Membrain Features
What are the features of Membrain?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Customer Contract Management
Marketing Automation
- Lead Management
Customer Support
- Case Management
- Knowledge Base
Mobile & Social
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
- Forecasting
Personalization
- Dashboards
Technology Glossary Features
View definitions of the features and discover new technology terms.
Membrain Categories on G2
Filter for Features
Platform
Customization | Based on 64 Membrain reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 90% (Based on 64 reviews) | |
Workflow Capability | Based on 59 Membrain reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 89% (Based on 59 reviews) | |
User, Role, and Access Management | Based on 60 Membrain reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 92% (Based on 60 reviews) | |
Internationalization | Based on 47 Membrain reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 84% (Based on 47 reviews) | |
Sandbox / Test Environments | Based on 41 Membrain reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 76% (Based on 41 reviews) | |
Document & Content Mgmt. | Based on 46 Membrain reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 80% (Based on 46 reviews) | |
Performance and Reliability | Based on 57 Membrain reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 93% (Based on 57 reviews) | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. 40 reviewers of Membrain have provided feedback on this feature. | 77% (Based on 40 reviews) |
Sales Force Automation
Contact & Account Management | Based on 108 Membrain reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 88% (Based on 108 reviews) | |
Partner Relationship Mgmt. (PRM) | Based on 66 Membrain reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | 81% (Based on 66 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 113 Membrain reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 92% (Based on 113 reviews) | |
Task / Activity Management | Based on 115 Membrain reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 91% (Based on 115 reviews) | |
Territory & Quota Management | Based on 91 Membrain reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 83% (Based on 91 reviews) | |
Desktop Integration | Based on 96 Membrain reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 87% (Based on 96 reviews) | |
Product & Price List Management | Based on 72 Membrain reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 81% (Based on 72 reviews) | |
Quote & Order Management | Based on 68 Membrain reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 79% (Based on 68 reviews) | |
Customer Contract Management | Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. This feature was mentioned in 75 Membrain reviews. | 79% (Based on 75 reviews) |
Marketing Automation
Email Marketing | As reported in 64 Membrain reviews. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 75% (Based on 64 reviews) | |
Lead Management | Based on 89 Membrain reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 86% (Based on 89 reviews) |
Customer Support
Case Management | See feature definition | Tracks issues/help requests reported by customers through the resolution process. 72 reviewers of Membrain have provided feedback on this feature. | 83% (Based on 72 reviews) |
Customer Support Portal | Based on 69 Membrain reviews. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 83% (Based on 69 reviews) | |
Knowledge Base | Based on 72 Membrain reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 83% (Based on 72 reviews) | |
Call Center Features | Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. 61 reviewers of Membrain have provided feedback on this feature. | 79% (Based on 61 reviews) | |
Support Analytics | Enables analysis of customer support activities to optimize customer support professionals, processes and tools. 65 reviewers of Membrain have provided feedback on this feature. | 83% (Based on 65 reviews) |
Integration
Data Import & Export Tools | Based on 57 Membrain reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 88% (Based on 57 reviews) | |
Integration APIs | Based on 43 Membrain reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 81% (Based on 43 reviews) | |
Breadth of Partner Applications | Based on 46 Membrain reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 80% (Based on 46 reviews) |
Mobile & Social
Social Collaboration Features | Based on 65 Membrain reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 82% (Based on 65 reviews) | |
Social Network Integration | Based on 63 Membrain reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 78% (Based on 63 reviews) | |
Mobile User Support | Based on 81 Membrain reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 79% (Based on 81 reviews) |
Reporting & Analytics
Reporting | Based on 101 Membrain reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 86% (Based on 101 reviews) | |
Dashboards | Based on 107 Membrain reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 89% (Based on 107 reviews) | |
Forecasting | Based on 91 Membrain reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 84% (Based on 91 reviews) |
Content Management
Content Import | Based on 49 Membrain reviews and verified by the G2 Product R&D team. Ability to import sales and marketing collateral built outside of the solution | 87% (Based on 49 reviews) | |
Content Creation | Overall functionality of building unique sales and marketing collateral within the product 42 reviewers of Membrain have provided feedback on this feature. | 80% (Based on 42 reviews) | |
Templates | Pre-built templates for fast and simple content creation This feature was mentioned in 52 Membrain reviews. | 85% (Based on 52 reviews) | |
Advanced Search | Based on 52 Membrain reviews. Ability to search through all content to easily find necessary collateral | 87% (Based on 52 reviews) | |
Content Storage | As reported in 48 Membrain reviews. Overall storage and organziation capabilities | 87% (Based on 48 reviews) |
Analytics
Reporting | Based on 62 Membrain reviews. Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral | 89% (Based on 62 reviews) | |
Alerts | As reported in 59 Membrain reviews. Notification as to when a prospects interacts with a piece of collateral | 91% (Based on 59 reviews) | |
Account-Based Engagement | The level of engagement for a specific account based on the presented collateral 53 reviewers of Membrain have provided feedback on this feature. | 90% (Based on 53 reviews) | |
Content Utilization | As reported in 50 Membrain reviews. How frequently sales teams use a particular piece of content and its effectiveness | 86% (Based on 50 reviews) |
Presentation
Live Presentation | As reported in 34 Membrain reviews. Ability to present to a prospect in-person | 80% (Based on 34 reviews) | |
Screenshare | Based on 38 Membrain reviews. Virtual presentation capabilities via sharing screens | 80% (Based on 38 reviews) | |
Mobile Presentation | As reported in 34 Membrain reviews. The option to present live on a mobile device | 79% (Based on 34 reviews) |
Training
Knowledge Base | Based on 42 Membrain reviews and verified by the G2 Product R&D team. Organizes knowledge from fellow sales representatives and other experienced employees for reference. | 86% (Based on 42 reviews) | |
Coaching Materials | Based on 41 Membrain reviews and verified by the G2 Product R&D team. Offers content and training for new hires within the tool. | 86% (Based on 41 reviews) | |
Playbook Creation | Based on 38 Membrain reviews and verified by the G2 Product R&D team. Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. | 89% (Based on 38 reviews) | |
Video Record | Based on 32 Membrain reviews and verified by the G2 Product R&D team. Records users' practice or live pitches for future reference and improvement. | 73% (Based on 32 reviews) |
Feedback
Review | Based on 37 Membrain reviews and verified by the G2 Product R&D team. Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement. | 82% (Based on 37 reviews) | |
Scorecard | Based on 38 Membrain reviews and verified by the G2 Product R&D team. Provides a scorecard to display team and/or individual performance. | 84% (Based on 38 reviews) | |
Coaching Card | Based on 36 Membrain reviews and verified by the G2 Product R&D team. Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. | 83% (Based on 36 reviews) | |
Leaderboard | Based on 36 Membrain reviews and verified by the G2 Product R&D team. Projects team sales performance publicly to reward and motivate employees. | 87% (Based on 36 reviews) | |
Real-Time Updates | Based on 40 Membrain reviews and verified by the G2 Product R&D team. Updates sales data in real-time so as to help teams remain close to their goals. | 90% (Based on 40 reviews) | |
Notifications | Based on 40 Membrain reviews and verified by the G2 Product R&D team. Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction. | 90% (Based on 40 reviews) |
Incentives
Badges | Assigns achievement badges to high-performing employees based on pre-determined standards. This feature was mentioned in 42 Membrain reviews. | 79% (Based on 42 reviews) | |
Triggers | Based on 48 Membrain reviews and verified by the G2 Product R&D team. Automatically recognizes achievements that should be added to the leaderboard. | 81% (Based on 48 reviews) | |
Commission Calculator | Based on 32 Membrain reviews and verified by the G2 Product R&D team. Helps users determine sales goals by calculating potential commission rates. | 73% (Based on 32 reviews) | |
Leaderboards | As reported in 40 Membrain reviews. Highlights top-performing employees to publicly reward their achievements. | 82% (Based on 40 reviews) |
Personalization
Profiles | Creates user profiles similar to social media pages that display private or public statuses and updates. 60 reviewers of Membrain have provided feedback on this feature. | 83% (Based on 60 reviews) | |
Custom Reports | Based on 55 Membrain reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance. | 87% (Based on 55 reviews) | |
Dashboards | Based on 70 Membrain reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls. | 90% (Based on 70 reviews) | |
Goal Setting | Based on 62 Membrain reviews and verified by the G2 Product R&D team. Allows teams to set trackable goals within the tool. | 89% (Based on 62 reviews) |
Administrative
Integration | Based on 55 Membrain reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals | 82% (Based on 55 reviews) | |
Employee Structure | Based on 53 Membrain reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance. | 87% (Based on 53 reviews) | |
Behavior Monitoring | Based on 54 Membrain reviews and verified by the G2 Product R&D team. Allows managers and administrators to peruse profiles and monitor employee behavior and performance. | 86% (Based on 54 reviews) |
Integrated Workflows
Task Management | As reported in 22 Membrain reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. | 89% (Based on 22 reviews) | |
Email Tracking/Automation | Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. This feature was mentioned in 20 Membrain reviews. | 93% (Based on 20 reviews) | |
Calls and Voice | Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. This feature was mentioned in 16 Membrain reviews. | 76% (Based on 16 reviews) | |
Other Outreach Options | Based on 13 Membrain reviews. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. | 79% (Based on 13 reviews) | |
CRM Integration | Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. This feature was mentioned in 17 Membrain reviews. | 76% (Based on 17 reviews) | |
Calendar | Integrates with calendar software so users can seamlessly schedule calls. This feature was mentioned in 19 Membrain reviews. | 88% (Based on 19 reviews) | |
Shared Records | Based on 15 Membrain reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. | 86% (Based on 15 reviews) |
Repeatability and Reportability
Content Management | Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. 17 reviewers of Membrain have provided feedback on this feature. | 84% (Based on 17 reviews) | |
Workflow Management | Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. This feature was mentioned in 16 Membrain reviews. | 94% (Based on 16 reviews) | |
Workflow Performance | As reported in 14 Membrain reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. | 93% (Based on 14 reviews) | |
Sales Coaching and Insights | As reported in 20 Membrain reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. | 93% (Based on 20 reviews) | |
Gamification | Provides gamifaction features to rank sales reps on performance This feature was mentioned in 11 Membrain reviews. | 77% (Based on 11 reviews) |
AI and Automation
Lead Prioritization | Based on 13 Membrain reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. | 86% (Based on 13 reviews) | |
Lead Scoring | Based on 15 Membrain reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage | 84% (Based on 15 reviews) | |
Best Time of Day Scheduling | Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations This feature was mentioned in 13 Membrain reviews. | 81% (Based on 13 reviews) | |
Buyer Intelligence | As reported in 11 Membrain reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. | 77% (Based on 11 reviews) | |
Machine Learning | See feature definition | Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers
based on historical buyer behavior. This feature was mentioned in 12 Membrain reviews. | 82% (Based on 12 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 24 Membrain reviews. | 72% (Based on 24 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
