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:

    Give Email some style with the rich text editor

    Send emails with rich text

    We’ve added additional functionality to email, with the release of our new rich text editor. Any time you are composing an email in Base, you will find the ability to make text in your email Bold, Italic, Underlined or Bulleted. You can also add in-line images and hyperlinks. The new rich text options can be found any time you’re composing an email in Base. Give it a try today!

    For additional power, combine rich text with email templates and send beautiful emails quickly. If you don’t have your email connected to Base yet, log into your Base account and open the Communications Center to get started. Enjoy!

    Push Notifications For iOS and Android Now Available

    Base Push Notifications

    A few short weeks ago, we introduced web Notifications. Today we’re taking Notifications a step further with mobile push Notifications for iOS and Android. It is now possible to receive a Notification on your smartphone or tablet; helping you to stay updated, even when you’re away from the office. All you need to do is grab the latest version of Base for iOS or Android. (more…)

    Base Collaboration Keeps Your Team Updated

    Add teammates as collaborators to keep them updated on what you’re working on. We’ve recently added a “Collaborators” section to Leads, Contacts and Deals so you can keep your team updated on what’s going on in Base. The new Collaboration also allows you to filter your data to help you better understand what everyone is working on.

    Adding Teammates as Collaborators

    Any time you’re viewing a Lead, Contact or Deal, you will see the Collaborators area on the right side of your screen. Click on the “+” to add one of your teammates as a Collaborator. You will only be able to add teammates who have access to that particular Lead, Contact or Deal. So if a teammate is not showing up on the Collaborators list, they don’t have access to that particular Lead, Contact or Deal.
    After you’ve added a teammate as a Collaborator, you can filter your Leads, Contacts and Deals to build custom lists based on who from your team is involved. In the screenshot below I can quickly find all Contacts where Alex is a Collaborator.

    Collaboration Filters

    Adding customized notifications for Collaborators keeps your team updated. In the Base Settings, we recommend creating a custom notification that alerts you when there is activity on a Lead, Contact or Deal you’re Collaborating on. Once you do this you will be alerted depending on which alerts you select. Wouldn’t it be nice to receive an alert when a Note is added to that important Company, or this month’s large Deal changes stages? When you set up custom Notifications, this will happen! (more…)

    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…)