• Base Adds Profile Images For Users

    base-profile-images

    We’re adding more faces to Base. You can now add an image to your Base user profile. These user images will appear for collaborators on Deal cards and on the Rep Performance Dashboard. Upload a profile image for your account in the Base Settings now.

    Look for profile images to be used more and more in Base. Where do you want to see profile images added? Let us know in the comments below.


  • The Future of Sales Technology

    The Future of Sales Technology

    Do me a small favor. Google image search “sales software” for me. Seriously, head to Google Images and type in “sales software.” If you just shivered you’re not alone.

    The past is a scary place and those outdated legacy CRM databases have not adapted to the advanced needs of the modern day sales teams.  Yet before we look ahead, it’s important to understand the advancements in the sales world. Below are 4 ways we’ve seen the transformation of the sales industry:

    Static » Real-Time

    No longer is it okay to wait for a sales report. No longer is it okay to export sales data and then import it into an excel sheet. And no longer is it ok to wait until you’re in the office to follow up on that lead. It’s 2014. If I can get a pop-up notification on my phone that tells me if I leave now, it will only take 20 minutes to drive home, I should be able to get a pop-up notification that one of my deals has closed.

    PC » Cross-Device & Mobility

    Salespeople have been early adopters of tablets, smartphones, and even laptops. They’ve embraced technology so quickly that they usually purchase their own devices just to get ahead. A salesperson now will use up to 3 different devices to stay in touch with their prospect.

    Database » Productivity

    A CRM organizes your data. That’s it. Technology advancements have made it possible for an additional sales productivity layer, that goes a step further to help sales teams work in a more data-driven productive manner and focus on closing more deals. What tools will help you close more deals?

    Archaic User Interface » Consumer Grade User Interface

    There used to be this line between using consumer software and business software. When you’re in the office it’s business software, when it’s out of the office it’s consumer software. However, that line is becoming much thinner. Consider Twitter or even Uber. Thus, sales teams are finally starting to see better experiences with their business software.

    As our CEO has stated “If you’re using outdated technology that cannot adapt to the advanced needs of modern day sales teams, your competition will crush you.”

    If these advancements interest you, you’ll want to register for our webinar this week, The Future of Sales Technology. While being hosted by Base, we’re welcoming Clara Shih CEO of Hearsay Social, Gerhard Gschwandtner, CEO of Selling Power and Geoffrey James, Contributing Editor of Inc in a panel discussion. The focus will be on the discussion of sales technology. We’ve saved 200 seats thus far but look forward for you to join us this Friday the 26th.

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  • Base Introduces the Product Catalog to help sales teams build accurate Deal Values

    Base products
    Today we’re introducing Base Products to help sales teams generate accurate Deal values from their computer or mobile device. Every sales leader wants accurate reporting and forecasting; that all starts with accurate Deal values.

    The new Base products gives you a catalog that stores all of the products you sell, each with a unique listing. The product listing stores a description, ID #, price, maximum price markups/discounts that can be offered, as well as the unit cost. Once you have all the products in your catalog, products can be added to an individual Deal and the total from these products can be used to accurately set the price of the Deal. You can start building a product catalog by heading over to Settings and selecting Products.

    product catalog

    Base Products is included on the Enterprise edition of Base and is available now. Head over to the Base settings and start building your catalog now.


  • New Insights Dashboard To Help Sales Leaders Monitor Rep Performance

    Rep Performance Dashboard

    Today we’re introducing a new insights dashboard for sales leaders so they can quickly monitor a rep’s sales performance. The new Rep Performance Dashboard is a report centered around an individual sales rep and compares their performance to others, or their entire team. Traditionally, a sales leader would have to navigate through multiple reports, hand picking bits of information from each report to get the full picture of a rep’s performance. The Rep Performance Dashboard is here to end that struggle and change the way you measure performance on your sales team.

    The brand new dashboard can be found under the Advanced Sales Insights in the Base Reports and is included on the Professional and Enterprise editions. The Rep Performance Dashboard will answer questions like:

      • What are the main reasons this rep is losing Deals? How does that compare with the rest of the team?
      • What is the average Deal value for this rep? What’s the team average Deal value?
      • Is this rep hitting their sales goals?
      • How many Deals has this rep closed during a given period?
      • What is the total sales for this rep?
      • Much, much more…

    Check out the Advanced Sales Insights in Base now to try out the new Rep Performance Dashboard. The new dashboard will be the one report you need to run your sales one-on-one meetings.


  • 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…)