Not enough time in the day for admin work? Let our Customer Success team take over your CRM administration tasks, delivering a seamless and efficient experience that frees you up to focus on your business's broader goals.
Relax while we manage the nitty-gritty details, enabling you to concentrate on other priorities and drive your company forward.
Investing in one or all of Membrain's various admin training equips your admins with the expertise to optimize your processes, allowing its full potential to streamline operations and boost sales efficiency.
Our goal with each focused training is to equip you with the knowledge necessary for independence, ensuring you leverage every feature and with the confidence needed to excel.
Elevate your onboarding experience with our comprehensive training and services, ensuring a seamless integration into your new endeavors.
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Additional Module - Prospecting |
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| Create and Implement a new or additional Prospecting Process to complement your existing setup. | |||
Additional Module - Active Pipeline |
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| Create and Implement a new or additional Active Pipeline Process to complement your existing setup. | |||
Additional Module - Account Growth |
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| Create and Implement a new or additional Account Growth Process to complement your existing setup. | |||
Process Creation and Implementation |
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| Create and Implement an additional Process for P/SP/AGP, to complement your existing setup. | |||
Seamless integration, insightful analytics—optimize your data management for business success.
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Data Import - Basic |
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| The service is a one-time process to import a basic data set, including contacts, companies and opportunities. | |||
Data Import - Standard |
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| The service is a one-time process to import a wide range of data, including contacts, companies, opportunities, and more. | |||
Data Import - Premium |
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| The service is a one-time process to import a comprehensive set of data from a number of sources. | |||
Data Cleansing Services - 3 levels |
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Enhance your data-driven decision-making with our data cleansing service. |
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Membrain provides built-in productivity tools, such as email management with templates and snippets, shared calendars, and a content hub, as well as win/loss and performance analytics that enable sales leaders to coach more effectively and continuously improve strategy and process.
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Advanced User & Permissions Config |
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| Using the Permissions features in Membrain is a powerful way to easily assign different rights to individuals, allowing you to control access and edit rights across different areas and features of Membrain. | |||
Membrain Forms |
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| Membrain Forms is a tool that allows you to create forms directly from Membrain to gather different kinds of information in various ways. | |||
Goal/KPI management |
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| Sales is a results-based profession. Setting up achievable goals in Membrain helps you focus on what's important and monitor your progress as you work towards these goals. | |||
The Content Hub |
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The Content Hub stores, organizes and smartly recommends helpful content when and where you need it. The sales content problem, solved. |
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Products |
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| Membrain's Product Database allows you to track, manage, and report on individual products you sell as a business, as well as track the revenue or milestone payments related to the products you sell. | |||
Advanced Custom Fields |
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| Custom Fields allows you to add just the fields your company needs - allowing you to plan and build your Membrain account and processes according to your company's unique requirements. | |||
The Beacon |
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| The Beacon is an extension of some of the engagement features that have been introduced to the CRM area of Membrain. When The Beacon is enabled (by adding a tracking code to your website) you can get even more insights than before, including things like website visit information, as well as the ability to automatically create new Prospects in Membrain. | |||
Automations |
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Membrain Automations is a powerful process tool that helps to minimize human error and time spent on repetitive tasks, reducing the need for manual input and increasing efficiency. It can also help improve and maintain the quality of your data. |
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Coaching the Sales Leader |
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| Become a super-user of Membrain and encourage better user adoption and best practices across the organization. | |||
Dashboards |
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All sales organizations organically collect data, whether specifically entered by salespeople, or automatically by using the capabilities built-in to the software. Membrain's Dashboard capabilities add creativity and flexibility regarding how to work with that data to turn it into actionable insights. |
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Discover our User Training Packages tailored to empower you with the skills needed to maximize value from Membrain. Whether you're just starting out or are ready to become a Power User, you'll find what you need here. And if you don't - just reach out to us for a tailored option.
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End User Training |
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| Equip your team with everything they need to know to get off on the right foot with our Introductory training for Membrain Users. | |||
Admin Training |
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| Learn how to become a super-user and proficient in all areas of Membrain. You’ll be able to design and build customized sales, prospecting, and account growth processes, manage and maintain user accounts, and teams, configure advanced permissions, set up integrations, and manage the database and custom fields. | |||
Sales Manager Training |
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| Learn how to become a Membrain power-user to encourage adoption and best practices across your organization. Learn how to set goals, coach your team, create dashboards and analyze critical data to gain powerful performance insights. | |||
Membrain’s Sales Ops as a Service offering is designed to help free up time that you’re currently spending either maintaining or enhancing your Membrain instance. With Sales Ops as a Service, Membrain will provide the resources needed to enhance and build out your Membrain instance as you continue to grow.
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Managed Services - Basic |
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| Membrain’s Sales Ops as a Service offering is designed to help free up time that you’re currently spending either maintaining or enhancing your Membrain instance. With Sales Ops as a Service, Membrain will provide the resources needed to enhance and build out your Membrain instance as you continue to grow. |
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Managed Services - Standard |
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| Membrain’s Sales Ops as a Service offering is designed to help free up time that you’re currently spending either maintaining or enhancing your Membrain instance. With Sales Ops as a Service, Membrain will provide the resources needed to enhance and build out your Membrain instance as you continue to grow. |
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Managed Services - Premium |
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| Membrain’s Sales Ops as a Service offering is designed to help free up time that you’re currently spending either maintaining or enhancing your Membrain instance. With Sales Ops as a Service, Membrain will provide the resources needed to enhance and build out your Membrain instance as you continue to grow. |
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From north to south, east to west, Membrain has thousands of happy clients all over the world.
