One of the many strengths of Membrain is our powerful and easy-to-customize process steps that guide your salespeople through your unique sales process. Now, we’ve given you the power to go even deeper with the ability to create side projects from a process step.
This new feature allows you to create a new prospect, sales project or account growth project from within an existing project step, and let the opportunity continue to seamlessly flow through other workflows or departments in your business.
Here's where it can be used:
1: Add a new, parallel Sales Project for Implementation or Onboarding, once you're in the final stages of the Sales Project
2: Start a new Prospect from an Account Growth Project quarterly review, when you identify new possible opportunities for upselling to your Key Accounts
3: Create a new Account Growth Project at the end of a contract if the customer successfully renewed their agreement
To learn more about setting up projects and process steps, read our help center article here.
Reach out today to support@membrain.com and let's brainstorm together on how we can find a solution that works for you!
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