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:

    Manage Prospects and Customers with Base

    Base Prospects and Customers

    Back in April, we introduced the concept of Accounts in Base. Since the release, we’ve received some great feedback and as a result, we’re adding some updates today. One of the biggest pieces of feedback from Base customers was that there needed to be a distinction between Contacts you’ve won Deals with (Customers) and Contacts you’re actively selling to (Prospects). They are both important, but they need to be separated. You will now find the Accounts tab has been replaced by a brand new Prospects and Customers tab. (more…)

    New Feature: Base Notification Center

    Base notifications

    Alert! Introducing the Base Notification Center – the best way to stay updated on the Leads, Contacts and Deals that matter most. Beginning today you will notice a bell icon in the top right corner of the Base web app, this is your new Notification Center. With Base notifications, you can specify how you’d like to be notified, when you’d like to be notified and even create custom alert triggers.  (more…)

    Sync ALL Calls and Texts from Android with Base

    gsm-integration

    Tracking communication with customers is critical. We’re taking communication tracking forward today with a full GSM integration for Android. Base can now track all Calls and Text messages that are made from your Android phone and match the conversations to the relevant Leads, Contacts and Deals. If you’ve used Base Voice, you’ve likely noticed how nice it is to see when you last spoke to someone and track the call outcomes. Yet, the existing Base Android call logging fell short, because it only tracked existing Base Contacts. Now, if you use your Android phone to call or text someone, we can track it for you automatically in Base. (more…)

    New Feature: Email Templates and Merge Tags now available

    Email Template
    Today we’re introducing Email Templates and Merge Tags to give your email a productivity boost. You’re now able to create unlimited email templates on all plans. The addition of merge tags lets you personalize all of your emails pulling information from the Contact, Lead or Deal card.

    Unlimited Templates

    If you find yourself sending the same email over and over, it may be useful to create email templates. Once you create a template, you’re able to send emails in a matter of seconds. Follow these instructions to create your first email template. After you create a template, click on the template icon in the bottom right corner of an email.
    add email template

    Dear…{merge tags}

    Along with the new email templates, we’re also introducing Merge Tags. These allow you to personalize emails using fields from Base like First Name, Last Name, Job Title or even custom fields. When you’re writing an email, you can add a merge tag to the email by selecting the { } icon (next to the attach button). Merge tags can be saved as part of email templates as well. If you try to add a merge tag and that information isn’t available on the Lead, Contact or Deal we will notify you.

    Start using email templates and merge tags in Base now to give your email a major productivity boost. Don’t have a Base account? Try Base with email templates free for 14 days.

    Add a Face to the Name – Introducing Avatars in Base

    base avatars

    Your CRM is getting a little more personal today. Profile images are now being pulled from Twitter, Facebook, Linkedin and Skype profiles. All you need to do is supply a social profile for any of your Leads or Contacts and Base will display their profile picture. (more…)

    New Reports in Base: Time to First Action

    Today we’re introducing three new reports that help you track the time it takes to react to a Deal once it’s added to Base. It’s important to call or email as soon as a Deal enters your sales pipeline, but how long does that initial window stay open? Should you call or email when you get a new Lead? The Time to First Action reports are here to help answer all of these questions.

    Time to First Action by Outcome

    Once the Deal is added to Base, the stopwatch starts and continues to run until you either call or email the person related to the Deal. The Time to First Action by Outcome report displays the average time it takes for a first action, and breaks it down by the Deal outcome. In the example below, you can see, on average, that Deals which are Won have an average Time to First Action (TFA) of 3 hours and 41 minutes. On the other hand, Deals that are lost in that same period have an average TFA of 4 Hours and 59 minutes. How long is your team sitting on Deals before they reach out to them?

    Time to first action

    (more…)

    Introduction to Base Recap – Live Demo Every Thurs

    back-to-base-header

    Catch a live Base demo – every Thursday at 2pm CST. At our demo last week, there were quite a few questions that we didn’t have time to get to. As promised, I’ve answered the questions below. Want to learn more about Base? Attend the live demo this Thursday at 2pm CST.

    Can you connect an exchange email mailbox?

    Yes, as long as your IT administrator has enabled IMAP and SMTP on the mailserver, you can connect your exchange mailbox. We also have this handy guide for connecting your email to Base. You’ll want to make sure you know your IMAP and SMTP server address and port numbers.

    How does the call system work within Base? Does Base Voice work with my current phone number?

    When you use Base voice, you have the chance to create a personalized phone number. This number is what will be displayed on caller ID when you make a call. You can also receive inbound calls at this number, and be alerted with a notification in Base. If you do not answer, the call will be forwarded to the forwarding number you set in Base so the caller can attempt to reach you or leave a voicemail. (more…)

    Personalize Appointment Invitations With Your Logo

    Last month we launched Appointments for easy scheduling. Base users immediately started booking meetings with customers and syncing their calendar with Google. We’ve listened to the feedback from our early adopters and starting today you can now brand meeting invitations with your company’s logo.

    All you need to do is upload your logo in the Calendar Settings and it will appear on your calendar invitations. You’ll have to be an admin to make this change. Below is an example of how your new branded invitations will look.

    branded-meeting-invites

    Log into your Base account now and upload your company logo. Don’t have a Base account? Get one today, free for 14 days.

    Base Launches Appointments for Easy Scheduling

    base appointments

    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…)

    Base Introduces Accounts To Help You Stay Connected To Current Clients

    Since the initial release of Accounts, we’ve made some updates. See the latest Accounts news here.

     

    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.

    (more…)