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:

    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.

    (more…)

    How To Build A Metric Driven Sales Team

    how-to-build-a-metric-driven-sales-team-header

    Ask anyone who’s had a hand in building a sales team from the ground up and they will be the first to tell you that it’s no small feat. Now, lets talk about building a metric driven sales team that operates like a well oiled machine. Some will say it’s impossible!

    Today we’re releasing a brand new ebook, How To Build A Metric Driven Sales Team, to make that challenge a little easier. This eBook picks up where our extremely popular Sales Metric Cheat Sheet left off and serves as an actionable resource for adding metrics into your sales process.

    Do you know what to do when your BDRs can’t keep up with the incoming leads? Do you know how to calculate the lead and deal capacity for your Account Executives? Download our latest ebook to get these answers and more.

    Get this eBook here. Once you have a chance to read it, let me know what you think in the comments below! (more…)

    The 4 Step Sales Checkup – Start The Year Right

    sales-checkup

    The holidays can be a roller coaster for sales reps. One week it’s impossible to get anyone on the phone and the next week the phone doesn’t stop ringing. When things slow down at the office, it’s the perfect time to perform a quick 4 step sales checkup. This quick checkup will help you kick off the new year on the right track. I’ve outlined some key indicators that you’ll want to keep track of. Improvements in these areas will have a direct impact on the bottom line. (more…)

    Updated Dashboard Deal Insights

    dashboard-deal-insights

    Today we’re releasing a new set of dashboard deal insights to give you deeper visibility into what’s going on in your Base account. The dashboard deal insights allow you to see a detailed list of team deal load, sales progress, and recent deal activity. We’re also adding the following levels of visibility for managers:

    • My Deals
    • My Team’s Deals**
    • All visible Deals

    **At the sales rep level, ‘My Team’s Deals’ isn’t an option.

    Adding Upcoming Appointments

    We’ve also added upcoming appointments to the dashboard to keep you on top of your day. The upcoming appointments can be found at the bottom right corner of the dashboard below tasks. See an example below. Enjoy!

    upcoming-appointments

    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

    base-languages

    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

    contact-without-email-header

    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…)