makes it gosh darn tricky to sync the more complicated setup of a recurring event.

What you will now find is that even though these events may not be possible to fully sync in a two-way fashion so you would be able to edit them in Membrain, you can still see them directly within the Membrain Sales Calendar, easily distinguishable from all other activities.

This helps make sure that you don't miss any other meetings (weekly company meetings, private events synced from another calendar and so on) as well as making sure that this timeslot is still seen as booked for both colleagues as well as clients wanting to book a meeting time with you using your Membrain Meet Calendar!

Email. You can hate it or love it, but it's not going anywhere. It's an absolutely essential part of a sales professionals toolbox. In fact, it's so commonly used that many of us (including your clients) have not just one but multiple email adresses. Let's take a look at how this recent update in Membrain helps you manage that better. 

In Membrain the email address is used for several things, among other:

• Prioritizing your inbox using the Sales Inbox
• Searching after a specific contact's email
• Keeping check of meeting invite accepts and rejects
• Helping to recognize a duplicate contact on imports
• And of course, actually emailing people 

Previously in Membrain, if a contact had multiple email adress, the only way to handle this was really to have multiple contacts. So if George Brontén existed in your contact list you had to have two separate contacts to manage george@membrain.com separately from george.bronten@membrain.com. With this change you can follow the email thread easier even if this contact is switching back and forth between these email addresses. You can find this capability by editing a contact's email address like shown below, or by merging two contacts that should really be one person with two email addresses.

After this merge, the sales inbox will recognize email from this person correctly, regardless of which email address being used, Membrain Meet will do the same, and you can search, show and filter on secondary email addresses. All email sent will focus on the primary email address which is the one that will be shown in most places in Membrain.

We hope you like it!