Training Tag-1

Active Pipeline  

With Membrain's Active Pipeline and Opportunity Management, you will make your sales process come to life! Learn to use Membrain to break down your process into stages with actionable steps to guide your sales team and make HOW you sell into your competitive advantage.

The purpose of this training is to equip you with the knowledge and skills needed to master the Active Pipeline Module in Membrain.

By the end of this training, you will be well on your way to building your unique Sales Process with clear steps and stages to support and guide your sales team, and help them operate at a higher level.

What we’ll cover

Our Active Pipeline training is divided into three sessions of approximately one hour each.

01_glow Introducing Active Pipeline

We'll kick off the training with an introduction into the concepts of Membrains Active Pipeline, with an overview of how to follow a custom sales process and how it will help you move deals from start to finish, with success.
Working with Sales Projects & the Active Pipeline
The Process Steps and Stages
The core of sales project information
How to be more effective using Membrain's sales process tools
Recommended Participants: Administrator, Sales Management and/or Project Lead

 02_glow Customization of the Sales Process

We dig deeper into the functionalities of how to create an effective “best practice” sales process.

How to get started with your first customized Sales Process

How to add smartness to your process using our process tools and capabilities
How to add context and guidance into your process to support your team at every turn
How to build in automations, events, and alerts into your process to help you and your team stay efficient and on track
Recommended Participants: Administrator, Sales Management and/or Project Lead

03_glow  Best Practise & Analysis

The focus of this session is to review progress, share with you our best practice recommendations how to implement a customized sales process across your team, and ensure that you have all the conditions required to grow your business
How to visualize priorities in the Active Pipeline and support your team when they need it most
How to use built in Analytics tools to generate realistic forecasts
How to create simple goals on an individual/team/company level
How to continuously adapt your sales process from the win/loss-analysis
Recommended Participants: Administrator, Sales Management and/or Project Lead

Scope: 3 sessions, 1 hour per session
Price: Please talk to your Customer Success Advocate, or write to us here

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