We’re really excited to share that Elevate has a brand-new analytics view! 

This enhancement is all about giving you a clearer picture of your team’s coaching activities. You’ll be able to see who’s getting coaching, what skills we’re focusing on, and what challenges the team is facing.

💡 Use cases:

• Track Coaching Progress: Easily see who’s receiving coaching and how it’s helping them grow.
• Spot Skills and Challenges: Get insights into which skills need a little extra attention and what hurdles your team might be encountering.

This new analytics experience is designed to help you make better, data-driven decisions, so you can coach your team more effectively and support their development.

In this updated view, users can now access a spider graph that averages key metrics over selected individuals, giving a clear snapshot of team performance. 

Combined with advanced top-level filters for people and periods, this creates a versatile analytics tool.

The focus here is not just on presenting data but on making it easier to understand coaching efforts, identify skill gaps, and uncover team challenges—all in one cohesive view. This is a major leap forward in streamlining how Elevate users can track and optimize their coaching processes.

We’re making it easier to navigate Membrain with our new pinning/unpinning functionality! 

You can now pin your most-used items to the top of the side menu, making them quicker and easier to access. Plus, your Pinned/Favorite Views are now just a click away, giving you more control over how you move through the platform.

💡 Use cases:

• Pin what matters: Customize your side menu by pinning your favorite tools for faster access.
• Instant access to views: Your favorite views are now simpler to find and open, saving you time every day.

This update is all about making Membrain navigation more efficient, helping you stay focused on what’s important.

For more information, please refer to this Help Center article, use our in-product chat, or email us at support@membrain.com.

We’ve enhanced the preview dialogs for prospects, sales projects, account growth projects, and more. 

These updates follow the style we introduced for contact and company previews, offering an improved look and feel.

💡 Use cases:

• The new preview dialogs are easier to read. It is also customizable by process, ensuring that key information can be accessed and updated quickly.
• You can now customize previews by process, ensuring the right information is clearly organized based on its relevance.

Other smaller updates

• "Value of Open Account Growth Projects" goal moved to Outcome.
• Improved and streamlined Role Assessments flow.
• New filters for "Last Process Progress Date" to help focus on projects with or without progress during a specific timeframe.

Accurate and helpful insights are key to making coaching more effective, and this update helps make that easier.

If you're using Custom Metrics in Elevate, there's now a simpler, more intuitive way to get those metrics into Membrain. 

💡 Use cases:

• Easily capture metrics that aren't already in Membrain, whether you're using Elevate as a standalone tool or if certain metrics are tracked elsewhere.
• Encourage consistent behavior by giving your team time to reflect and wrap up their day or week. This practice helps them stay aligned with their goals and maintain focus.

In more complex coaching setups—where multiple coaches or external resources may be involved—it's now simpler to assign a coach for a specific session.

Coachees can select or change the coach during or after a session’s creation, offering flexibility for larger organizations with multi-tier leadership.

💡 Use cases:

• In teams with multiple coaches, such as a VP of Sales, a sales manager, or an external expert, each session can now be attributed to the right person.
• Coaching activities can now be reassigned or shared during transitions between coaches, providing a flexible tool for ongoing professional development.

We’re excited to introduce new features and improvements in Membrain to enhance your productivity. 

From greater control over dashboard exports to new features like support for negative quantities and more flexible playbook conditions, these updates are designed to streamline your workflow. Coaches will also appreciate easier navigation in Elevate, making it simpler to manage and coach teams. Read on to learn more about these updates.

Dashboard Permissions Exports

You now have more control over who can export dashboards as PDFs or extract data into Excel for deeper analysis outside Membrain.

"Products" Now Support Negative Quantities

Many of our customers use products in Sales projects, and we have had requests to support negative quantities for various scenarios. Membrain now supports this feature.

Process Conditions for Playbooks and Rules Now Support "None of" on Multi-Select Fields

If you are managing multiple industries but only want specific playbook steps or rules for a few, you used to have to manually select all the ones you didn’t want. Now, you can simply pick the ones you do want and set the condition to "none of," making this much easier to manage.

Easier Navigation in Elevate for Coaches

For those with complex coaching setups in Elevate, it is now simpler to find and coach specific teams and individuals. You can quickly access the "teams you coach" and "individuals you coach" for more efficient coaching sessions.

Do you have a question about this update? Visit our Help Center, contact us via in-product Chat, or email us at support@membrain.com.

Moving through the stages of your sales process is crucial in new business sales, account management, and other revenue-related workflows.

• Filter by the Current Stage Starting Date to see which deals in your pipeline advanced this week.
• Visualize stage starting dates in graphs to track deal movement by week, month, or quarter.
• Use this date in automations or calculations to estimate potential delivery dates and more.
  
  

Do you have a question about this update? Visit our Help Center, contact us via in-product Chat, or email us at support@membrain.com.

Zapier is a fantastic tool for creating efficiencies by automating simple tasks between the hundreds of software platforms out there.  

With this update, we are unlocking even more powerful capabilities to supercharge your processes. Now, you can create and react to Account Growth projects and Tickets, and go beyond simple task creation with our new update functionality.

In the System Setup for the Zapier integration there is now a link to the new version at the very top of the page. You can also use the new search/find tools in Zapier to locate exactly what you need in Membrain. Another exciting addition is the ability to create uncompleted tasks with deadlines directly from Zapier, even if you don’t have all the contact or company details upfront—perfect if the contact already exists in Membrain.

• Trigger Account Growth projects and assign them to the right resource, all from outside Membrain.
• Create rich-text notes from AI transcription tools like Fathom, Zoom, or Teams.
• Update a sales project automatically when your bidding team, working in another tool, takes action.
  
  

The creative possibilities here are almost endless, and we can’t wait to see how our customers leverage these new capabilities. For more information, visit our Help Center, contact us via in-product Chat, or email us at support@membrain.com.

If you're part of a B2B revenue team focused on sales enablement, you will know how crucial content is.  

If you're part of a B2B revenue team focused on sales enablement, you will know how crucial content is. With this latest Membrain update, we are introducing Content Rooms—a whole new way to organize and recommend content more effectively.

Content Rooms let you create dedicated spaces within Membrain for thematically connected content. These rooms can hold all types of content—files, links, videos, and content cards. You can mix and match enablement resources and collateral content, making it easy for your team to find everything they need in one place.

• Gather training materials around your specific methodology in one spot.
• Collect all the lead magnets or conversion offers your marketing team has live on your website, in ads, etc., and use this room to outline how your sales team should respond to and follow up with those leads.
• Store customer testimonials, case studies, and similar content in a room so the whole team knows exactly where to find them.

In the most recent update of Membrain, we are introducing date calculation fields. This new type of custom field functions similarly to the existing calculation field, with the main difference being that the output is a date instead of a number.

While the traditional calculation field can output numbers, including options for decimals and percentages, it cannot produce a date. The new date calculation field provides all the functionalities of date fields in Membrain, allowing for the creation of graphs, list views grouped by date, date-based rules, automation possibilities, and more.

This feature is useful in scenarios such as managing delivery times or tracking delays between contract terms.

💡 This enhancement offers flexibility in scenarios such as:

• If you have a standard 30-day delivery time post-closing a deal, you can use the closing date plus 30 days to always have an accurate delivery date field.
• For varying delivery options, you can link a date field, like the project start date, to a scorecard with numerical options representing different delivery speeds. The number output from the scorecard can then be added to the project start date.