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…)
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…)
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…)
A few months ago we released Sales Sentiment Analysis for Email, an amazing feature courtesy of our Big Data team that uses artificial intelligence to alert you of negative sentiments in your emails. It’s a real game-changer in the world of sales and we’ve received an amazing response from our customers. But up until now, you were only notified about emails with negative sentiment on the web version of Base. Shouldn’t you know when a deal is at risk even when you’re away from your desk? We think you should. That’s why we’re excited to announce that Email Sentiment Analysis will now be available on mobile for every Base customer. When you enable sentiment notifications, you’ll get mobile alerts about emails with negative sentiment, allowing you to jump in and save your deals anytime, anywhere.
Here at Base, we’re fortunate to have the opportunity to work with a wide variety of customers in all different industries. Through the years, one thing has become clear, different businesses have different sales processes, and some businesses need more than the 10 sales stages that we offer in Base. We’re putting an end to that. (more…)
Earlier this year we introduced Smart Lists and it has quickly become one of the most popular features in Base. However, since the initial release, there’s been one common gripe, one smart list just doesn’t cut it! We hear you loud and clear, and as fellow smart list users, we couldn’t agree more. You’re now able to save multiple Smart Lists for leads, contacts and deals in Base. (more…)
We can’t believe it’s already been two weeks since Forecast 2015! Big shout out to all of our speakers for putting on some amazing presentations and panels. We’ve had a lot of requests for videos highlighting the days events, both from attendees and general sales enthusiasts and we’re very excited to share them with you today. So if you weren’t able to attend this year’s conference, or just happened to miss a session, here’s your chance to catch up. Take a look at the videos below to relive all of the magic from this year’s remarkable conference.
Uzi Shmilovici, Base CEO: Welcome and Introduction
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.
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.
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.