• Snap a Photo of a Business Card Directly into Base CRM

    Full Contact Card Reader

    *This is a contributed post from Brad McCarty over at FullContact. Thanks for sharing this tip with our readers, Brad!

    Anything that stands between you and closing a deal is just another obstacle. So with that in mind, chances are pretty good that you have a stack of business cards sitting around, waiting to be entered into Base. But here’s a quick way to get those cards into Base, and all you have to do is take a picture with your phone.

    There are two tools that you need: FullContact Card Reader, and an account on Zapier. If you caught our blog post a couple of weeks ago, you likely already have a Zapier account set up and doing work for you.

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  • 5 Indispensable Tools That Complement Base CRM

    No sales professional is an island. Maintaining a competitive edge and developing strong customer relationships requires the right combination of tools at your back. There’s never been more options available for reps, but to make the most of the plethora of new resources, you need to have tools that work together in harmony.

    Part of what makes Base CRM such a useful system for sales teams is how well it works with other top business tools. It’s common for active sales reps to use a suite of programs and devices to stay at the top of their game. What’s uncommon is for a CRM to complement and integrate with so many of them.

    Here are just some of the tools that Base can amp up for your sales team.

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  • Goal Setting for Sales Leaders

    Goal Setting for Sales Leaders

    Virtually all sales leaders require their team members to set goals, but a surprising number of sales leaders fail to set goals for themselves believing that if their team members reach their goals then the sales leader has by default reached his or her goal.

    Nothing could be further from the truth.

    If fact sales leaders have a much more difficult goal setting task than their team members, for as a team member must only set their own goals, the sales leader must set overall team goals, work with each individual seller to help them set their goals, and then the team leader must set goals for themselves beyond simply monitoring the team member’s goals.

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  • Personalize Appointment Invitations With Your Logo

    Last month we launched Appointments for easy scheduling. Base users immediately started booking meetings with customers and syncing their calendar with Google. We’ve listened to the feedback from our early adopters and starting today you can now brand meeting invitations with your company’s logo.

    All you need to do is upload your logo in the Calendar Settings and it will appear on your calendar invitations. You’ll have to be an admin to make this change. Below is an example of how your new branded invitations will look.

    branded-meeting-invites

    Log into your Base account now and upload your company logo. Don’t have a Base account? Get one today, free for 14 days.


  • 10+ Zapier Integrations For Base CRM

    Base CRM and Zapier

    Zapier + Base CRM Gives You Internet Superpowers

    We understand that you use a variety of apps and software to run your business. Besides our built in integrations, which you can see on our tour page, our customers can integrate their Base CRM account with hundreds of other web apps to automate tasks through a service called Zapier.

    For those of you unfamiliar, Zapier lets you easily connect the apps you use to get your work done. Here’s how it works. A “zap”, or connection between two apps,  automates tasks between Base CRM and other popular apps you might use. In this post, we’re showcasing 10 popular zaps some of our customers use. For a complete list of all Zapier and Base CRM integrations, you can click here.

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  • 5 Free Ebooks For Sales Managers

    At Base, our mission is to make you and your team 10x more productive. To support that, we’re constantly adding new resources on Base adoption, CRM in general as well as sales management best practices. In this post, we’re highlighting our 5 favorite ebooks written specifically for sales managers.

    They’re all available for download now right here. If you have a sales management topic we haven’t covered yet, but would like to see added to our library, please let us know in the comment section below.

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  • Why Sales People Hate Their CRM (And What We’re Doing To Fix It)

    Anyone who has spent time in a sales department has heard groaning over a company’s CRM. In fact, between 25 and 60% of CRM projects fail to meet expectations according to a variety of studies conducted over the past decade. Even with these large numbers of dissatisfied customers though, rarely does a CRM roll-out go so poorly it makes international news. Unfortunately for Avon Canada they earned headlines a’plenty after their bungled CRM initiative. The company is eating a $125 million dollar loss after herds of their salespeople left the company because they released an overly complicated CRM.

    While Avon Canada stands alone in CRM infamy, it points to an important problem and a lesson we all need to learn: shoddy CRMs hurt sales and a bad CRM will cause you to lose good people too. Salespeople, like the ones who bailed on Avon Canada, hate their CRM for common and predictable reasons and in this post we’ll take a closer looks at those pain points and look at options for alleviating them.

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  • [Interview] The Future of Sales Technology With Jim Benton of ClearSlide

    Jim Benton is the COO at ClearSlide, a leading sales technology company that improves customer-facing interactions by providing real-time visibility and analytics for both salespeople and managers.  Base CEO, Uzi Shmilovici met Jim at a 2013 Techweek event in Chicago. Since launching The Forecast Club earlier this year, we thought Jim would be the perfect guest for our first San Francisco event. The two share a passion for helping sales organizations be effective and productive.

    During the fireside chat, part 1 of which we’re publishing here today, Shmilovici and Benton chat about a wide range of topics including how to use technology effectively in sales organizations, and how ClearSlide built their sales team from the ground up.

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  • 3 Alternative Ways to Increase Productivity

    3 Unconventional Ways To Increase Productivity

    We should work smarter – not harder.

    Many jobs leave us feeling overwhelmed and behind the curve – even when we get there early, leave late and eat lunch at our desks. Then, we check email from home. Wouldn’t it be great to find ways to boost your productivity without logging even longer hours?

    Some tips you know for yourself. Is it good to sit outside for a bit to work? Do you crank it out when you crank up your favorite tunes? Need coffee? A donut? A brisk walk in the middle of the morning?

    Productivity boosts are personal. There’s workplace culture and human resource policies to consider. A piña colada might bring out your best work, but your manager might not appreciate it so much.

    Here are a few alternative ways I’ve found increase productivity for me – some for short bursts, and others for the long haul.

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  • Sales Experts Answer Your Toughest Outside Sales Questions

    We asked 3 sales experts to answer 9 of the most puzzling questions in outside sales. Here’s what they said.

    There’s a mystique about outside sales. It can seem like rockstar reps are able to close deals like magic, like they never make a misstep. Because of this, many business leaders have questions about outside sales and how to succeed in that field.

    Wonder no more, because Base has asked three sales experts to help explain the facts behind how the best of the best maintain that excellence. Geoffrey James is an author and blogger specializing in sales who’s new book “Business Without The Bullsh*t” is available on preorder. Wendy Weiss is president of ColdCallingResults.com, as well as a sales trainer and coach. Elinor Stutz is also a sales trainer and author, and she is CEO of Smooth Sale. Here are their answers to some of the most puzzling, toughest outside sales questions.

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