You may have noticed something happening with the familiar pop-ups found throughout Membrain. They have started to look, and behave, a bit differently.

This is part of an on-going initiative to streamline and improve the user experience all through Membrain. We will continue to move away from the classic Membrain pop-up that creates an entirely separate browser window, and instead offer a more fluid and natural integration in how you work with the software.

The first category of pop-ups where you have already started to see this would be in the admin interface, moving a sales project from one process to another, when managing your emails and perhaps most prominently (and recently) when creating new tasks and appointments.

We hope you appreciate our on-going efforts to minimize (or even eliminate) confusion and friction when working in Membrain. Our ambition is that these changes gives you a more fluid and seamless flow, helping you build and maintain effective momentum in your sales efforts. 

Automated events in Membrain can be used for a number of reasons. Send a celebratory email to the team when you win, send a heads-up to operations when you've reached a key milestone in your process, notify somebody that a lead has been assigned to you, and so on.

You now also have the ability to send an email to the designated coach of the owner of a prospect and sales project. This can be used in a variety of ways:

• Keep the sales coach aware of risks or issues that appear in opportunities that they can help adress
• Alert the sales coach that a prospect or sales project haven't had any activity or progress in quite a while
• Notify the coach that a prospect has been disqualified, or a deal has been lost. This helps keep everyone in the loop and makes it easier to review what happened, and how the approach can be improved going forward

There are many ways to use automated events, and adding the possibility to notify the sales coach via email in both prospecting and sales projects is a very practical addition to help keep the coach on top of everything that happens for the team.

Being able to allow your clients and prospects to select their own timezone in Membrain Meet is a great way of making sure the meeting is aligned in the calendars for everyone involved. But, if you are working specifically within one timezone, it can instead become a source of confusion and frustration.

For this reason, we've added a handy little option for the Membrain Meet calendar, you can now enable or disable the option for the people visiting your public calendar to select a timezone. This is how you turn it on:

• Use the Membrain menu, to go to your personal settings. It's the cog wheels in the bottom middle part of the menu.
• Click on the Membrain Meet segment that will expand the relevant options.
• Close to the bottom of that page (just above where you can set up the different ways to meet, and if you want to block out holidays) you will now find the option "Allow visitor to select time zone".
• Uncheck this checkbox and save the change to disable the timezone selector, and to ensure all meetings will happen in your specific timezone.

By default this option is enabled, so if you want to turn this off, be sure to follow the step by step mentioned above. We hope this helps make this useful capability even better for you!

A big update on sales analytics just went live in Membrain. The overview page is renamed to Performance, we've moved the Win/Loss analytics from the Membrain menu and into a tab of its own among the other sales analytics. In the Performance view you will find several improvements and changes!

So, what exactly are all these changes we've made to this view?

• We've added helpful explanations of key concepts in the categorization Membrain use for metrics and goals
• The Win/Loss analytics has moved into a tab of its own among, snugly fitting in among the other Sales Analysis views in Membrain 
• The Pipeline/Prospecting tabs have been removed. All key metrics can be tracked in the Performance views (as goals), the Win/Loss view, or the upcoming customizable Dashboard that is in the final stages of beta. More on that (very exciting) final view in a later update!
• The smaller graphs have a "zoom" mode you can click into to make the graph bigger and see more granular detail
• We've added more options in the time selector, including choices like "this month", "last quarter" and more, including a very flexible custom option.
• Another change to graphs is how forecasting works. Previously looking backwards was completely separate from looking into the future. It was even separated in two different time pickers. Now Membrain will seamlessly merge historical actual outcomes, with future forecasts at the current date and time, regardless of your view settings. (So now you you'll be able to check daily or monthly to track progress without even changing the view)
• You can now decide if you want to show the graphs weekly, monthly, quarterly or yearly. Very handy to get just the perspective for the occasion
• The Win/Loss view has a new conversion graph that shows how sales projects move from stage to stage, more in-depth than what was previously found in the pipeline tab

The Pipeline is your starting point in Membrain, both as a sales professional and as a sales leader. The sales pipeline is the lifeblood of any sales organization, and several key metrics for consistent sales effectiveness comes from best practise pipeline management. We've put together a quick video that shows you some helpful tips on how to make the most out of this capability. We hope you get some new ideas on how to use it.

 

 

 

 

 

3:54

 

 

 

3:54

 

 

 

• Speed
  1x
  • 0.5x
  • 1x
  • 1.25x
  • 1.5x
  • 1.75x
  • 2x
• Quality
  540p
  • Auto
  • 202p
  • 360p
  • 540p
  • 720p
  • 1080p

 

 

 

 

 

 

 

 

About WistiaReport a problemCopy link and thumbnail

 

Thanks for reporting a problem. We'll attach technical data about this session to help us figure out the issue. Which of these best describes the problem?

Choose one Video plays but frequently stutters Video has poor quality Video fails to play Other

Any other details or context?

 

CancelSend

message

 

3:54

 

 

 

 

 

 

When you log in today you can find a powerful new capability, available to create even deeper and more intricate activity insight than ever before. In the new activity view (found on right-hand side of the Admin page, called "Activities") you can now create new filters using any information you've captured in a prospect or sales project.

This is incredibly powerful and can open up for entirely new forms of reporting and analytics. If you are keen to really "dig into it", this is your feature!

Some examples? Sure! If you want to know:

• How much time your sales people in spending on poorly qualified sales projects with a scorecard value or opportunity size under a certain threshold
• How much activity your team is doing segmented by industry, product line or anything really.
• How much activity are you seeing on sales project that have a near-term closing date vs long-term opportunities that are not going to close shortly?
• Create an automated report that gives you detailed insight into the activities that are being done with sales project that are at risk (for example red flags and warnings), including the sales project information itself
• Keep other departments updated on the activities being done on marketing generated leads, or the final steps leading up to handing it over to a bidding or operational team

When a new contact uses your Membrain Meet calendar to book a meeting with you, Membrain will now search for more information on that contact.

This means that new contacts will go from being a total unknown, to potentially already having some key information populated. Things like a link to their LinkedIn profile, their Twitter account, their title and more is something that you will find is often automatically added by Membrain when you're using Membrain Meet. Whenever possible we even try to add their direct phone number!

We hope this adds just another additional layer of value for sales professionals who are using the already great Membrain Meet capability to easily schedule meetings with clients and prospects.

For many users around the world, a 24-hour clock is seen as military time and can be quite confusing. In Membrain we've had support for both 12- and 24-hour options for quite some time, but Membrain Go haven't had this until now.

When you log in today though, you will find that if you have set up Membrain to use a 12-hour clock (where you select am/pm) it will now be correctly reflected all throughout the mobile app, both when looking at your calendar, and when creating or moving meetings around. 

This was something that we've gotten quite a lot of requests for, so we're really happy to be able to provide this capability to make the calender even more useful for sales professionals around the globe.

Being able to sync your Membrain calendar with another calendar is a great way to keep control over your week. Sometimes though, that other calendar also has personal information in it. Things you may not want to share with your team. To help manage this we have now implemented support for "private events" in Membrain!

This new capability will let you see your own information in these meetings, but for everyone else, even including people with full administrative permissions will only see the time the meeting takes up in your calendar and that it is a private event. No content in this meeting will be shared in any way to anybody else but the person who has the meeting. 

Within Membrain you change the status of an event from "public" to "private" by opening the appointment up and clicking on the "more" button at the bottom of the view. There you will find the option to toggle this on or off. You can also right-click on any appointment anywhere in Membrain and easily change it.

We also fully support the sync of this with Google Calendar and Exchange/Office365 to make sure that whatever meetings you have there are correctly handled when synced to or from Membrain.

Activities are essential in sales. Without activity, we would never get the outcomes we're looking for. Right? For this reason, we're happy to announce that we now have support for automated activity reports and a new view to filter and see activities in a list format.

Automated Activity Reports

The automated report view is a convenient way to get information from Membrain into the almost universally accepted Excel format. The reasons for wanting to do this is as numerous as there are sales organizations, but often it comes down to things such as information to an operational team, a board meeting and similar. Previously it was possible to do this with sales project and prospect information but now you can also do this for activities.

Using this capability you can subscribe to a more granular and detailed view of the efforts of the sales team. You can even bring with you the higher level picture of the prospect or sales project information (such as stage, sales project value, closing date, and much more) along with the activities, so this can truly give a complete picture of what exactly is happening in your pipeline.

The new Activity view

If you have admin priviliges you can now use the Membrain menu and go to the admin view. On the right-hand side there you will find the automated excel reports. Nestled just above it? The new activity view!

This view is in and of itself not necessarily visually breath-taking, but it does use the many familiar capabilities of the other list views in Membrain. Use the quick selectors to see only specific people, processes, time spans and more. Create filters to drill down even more specifically and select which columns you want to see in this list.

We know that a lot of our clients have been asking for a view like this. It's straight-forward, but it gives a a very easy-to-see list of all the activities that matches what you want to see. This is also a place where you can now export activities beyond what you have been able to do before.

We hope you have a lot of use of this new capability, and do let us know your feedback on what you would like to see added to a view like this.