March 11, 2014 by
Last week, Android users had the chance to sync email to their mobile device. This week, it’s iOS users turn. Mobile email is now available for all Base iPhone and iPad users.
With this new release, you now have access to focused work email, everywhere you go. Emails sent from Base will include statuses so you can see if and when an email is opened.
Additionally, Leads, Contacts and Deals are contextually marked so you know if there are unread emails or incomplete tasks. For the complete details on these new updates, click here.
Update to the latest version of Base for iOS to start using Email in Base.
If you’re not yet a Base user, but want to try mobile email for iOS, sign up for a no-risk free trial here.
Want to learn more about mobile email in Base? Check out this video:
March 4, 2014 by
Since 37signals announced that they would be halting production of Highrise and Campfire to focus solely on Basecamp, many Highrise customers have wandered over to Base. Welcome, ex-Highrisers! Last week, we blogged about the challenges of migrating data and how we aim to make that experience as pleasant as possible. Today we’re introducing a new and improved Highrise importer that makes moving to Base from Highrise a snap. (more…)
February 28, 2014 by
Any time you’re moving your data from one system to another, it can be a challenge. Here at Base, we’re trying to make that a little easier for you. Starting today, you can map imported data to dropdown custom fields. (more…)
February 26, 2014 by
We’ve been working hard to bring Base email to mobile devices. Starting today, Android users can sync their email with Base.
Base email syncs with your mailbox and automatically matches communication with your Leads, Contacts and Deals so you can see the big picture. No matter where you send email from (the web, another app, your tablet) Base will capture all of your communication and display it in one easy to understand feed.
February 20, 2014 by
You asked, we listened. Next time you add a Deal in Base, you’ll have the option to set the local currency for that deal. Since the beginning, Base has supported default account currencies from around the world, but now it’s possible to have a single pipeline with multiple currencies.
January 9, 2014 by
As a sales manager, it’s important to know which of your sales reps is moving deals through the sales pipeline efficiently. Today, we’re introducing the Stage Conversion Report to help you identify sales stage conversion rates for each of your team members. It lets you compare your reps’ performance in each stage and discover their strategies. For example, you can see who is a qualifier and who is a closer.
This new report shows you the average conversion rate for the entire team, as well as each rep’s individual stage conversion. To track deal conversion rates across multiple stages, click on the stage names on the left hand side of the report.
Check out the Stage Conversion Report in action below:
The Stage Conversion Report is available free with the Professional and Enterprise plans. Current Base customers, give this report a try today to see who’s killing it and who needs additional coaching. Let us know what you think in the comments section below. If you’re not using Base yet, you can sign up for your free trial here.
December 4, 2013 by
Over the past few months, we’ve added filtering by custom fields to Leads, Contacts and Deals. Now it’s time for Reports to join the club. Today we’re introducing custom field filtering for the Pipeline Analysis and Sales Performance Reports on the web.
To filter your reports by custom fields, you’ll have to mark the fields as filterable in the custom field settings first. Once you do that, just open the deal filters on the Pipeline or Sales Performance Reports and filter by any of your custom fields. You’ll find the filter icon in the top right corner of your screen. (more…)
November 6, 2013 by
Sometimes, the right CRM system makes all the difference. Australia-based Blue Reef says life is “a lot better” after Salesforce.
Blue Reef is an Australia-based company that encourages students to use Internet responsibly and reduces the burden on school IT departments. With clients all across Southeast Asia, the Blue Reef sales team had too much work on its hands and lacked the right tools to make them effective. The reps relied on a costly and duplicative combination of Salesforce and Excel spreadsheets to monitor their sales pipeline. Solutions Specialist Kane Rogers decided there had to be a better way. “I was the instigator to get us away from Salesforce because I freaking hated it,” he said with a laugh. This started the research and evaluation process for a new CRM system.
October 31, 2013 by
An improved version of the Base Contact Clipper Chrome extension has been automatically updated.
We wanted to let you know what you can expect with these new updates. As a reminder for our customers both old and new, Base makes it easy to sync social media profiles into your CRM with the Lead and Contact Clipper. Here’s how the Contact Clipper works. When you’re logged in on Linkedin or Facebook and you come across someone who you would like to add to your CRM, use the Clipper to add them to Base immediately. No copy and paste required.
As shown below, the Clipper icon will light up when you’re on on a Facebook or LinkedIn profile. When you click it, the contact on your screen along with all of their contact information, will be added to your Base account automatically. Pretty cool, right?
October 21, 2013 by
Let’s face it. Being in sales isn’t always easy. Hopefully, you’re armed with the right tools, like Base, that help you jumpstart the day by outlining your most pressing tasks. Taking it a step further, what if you also knew who was opening your emails, and when they were opening them?