Excited to see how Membrain's new Prospecting Engagement Playbook looks? From this Monday onwards you will experience a slicker, more powerful way to qualify leads and grow your pipeline.
And of course, getting used to anything new can take a little time. So here's a short video walk-through of the new layout, whats changed and what exciting new features you can look forward to after this weekend. Or take a look at our Help Center article that goes through all the details of how Prospect Engagement Playbooks can help your business qualify better leads more efficiently.
- The main changes and additions in detail -
New feature! - Prospecting Process
At the heart of Membrains Prospecting Engagement Playbooks is an all-new step by step process. Here you can create an action-based and effective prospecting process, helping you stay engaged, and focus your efforts where they make a difference.
Prospect Qualifiers
Qualifiers are now found on the right-hand side of the page. They help you see if a prospect is a good fit or not, and indicate when it’s ready to enter your pipeline as a fully qualified sales project.
Companies & Contacts
Company and Contact details have also moved location, under Qualifiers. Here you can see all the important contacts related to a prospect and can easily add or edit information like phone numbers, email addresses or titles. Then engage with your prospects with a simple click.
Custom Fields
Not everything is a Qualifier. Here you can find and record additional relevant information about the company or the prospect itself, helping you see the big picture.
Expand/Collapse
Any of these sections on the right-hand side can be expanded or collapsed. Click on the section name or the arrow icon to adjust your layout to your liking.
Previous/Next quick arrows
Top left, you can quickly move back and forth between the prospects in your current list. The order of these are based on how your list is sorted. Smooth!
Activity Toolbar
In this toolbar, you can quickly send emails, create appointments and more. It also conveniently sticks with you when you move down the page!
- Upcoming Prospecting Engagement Playbooks Webinar -
Watch out for an invite to our live webinar where you can bring your questions to the table and learn how Prospect Engagement Playbooks can help you qualify leads and grow your pipeline.
Help us spread the word about how great Membrain is and write a review on G2Crowd
