Josh Bean

Josh is the Product Marketing Manager at Base, the post-pc CRM. You can find him writing about the latest news from Base and emerging sales trends. He joined the Base team in 2011 and is based in Chicago. He has a degree in Marketing and Entrepreneurship from the University of Iowa where he was also a member of the varsity Track and Field team.

Articles by Josh:

    Meet Your New, Smarter Sales Funnel Report

    Base Funnel Report

    Today we’re releasing advanced drill-down for the Funnel Report, making one of the most useful reports even more powerful!

    Whenever someone asks about reporting in Base, the Funnel Report is always the first report I mention. On the surface, it’s a simple report that shows how leads and deals are moving through your sales pipeline, but don’t let the simplicity fool you. With just a quick glance, the Funnel Report shows you the biggest areas for improvement in your business. Today’s release makes the Funnel Report even more actionable as you can now see the exact deals that are causing problems in your sales pipeline, rather than simply knowing an area in the sales pipeline that is causing trouble.

    The story behind the numbers

    With the Funnel Report, I can see the number of deals that have passed through a specific sales stage during any given period. When I switch to the data view, I can see each and every deal that passed through the sales stage as well as the deal’s value, current stage, and owner. Toggle between chart view and data view at the top of your reports dashboard.

    Enjoy the new Funnel Report and let us know what you think in the comments below. Happy Selling!

    Advanced Stage Duration Report Helps You Understand Your Sales Cycle

    Stage Duration by Owner

    Two reports that go hand in hand in Base are the Stage Duration Analysis and Stage Duration by Owner reports. The Stage Duration Analysis helps sales leaders identify the ideal time a deal should spend in each sales stage and the Duration by Owner report lets them track rep performance.

    When you combine the insights from these two reports, you know how long deals should spend in each stage and the average time reps are holding deals in each sales stage. From there it’s simple, determine why specific reps are holding deals in stages for too long and get them help! (more…)

    Sales Sentiment for Email, Knows When Deals Are About to Be Lost

    sales sentiment for email

    Today the Base Big Data team is releasing Sales Sentiment for email, a secret sales weapon the Base team has been using internally for quite a while. Now it’s your turn to try. Sales Sentiment for email applies artificial intelligence to analyze linguistic patterns in your prospect’s email and alerts you when an email contains negative sentiment, usually signaling a deal is in jeopardy of being lost. Sales Sentiment for email is available today for every single Base customer. (more…)

    Base levereges big data for the new Time Capsule exporter

    big data time capsule

    Today we’re releasing Time Capsule, the first of many Big Data sales tools that aims to make the lives of sales reps and sales leaders better. Time Capsule is a historical exporter that allows you to export snapshots of your Base account from any point in time. While the technology running in the background is cutting edge, we’ve worked hard to ensure the experience is simple and straightforward.

    (more…)

    Watch out Windy City, the top Inside Sales Experts are headed your way

    base-chicago-aaisp

    In two weeks we’ll be packing our bags and heading to Chicago as a sponsor of this year’s 7th Annual AA-ISP Inside Sales Leadership Summit taking place April 21st and 22nd. The upcoming Leadership Summit is a golden hub for Inside Sales Leaders looking to network, engage and learn from the best in the business. (more…)

    Persistence pays off, sticky filters now available on Android

    sticky-filters

    You’ve added a few filters and you now have the perfect filtered contact list on your Android phone, but you need to take a look at your sales pipeline. Up until now, navigating away from leads, contacts or deals meant filters were cleared out, too. Today we’re introducing sticky filters to end the frustration. From now on, all the filters you set up for leads, contacts and deals will persist, even after you move to other areas of the Base Android app.

    In addition to sticky filters, we’ve also added some great new filtering updates. Checkout what’s new, below: (more…)

    Afraid of mice? Keyboard shortcuts come to Base

    base keyboard shortcuts

    Often times when I meet with productivity obsessed sales reps who use Base, I hear “it takes 3 clicks to do this, or 2 clicks to do that.” It’s about time we change that to 0 clicks. Today we’re releasing keyboard shortcuts so you can work your way through Base without ever touching your mouse. (more…)

    Dive deeper with insights from the new Total Sales Report

    Total Sales

    The total sales report has proven to be one of the most valuable reports for sales managers. It’s a quick glimpse into sales team performance and one of the core reports that all sales managers turn to. Today, we’re adding even more power to Base reporting with a new and improved Total Sales report. The new total sales report doesn’t just give you the sales numbers, it gives you the complete story behind the numbers. (more…)

    Mobile Email Notifications and New App Icons

    We’ve been using the new logo on the web for a while now, and many of you have been asking when the mobile apps will get some love. Mobile users, rejoice, the new logo is now available on the mobile apps along with some powerful new email notifications. Take a look at the screenshots below to see what’s new on mobile.

    In addition to a new app icon, we’ve also redesigned the initial login page, and zapped a number of bugs that were getting in your way while you worked.

    base-login

    Base customers using email view and click notifications on the web have been able to do amazing things like call a prospect while they are actively reading their email. These email view notifications are now pushed to your mobile devices, too. You will know the moment your email to a Lead or Contact has been opened. If you do one thing today to make yourself a better sales person, set up view notifications; you won’t regret it.

    mobile read notifications

    We hope you enjoy the new look of Base for mobile. Let us know what you think in the comments below!

    You asked and we delivered – Export Base Smart Lists

    smart-list-export-button

    A few weeks ago we released Smart Lists, a new way to get real time answers from your sales pipeline – the feedback has been tremendous. There was an overwhelming request for the ability to export smart lists. Today I’m happy to announce that you’ve been heard, and we’re delivering. Smart list export is now available. (more…)