Save and track all your sales activities to Membrain automagically!

When something happens automatically, but with an added sprinkle of magic that lightens your workload, we like to say it happens "automagically". And boy do we love automagic things here at Membrain. 

The most recent feature to get the automagic treatment is email and appointment tracking. We know how important activity tracking is to salespeople and sales managers alike, so read on to learn how this brand new feature can track even those activities you create outside of Membrain, with zero effort from you.

But first, let's rewind and take a quick look at Membrain's own email and calendar features.

The Sales Inbox and Sales Calendar are powerful tools that allow you to manage your emails and meetings right from the Sales Project or Prospect you're working on, without having to leave Membrain at all. Working like this means all the activities you carry out are saved to the relevant Activity Stream immediately, helping you (and your team) keep track of progress and at the same time work towards your activity goals.

Coming soon: Email Drafts, Send Later and Undo Send

But for those of you who have a favourite email client that you've used since the dawning of computers, or a calendar app that you just can't live without, it can be a tough transition to move 100% to Membrain's Sales Inbox and Sales Calendar. And we get that. So here's where we added the magic. 

How does it work?

Once you've got Membrains integration to Office365 or GSuite enabled, you can choose to allow Membrain save the sales related emails you send and receive via your email client and relate them to their relevant Sales Project or Prospect in Membrain. So no more saving emails to Membrain from Outlook or Gmail, if and when you remember to do it. Its all taken care of automagically, without any effort from you.

And of course, no two Membrain accounts are the same so Membrain Admins will find company-wide options to manage just how this works based on your own unique Membrain setup.

Keen to try it out?  Check out our article on setting up Email integration with Membrain.

Or Email or call us and we'll walk you through the options available and help you get started.