• Manage Prospects and Customers with Base

    Base Prospects and Customers

    Back in April, we introduced the concept of Accounts in Base. Since the release, we’ve received some great feedback and as a result, we’re adding some updates today. One of the biggest pieces of feedback from Base customers was that there needed to be a distinction between Contacts you’ve won Deals with (Customers) and Contact’s you’re actively selling to (Prospects). They are both important, but they need to be separated. You will now find the Accounts tab has been replaced by a brand new Prospects and Customers tab. (more…)


  • New Feature: Base Notification Center

    Base notifications

    Alert! Introducing the Base Notification Center – the best way to stay updated on the Leads, Contacts and Deals that matter most. Beginning today you will notice a bell icon in the top right corner of the Base web app, this is your new Notification Center. With Base notifications, you can specify how you’d like to be notified, when you’d like to be notified and even create custom alert triggers.  (more…)


  • Sync ALL Calls and Texts from Android with Base

    gsm-integration

    Tracking communication with customers is critical. We’re taking communication tracking forward today with a full GSM integration for Android. Base can now track all Calls and Text messages that are made from your Android phone and match the conversations to the relevant Leads, Contacts and Deals. If you’ve used Base Voice, you’ve likely noticed how nice it is to see when you last spoke to someone and track the call outcomes. Yet, the existing Base Android call logging fell short, because it only tracked existing Base Contacts. Now, if you use your Android phone to call or text someone, we can track it for you automatically in Base. (more…)


  • New Feature: Email Templates and Merge Tags now available

    Email Template
    Today we’re introducing Email Templates and Merge Tags to give your email a productivity boost. You’re now able to create unlimited email templates on all plans. The addition of merge tags lets you personalize all of your emails pulling information from the Contact, Lead or Deal card.

    Unlimited Templates

    If you find yourself sending the same email over and over, it may be useful to create email templates. Once you create a template, you’re able to send emails in a matter of seconds. Follow these instructions to create your first email template. After you create a template, click on the template icon in the bottom right corner of an email.
    add email template

    Dear…{merge tags}

    Along with the new email templates, we’re also introducing Merge Tags. These allow you to personalize emails using fields from Base like First Name, Last Name, Job Title or even custom fields. When you’re writing an email, you can add a merge tag to the email by selecting the { } icon (next to the attach button). Merge tags can be saved as part of email templates as well. If you try to add a merge tag and that information isn’t available on the Lead, Contact or Deal we will notify you.

    Start using email templates and merge tags in Base now to give your email a major productivity boost. Don’t have a Base account? Try Base with email templates free for 14 days.


  • Add a Face to the Name – Introducing Avatars in Base

    base avatars

    Your CRM is getting a little more personal today. Profile images are now being pulled from Twitter, Facebook, Linkedin and Skype profiles. All you need to do is supply a social profile for any of your Leads or Contacts and Base will display their profile picture. (more…)


  • New Reports in Base: Time to First Action

    Today we’re introducing three new reports that help you track the time it takes to react to a Deal once it’s added to Base. It’s important to call or email as soon as a Deal enters your sales pipeline, but how long does that initial window stay open? Should you call or email when you get a new Lead? The Time to First Action reports are here to help answer all of these questions.

    Time to First Action by Outcome

    Once the Deal is added to Base, the stopwatch starts and continues to run until you either call or email the person related to the Deal. The Time to First Action by Outcome report displays the average time it takes for a first action, and breaks it down by the Deal outcome. In the example below, you can see, on average, that Deals which are Won have an average Time to First Action (TFA) of 3 hours and 41 minutes. On the other hand, Deals that are lost in that same period have an average TFA of 4 Hours and 59 minutes. How long is your team sitting on Deals before they reach out to them?

    Time to first action

    (more…)


  • Introduction to Base Recap – Live Demo Every Thurs

    back-to-base-header

    Catch a live Base demo – every Thursday at 2pm CST. At our demo last week, there were quite a few questions that we didn’t have time to get to. As promised, I’ve answered the questions below. Want to learn more about Base? Attend the live demo this Thursday at 2pm CST.

    Can you connect an exchange email mailbox?

    Yes, as long as your IT administrator has enabled IMAP and SMTP on the mailserver, you can connect your exchange mailbox. We also have this handy guide for connecting your email to Base. You’ll want to make sure you know your IMAP and SMTP server address and port numbers.

    How does the call system work within Base? Does Base Voice work with my current phone number?

    When you use Base voice, you have the chance to create a personalized phone number. This number is what will be displayed on caller ID when you make a call. You can also receive inbound calls at this number, and be alerted with a notification in Base. If you do not answer, the call will be forwarded to the forwarding number you set in Base so the caller can attempt to reach you or leave a voicemail. (more…)


  • [Seminar Recap] – Agile Selling with Jill Konrath

    Agile Selling with Jill Konrath header

    Wednesday’s seminar with Jill Konrath, author of Agile Selling was 30 minutes of powerful selling value! If you missed it, don’t sweat it. Make a priority to listen to our recording by clicking here.

    We touched on several topics of her upcoming book including important factors in the purchase decision, goal setting, understanding your competitors and a new way to use LinkedIn. Since there were many subjects talked about, I like to recap our conversation below. (more…)


  • 5 Ways To Reduce Cost of Sales

    How To Reduce Cost of Sales

    Of all the metrics in the sales and marketing world (and there are a lot of them) probably the most misunderstood is cost-of-sales.  Many sales managers view cost-of-sales as a labor cost; pay smaller commissions and your cost-of-sales goes down.

    That’s naive, though, because sales costs are only meaningful insofar as they affect profitability.  Cutting costs in a way that cuts into revenue (a more common situation than you’d think) is stupid.  Your goal is to make sales costs more efficient, not just smaller.

    More important, much of a company’s sales costs are hidden inside the budgets of other groups: specifically marketing, R&D and IT.  Because of this, creating the most efficient cost-of-sales requires a broad approach. Here are some suggestions:

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  • Outside vs. Inside Sales: Business and Individual Perspectives

    The sales team is a vital component of any successful company, and having top-notch personnel in this department can make or break a company. Though the lines are increasingly blurred, sales roles are typically divided into two types, inside sales and outside sales. Someone who is well suited to an inside sales role may not like outside sales at all, and vice versa. Companies who hire inside and outside salespeople should make sure their applicants know the difference, and place new hires in roles that suit their skills. Companies should also know which sales style works better for their company so they can hire and train salespeople accordingly.

    Let’s start with some basic definitions, even though most these definitions will likely be mixed or downright muddied in many real world sales roles.

    Outside Sales: According to the Department of Labor, an employee is considered an outside salesperson if their primary duty is to make sales and they spend most of their work time away from the company’s place of business. Anyone who travels most of the time to meet up with clients and make sales face-to-face is likely qualified as an outside salesperson.

    Inside Sales: Inside sales once happened mostly over the phone. Now they might happen over Skype, email, or other online communication services as well, but the principle is the same: inside salespeople work at a desk. Their main channel for making sales is through telecommunications.

    (more…)