Josh Bean

Josh Bean

Josh is the Product Marketing Manager at Base, the post-pc CRM. You can find him writing about the latest news from Base and emerging sales trends. He joined the Base team in 2011 and is based in Chicago. He has a degree in Marketing and Entrepreneurship from the University of Iowa where he was also a member of the varsity Track and Field team.

Articles by Josh

Announcing Forecast at Relate

Zendesk Sell News

Announcing Forecast at Relate

Forecast, Base’s annual sales conference is back! We’re excited to announce a special event at Relate, the Zendesk global user conference. We’ve planned a day of announcements, product previews, and sales best practices at the only sales conference focused on customer relationships.

Josh Bean

Josh Bean

October 16, 2018

Capture web form submissions as leads using 99Inbound

Zendesk Sell News

Capture web form submissions as leads using 99Inbound

We’re happy to announce a new native Base integration with 99Inbound. This new integration with 99Inbound makes it incredibly easy to build a form, deploy it to your website, and capture submissions directly in Base.

Josh Bean

Josh Bean

August 8, 2018

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

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

20M Companies To Sell To, In Your CRM: Introducing Reach

Product News

20M Companies To Sell To, In Your CRM: Introducing Reach

Introducing Reach, an easy and powerful new way to quickly identify, import and enrich Leads and Contacts in Base. In this post we’ll be breaking down everything you need to know about our latest release.

Josh Bean

Josh Bean

March 12, 2018

Forecast 2017 Highlights: Part 1

Zendesk Sell News

Forecast 2017 Highlights: Part 1

Wouldn’t it be pretty nifty if you could get sales leaders from leading companies like AppDynamics and Drift to come together in one room and pick their brains on how they've achieved such greatness? We thought so too.

Josh Bean

Josh Bean

September 27, 2017

The 6 Principles behind Design at Base

Sales Software

The 6 Principles behind Design at Base

At Base, we value great design. In this post we’ll go over our six design principles and give you visual examples of what it means to achieve these within the Base user interface.

Josh Bean

Josh Bean

March 21, 2017

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