March 14, 2016 by
Android users rejoice, today we’re rolling out a brand new mobile sales experience built from the ground up with the latest Google material design principles.
The all new application is replacing a fragmented mobile experience to align with the latest Android operating systems. You’ll now notice a consistent experience across all Android applications.
February 19, 2016 by
Today we’re releasing a new set of sales activity reports to help frontline managers get a clear picture of team progress. With these new activity reports, sales managers will be able to identify activity trends and evaluate performance over time. All of the activity is seamlessly tracked in the background, so there’s no interruptions into the sales rep’s day. Here’s a breakdown of everything that’s new. (more…)
January 11, 2016 by
Today we’re excited to announce the release of one of our all-time most requested features, Multiple Sales Pipelines. This release will allow Enterprise customers to create an unlimited number of sales pipelines, complete with reporting and permissions. Businesses with multiple sales processes no longer need to adopt a one size fits all mentality. New sales pipelines can be added by admins from the deal settings by clicking on add pipeline. Take a look below to see everything that’s new. (more…)
January 8, 2016 by
Last month I hosted a webinar where I covered my top 5 ways to optimize your sales process. At the webinar, we went beyond looking at features and actually discussed how the features can fit into your business processes. Email is a critical tool for sales reps and when used correctly, it can produce some serious ROI. However, if you’re simply using email for basic back and forth communication, there’s room for improvement. Watch the webinar below to see what we covered. Happy Selling! (more…)
December 17, 2015 by
Big things come in small packages and our new Smart Links are no exception. Smart Links allow you to create unique dynamic links to outside applications with information from Leads, Contacts or Deals. The links can be populated with unique data allowing you do a quick google search, create an invoice, or even compose a tweet; all with a single click. This functionality is available on all plans and there’s no limit to how many links can be created.
November 30, 2015 by
Today we’re releasing a new set of dashboard deal insights to give you deeper visibility into what’s going on in your Base account. The dashboard deal insights allow you to see a detailed list of team deal load, sales progress, and recent deal activity. We’re also adding the following levels of visibility for managers:
- My Deals
- My Team’s Deals**
- All visible Deals
**At the sales rep level, ‘My Team’s Deals’ isn’t an option.
Adding Upcoming Appointments
We’ve also added upcoming appointments to the dashboard to keep you on top of your day. The upcoming appointments can be found at the bottom right corner of the dashboard below tasks. See an example below. Enjoy!
November 6, 2015 by
When you get busy, things fall through the cracks. And if you’re using a traditional email client, it’s not easy to figure out who you’re losing touch with. The communication smart list in Base makes it easy to keep tabs on all your communication and never miss a follow up. The communication smart list is a powerful new smart list that tracks all your communication automatically.
Whether you’re trying to stay in contact with leads, contacts, or deals – your communication smart list and the new smart list columns show you how long you’ve been waiting for a response, who you haven’t responded to yet and last outgoing email to a lead or contact. (more…)
October 26, 2015 by
Back in August we announced that we were launching Base in English, Spanish, Polish and Dutch. Today we’re pleased to announce that French and Portuguese translations are now available. As usual, the language is set at the user level, meaning that you can use Base in English while a coworker can use Base in French.
How to switch language in Base
1. In settings, navigate to the Profile
2. Under Profile, select the language you’d like to use
3. Start selling in your language!
Think of all the passwords you have to remember on a daily basis: Gmail, Facebook, LinkedIn, Slack, the list is endless. Wouldn’t it be great if you could login to Base without having to rack your brain for that password you made six months ago? We think so. That’s why we’re excited to announce our latest update to the login experience, Single Sign-On, available now on Base enterprise.
October 21, 2015 by
Importing data can be a drag. At Base, we try to make this experience as easy and flexible as possible. That’s why we’re excited to announce our latest update to custom fields. Starting today, you can map imported data to multi-select custom fields.
Sometimes you may come across a contact or lead that falls into a gray area. For example, does your contact fall under the accounting industry, software industry, or both? Are they a retail business with multiple merchandise categories and seller types? We don’t live a singular life, and your sales platform should reflect that. With multi-select custom fields, you have the opportunity to create custom fields with a drop down picker that lets you select as many options as you want. To create such a custom field, head over to your Settings tab and select either leads or contacts in the Customize tab. From there, click on the second tab for Custom Fields and click “Add Custom Field.” Select “Multi-Select” in the field type dropdown then simply add your choices for each option. (more…)