• Give Email some style with the rich text editor

    Send emails with rich text

    We’ve added additional functionality to email, with the release of our new rich text editor. Any time you are composing an email in Base, you will find the ability to make text in your email Bold, Italic, Underlined or Bulleted. You can also add in-line images and hyperlinks. The new rich text options can be found any time you’re composing an email in Base. Give it a try today!

    For additional power, combine rich text with email templates and send beautiful emails quickly. If you don’t have your email connected to Base yet, log into your Base account and open the Communications Center to get started. Enjoy!


  • Push Notifications For iOS and Android Now Available

    Base Push Notifications

    A few short weeks ago, we introduced web Notifications. Today we’re taking Notifications a step further with mobile push Notifications for iOS and Android. It is now possible to receive a Notification on your smartphone or tablet; helping you to stay updated, even when you’re away from the office. All you need to do is grab the latest version of Base for iOS or Android. (more…)


  • [Seminar Recap] – The 5 Mistakes of Sales Training

    The Next Generation of Sales Training Seminar

    Tuesday’s seminar with Ralph Grimse, partner at The Brevet Group was 30 minutes of insight into the future of sales training. I think we can all agree that there’s an opportunity for improvement in the sales training industry and The Brevet Group is well on it’s way to lead the charge. If you did miss the seminar, register to watch the on-demand video here.

    In order to keep it to 30 minutes, we focused on the 5 common mistakes that organizations make and ways to overcome them in order to sell smarter. I will recap the 5 mistakes below.

    #1 Lack of Customization

    Organizations need to make the sales training content applicable to each sales rep. Not every rep has the same sales experience. You’ll have reps with years of selling experience and reps fresh out of school but it’s extremely important to take it into account. The content that’s being developed and the training that’s being shared needs to impact all of your sales force.

    #2 Ignoring the Sales Manager

    Too often sales training focuses on the sales rep while the sales managers are ignored. It’s important that all management is bought into the sales training program because reps will often look for additional coaching and guidance from their sales managers.

    #3 Training Through a One-Time Event

    Time and time again organizations make the investment in the one-time sales training event. However, data has proved that this is not the way reps (and adults in general) learn.

    #4 Confusing Product Training with Sales Training

    Product training does not equal sales training. Yet, organizations think if they bombard their team with training of their own product it will qualify as sales training.  Sure it’s important for sales reps to understand the particular product, but it’s also crucial that reps learn “how” to handle their sales conversations.

    #5 Zero Emphasis on Execution

    Many organizations believe that if they build great plans the execution of the sales training will take care of itself. For example, it’s common for a sales organization to choose a new best-selling sales system they believe will transform their sales results but without the consideration of the approach and delivery nothing will come about.

    You can listen to the full 30-minute recording by clicking here. Afterwards join us for our next seminar by viewing our upcoming events.


  • Base Collaboration Keeps Your Team Updated

    Add teammates as collaborators to keep them updated on what you’re working on. We’ve recently added a “Collaborators” section to Leads, Contacts and Deals so you can keep your team updated on what’s going on in Base. The new Collaboration also allows you to filter your data to help you better understand what everyone is working on.

    Adding Teammates as Collaborators

    Any time you’re viewing a Lead, Contact or Deal, you will see the Collaborators area on the right side of your screen. Click on the “+” to add one of your teammates as a Collaborator. You will only be able to add teammates who have access to that particular Lead, Contact or Deal. So if a teammate is not showing up on the Collaborators list, they don’t have access to that particular Lead, Contact or Deal.
    After you’ve added a teammate as a Collaborator, you can filter your Leads, Contacts and Deals to build custom lists based on who from your team is involved. In the screenshot below I can quickly find all Contacts where Alex is a Collaborator.

    Collaboration Filters

    Adding customized notifications for Collaborators keeps your team updated. In the Base Settings, we recommend creating a custom notification that alerts you when there is activity on a Lead, Contact or Deal you’re Collaborating on. Once you do this you will be alerted depending on which alerts you select. Wouldn’t it be nice to receive an alert when a Note is added to that important Company, or this month’s large Deal changes stages? When you set up custom Notifications, this will happen! (more…)


  • Sales Training is Broken, Can it be Fixed?

    The Next Generation of Sales Training Seminar

    Traditional Sales Training is Broken

    You know the routine, sales results should be better and you believe you can get more out of your current sales team. So, you figure you might want to invest in a sales training program.

    According to IKO System, 94% of companies invest in some kind of sales training. Yet, data tells us that today’s sales training programs just don’t work. Sure, you might see a bump in sales but it has no lasting impact on sales performance. Did I mention the cost of bringing in a “sales expert” to talk with your team? (more…)


  • 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 Contacts 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…)