As the world becomes increasingly fast-paced, communication is key. Keeping everyone informed and up-to-date is essential for the success of your sales efforts.
At Membrain, we've had the ability to send information to both internal and external stakeholders automatically, at certain project milestones for a while now. But this latest update makes it possible to use personalized email templates in these automated events, include specific information for each recipient, and customize those emails to your liking to make this communication more relevant and visually professional.
There are so many ways this can be used to keep everyone in the loop. Here are just some ideas for how you can use this today:
✔️ When the "Verbal go-ahead" step is completed in a Sales Project - Send your "Procurement Details required" Email Template to the customer's Accounts Payable Stakeholder (and cc your Internal Accounts team) with requests for financial information to help get contracts drawn up or invoices prepared.
✔️ When a Sales Project is Won - Send your "Thank you for buying from us" Email Template to your Main Contact Stakeholder with all the agreed details about the Project Delivery. Why not include a Membrain Form to gather additional information from your customer to help get things rolling?
How can this feature benefit you and your team's workflows?
It might sound complicated, but the setup is easy and can be triggered based on various conditions in a Prospect, Sales Project, or Account Growth Project.
So, what emails do you send to your external or internal contacts throughout the course of a project? What could you automate with this new feature?
We're happy to help if you want to brainstorm on the best ways to use this new feature, just reach out to us at support@membrain.com and we'll get you started!
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