Introducing Smart List, a new way to get answers to the questions you have about your sales pipeline. We’ve built an experience that you can’t find anywhere else, and we can’t wait for you to give it a try.
We work with salespeople non-stop, whether it’s customer interviews, prospects, recruiting, or even our own internal team. Every time we speak with a sales professional, there’s always the same recurring theme, export to Excel to evaluate the sales pipeline. Sales reps and managers turn to Excel to find simple insights to questions like “What deals are going to close this month” or “Which deals were lost last week?” Every time they wanted these answers, they had to pull a new CSV export from whatever system they were using (Base or another system). Smart List eliminates the need to pull exports every time you need these insights and we’re thrilled to release this.
When you’re creating a Smart List in Base, you’re working with real-time data to ensure you have the most up-to-date insights. Previously with a .csv export file, this wasn’t the case. The second you open the export file, you’re working on historical data. To create your first smart list, head over to your sales pipeline and select ‘Smart List‘ at the top of the page. Once you’re there, add the data columns you want to track and get the insights you need.
We let a few Base users give Smart Lists a try over the last few weeks. Here’s what one early user had to say:
“Overall I have found the Smart Lists feature to be very useful. It brings a lot of the features that would require an export to Excel now native to Base. It is very easy to use, and makes a lot of information visually and quickly available.”
We know there are still times when you would like to export a smart list to csv. We’ve got good news for you!
This will be available soon – the team is already working on it. Smart List export is now available. In the mean time, give smart list a try now and let us know what you think it the comments below. We can’t wait for you to try it.