Update: November 2018: Base has joined with Zendesk Support. Their new name is Zendesk Sell. Their pricing structure has changed as well. It spans from $19, $49, $99 and $199 per user. I use the words Base CRM in the article below, written in 2017.
I have been a fan of Zendesk Sell ever since they came out with their first iPhone app, 6 or 7 years ago. I became an early adapter of Base CRM and focused on using it for my own business. They have done one of the best jobs since day one making their mobile apps act similar to their desktop version. This makes it much easier for the techie and non-techie to learn and use.
It is rather a pain to switch CRM programs when you have more than a couple of users and lots of data. So do not get tempted to quickly jump ship from your current CRM just because Base is really cool to use and looks good too.
Only consider switching if your estimators and sales staff really need more mobile features and accountability.
I wanted to give you just a quick snapshot of why Base works great for iPad, iPhone and Android users who tend to work more remote.
Geo mapping: This is a really cool feature. If your estimator is driving around town, he or she can pull up the Base app and click on the leads or contact area to see a map. At this point, the user will see markers of all the leads or contacts in a given area. He can then click on any marker to see more contact details. This is the perfect prospecting tool.
Note-Taking: I’d encourage any user that has a good mobile CRM to continually jot down notes under the prospect or contact’s information. The more notes one has about his prospect, the more ammo he can use to sell down the road. Base makes note-taking a cinch.
Emailing and Email Templates: Within Base, your company can setup your email addresses. It also works with Microsoft and Google business accounts. Any email sent within the app is automatically tracked. Your salesperson will be notified when their recipient opens and reads the email(s). It also keeps count how many times the email gets opened. This works both on the desktop and mobile app. This is crucial for a salesperson. If, for example, your estimator sends a proposal via email and the proposal gets viewed 10 times, I have a strong feeling the prospect is interested in your company’s bid. It is worth a follow up sooner than later.
If your staff sends similar emails, you can create email templates, which work great on the mobile apps too. This is typically more of a desktop feature in most CRMs. In this way, your sales staff can be much more productive and consistent with their sales and their time.
Finally, your HTML or Custom Signature is included in the mobile apps, so no one knows you are on a mobile device working away!
Task Management: All your tasks related to a prospect can be created and managed within Base CRM’s mobile app.
Deals and Reports: Base CRM is not really meant for creating proposals. For this, you’d still have to use your own estimating system. As long as you send PDF or another type of document (even a link), this is where Base CRM can take over and shine. It can walk your salespeople through the whole sales process using just the mobile app.
He or she can also check out some of the very slip reports to see how he is doing for that week, day, month or year. The reports are very visual and easy to use. There really is not a lot of tech learning needed. I have found that most good sales folks are not super detailed when it comes to the paperwork. That is why Base can be for the OCD, non-techie or disorganized salesperson. It works well for each type of user.
There are more features within the updated Base CRM app, but this post is a quick rundown and why I think it is definitely worth checking it out. They have more features coming in 2018. They have done a great job taking their time to create a quality user experience with very few bugs (if any).
It is still my CRM of choice for mobile users. Let me know what you all decide to do: stay where you are or switch.