Base CRM Updates in June 2013 (Now Zendesk Sell)

Posted by David Chism | Mon, Jul 1, 2013

 Base CRM Updates in June 2013 (Now Zendesk Sell)
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 2013.

Base for Teams

Base CRM, from Future Sim­ple, recent­ly made a few more changes to their desk­top and mobile appli­ca­tions. The lat­est fea­ture they are call­ing Base Teams. You can read their blog arti­cle about Base Teams here. A few of the fea­tures are not­ed below and are avail­able for those who have the Enter­prise ver­sion. Most of my small busi­ness clients are on low­er plans and will not need these new changes. This update is for larg­er organizations. Here are the lat­est updates: 
  • Mul­ti-lev­el hier­ar­chies let you orga­nize your team how you want to — teams, groups, you name it
  • User-lev­el per­mis­sions con­trol who sees what quick­ly, eas­i­ly and visually
  • Advanced report­ing means you can fil­ter all your reports based on user lev­els you set

Tweaks to the UI of Mobile

The iOS app also got a few user inter­face (UI) updates. The updates are bare­ly notice­able to most of you using the App. How­ev­er, I did find them nec­es­sary and use­ful. The UI update I liked the most is the search func­tion. It is more intu­itive and eas­i­er to access. I now use the Search func­tion to type in a key word (i.e. Con­tact) to find what I want.

Mobile Update base-voice

The oth­er big change last month was for the iOS and Android devices. This new fea­ture is called Base Voice. You can now make calls with­in the iOS & Android appli­ca­tion. This is a nice busi­ness fea­ture to not have to leave the mobile App. A sales­per­son can open up Base, find the con­tact, click on the phone num­ber and then is giv­en a screen that looks like the pic­ture on the RIGHT. He or she can click on Call with Base.” Once the call is fin­ished, it will log that a call was made and I believe it actu­al­ly records the call (don’t quote me on that as it might be an enter­prise feature). 

My Feed­back

The Base Voice fea­ture is not free. You pay for a cer­tain amount of min­utes to use. I find this a lit­tle dis­ap­point­ing. Users are already pay­ing a pre­mi­um fee for Base CRM. Their new price fea­tures are get­ting close, and in some cas­es more, than Sales­force CRM. I am a big fan of Base CRM, but they do not offer as many bells and whis­tles as Sales­force. There­fore, I hope they keep their pric­ing rea­son­able and their prod­uct bug free. The $45 a month fea­tures are worth it for those who will use it. I have sam­pled the Base Voice and the per­son on the oth­er end could not hear me very well. One per­son heard a lot of crack­ling nois­es. I think this is because Base is using a VoIP call sys­tem that is not as good as using the cell or land­line ser­vice. So at this time, I’m not going to pay for min­utes and won’t use this fea­ture until I know the call clar­i­ty is almost per­fect. It is embar­rass­ing to be on a call with a prospec­tive client when he can’t hear me. The Base sup­port is very tal­ent­ed, and I am sure this is a fea­ture that will only get bet­ter in time. Base CRM has told me they are now work­ing on updat­ing the Task fea­tures with­in Base. This to me was more impor­tant than the tweaks they have been mak­ing late­ly, but I’m not part of their advis­er team…and maybe their recent updates were the most request­ed. I just find that the task func­tion is lack­ing and a lit­tle bug­gy at the moment. It is a must need­ed CRM fea­ture that needs to work and work beau­ti­ful­ly. All in all, Base CRM is still a very pow­er­ful and easy to use CRM. It is not for every­one but does offer some great mobile and desk­top fea­tures. Their graphs & report­ing fea­tures are still not as easy to use as Pipeline Deals and, export­ing data for mail­ing is painful. It can be done…but requires a few extra steps. There is still not a per­fect CRM out there, but I’m stick­ing to endors­ing Base and Pipeline Deals for small busi­ness own­ers pri­mar­i­ly (not large corporations).

About David Chism

David Chism started his business out of a passion for helping small contracting businesses grow, be more profitable and become better known to their target clients. One lifelong hobby of David is using techie gadgets. So this blog is a place where he writes about technology, marketing ideas, just for fun (humor), personal thoughts on small business and more.

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