• Multiple Sales Pipelines Now Available

    Multiple Sales Pipelines

    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…)


  • 5 Ways to Optimize Your Sales Process With Email [Webinar Recap]

    5 Ways To Optimize The Sales Process With Email

    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…)


  • Smart Links Connect Base to Limitless Possibilities

    smart links

    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.

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  • Updated Dashboard Deal Insights

    dashboard-deal-insights

    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!

    upcoming-appointments


  • New Communication Smart List Keeps You In Touch With Prospects and Customers

    My Communication Smart List

    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…)


  • Base Now Available In Portuguese and French

    base-languages

    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!


  • Say Goodbye to Passwords with Base Single Sign-On

    sso

    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.

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  • Create Multi-Select Custom Fields With Base

    multi-select

    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…)


  • Powerful New Filters Keep Your Data Clean

    contact-without-email-header

    Say no to incomplete data. Today, Base is introducing powerful new filters for smart lists that help you identify incomplete data. The new filter options for smart lists allow you to filter your data and only display leads, contacts or deals that are missing certain fields. Previously, it was impossible to find records with incomplete data in Base.

    I’ve been playing with these filters internally for a few days now. Here are some of the ways I’ve used the new filters. (more…)


  • Global Expansion: Base Now Available In 3 New Languages

    Hola! Hallo! We’re fortunate to have customers from around the world. Ever since we first launched Base, there’s been one persistent question, “When will Base be offered in different languages?” We’ve even had customers offer to assist with the translations!

    We’re excited to announce that starting today, you can use Base in English, Spanish, Polish and Dutch. (more…)