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

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

Filter Smart Lists with Multiple Phrases

Zendesk Sell News

Filter Smart Lists with Multiple Phrases

Base Smart Lists have changed the ways sales teams organize their day. However, one challenge that has surfaced is the ability to filter text fields by multiple terms. That changes today.

Josh Bean

Josh Bean

November 30, 2016

Introducing Precision Views for Base Geolocation

Zendesk Sell News

Introducing Precision Views for Base Geolocation

One thing we hear over and over is the call for the ability to be more precise when creating new leads from the Geolocation map. So today, we’re introducing Precision Views for Base Geolocation on iOS and Android.

Josh Bean

Josh Bean

November 10, 2016

Expanding the Base Valued Partner Program

Zendesk Sell News

Expanding the Base Valued Partner Program

After nearly tripling in size in the last year, we’re rolling out some long-awaited improvements to the Base Valued Partner Program to make life easier for both new and existing partners.

Josh Bean

Josh Bean

September 1, 2016

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