Administrator Training

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, teams and configure advanced permissions, set up integrations and manage the database and custom fields.

What we'll cover

This training module includes two 1-hour sessions.

In your first 1-hour training session

You will learn how to:

Overview and recap End-user Training
Key Concepts, main menu and where to find help

System Setup
Walkthrough of all options available

Data Management
Understand Lists, Views, and Advanced Filters

Custom Fields - Advanced
Setup and maintenance of custom fields, different types and the role they play

Process Editor
Design, build and maintain powerful Sales, Prospecting and Account processes with all the tools available

In your second 1-hour training session

your CSE will provide:

User Management
Maintaining user accounts, including Sales Teams, Permissions and Advanced User Rights

Goals and Performance
Create goals and understand how these are reflected in various areas throughout Membrain

Win/Loss Analytics
A walk-through of the tools available to analyze and understand win/loss data

Dashboards
A detailed look at how to build complex Dashboards

Data imports/exports
A walk-through of import/export scenarios, important considerations and helpful tools

Membrain Account Management
Understanding what modules are included in your current plan as well as what’s available.

Our comprehensive end-user training is designed to empower your team, ensuring that every member can leverage the CRM to its fullest. Your staff will gain practical skills in navigating the system's productivity and collaboration tools, advancing through processes, managing customer data, and more.

This isn't just training; it's an investment in your team's efficiency and your business's growth. Say goodbye to underutilized software and hello to maximized productivity and happy team members!

Price: Please talk to your Customer Success Advocate, or write to us here

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