Self Onboarding

How to Self-Implement Membrain

    1. PLEASE READ: NEEDED CUSTOMIZATIONS BY YOUR MSP

    2. Intro to Membrain

    3. Getting Started with The MSP Sales Process with Membrain CRM

    4. Quiz: Intro to Membrain MSP Sales Process

    1. Membrain MSP Sales Process Prospecting Module

    2. Working in the Prospecting Module in Membrain - User Guide

    3. Prospecting Under the Hood - Administrative Overview

    4. Prospecting Playbooks - Admin Overview

    5. Introduction to MSP Sales Process Pre-loaded Prospecting Playbooks

    6. Using a Prospecting Playbook

    7. Quiz: Prospecting in Membrain

    1. MSP Sales Process in Membrain Introduction to Sales Projects for Users

    2. Managing Sales Projects for Users

    3. Sales Projects: Under the Hood

    4. Sales Project Administration: MSP Sales Process Membrain Under the Hood

    5. Working a Sales Project from Start to Finish

    6. Sales Project Playbooks: Working a Sales Project from Start to Finish

    7. Quiz: Sales Projects in Membrain

    1. Account Management Module Tour

    2. Account Management_ Under the Hood

    3. Using an Account Management Playbook

    4. 2025.05 - Release Update Video

    1. Content Hub in Membrain

    2. Introduction to the Membrain Content Hub

    3. Quiz: Content Hub

    1. Analytics, Dashboards and Reporting in Membrain

    2. Analytics in Membrain

    3. Quiz: Analytics in Membrain

About this course

  • Free
  • 40 lessons
  • 3 hours of video content

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