March 18, 2015 by
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…)
March 12, 2015 by
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…)
March 11, 2015 by
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…)
March 4, 2015 by
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 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.
We hope you enjoy the new look of Base for mobile. Let us know what you think in the comments below!
February 13, 2015 by
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…)
February 9, 2015 by
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…)
January 30, 2015 by
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:
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.
Since this initial announcement, aggregated news feeds also include email, calls and appointments.
January 13, 2015 by
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…)
January 6, 2015 by
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…)
December 23, 2014 by
As the year is winding down, we’re releasing one final iOS and Android update, and it’s a big one! This release aims to help you track sales performance and sell more efficiently when you’re away from your computer. Read on, to learn more about the latest updates. (more…)