Here at Base, we’re fortunate to have the opportunity to work with a wide variety of customers in all different industries. Through the years, one thing has become clear, different businesses have different sales processes, and some businesses need more than the 10 sales stages that we offer in Base. We’re putting an end to that. (more…)
Articles by Josh:
Earlier this year we introduced Smart Lists and it has quickly become one of the most popular features in Base. However, since the initial release, there’s been one common gripe, one smart list just doesn’t cut it! We hear you loud and clear, and as fellow smart list users, we couldn’t agree more. You’re now able to save multiple Smart Lists for leads, contacts and deals in Base. (more…)
Today we’re releasing advanced drill-down for the Funnel Report, making one of the most useful reports even more powerful!
Whenever someone asks about reporting in Base, the Funnel Report is always the first report I mention. On the surface, it’s a simple report that shows how leads and deals are moving through your sales pipeline, but don’t let the simplicity fool you. With just a quick glance, the Funnel Report shows you the biggest areas for improvement in your business. Today’s release makes the Funnel Report even more actionable as you can now see the exact deals that are causing problems in your sales pipeline, rather than simply knowing an area in the sales pipeline that is causing trouble.
The story behind the numbers
With the Funnel Report, I can see the number of deals that have passed through a specific sales stage during any given period. When I switch to the data view, I can see each and every deal that passed through the sales stage as well as the deal’s value, current stage, and owner. Toggle between chart view and data view at the top of your reports dashboard.
Enjoy the new Funnel Report and let us know what you think in the comments below. Happy Selling!
Two reports that go hand in hand in Base are the Stage Duration Analysis and Stage Duration by Owner reports. The Stage Duration Analysis helps sales leaders identify the ideal time a deal should spend in each sales stage and the Duration by Owner report lets them track rep performance.
When you combine the insights from these two reports, you know how long deals should spend in each stage and the average time reps are holding deals in each sales stage. From there it’s simple, determine why specific reps are holding deals in stages for too long and get them help! (more…)
Today the Base Big Data team is releasing Sales Sentiment for email, a secret sales weapon the Base team has been using internally for quite a while. Now it’s your turn to try. Sales Sentiment for email applies artificial intelligence to analyze linguistic patterns in your prospect’s email and alerts you when an email contains negative sentiment, usually signaling a deal is in jeopardy of being lost. Sales Sentiment for email is available today for every single Base customer. (more…)
Today we’re releasing Time Capsule, the first of many Big Data sales tools that aims to make the lives of sales reps and sales leaders better. Time Capsule is a historical exporter that allows you to export snapshots of your Base account from any point in time. While the technology running in the background is cutting edge, we’ve worked hard to ensure the experience is simple and straightforward.
In two weeks we’ll be packing our bags and heading to Chicago as a sponsor of this year’s 7th Annual AA-ISP Inside Sales Leadership Summit taking place April 21st and 22nd. The upcoming Leadership Summit is a golden hub for Inside Sales Leaders looking to network, engage and learn from the best in the business. (more…)
You’ve added a few filters and you now have the perfect filtered contact list on your Android phone, but you need to take a look at your sales pipeline. Up until now, navigating away from leads, contacts or deals meant filters were cleared out, too. Today we’re introducing sticky filters to end the frustration. From now on, all the filters you set up for leads, contacts and deals will persist, even after you move to other areas of the Base Android app.
In addition to sticky filters, we’ve also added some great new filtering updates. Checkout what’s new, below: (more…)
Often times when I meet with productivity obsessed sales reps who use Base, I hear “it takes 3 clicks to do this, or 2 clicks to do that.” It’s about time we change that to 0 clicks. Today we’re releasing keyboard shortcuts so you can work your way through Base without ever touching your mouse. (more…)
The total sales report has proven to be one of the most valuable reports for sales managers. It’s a quick glimpse into sales team performance and one of the core reports that all sales managers turn to. Today, we’re adding even more power to Base reporting with a new and improved Total Sales report. The new total sales report doesn’t just give you the sales numbers, it gives you the complete story behind the numbers. (more…)
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