End User Training

Learn how to use Membrain to increase your sales productivity to maintain a healthy pipeline, manage prospecting campaigns to effectively qualify prospects, grow current accounts as well as understand CRM functionality to work with key data.

What we'll cover

This training module includes two 1-hour sessions.

In your first 1-hour training session

You will learn how to:

Introduction to Membrain
Key Concepts, main menu and where to find help

Profile Setup
Calendar and email settings, signatures, Membrain Meet and other integrations

Sales Project Management
Active Pipeline, working with processes, making progress and managing activities

Effective Prospecting
Managing and categorizing prospects and qualifying/disqualifying leads

Account Management
Growth grid, managing and categorizing accounts and managing activities

In your second 1-hour training session

your CSE will provide:

CRM Accounts Management
Working with your CRM database

Productivity Tools
Sales Inbox, Calendar & Task management

List views
Configuring lists in all modules, saving views and working with filters

Collaboration
Activity Stream, comments, mentions and Membrain Guide

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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