What’s the best, most effective way to evaluate today’s array of sales CRM options? Here are 5 critical questions to ask that will help you avoid unpleasant surprises and narrow down the playing field.
Big things come in small packages and our new Smart Links are no exception. Smart Links allow you to create unique dynamic links to outside applications with information from Leads, Contacts or Deals.
Chances are that you have a stack of business cards sitting around, waiting to be entered into Base. Here’s a quick way to get those cards into Base, and all you have to do is take a picture with your phone.
It’s common for active sales reps to use a suite of programs and devices to stay at the top of their game. What’s uncommon is for a CRM to complement and integrate with so many of them.
Zapier lets you easily connect the apps you use to get your work done. A “zap”, or connection between two apps, automates tasks between Base CRM and other popular apps you might use.
You can now create and track the real-time status of your proposals directly from Base. For those of you who are new to QR, Quote Roller is a tool for creating, sending and tracking awesome looking proposals.
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