Base is making it easier to schedule and track appointments with customers. We’re pleased to introduce Base Appointments. Use Appointments on your phone, tablet or computer to schedule meetings, send invitations and track meeting history with your customers. Next time you log into your Base account, you will notice a new tab at the top of your screen with today’s date. This calendar will display all of your appointments and tasks with due dates. (more…)
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Today, we’re excited to kick off Accounts in Base, a function that will serve as a key building block for more experiences that help you manage customers after you’ve closed the deal. As we continue to develop Accounts over the next year, you’ll benefit from an additional layer of features that will help you build and nurture your key customer relationships.
For our current customers, when you log into Base, you will notice that you now have the ability to manually designate Contacts or Companies as an Account. Base will also automatically mark a Contact or Company as an Account if they are attached to a Deal.
Whether by phone, email or text, the need to track communication with your customers is critical to managing your relationships. Today, we’re happy to announce that you can send and receive SMS messages from Base. Just like email and phone calls, text messages are contextually tracked and logged to Leads, Contacts and Deals. When you look at a contact card, you will see any emails, texts or phone calls exchanged with that person.
Create a customized lead capture form to send Leads from your website to Base.
Connecting Base to your website gets a whole lot easier today, with our new Lead capture form with custom fields. The form is connected to Base so every time someone fills out the form you are notified real-time and the Lead is created automatically.
Last week, Android users had the chance to sync email to their mobile device. This week, it’s iOS users turn. Mobile email is now available for all Base iPhone and iPad users.
With this new release, you now have access to focused work email, everywhere you go. Emails sent from Base will include statuses so you can see if and when an email is opened.
Additionally, Leads, Contacts and Deals are contextually marked so you know if there are unread emails or incomplete tasks. For the complete details on these new updates, click here.
Update to the latest version of Base for iOS to start using Email in Base.
If you’re not yet a Base user, but want to try mobile email for iOS, sign up for a no-risk free trial here.
Want to learn more about mobile email in Base? Check out this video:
Since 37signals announced that they would be halting production of Highrise and Campfire to focus solely on Basecamp, many Highrise customers have wandered over to Base. Welcome, ex-Highrisers! Last week, we blogged about the challenges of migrating data and how we aim to make that experience as pleasant as possible. Today we’re introducing a new and improved Highrise importer that makes moving to Base from Highrise a snap. (more…)
We’ve been working hard to bring Base email to mobile devices. Starting today, Android users can sync their email with Base.
Base email syncs with your mailbox and automatically matches communication with your Leads, Contacts and Deals so you can see the big picture. No matter where you send email from (the web, another app, your tablet) Base will capture all of your communication and display it in one easy to understand feed.
As a sales manager, it’s important to know which of your sales reps is moving deals through the sales pipeline efficiently. Today, we’re introducing the Stage Conversion Report to help you identify sales stage conversion rates for each of your team members. It lets you compare your reps’ performance in each stage and discover their strategies. For example, you can see who is a qualifier and who is a closer.
This new report shows you the average conversion rate for the entire team, as well as each rep’s individual stage conversion. To track deal conversion rates across multiple stages, click on the stage names on the left hand side of the report.
Check out the Stage Conversion Report in action below:
The Stage Conversion Report is available free with the Professional and Enterprise plans. Current Base customers, give this report a try today to see who’s killing it and who needs additional coaching. Let us know what you think in the comments section below. If you’re not using Base yet, you can sign up for your free trial here.
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