Zendesk Sell Pricing, Features, Reviews & Comparison of Alternatives

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With integrated sales productivity tools for sales representatives and advanced visual reporting for sales managers, Base CRM is a cloud-based sales and contact management solution that enables teams to become more productive and effective, and close more deals. Equipped with an intuitive and user-friendly drag-and-drop interface, Base allows sales professionals full visibility into the overall health of their sales pipelines, and sales leaders to create, track and manage goals for individual representatives and sales teams.

Base gives sales teams and professionals tangible numbers to work toward by simplifying the process of setting up won deal and revenue goals. Sales leaders are afforded the ability to organize their sales staff into territories and teams, allowing them to efficiently distribute responsibilities. Some of Base CRM’s core features are Base Voice, advanced sales insights, workflow automation, email integration, and mobility.

Base is a multifunctional account management and sales productivity tool that offers a whole gamut of features: contact and lead management, sales tracking and reporting, pipeline analysis, email and workflow automation, sales performance analysis, sales goals creation, advanced sales insights, data management, among others. It amplifies the capabilities of a CRM solution by allowing users to access customer data anytime, anywhere, and from any device for a more comprehensive insight into the health of their sales pipelines.

A mobile sales app, Base’s intuitive and user-friendly interface allows sales professionals to focus their time and energy on what they do best, instead of worrying about software navigation intricacies. Aside from the reminders and tasks that enable users to stay on top of their activities, the software gives you the ability to automatically capture and log calls, emails and appointments to facilitate account, contact and sales management.

Designed specifically for the middle market and large enterprises, Base is a handy productivity tool for sales leaders and representatives from essentially any industry. Majority of Base’s customers are from spaces like software, agencies, manufacturing, real estate, financial services, and consulting.

Included in Base’s pool of more than 5,000 customers are Allstate Insurance, Century 21, Detroit Labs, GE, Merck, 3M, PNC, Stryker, Wells Fargo and Xerox.

Base Voice

Base Voice is a feature that allows Base customers three main functions: calling, recording and logging, and reporting - essentially combining CRM, telephony and analytics in one platform. Sales professionals can make and receive calls straight from the Base CRM web app, making it a vital component of their sales productivity toolbox. To make a call, click on a phone number, and you’ll be given a set of options that includes Call via Browser. Once clicked, your call tools appear, and Base dials the phone number selected.

When you sign up for Voice, you have an option to claim your phone number, which you can then distribute to your customers/contacts. This then allows you to accept incoming calls to Base. If you can’t be reached for one reason or another, Base transfers the call to your mobile phone or your office phone number, depending on your set preferences. With Base Voice, outgoing and incoming calls are automatically logged, and notes in the scratchpad are, as well, automatically included in the call summary. Aside from reports to keep track of individual agent and team performance, Base’s Voice Reports affords managers full access to call logs to establish “call length versus success rate” relationships, among others.

Base Advanced Sales Insights

Base CRM offers an insights dashboard that gives you an at-a-glance visibility into the important sales metrics you’re tracking, like sales goals versus actual progress, account activity overview, top deals, and upcoming tasks and deals. Split into four buckets (top-priority items, account activity, top deals, and sales analytics), the dashboard allows you to review your priorities for the day, immediately after you log in to the system. Sales pipeline goal progress summaries are also prominently displayed, so sales representatives and managers know if they’ll hit their period-end targets.

Base also offers advanced sales insights through sales tracking, which gives you a detailed summary of where you and your team stand in the sales process. Each stage of the sales process can be customized to match your business needs. Sales forecasting, on the other hand, allows you to accurately foresee what your actual sales revenue will look like next week, month or quarter based on the current movement of the sales pipeline. Sales goals and quotas can be set to keep your teams focused on growing the business and aligned around a shared goal.

Base Workflow Automation

The benefits of workflow automation are numerous. These can include reducing errors, empowering employees to manage their tasks with zero or minimal supervisor intervention, and completing more tasks more efficiently. With Base CRM, users are allowed to call directly from the web app, where the calls are automatically logged for future review (something a lot of sales professionals forget when done manually), which then form part of vital reports to measure individual and team performance.

To ensure that nothing falls through the cracks, Base also has the Base Notification Center, which sends out pre-configured alerts about new assignments, task reminders and system messages. For specific notifications, like deals worth more than $10,000, notes added to the hot deals, or when someone adds a document to an account or contact you manage, custom notifications can be created.

Base Email Automation

Despite what others believe is the impending extinction of email because of social media and other communication gateways, email remains a primary communication channel for a lot of businesses. To simplify the way you organize and manage your accounts, Base CRM readily integrates with several email services like Outlook, Gmail, Google Apps, iCloud, Hotmail and Yahoo Mail. SMTP/IMAP settings need to be enabled by your email administrators when syncing Base with an Exchange server.

Once synced, all incoming and outgoing emails are checked against your contacts’ email addresses. When a match is found, the email is automatically affixed to the Base contact card. Emails sent from Base are then sent from your email address and appear in your email account’s Sent Mail folder. If you want to just send email from Base, you may choose to forego the incoming email capture functionality. For any email address that isn’t yet a Base contact, you have the option to create a contact card.

Base Mobility

The growing ubiquity of handheld devices is undeniable, a trend that’s probably not about to decline any time soon. More and more sales professionals are relying on their smartphones and other smart devices to get things done, even when on the go. Base CRM understands this need to be productive anytime, anywhere with its full-featured mobile CRM.

Aside from native apps that are available for iOS, Windows Phone and Android devices, Base has an integrated mobile mapping feature, called Base Geolocation, that allows users to envision where contacts, leads and deals are on a map, schedule more efficient and less time-consuming customer visits, and figure out if additional sales representatives need to be assigned in a certain area. Base’s one-touch driving directions also make it easier to schedule business trips.

Base has native integrations with apps like [Harvest] (http://www.getapp.com/harvest-time-tracking-and-online-invoicing-application), [Quote Roller] (http://www.getapp.com/quote-roller-application), [MailChimp] (http://www.getapp.com/mailchimp-application), Facebook, LinkedIn, Google Apps, Outlook, [Xero] (http://www.getapp.com/xero-application) and [Dropbox] (http://www.getapp.com/dropbox-online-sync-and-file-sharing-application). It also has an open API client that integrates with any third-party application.

Base offers a full-featured 14-day free trial. At the end of the trial, you can choose from three subscription packages: Starter, at $15 per seat per month, includes premium integrations, email automation, native mobile apps, geolocation, Base Voice, and call recording.

Professional, which is priced at $45 per monthly seat, offers all Starter features plus document repository, task automation, sales forecasting, and advanced sales insights. Pegged at $125 per seat per month, Enterprise covers all Professional functionalities, plus additions like call analytics and reporting, phone auto dialer, call scripts, teams and user-based permissions, and lead and deal scoring.

• Cloud-based CRM solution that dramatically boosts sales productivity
• Provides actionable insights, such as where the inefficiencies are in the sales process
• Real-time analytics allows sales reps and teams to take timely and appropriate measures to increase their close rates
• Offers native mobile apps for iOS, Android and Windows Phone
• Intuitive and user-friendly interface enhances software adoption rate, hence, better sales performance