• Smart List Now Available for Contacts

    contact-smart-lists

    The Smart List trifecta is now complete: Smart List is now available for Contacts. All of the Smart List functionality that you know and love has been seamless added to your Contacts tab, with a few custom perks.

    Once you navigate to the Contacts tab, simply click on the Smart List button to see the brand new Smart List view. From this point you can start building your custom Smart List using our wide array of filters. Want to view the Prospect Status and/or Customer Status for all of your Contacts? Not a problem, just click on the filters and have them applied to your Smart List. This is just one example, the tip of the iceberg really, of how many filters are at your disposal. After you’re done filtering and sorting your Contacts, just sit back and watch as your data is reorganized and customized to fit your specifications.

    If you’re wondering if these new Smart Lists are exportable, then have no fear. Click the export button at the top right corner of your Smart List and you’re set. Once the export is complete, you’ll receive an email with your Excel file to download.

    Loving this dynamic trio of Smart Lists? Have a suggestion? Leave us a comment, we’d love to hear it!


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

    base-chicago-aaisp

    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…)


  • Smart List Now Available For Leads

    lead-smart-list

    We’re proud to announce that Smart List is now available for Leads. Ever since we released the Smart List back in January, a number of you have expressed how much you love how robust, simple, quick, and interactive they are. In fact, quite a few of you guys commented on our original post asking when this amazing feature would be applied to other sections in Base. Well guys, the wait is over.

    One Spot, All The Answers

    Smart List is now available for leads which means you can sort, filter and customize your leads so that you can not only view lists tailored to your needs, but also get the most out of your data. It’s easy, intuitive, and follows the same beautiful design that you love to engage with in the sales pipeline view.

    At the top of the Smart List you’ll see exactly how many leads are in each stage of your pipeline. Then all you have to do is set the filter columns that you want to apply to your Leads. Filters like Lead Score, Tags, Custom fields and many more put you in the driver’s seat. With Smart Lists for Leads, you’ll always get lists that show you exactly what you want to see.

    Click to Export

    Want to export a Smart List you’ve created for your Leads? No problem. As you may remember, we released export functionality for Smart Lists a little over a month ago. So of course we would apply this great bonus feature to Smart Lists for Leads. Export your Smart List for Leads with the click of a button. It’s that simple.

    Give Smart List for Leads a try and let us know what you think. Have any other suggestions? Other places you’d like to see Smart Lists (hint contacts coming soon)? Let us know in the comments below.


  • Persistence pays off, sticky filters now available on Android

    sticky-filters

    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

    base keyboard shortcuts

    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

    smart-list-export-button

    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…)


  • How to build a winning SaaS support experience

    Behind The Scenes Base Help Center

    Recently we had the opportunity to do a full revamp of our support site. Using Zendesk as the framework, Director of Support Mark Stagi and Interaction Designer Harrison Wheeler collaborated to bring great content and usability to our support page. In an amazing 45 day rollout from conception to completion, our team worked fast and hard to bring a much needed lift to support. Here’s a behind the scenes look at how we approached creating a new customer support page at Base, and how we’re designing a framework catered to our customers. (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.