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The 5 step sales process road map (infographic)

Sales Metrics & Data

The 5 step sales process road map (infographic)

Let's walk through the key steps in the sales process starting with how to create a roadmap, moving from prospecting to qualified leads and finally closing.

Josh Bean

Josh Bean

June 11, 2019

Guide to the sales pipeline

Sales Management

Guide to the sales pipeline

A complete guide to the sales pipeline and how to manage it. We break down the stages, metrics and tools you need to know to build an effective pipeline strategy.

Josh Bean

Josh Bean

June 4, 2019

What is account management?

Sales Metrics & Data

What is account management?

Review what makes a good account manager, the difference between account management and sales management, account management best practices and more.

Josh Bean

Josh Bean

May 30, 2019

Build a watertight B2B sales funnel in 5 steps

Sales Metrics & Data

Build a watertight B2B sales funnel in 5 steps

A B2B sales funnel is key to nurturing existing customer relationships and improving the sales process. Discover 5 tips on how to create a sales funnel.

Josh Bean

Josh Bean

May 28, 2019

expensify Founded in 2008, Expensify is a San Francisco-based financial services company that provides an online expense management service for customers worldwide. Find out how Expensify partnered with Base to grow their sales.

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