This latest release of Membrain is full of exciting upgrades both big and small, below you will find a short digest of some of the updates featured in this latest update that is available right here and now to make your life easier than ever:

Dashboard - List graph for Product Revenue 

Visual tools are great, and we love them to bits here at Membrain. They help spot trends, visualize percentages that can otherwise be harder to grasp, and more. Sometimes though, you just want a list. Specific. Clear. No fuss. A good ol' list.

Well, even with product revenue data: now you can! Create a list graph of the deals you've closed recently, or show the revenue from products next quarter. Group it by sales project, product, the actual closing date, or spread through the revenue date. Pick and choose a ton of columns and sort it all just how you like it. Sometimes, lists are awesome.

ActiveCampaign - Add Company Level Sync story

If you are pushing the boundaries of B2B sales & marketing alignment. And you want the smoothest possible handover between these two business critical teams who are at the frontlines, driving your growth. Now you have even more capabilities to ensure that not just the individual's engagement with your website, your marketing content, your email campaigns, but also the company or account details can be shared easily! 

Tasks - Add a Hide Completed Tasks Filter story

The task list in Membrain can be set up in a myriad of ways to suit your unique workflow and needs for any given moment. In some cases, those tasks that you have already completed just get in the way and you just want them out of the way. Among the filter options in your task list you now find the "Hide Completed" task option. Just another way to more quickly get to the most important tasks of your day.

Products - Add Copy/Save As when adding Products to a Sales Project

In complex sales, just the setup of the products you're offering in a sales project can require a hefty amount of key presses and mouse clicks. In some cases, you may want to have a variation on one product you've already put in, but just with a slightly different quantity, revenue date or similar. Now you can click into it and "save a copy" to quickly clone all those attributes and just change the ones you want. Smooth!

Snippets in rich-text fields

Snippets are one of the biggest time savers. They insert easily into almost all activities and fields and makes those recurring tasks like structuring a sales call agenda, or responding to common questions in an email super smooth and smart. One snag is that they previously couldn't be used in rich-text fields! We felt we wanted to remedy that, so now you absolutely can. We look forward to hearing what you've unlocked with this capabilty as it can now be used in that gorgeous rich-text setting.

Content Cards in all places

Content Cards are a powerful way to share knowledge amongst the team, but previously you could only create a new one from the main Content Hub itself which meant that you had to go away from where you were to do so. Now you can create a content card from the process editor, from a step, and more. Boom! Easier than ever to help share that clever idea, opening line to a cold call or way to navigate a tricky objection really deep into a sales process.

Create tickets! From well, basically everywhere

You can now easily create tickets from allover in Membrain. The company it belongs to, the contact who just mentioned something to you over the phone and through right-clicking on a company, contact, account growth project and more! Tickets are a great way to ensure nothing falls through the cracks in your sales and customer service efforts and now it's available to you, wherever you are in Membrain.

Should you have any questions or feedback regarding this updates, feel free to reach out to us at support@membrain.com. We're here to assist you!

Permission Improvements: Navigating with Ease.
Permissions often pose a labyrinth of complexity, particularly in larger teams. To simplify this challenge, we've overhauled the permission interface.

The aim is to provide a more intuitive view, making it easier to navigate and precisely tailor permissions for your team. Now, visualizing who can access what is more straightforward, ensuring seamless team operations and secure data access.

Content Hub Pins: Powering Knowledge Access

Though seemingly superficial, the replacement of star icons with Content Hub pins runs deeper. This change streamlines and enhances the accessibility of information within your organization. It’s a structural adjustment designed to facilitate quicker information retrieval, ultimately empowering your team with easier access to knowledge.

More Control Over Your Document Flow

Take charge of your document flow within as they move from process to process. Use process events, automations, or the create project tool to bring over all documents or only select specific categories like agreements or project plans, providing greater flexibility and control. 

If you have any questions or feedback about this update, drop us a line at support@membrain.com and we'll be happy to help!

Membrain experienced issues that intermittently cuts off access to the product for some of our customers this morning CET. We are currently investigating what was the cause of this.

RESOLVED: The issues has been fully resolved and Membrain is now completely accessible. As soon as possible, our ambition is within the next 24 hours, we will send out a comprehensive report on this incident.

This will include root cause analysis, our immediate actions taken and preventive measures that we will implement. At Membrain we take great pride in providing reliable and efficient services and in this case, we have fallen short of the expectations we place upon ourselves, and that you should rightly place on us as a customer. We want to sincerely apologize for any inconvenience, frustration and disruption this may have caused.

We understand that trust is earned, and we are fully committed to regaining yours and returning to the reliable service we have been known for over the years. We appreciate your patience and understanding as we work through these challenges.

UPDATE 3 (12:52 CET): We believe the issue has been identified, and that our servers are starting to gradually return online. It may take some time for all to be fully operational, but we are seeing progress on restoring access to Membrain. More information will be posted here as it develops.

UPDATE 2 (11:37 CET): We are still unable to offer an estimated timeline on getting the affected servers fully back up and available. The issue has been identified as a network related issue and affecting more sites and services than Membrain. We have all hands on deck trying to restore service and our team is available to respond to queries on this on-going issue. We will keep updating this page with any additional information as we learn more, and are doing everything we can to solve this as quickly as possible.

UPDATE 1 (10:36 CET): We don't yet have a complete picture of the issue, and our team is continuing to investigate. The disruption is due to our EU-based hosting provider experiencing networking issues and is affecting our servers in that region. Naturally it is our main and only priority at this time to restore access to our affected customers. We hope that the issue will be resolved soon.

ORIGINAL POST (09:55 CET): Membrain is currently experiencing issues that intermittently cuts off access to the product for some of our customers. We are currently investigating what could be the cause of this.We fully understand how frustrating this is and we will keep you informed on any further developments on this page.

We are proud to have a track record of 99,999% over the last year, and our team is working hard to resolve the issue as fast as possible to resume the stellar performance and reliability we are known for.

Thank you for your patience.

Respectfully,
Henrik Öquist
Chief Product Officer at Membrain

Break Free with Graphs in Account Growth

In Account Growth projects, we've unleashed the power of graphs beyond the limitations of default start and end dates. This enhancement empowers you to create annual account plans or accommodate contract-specific timelines while accessing historical revenue, product, or engagement data.  

Picture the ability to track a customer's buying trends over the last five years while focusing on this year's strategic plan. It’s about gaining historical context without losing sight of the present.

Drill Down for Deeper Insights 

Performance and line graphs offer insights into trends and patterns over time. Now, with a simple click, you can delve deeper into underlying prospects, sales projects, and activities. This enhanced feature lets you access key insights and details more effortlessly than ever before.

Engagement Timeline: Tracing Your Customer Journey

The engagement timeline provides an intuitive route to trace your customer's journey from inception to completion. This feature offers a streamlined view, allowing you to track the origin and outcome of your prospects, sales projects, and account growth projects. The addition of "Previous" and "Next" project links makes it seamless to track a project’s evolution.

If you have any questions or feedback about this update, reach out to us at support@membrain.com and we'll be happy to help!

In our continuous effort to enhance your Membrain experience, we are thrilled to introduce our latest updates that will elevate your daily workflow. 

Search Improvements - Faster. Smarter. Prettier. Easier.

A new look, and new capabilities for search in Membrain makes it quicker and easier to get to exactly what you're looking for, packaged in a sleek, intuitive interface that simplifies and accelerates your quest for precise data.

Whether you’re a casual seeker who can now more intuitively and quickly get to the right place. Or for the savvy searcher, new special commands that allow you to narrow down your search to specific categories such as prospects, sales projects, contacts, or even the External Identifier field.

View & Dashboard Sharing - Easily share direct links with your team

You can now share a link that goes directly to a specific View or Dashboard in Membrain. This makes it easier than ever to ensure that the whole team has quick access to that absolutely crucial view or dashboard that they need.

💡 Do you have a special view for the team ahead of the weekly sales meeting?
Share it ahead of time as a reminder!
💡 Is there one key view that you go to to stay on top of the more critical issues?
You can even bookmark it for yourself for easy access!
💡 Do you have an external team with access to Membrain, but not a habit of logging in every day?
Create a view or dashboard with a direct link for them, with all the info they need, neatly packaged!

Start your day the right way!

Setting up a specific view or dashboard in My Settings ensures that you start your day right where you need to be. It can help the entire team by giving them instant access to the information that matters most, helping them kickstart their day with productivity and focus.

💡 Are you working in numerous processes ranging from prospecting through sales projects to account growth?
Start your day in a tailored dashboard, highlighting where you need to focus your attention.
💡 Do you have an important marketing event you want to ensure you follow up on?
Start your day in a specific prospecting view you've crafted for yourself or the team.

Finding what you need has never been more straightforward. If you have any questions or feedback about this update, reach out to us at support@membrain.com and we'll be happy to help!

In our latest update, we're happy to announce a significant enhancement to Membrain Forms - the support for file uploads. This addition opens up new dimensions for how you can utilize Membrain Forms within your business. It’s a tool designed to streamline your internal operations and deepen engagement with your customers and prospects.

Enhance Communication with Visuals

In scenarios where your projects require prospects to submit pictures, and diagrams for your team to fully understand a quotation request, the prospect of a new project, or even files like profiles, CVs, and resumes when working with consultants and similar. With the support for file uploads, Membrain Forms now empower you to handle such cases effortlessly. Engaging with your prospects in the right way becomes a seamless flow for everyone involved.

Enhanced Troubleshooting with Customer-Created Tickets

For those utilizing Membrain Forms to allow customers to create tickets, this update is a game-changer. Customers can now add screenshots and other helpful resources when generating tickets. This invaluable addition significantly improves troubleshooting for your team, ensuring a smoother process and faster resolutions.

At Membrain, we believe in empowering you with tools that really make a difference, ensuring your journey with us is not only productive but also delightful. Hopefully, this update does just that, as it is a specific result of feedback asking for this capability. We hope you're as thrilled as we are, and do keep the feedback coming! Reach out to us at support@membrain.com and we'll be happy to help!

In our pursuit of providing you with the best user experience, we've revamped the Process Settings UI. This facelift ensures a cleaner, more intuitive interface, allowing you to navigate effortlessly and find what you need swiftly. Rules & Events are now readily available in the toolbar, eliminating the need for tedious scrolling to the bottom of the page. We believe this enhancement will simplify keeping your processes in top-notch condition.

Empowering Informed Decisions with Win/Archive Conditions

Within this streamlined interface, you can now set requirements for when a prospect, sales project, or account growth project can be qualified, disqualified, won, or archived. This powerful addition enhances the quality of deal information, shedding light on the ones that didn't reach the finish line. It equips you to learn from these instances and ensures all necessary information is in place.

Streamlining Internal Handovers

This new feature significantly elevates internal handovers within your teams. For example:

• Ensure all the qualifiers are fully in place when handing over from a Sales Development Representative (SDR) to an Account Executive.
• Streamline and improve the quality of handover from Sales to Operations or Finance as key details would now always be completely in place.
• When Sales need to hand a prospect back to Marketing, add pieces of information that help pass key information over to tailor any nurturing and messaging going forward.

Enhancing Win/Loss Insights

Moreover, correctly used it can deeply impact your win/loss data by providing better, more insightful information to fuel the analytics within that view. We believe this will not only streamline your processes but also empower your teams to make data-driven decisions.

These updates are another step forward in simplifying and enhancing your complex sales processes. We hope you will enjoy exploring these updates! If you'd like to learn more about these updates or would like some guidance on how to get your desired results, just start a chat in Membrain, or write to us at support@membrain.com and we'll be happy to help!

In our most recent update to Membrain, among all the powerful changes we have shared previously, we also had a variety of updates making collaboration even more streamlined and easy. Let's dive in!

Streamlining Conversations

In the realm of complex sales, communication is everything. That's why we're excited a small but really great little feature - the ability to leave and join any comment thread in Membrain. This helps reduces noise in today's busy technology landscape and ensures that you're always in the loop of important conversations. No more sifting through endless messages; now, you have the power to focus on what matters.

Task Privacy at Your Fingertips

Transparency is great. It creates a culture of accountability and fosters collaboration. Sometimes though, you may have something that you just don't want to share with your team or colleagues, or only to select people. Membrain now lets you mark tasks as private, providing a secure space where sensitive data is shared only with the right individuals. It's a simple yet effective way to safeguard critical information and maintain control over who accesses it. Just right-click on a task and switch it to "private". 🔐

Customizable "Key" starting numbers

In today's collaborative landscape, alignment with other teams is crucial. With Membrain's latest update, you can now change the starting number for Membrain's "project keys." This enhancement helps facilitate seamless coordination with other teams, making it easier than ever to align with the numbers you use or need as a starting point for various projects.

These enhancements are all a direct response to your feedback and we hope it shows our dedication to providing you with a CRM that's as flexible and dynamic as your sales strategies. Keep the great feedback coming!

Today we are excited to share a series of enhancements to our Automation capabilities - specifically designed to empower your team. Our latest automation upgrades are a part of our continuous effort to streamline your workflow and enhance your precision, while still encouraging and simplifying infusing that personal touch into every interaction. 

More timing choices - great for nurturing sequences

Our automation capabilities now bring a new level of timing precision to your sales processes. You can configure automations to wait until specific weekdays, enabling nurturing sequences and tasks that require specific timing, either on business days or within a designated week cadence.

This allows you, for example, to craft a nurturing journey that resonates with your prospects' weekly rhythm or schedule follow-ups that hit the mark exactly when they matter most. Avoid emailing them on a weekend, unless that's exactly what you want to do!

This enhanced timing empowers you to build automation flows that are both strategic and thoughtful.

Timezone support in contact-based automations

TImezones are tricky. However, in contact-based automations, you can now lean on the timezone of the recipient contact to trigger in their own local time. You no longer have to worry about your carefully crafted messages arriving at inconvenient hours. This makes it easier to create automations that support larger territories, or well... the whole globe.

Seamless Data Flow with Webhooks

The integration of your essential tools has never been smoother. Our automation capabilities now embrace webhooks, allowing for seamless information exchange from Membrain to other tools. This functionality enables a harmonious data flow that enhances your teams' decision-making process.

Whether it's tracking sales milestones or staying updated on crucial prospect interactions, our enhanced automation capabilities facilitate streamlined data synchronization, ensuring you're always informed.

Streamlined Internal Coordination and Ticketing

Internal collaboration is key to any truly successful sales endeavors. Membrain's upgraded automations simplify the process of adding or removing internal stakeholders to make sure the right team member is involved from the start.

But that's not all – our automation capabilities also extend to ticket creation, providing a seamless way to manage issues or important tasks through a robust ticketing system. This feature empowers you to efficiently transform challenges into actionable solutions.

We're excited to see what you can do when you start to explore all these powerful enhancements!

Summer is here and we want to send you off to the beach with some really good vibes! And what better way to set you up for success than with some big updates to Membrain? Let's dive into this release!

#1 Improved Automation capabilities

Now you can play matchmaker with your prospects and salespeople! Set up round-robin assignments based on individuals, teams, and mix and match to your hearts delight to get that perfect fit.

Round-robin assignments ensures each new lead (in this example) is assigned to a different person until everyone has been assigned the same amount and the starts over.

Plus, you know have the power to have Prospects, Sales Projects and Account Growth Projects move between different processes, stages and steps using automation. This allows for some really creative setups! For example, how about:

• Moving that prospect to a specific step in your nurturing process when they engage your website or marketing content?
• Push a sales project back a stage when something "Bad" happens in a deal?
• Managing subscriptions or contracts using Account Growth? Move a customer to a specific step to initiate a save playbook if they show signs of not wanting to renew.

And don't worry about getting lost! The new zoom function has got your back and makes navigating complex automations a breeze.

This is available to all our customers who have requested early access to our Automation add-on! If you want to try it out, just reach out to your Customer Success Advocate or drop a line to support@membrain.com and we'll get you going!

#2 Webhooked on a feeling

We've made it easier than ever to integrate Membrain into other tools that your organization is using. With webhooks, you can send pushes with key information to other tools (like your ERP for example!) at any point in your sales process using process events. Read more on process event in Membrain here.

A new Prospect is created? A Sales Project has moved to the final stage stage or has been won? Something critical happened in that big Account Growth Project? All of these things and more can now more easily than ever be pushed to other tools to ensure your team is always on top of their game! 

Sounds great, right? Send this exciting update to your favorite integration developer today! Do let us know if you need any technical support in exploring this new capability for your organization.

#3 Big boost to "Influence & Attitude" in Membrain

Use influence & attitude in completely new and mind-blowing ways! Few things are as important in sales as understanding the influence and attitude of the decision team on the buyer's side. Now you can use those findings to trigger guiding playbooks, visualize deals that might be in trouble and use them to improve your forecasts! You can even use use the automation features as a key stakeholder is identified as hostile to rewind the project back a bit to an earlier stage? Read more in our help center article right here.

#4 Milestones in Sales Projects & Account Growth

Milestone steps are a fantastic way to make sure that key parts of your process always stand out and remain relevant to your team. These steps are now available in both sales projects and account growth projects, allowing you to hide any unnecessary steps that you didn't have to take to reach that milestone. And when you do reach a milestone, take a moment to acknowledge and celebrate your achievement. Milestones are an excellent way to make your process really shine!

Bonus update: Pipeline Replay!

Grab a freshly cup of coffee and click play; watch as the changes to your pipeline the last 90 days unfold on your screen in an animated replay.

This is a little sneak preview of a whole new way to see how your sales pipeline has developed over time. Click the three dots top-right of the Active Pipeline and click "Pipeline History" to see your pipeline the last 90 days come to life; highlighting new, won and archived deals as well as key events such as red flags, value and closing date changes.

A great way to get a whole new feeling for what's happening in your pipeline!