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:

    Base levereges big data for the new Time Capsule exporter

    big data time capsule

    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.

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    Watch out Windy City, the top Inside Sales Experts are headed your way

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    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…)

    Persistence pays off, sticky filters now available on Android

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    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…)

    Afraid of mice? Keyboard shortcuts come to Base

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    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…)

    Dive deeper with insights from the new Total Sales Report

    Total Sales

    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…)

    Mobile Email Notifications and New App Icons

    We’ve been using the new logo on the web for a while now, and many of you have been asking when the mobile apps will get some love. Mobile users, rejoice, the new logo is now available on the mobile apps along with some powerful new email notifications. Take a look at the screenshots below to see what’s new on mobile.

    In addition to a new app icon, we’ve also redesigned the initial login page, and zapped a number of bugs that were getting in your way while you worked.

    base-login

    Base customers using email view and click notifications on the web have been able to do amazing things like call a prospect while they are actively reading their email. These email view notifications are now pushed to your mobile devices, too. You will know the moment your email to a Lead or Contact has been opened. If you do one thing today to make yourself a better sales person, set up view notifications; you won’t regret it.

    mobile read notifications

    We hope you enjoy the new look of Base for mobile. Let us know what you think in the comments below!

    You asked and we delivered – Export Base Smart Lists

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    A few weeks ago we released Smart Lists, a new way to get real time answers from your sales pipeline – the feedback has been tremendous. There was an overwhelming request for the ability to export smart lists. Today I’m happy to announce that you’ve been heard, and we’re delivering. Smart list export is now available. (more…)

    Get The Complete Picture With Aggregated Company News Feeds

    With a staggering 693 votes on the idea board, aggregating contact activity on the company card is one of the most requested Base features. That changes today. We’re pleased to announce that notes and tasks related to contacts and deals now aggregate to the company card in Base. The company card will serve as a single source of knowledge for everything you need to know about a specific company in Base. You’ll now notice that you have some additional filters for the company card activity feed. This is where you can switch on and off what you see on the company card. The new company card aggregation will be rolling out incrementally and will be available to all accounts by Monday. Check out the screenshot below to see it in action:

    aggregated-newsfeed-highlighted

    We know there’s a lot more to add to the company card including email, calls, text messages and appointments. We’re working on it; look for these to be added in about a month. Subscribe to the blog by entering your email on the right side of this page to stay updated on the latest Base news.

     

    Real-Time Answers From Your Sales Pipeline – Say Hello To Smart List

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    Introducing Smart List, a new way to get answers to the questions you have about your sales pipeline. We’ve built an experience that you can’t find anywhere else, and we can’t wait for you to give it a try.

    We work with salespeople non-stop, whether it’s customer interviews, prospects, recruiting, or even our own internal team. Every time we speak with a sales professional, there’s always the same recurring theme, export to Excel to evaluate the sales pipeline. Sales reps and managers turn to Excel to find simple insights to questions like “What deals are going to close this month” or “Which deals were lost last week?” Every time they wanted these answers, they had to pull a new CSV export from whatever system they were using (Base or another system). Smart List eliminates the need to pull exports every time you need these insights and we’re thrilled to release this. (more…)

    Email view notifications, the smartest way to send email

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    When you are prospecting, are your emails cruise missiles, or arrows? Send intelligent prospecting emails and get notified the second one of your leads or contacts opens an email with Base email notifications. Imagine being able to call a prospect at the exact moment she is reading your email. These brand new custom notifications add even more firepower to your sales email arsenal. (more…)