November 18, 2014 by
Base now integrates with Weckey, the smart guestbook that helps businesses automate the visitor management and sign-in process. With Weckey, visitors sign-in when they arrive at the business using an iPad. The guest’s sign-in information will not only be stored in the business’ Visitor History section in Weckey, but the guest will be entered as a contact in Base. Once the guest has been entered as a contact, the time and date of visit, the reason for visit and person the visit was with will be added into the notes for that particular contact in Base. Existing Base contacts will be updated with the visit information. This integration helps capture interactions that were previously unidentifiable and will add a whole new dimension to your relationship management.
Learn more about Weckey and automated your visitor sign-in process here, then connect your Base account and capture all your interactions with visitors.
November 13, 2014 by
Today we’re excited to announce that you can now track opens and clicks for email sent from Base. After an email is sent, you will not only be able to see if the email was opened/clicked but also how many times these actions occurred. From the Base Communication Center, you can also review all sent email in one place, so you can see who’s viewed your message and who’s avoiding you.
Next time you’re sending sales email, be sure to send it from Base and take advantage of templates and the new open/click tracking. If you’re getting stuck on subject lines for your cold emails, or want to try something new for your next campaign, check out this helpful Quora post for ideas. Happy Selling!
November 12, 2014 by
It is now possible to send email to anyone from Base. Previously, you were only able to send email to those who were already a Lead or Contact. Perhaps you want to CC a colleague who isn’t on Base? No problem, you can now include them on the email sent from Base while you get the benefits of read notifications and templates. Give it a try today and let us know what you think. Also, check back soon for more exciting email updates.
November 3, 2014 by
We’ve added new filtering updates to Base Reports so you can now slice and dice your data in more ways than ever before. The new updates include:
Multi-select: You can now multi select fields so you can view several values from a given field.
Dimmed Fields: Irrelevant fields are now dimmed. No more clicking on a filter to realize it has no effect on the data.
Ownership Filter: We’re introducing a new Ownership filter that is available for all reports so you can filter by User, Team or Group.
Deal Source: The Funnel Report now includes a Deal Source filter so you can see how your sales funnel changes based on the source of the Deal.
Goal Filtering: The Sales Goals Report can now be filtered by Team, Group or Owner so you can get a closer look at who’s hitting their goals.
We hope you find these new filters useful. Head over to the Base reports and give them a try today. Happy Selling!
October 24, 2014 by
Every day, sales teams track more and more conversations with Mailman. Email templates with merge tags and read notifications give sales teams a significant edge on the competition. However, these conversations are only visible to the sales person who sends or receives the email – not to the entire team. For larger teams, this is a huge problem. To help solve this, we’re introducing powerful new email visibility options so you can automatically share conversations with your team. Previously, this could only be accomplished by manually converting each email to a note, not a fun experience.
The all new Mailman visibility options allow you to share conversations with anyone else on your team who can also see that Lead, Contact or Deal. These share options can be found at the top of the activity feed. From any Lead, Contact or Deal, just select which conversations should be shared with the rest of the team. These new email sharing options are just a few of many Mailman experiences to make you a more productive sales person. Subscribe to the Base blog to stay updated on all the new features as they are released.
October 3, 2014 by
We’re adding more faces to Base. You can now add an image to your Base user profile. These user images will appear for collaborators on Deal cards and on the Rep Performance Dashboard. Upload a profile image for your account in the Base Settings now.
Look for profile images to be used more and more in Base. Where do you want to see profile images added? Let us know in the comments below.
September 24, 2014 by
Today we’re introducing Base Products to help sales teams generate accurate Deal values from their computer or mobile device. Every sales leader wants accurate reporting and forecasting; that all starts with accurate Deal values.
The new Base products gives you a catalog that stores all of the products you sell, each with a unique listing. The product listing stores a description, ID #, price, maximum price markups/discounts that can be offered, as well as the unit cost. Once you have all the products in your catalog, products can be added to an individual Deal and the total from these products can be used to accurately set the price of the Deal. You can start building a product catalog by heading over to Settings and selecting Products.
Base Products is included on the Enterprise edition of Base and is available now. Head over to the Base settings and start building your catalog now.
September 22, 2014 by
Today we’re introducing a new insights dashboard for sales leaders so they can quickly monitor a rep’s sales performance. The new Rep Performance Dashboard is a report centered around an individual sales rep and compares their performance to others, or their entire team. Traditionally, a sales leader would have to navigate through multiple reports, hand picking bits of information from each report to get the full picture of a rep’s performance. The Rep Performance Dashboard is here to end that struggle and change the way you measure performance on your sales team.
The brand new dashboard can be found under the Advanced Sales Insights in the Base Reports and is included on the Professional and Enterprise editions. The Rep Performance Dashboard will answer questions like:
- What are the main reasons this rep is losing Deals? How does that compare with the rest of the team?
- What is the average Deal value for this rep? What’s the team average Deal value?
- Is this rep hitting their sales goals?
- How many Deals has this rep closed during a given period?
- What is the total sales for this rep?
- Much, much more…
Check out the Advanced Sales Insights in Base now to try out the new Rep Performance Dashboard. The new dashboard will be the one report you need to run your sales one-on-one meetings.
August 20, 2014 by
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!
August 11, 2014 by
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…)