Clearpath Base |
Membrain's Clearpath Base is at the core of how we onboard new Customers. It covers the essentials needed to get up and running with Membrain successfully. Start with the Base, then tailor with supplementary onboarding services to perfectly suit your needs.
Whether your initial focus is on Prospecting, managing an Active Pipeline, or driving Account Growth, we will provide the guidance you need to ensure your success from the outset.
The Clearpath Base onboarding process features seven live sessions with your dedicated Customer Success Advocate, complemented by a series of bite-sized multimedia trainings, along with a range of additional supports throughout the process and beyond. This comprehensive approach ensures you are acquainted with the core aspects of your new Membrain account, and set up for success.
The Clearpath Planning session is the first time the full project team comes together. During this meeting you will work with your dedicated Customer Success Advocate to create your Roadmap Project Plan for getting started with Membrain.
The main objectives of this meeting are to:
An in-depth look at the toolset and capabilities of the Membrain Process editor. Depending on the Workflow you choose to focus on during the Clearpath Project (Prospecting, Active Pipeline or Account Growth), the goal will be to understand the Process Editor tool set, and apply this knowledge to build and customize 1 process to completion.
The main objectives of this meeting are to:
The primary focus of this training is to share best practice advice on coaching Sales Teams using various tools including Membrain’s Analytics areas.
The main objectives of this meeting are to:
The End User Training introduces the broader team to the key concepts of Membrain, with a focus on day-to-day usage. During this session, we cover how to work with projects, as well as giving best practice advice on how to get the most out of Membrain’s productivity toolset.
The main objectives of this meeting are to:
To help facilitate adoption, Sales Leaders / Management can schedule up to three additional sessions for support around identifying early adoption issues, data gaps, areas for coaching, progress towards goals, etc.
Price and Timeline: Please speak to your Customer Success Advocate, or reach out to us for a quote here
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