• That’s a wrap – Takeaways from Forecast 2015


    First of all, a big thank you from all of us at Base to everyone who came to the Forecast Sales Conference last week in SF! It was great to hear about the latest developments in sales, and to learn from the top thought-leaders from every point on the sales spectrum. If you were unable to attend this year’s conference, check out what people thought at #Forecast2015 and keep reading as I break down the highlights of the day.


  • Set Bias Aside With Base Data-Driven Sales Forecasting

    data driven forecasting

    It’s hard to believe that three years has passed since we introduced Sales Forecasting, a premium feature for our Professional and Enterprise customers. Since then we’ve been working hard to improve the accuracy of Forecasts and remove the subjectivity from the forecasting process. Today, our Big Data team is proud to introduce two revolutionary Sales Forecasting features: Intelligent Close Date and Intelligent Win Likelihood. These intelligent forecasting features aim to help you and your team create objective data-driven forecasts.

    There’s no question that Sales Forecasting brings new insights into your business’ future. Now, Base uses intelligence and your past history to more accurately predict close dates and win likelihoods. This added perception gives your reps and managers just the edge they need to objectively predict win likelihood and estimated close dates.


  • 5 Things to Expect at Forecast 2015


    Forecast is less than a week away. That means you only have to wait a few more days before the sales conference of the year kicks into full gear! And while it’s true that good things come to those who wait we don’t want to just leave you wondering. We know you’re excited to see what we have in store for you, so here’s a little teaser of five things you can expect to see at Forecast. 


  • Meet Your New, Smarter Sales Funnel Report

    Base Funnel Report

    Today we’re releasing advanced drill-down for the Funnel Report, making one of the most useful reports even more powerful!

    Whenever someone asks about reporting in Base, the Funnel Report is always the first report I mention. On the surface, it’s a simple report that shows how leads and deals are moving through your sales pipeline, but don’t let the simplicity fool you. With just a quick glance, the Funnel Report shows you the biggest areas for improvement in your business. Today’s release makes the Funnel Report even more actionable as you can now see the exact deals that are causing problems in your sales pipeline, rather than simply knowing an area in the sales pipeline that is causing trouble.

    The story behind the numbers

    With the Funnel Report, I can see the number of deals that have passed through a specific sales stage during any given period. When I switch to the data view, I can see each and every deal that passed through the sales stage as well as the deal’s value, current stage, and owner. Toggle between chart view and data view at the top of your reports dashboard.

    Enjoy the new Funnel Report and let us know what you think in the comments below. Happy Selling!

  • Zenefits CEO Parker Conrad added to Forecast lineup and Agenda Announced

    Forecast 2015 is just a few weeks away, and the anticipation is building! We’re thrilled to share two big announcements with you: the agenda for this year’s conference has been released on our website, and we’ve added some great new speakers to our lineup.

    Forecast 2015 is all about learning from the most relevant sales innovators and business moguls. We’ve scheduled talks on everything from the science of sales to what it takes to build a sales machine because we want to make sure that you walk away knowing something of real value. Check out all the details and see what we have planned on forecast2015.com.


  • Base Integrates with Microsoft Exchange for Contacts


    We love bringing you new integrations that will make your sales process more complete. So we’re thrilled to announce our newest integration. Base now integrates with Microsoft Exchange for Contacts.  You now have the opportunity to easily and automatically sync your contacts between Microsoft Exchange and Base. It’s a simple, fast and real-time, meaning your contacts will always be up-to-date.


  • Advanced Stage Duration Report Helps You Understand Your Sales Cycle

    Stage Duration by Owner

    Two reports that go hand in hand in Base are the Stage Duration Analysis and Stage Duration by Owner reports. The Stage Duration Analysis helps sales leaders identify the ideal time a deal should spend in each sales stage and the Duration by Owner report lets them track rep performance.

    When you combine the insights from these two reports, you know how long deals should spend in each stage and the average time reps are holding deals in each sales stage. From there it’s simple, determine why specific reps are holding deals in stages for too long and get them help! (more…)

  • Sales Sentiment for Email, Knows When Deals Are About to Be Lost

    sales sentiment for email

    Today the Base Big Data team is releasing Sales Sentiment for email, a secret sales weapon the Base team has been using internally for quite a while. Now it’s your turn to try. Sales Sentiment for email applies artificial intelligence to analyze linguistic patterns in your prospect’s email and alerts you when an email contains negative sentiment, usually signaling a deal is in jeopardy of being lost. Sales Sentiment for email is available today for every single Base customer. (more…)

  • No Hillary, No Bruno – Why you want to be at Forecast

    Forecast 2015

    A few weeks ago we announced Forecast, a conference for forward thinking sales leaders.

    We’re not going to have Hillary Clinton speak and Bruno Mars will not sing on stage. However, we will be celebrating something very important.

    Over the last several years, there has been amazing progress in technology for sales teams. After years of trying to get CRMs to work for sales, we all finally realized that they just don’t cut it. There has been a proliferation of tools that help us become more productive as sales individuals and sales organizations. (more…)

  • Base levereges big data for the new Time Capsule exporter

    big data time capsule

    Today we’re releasing Time Capsule, the first of many Big Data sales tools that aims to make the lives of sales reps and sales leaders better. Time Capsule is a historical exporter that allows you to export snapshots of your Base account from any point in time. While the technology running in the background is cutting edge, we’ve worked hard to ensure the experience is simple and straightforward.