Our Salesforce plugin places the core of Membrain’s functionality directly into the heart of the Salesforce platform, increasing sales effectiveness across the board.
We've been working behind the scenes to bring some new and exciting improvements to the Salesforce Plugin - read on to learn more!
Scorecard Update
Introducing Scorecards into your Sales Process gives you crystal clear insights into the strengths or weaknesses of each opportunity in your pipeline. We recently launched a new and improved Scorecard experience across Membrain Desktop and Mobile app, raising the bar and making Scorecards even more insightful and visually engaging - and these improvements are now available for the Salesforce plugin.
Forecast Category Field
Reliable forecasting is at the core of Pipeline management and helps organisations aim high and see continued growth. The plugin now allows for Salesforce's Forecast Category field to sync with Membrain, resulting in a tighter integration between the two platforms.
This addition also means Membrain's intuitive Dashboards can include all forecasting metrics needed for insightful Sales Analytics and Reporting, including Membrains Probability tools AND Salesforce's Forecast Categories.
Continued Sync Improvements
Delete Sync - Membrains two-way sync with Salesforce ensures that data is consistently up to date, regardless of where you view it from. The plugin now gives you an additional option to sync deleted Salesforce opportunities, improving data accuracy and integrity from both sides of the sync.
Improved clarity on Sync Status - Membrain now actively detects and alerts if the sync is behind or has been disabled, giving admins more control and insight into the status of the sync.
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