Best Feature for a CRM Added to Base CRM (Now Zendesk Sell)

Posted by David Chism | Fri, Oct 11, 2013

 Best Feature for a CRM Added to Base CRM (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.

Using a CRM

If your busi­ness is not using a CRM to track leads, cus­tomers, and sales, you need to start this now. It is one of the most cru­cial things your small busi­ness needs to run a suc­cess­ful busi­ness. I’ve writ­ten on a lot of Cus­tomer Rela­tion­ship Man­age­ment (CRM) pro­grams over the years. You have a lot of choic­es. For those who want sim­ple, clean, easy to use yet has one of the best fea­tures ever for a CRM, I rec­om­mend Base CRM. Here is why Base just got 10x bet­ter the past few weeks (this week for iOS).

Geolo­ca­tion for iOS & Android

Base CRM just intro­duced Geolo­ca­tion fea­tures on their mobile devices: Android and Apple prod­ucts. Accord­ing to Base’s recent blog post:
Geolo­ca­tion allows you to visu­al­ize your Con­tacts, Leads and Deals in rela­tion to where you are, on a beau­ti­ful map and get one-touch dri­ving directions.”
This new fea­ture will be a real help to your sales team. Lets say you have a new sales­man who just does­n’t know much about the area and what deals, leads or cus­tomers are near­by. When he shows up to an appoint­ment, he can tap a but­ton on the mobile app and watch Google Maps pop up with easy to view icons of any­thing around him that is relat­ed to his com­pa­ny: deals, leads and con­tacts. He can tap on the icons to learn more. This could help him not only on prospect­ing but engag­ing with past cus­tomers when he has extra time (before he leaves the area), mak­ing task to fol­low up by phone/​email/​personal note, or even to show a poten­tial cus­tomer all the work his com­pa­ny has done in the area. In the past, the only way to get some­thing sim­i­lar look­ing was using many man hours of data entry and pro­grams like Batch­Geo. Now, it is all auto­mat­ic based on what you’ve already put into your CRM sys­tem. When I heard Base was work­ing on this fea­ture, I was very excit­ed. I have yet to see this on oth­er CRM pro­grams on the mar­ket. Anoth­er rea­son I like this 1 fea­ture is because I think it will help the con­trac­tors get more excit­ed about the ben­e­fits of a good CRM pro­gram. If all a com­pa­ny does is type in the address, city and zip of their con­tacts, Geolo­ca­tion will do every­thing else. To help engage and sell more ser­vices, I think this is a very cru­cial upgrade. The best part about this new fea­ture is that it is includ­ed in all ver­sions of Base: even the free one. Give it a shot and let me know what you think. I’ve been test­ing it this week, and I’ve yet to find a bug! Works very well!

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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