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:

    New Communication Smart List Keeps You In Touch With Prospects and Customers

    My Communication Smart List

    When you get busy, things fall through the cracks. And if you’re using a traditional email client, it’s not easy to figure out who you’re losing touch with. The communication smart list in Base makes it easy to keep tabs on all your communication and never miss a follow up. The communication smart list is a powerful new smart list that tracks all your communication automatically.

    Whether you’re trying to stay in contact with leads, contacts, or deals – your communication smart list and the new smart list columns show you how long you’ve been waiting for a response, who you haven’t responded to yet and last outgoing email to a lead or contact. (more…)

    Base Now Available In Portuguese and French


    Back in August we announced that we were launching Base in English, Spanish, Polish and Dutch. Today we’re pleased to announce that French and Portuguese translations are now available. As usual, the language is set at the user level, meaning that you can use Base in English while a coworker can use Base in French.

    How to switch language in Base

    1. In settings, navigate to the Profile
    2. Under Profile, select the language you’d like to use
    3. Start selling in your language!

    Powerful New Filters Keep Your Data Clean


    Say no to incomplete data. Today, Base is introducing powerful new filters for smart lists that help you identify incomplete data. The new filter options for smart lists allow you to filter your data and only display leads, contacts or deals that are missing certain fields. Previously, it was impossible to find records with incomplete data in Base.

    I’ve been playing with these filters internally for a few days now. Here are some of the ways I’ve used the new filters. (more…)

    Global Expansion: Base Now Available In 3 New Languages

    Hola! Hallo! We’re fortunate to have customers from around the world. Ever since we first launched Base, there’s been one persistent question, “When will Base be offered in different languages?” We’ve even had customers offer to assist with the translations!

    We’re excited to announce that starting today, you can use Base in English, Spanish, Polish and Dutch. (more…)

    Unlimited Stages In Your Sales Pipeline

    unlimited sales stages

    Here at Base, we’re fortunate to have the opportunity to work with a wide variety of customers in all different industries. Through the years, one thing has become clear, different businesses have different sales processes, and some businesses need more than the 10 sales stages that we offer in Base. We’re putting an end to that.  (more…)

    Announcing Multiple Saved Smart Lists

    multiple smart lists

    Earlier this year we introduced Smart Lists and it has quickly become one of the most popular features in Base. However, since the initial release, there’s been one common gripe, one smart list just doesn’t cut it! We hear you loud and clear, and as fellow smart list users, we couldn’t agree more. You’re now able to save multiple Smart Lists for leads, contacts and deals in Base. (more…)

    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.