Powerful update helps you keep project dates from slipping

For those interested in squeezing all the juice from their Membrain experience, we’ve got a simple yet powerful update for you. 

This bad boy was even requested by one of our power users and we think you’re going to love it! Drum roll please….

We’ve now added the ability to use rules and conditions to sales project closing dates in your pipeline. This allows you to see how many times a closing date has been pushed, giving you a more realistic understanding of your pipeline. Based on the rules you set up, Membrain can:

• Alert you when sales project’s closing dates are slipping
• Trigger internal conversations about how to manage the situation
• Contribute to smarter probability forecasting



  
  

This feature helps salespeople and managers keep track of projects that just keep getting moved forward. Think of it like a checks and balances system that allows you to automatically:

• Trigger Playbooks

• Tighten Rules

• Create Tasks

• Send Alerts

• Trigger Scorecards


This helps increase accountability by not allowing closing dates to get pushed unchecked and is definitely one of our top best practice recommendations.

Adding notes and flags help crucial information stand out so you can make better decisions. There is a lot of flexibility in the rules, allowing this simple update to give a lot of utility for a power user.

In fact, this level of big picture visibility would cost a heck of a lot more in other CRMs, so what are you waiting for? For as little as €19 per month, you can start pulling answers to tough questions out of your holster faster than Annie Oakley.