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Sales Projects

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The sales project view is one of the main views in Membrain. This is where you move opportunities forward through your sales pipeline, using a successfully executed sales process to end up with a happy client and a profitable deal.

Looking at the opportunity view from top to bottom, you will see the following:

Basic Sales Project Information

In the upper part of the screen you find the basic information related to a sales project.

  • Name of the sales project (bold text with dotted line), which you can click to edit.
  • Company this sales project is tied to (blue text).
  • The value of the opportunity, in the currency of your choice.
  • Probability and estimated closing date. These are automatically generated based on your own sales process, and should only be edited when, for example, you have specific and accurate information on a closing date.

The Sales Process
In the middle part of the screen you have your sales process for this opportunity. The sales process is divided into stages that are specific to your methodology and terminology. In each stage you likely have several steps. As these steps are completed Membrain automatically moves the sales project forward through the process to the next uncompleted step.
Best practice is to complete all activities under each stage of the sales process. However, you can manually move an opportunity from one stage to another by clicking on the heading of the stage you want to move it to and then confirming.

There are several tools within the sales process. For more information on these, search this knowledge base to find all the information and introduction to working with the sales process in Membrain that you need, both as a new user as well as an experienced power user.

Information (left-hand box)
The left-hand box is by default called "Information", however this can be changed by an administrator as part of your process. This box can contain any type of information that you can filter, measure or analyze on. Numbers, lists, dates, etc all have a home in this box.

Stakeholders (middle box)
In the middle you find the box that's called "Stakeholders" by default. This is where you capture the people involved in the process and where you go beyond just their title. Is a CEO really the decision maker in this opportunity? Is a CTO an ambassador/sponsor/mobilizer or is that person a guard/talker/etc that is trying to thwart the project?

You can capture both external (people and resources from the prospective clients company) or internal resources (such as pre-sales, technical sales resources or sales assistants from your own company).

This is also where you can easily get access to the contact details for any stakeholder by just moving your mouse cursor above the name of a sales project participant. This brings up a dialogue where you can not only access the information already identified for the stakeholder, but also edit and add new information as it makes itself available.

Result focus (right-hand box)
The right-hand box is called Result focus by default and is intended to capture the softer aspects of the sales project. Have we really gotten a good response to our most critical questions? Have we fully understood what this opportunity means for the client? Have we understood the client? There are many great sales questions and this is where they find a home in Membrain.

Activity Stream
All activities (appointments, tasks, notes, and any updates) for the sales project will be recorded in the activity stream. All the participants (including stakeholders are located the right hand side of this activity stream. This is also where you can find the tools for creating a new activity or task (in black bar), for importing any activities logged under the company card to sales project and where you can upload any documents related to this sales project