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:

    Base Sales Productivity Summit in New York City

    The Base Customer Success team is packing up and heading to New York City for the Base Sales Productivity Summit on August 25th! Current Base customers are invited to join us for a full day of informational sessions, hands-on workshops and networking opportunities that you don’t want to miss.

    Who, What, Where?

    The event will be hosted in the heart of Manhattan near Times Square at the beautiful New York Hilton Midtown. If you’re a current Base customer looking to grow your sales in a measurable and repeatable way, this event is for you. (more…)

    Base + Zendesk Integration – Faster Resolutions and Improved Customer Satisfaction

    Customer satisfaction is not a 9 to 5 job; it’s an ongoing commitment to faster resolutions and better conversations. Today we’re introducing the Base + Zendesk integration to bring sales and support teams closer to their customers. This integration makes it possible to view Zendesk cases directly within Base, and it’s available to all Professional and Enterprise Base customers.


    New Lead Scoring Controls to Find the Best Leads for Your Business


    Today, we’re introducing a powerful new set of scoring tools to help you prioritize leads and deals in Base. The new set of scoring tools, available on the Enterprise edition, includes 15 fields for lead scoring and new logic for building advanced expressions. With these new tools and logic, it’s now possible to build complex scoring algorithms without touching a single line of code. Having scoring in place focuses your BDRs and AEs on the leads and deals that are the best fit for your business. (more…)

    Introducing Base’s HubSpot Integration


    Today we’re introducing our brand new HubSpot integration for all enterprise users to tighten the bond between marketing and sales. Marketing and sales have a love-hate relationship – it’s a common assumption that holds true for many teams. However, the most successful companies will emphasize that in order to build a powerful sales machine, you need alignment between your marketing and sales teams. Base is taking steps to change this relationship into one that is mutually beneficial. Our new HubSpot integration creates a seamless flow of information between sales and marketing. The integration allows reps to see deep details on marketing activities within Base and allows managers to understand which marketing sources are producing sales success.

    If you’re not familiar with HubSpot, it’s a centralized marketing hub that helps inbound marketing teams attract prospects and convert leads. Basically, it lets your marketing team nurture leads through email engagement, blogs, etc., so that they’re in an optimal place once they meet a BDR. So what does Base’s latest integration entail and how can it benefit your business?


    The #1 Mobile Sales App For Android Gets A Makeover

    mobile sales app base

    Android users rejoice, today we’re rolling out a brand new mobile sales experience built from the ground up with the latest Google material design principles.

    The all new application is replacing a fragmented mobile experience to align with the latest Android operating systems. You’ll now notice a consistent experience across all Android applications.


    Introducing Sales Activity Reports

    Introducing Sales Activity Reports

    Today we’re releasing a new set of sales activity reports to help frontline managers get a clear picture of team progress. With these new activity reports, sales managers will be able to identify activity trends and evaluate performance over time. All of the activity is seamlessly tracked in the background, so there’s no interruptions into the sales rep’s day. Here’s a breakdown of everything that’s new. (more…)

    Multiple Sales Pipelines Now Available

    Multiple Sales Pipelines

    Today we’re excited to announce the release of one of our all-time most requested features, Multiple Sales Pipelines. This release will allow Enterprise customers to create an unlimited number of sales pipelines, complete with reporting and permissions. Businesses with multiple sales processes no longer need to adopt a one size fits all mentality. New sales pipelines can be added by admins from the deal settings by clicking on add pipeline. Take a look below to see everything that’s new. (more…)

    5 Ways to Optimize Your Sales Process With Email [Webinar Recap]

    5 Ways To Optimize The Sales Process With Email

    Last month I hosted a webinar where I covered my top 5 ways to optimize your sales process. At the webinar, we went beyond looking at features and actually discussed how the features can fit into your business processes. Email is a critical tool for sales reps and when used correctly, it can produce some serious ROI. However, if you’re simply using email for basic back and forth communication, there’s room for improvement. Watch the webinar below to see what we covered. Happy Selling! (more…)

    8 Habits of Quota Hitting Account Execs

    Climb To The Top

    While it might feel like the stars need to perfectly align for an AE or SDR to consistently hit their goal, there are strategies and habits that can set them up for success. TOPO estimates 83.4% of SDRs fail to consistently hit quota each month meaning roughly 8/10 sales reps fail to meet the expectations set for them. We need to change that, and I’m not talking about reducing the quota! Take a page out of the top performing sales reps’ book and make these habits part of your daily routine. Quota attainment will become a regular occurrence in no time. (more…)

    Smart Links Connect Base to Limitless Possibilities

    smart links

    Big things come in small packages and our new Smart Links are no exception. Smart Links allow you to create unique dynamic links to outside applications with information from Leads, Contacts or Deals. The links can be populated with unique data allowing you do a quick google search, create an invoice, or even compose a tweet; all with a single click. This functionality is available on all plans and there’s no limit to how many links can be created.