• New Feature: Email Templates and Merge Tags now available

    Email Template
    Today we’re introducing Email Templates and Merge Tags to give your email a productivity boost. You’re now able to create unlimited email templates on all plans. The addition of merge tags lets you personalize all of your emails pulling information from the Contact, Lead or Deal card.

    Unlimited Templates

    If you find yourself sending the same email over and over, it may be useful to create email templates. Once you create a template, you’re able to send emails in a matter of seconds. Follow these instructions to create your first email template. After you create a template, click on the template icon in the bottom right corner of an email.
    add email template

    Dear…{merge tags}

    Along with the new email templates, we’re also introducing Merge Tags. These allow you to personalize emails using fields from Base like First Name, Last Name, Job Title or even custom fields. When you’re writing an email, you can add a merge tag to the email by selecting the { } icon (next to the attach button). Merge tags can be saved as part of email templates as well. If you try to add a merge tag and that information isn’t available on the Lead, Contact or Deal we will notify you.

    Start using email templates and merge tags in Base now to give your email a major productivity boost. Don’t have a Base account? Try Base with email templates free for 14 days.


  • Add a Face to the Name – Introducing Avatars in Base

    base avatars

    Your CRM is getting a little more personal today. Profile images are now being pulled from Twitter, Facebook, and Skype profiles. All you need to do is supply a social profile for any of your Leads or Contacts and Base will display their profile picture. (more…)


  • New Reports in Base: Time to First Action

    Today we’re introducing three new reports that help you track the time it takes to react to a Deal once it’s added to Base. It’s important to call or email as soon as a Deal enters your sales pipeline, but how long does that initial window stay open? Should you call or email when you get a new Lead? The Time to First Action reports are here to help answer all of these questions.

    Time to First Action by Outcome

    Once the Deal is added to Base, the stopwatch starts and continues to run until you either call or email the person related to the Deal. The Time to First Action by Outcome report displays the average time it takes for a first action, and breaks it down by the Deal outcome. In the example below, you can see, on average, that Deals which are Won have an average Time to First Action (TFA) of 3 hours and 41 minutes. On the other hand, Deals that are lost in that same period have an average TFA of 4 Hours and 59 minutes. How long is your team sitting on Deals before they reach out to them?

    Time to first action

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  • Introduction to Base Recap – Live Demo Every Thurs

    back-to-base-header

    Catch a live Base demo – every Thursday at 2pm CST. At our demo last week, there were quite a few questions that we didn’t have time to get to. As promised, I’ve answered the questions below. Want to learn more about Base? Attend the live demo this Thursday at 2pm CST.

    Can you connect an exchange email mailbox?

    Yes, as long as your IT administrator has enabled IMAP and SMTP on the mailserver, you can connect your exchange mailbox. We also have this handy guide for connecting your email to Base. You’ll want to make sure you know your IMAP and SMTP server address and port numbers.

    How does the call system work within Base? Does Base Voice work with my current phone number?

    When you use Base voice, you have the chance to create a personalized phone number. This number is what will be displayed on caller ID when you make a call. You can also receive inbound calls at this number, and be alerted with a notification in Base. If you do not answer, the call will be forwarded to the forwarding number you set in Base so the caller can attempt to reach you or leave a voicemail. (more…)


  • [Seminar Recap] – Agile Selling with Jill Konrath

    Agile Selling with Jill Konrath header

    Wednesday’s seminar with Jill Konrath, author of Agile Selling was 30 minutes of powerful selling value! If you missed it, don’t sweat it. Make a priority to listen to our recording by clicking here.

    We touched on several topics of her upcoming book including important factors in the purchase decision, goal setting, understanding your competitors and a new way to use LinkedIn. Since there were many subjects talked about, I like to recap our conversation below. (more…)


  • 5 Ways To Reduce Cost of Sales

    How To Reduce Cost of Sales

    Of all the metrics in the sales and marketing world (and there are a lot of them) probably the most misunderstood is cost-of-sales.  Many sales managers view cost-of-sales as a labor cost; pay smaller commissions and your cost-of-sales goes down.

    That’s naive, though, because sales costs are only meaningful insofar as they affect profitability.  Cutting costs in a way that cuts into revenue (a more common situation than you’d think) is stupid.  Your goal is to make sales costs more efficient, not just smaller.

    More important, much of a company’s sales costs are hidden inside the budgets of other groups: specifically marketing, R&D and IT.  Because of this, creating the most efficient cost-of-sales requires a broad approach. Here are some suggestions:

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  • Outside vs. Inside Sales: Business and Individual Perspectives

    The sales team is a vital component of any successful company, and having top-notch personnel in this department can make or break a company. Though the lines are increasingly blurred, sales roles are typically divided into two types, inside sales and outside sales. Someone who is well suited to an inside sales role may not like outside sales at all, and vice versa. Companies who hire inside and outside salespeople should make sure their applicants know the difference, and place new hires in roles that suit their skills. Companies should also know which sales style works better for their company so they can hire and train salespeople accordingly.

    Let’s start with some basic definitions, even though most these definitions will likely be mixed or downright muddied in many real world sales roles.

    Outside Sales: According to the Department of Labor, an employee is considered an outside salesperson if their primary duty is to make sales and they spend most of their work time away from the company’s place of business. Anyone who travels most of the time to meet up with clients and make sales face-to-face is likely qualified as an outside salesperson.

    Inside Sales: Inside sales once happened mostly over the phone. Now they might happen over Skype, email, or other online communication services as well, but the principle is the same: inside salespeople work at a desk. Their main channel for making sales is through telecommunications.

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  • How To Build and Optimize Sales Forecasting Templates

    Sales forecasting is a critical business function for every company, but sales forecasting templates and tools most definitely aren’t one-size-fits-all. The key to successful sales forecasting is to continually improve the methods you use so that the forecasting model evolves to fit the unique needs of your business.

    Using an evolving sales forecasting models doesn’t mean starting from scratch, though. There are some excellent free sales forecasting templates available online for businesses just starting to build their model. A few basic elements need to be in place for a forecasting model to even get off the ground, and even businesses with an established forecasting process should take time to regularly review and improve their processes.

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  • How to Motivate a Sluggish Sales Team

    How To Motivate A Sluggish Sales Team

    Sales is a high-pressure field, and maintaining motivation, energy, and drive is incredibly important for success. It is normal to feel discouraged when a deal doesn’t work out, but the ability to stay upbeat and productive when the going gets tough is what sets apart truly great salespeople. Sales team leaders and managers have a responsibility to help their teams stay motivated even during difficult pushes and slow seasons.

    Psychologists who study motivation speak in terms of two general categories of motivation that influence everyone: intrinsic motivation, and extrinsic motivation. Career analyst Dan Pink does a great job explaining how these affect business in his TED Talk, “The Puzzle of Motivation.” Understanding these motivation types can be a great tool for sales leaders.

    1. Intrinsic Motivation is driven by a desire to learn, grow, and master skills, and by the belief that by pursuing an activity, it is possible to reach personal goals.

    2. Extrinsic Motivation comes into play when money, social acceptance, or negative consequences like punishment are the main drivers behind a given activity.

    Everything from a pat on the back to a structured financial reward system can be used to increase both the intrinsic and extrinsic motivation factors for a sales team. The best sales leaders should always be learning more about what motivates every individual on their team, but there are a few basics that tend to be consistent across sales teams in every industry.

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  • 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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