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Team Communication Smart Lists - Stay In Touch With Prospects and Customers

Product News

Team Communication Smart Lists - Stay In Touch With Prospects and Customers

When it comes to effectively running your day in Base, Smart Lists have changed the game. There’s no better way to build customized views to answer any question you might have about Leads, Contacts or Deals. Today we’re giving Communication Smart Lists an extra boost with the introduction of Team Communication filters.

Josh Bean

Josh Bean

August 1, 2018

Introducing Required Fields for Leads and Deals

Product News

Introducing Required Fields for Leads and Deals

When you have a proven sales process in place, there are bits of information you want to collect along the way. When leads are created you might want to ensure a marketing source is recorded and when deals progress to a certain pipeline stage you might want to have an estimated close date identified. To help collect this data, today we’re introducing Required Fields to all plans in Base.

Josh Bean

Josh Bean

July 25, 2018

Visits 2.0 – An end-to-end sales solution for field sales teams

Product News

Visits 2.0 – An end-to-end sales solution for field sales teams

Today we’re announcing the next generation of door to door selling in Base with Visits 2.0. This update makes it easier than ever to visualize leads and contacts on a map, geoverify check-ins and generate out of the box reporting. Visits 2.0 is available now on all plans. Here’s a breakdown of everything in the release.

Josh Bean

Josh Bean

July 16, 2018

Drinks, Snacks, and Sales Hacks in Toronto

Base News

Drinks, Snacks, and Sales Hacks in Toronto

The Base team is heading to Toronto! Join us in partnership with 702 Solutions and Zendesk on July 25th at Montecito Restaurant for complimentary drinks, snacks, and the opportunity to discuss the future of sales and support. Listen to industry leaders examine current market trends and look ahead to the exciting innovations coming to the technology in the industry.

Brian Franklin

Brian Franklin

July 5, 2018

The First Sales Science Platform

Baseline Harness the full power of data to optimize and accelerate your sales today.
Beginners Guide to Sales Forecasting In 2018

Sales and Productivity

Beginners Guide to Sales Forecasting In 2018

Sales forecasting allows you to prepare post-sales support (implementation, materials, support, infrastructure). If you overestimate sales, you start to spend money that won’t be coming in and underestimating sales leaves you ill-prepared.

Josh Bean

Josh Bean

July 5, 2018

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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