Base est une plateforme de vente tout-en-un, facilement adoptée par les commerciaux, qui permet d'automatiser la saisie et l'analyse des données, fournissant ainsi aux responsables des ventes les informations utiles dont ils ont besoin pour accélérer la croissance du chiffre d'affaires de manière mesurable, évolutive et reproductible.
La plateforme de vente avancée donne aux commerciaux les outils dont ils ont besoin pour se concentrer sur la création de chiffres d'affaires, qu'ils soient sur le terrain ou au bureau. L'objectif des applications mobiles Base CRM est d'aider les commerciaux à être plus productifs, tout en perdant moins de temps à prendre des notes et saisir des données. Des fonctionnalités intelligentes, telles que l'analyse des sentiments communiqués par e-mail et un numéroteur automatique intelligent, permettent aux commerciaux de décrocher plus de contrats, avec une plus grande attention portée aux détails, produisant ainsi une expérience de vente extrêmement personnalisée et très rapide.
Des rapports intelligents prêts à l'emploi et des informations normatives automatisées permettent aux responsables des ventes de personnaliser le coaching, chaque commercial bénéficiant d'étapes personnalisées et exploitables pour améliorer ses performances commerciales. Base permet aux utilisateurs de le faire à grande échelle afin d'améliorer l'efficacité des ventes et la croissance du chiffre d'affaires.
L'époque où vous deviez acheter huit logiciels différents pour gérer votre équipe commerciale est révolue. Base combine en une solution unique les fonctionnalités d'un CRM avec une messagerie e-mail, un numéroteur de téléphone intelligent, un ensemble de rapports sur les ventes, le lead scoring, etc.
Base has helped motivate me. It makes making calls fun because you can see your goals and your progress toward them.
Base keeps me on top of what's important. For example, I called a business to see if they were interested in my services. I was told they were interested but to call back when they planned their event in a year! It's easy to set the task to call the lead back in a year, and even better is that the phone call was recorded. I can listen back and when I follow up, know exactly what's going on.
Base has also given me a clearer picture of which sources of leads are best so I'm able to focus on them first.
I could go on and on about the benefits of using Base. It's a huge part of my business.
The best thing about Base is that it works. I tried free trial versions of a couple of other CRMs and my first big test was importing data and mapping it. The very first time I tried this with Base, it worked without a hitch. The other CRMs I tried hit some kind of a snag. I'm sure I could have contacted support or messed with them and gotten then to work, but what's the point when Base worked right the first time?
On a side note, it's been my experience with almost all software that you get what you pay for. Base isn't cheap, but I also never have a problem with it. Again, you could find a cheap or even free CRM and make it work, but at what cost? Time? Aggravation?
The second reason I chose Base is because voip is integrated without having to figure out some third party way of making calls, tracking the data, and recording them. With Base, you have everything you could want in terms of a sales CRM.
Lastly, the reports are awesome. They give you any kind of info you could want.
In my list of pros, I mentioned that everything you could want in a sales CRM is built into Base. However, on the marketing side, it leaves a lot to be desired. I'm a one-man operation so I'm doing all of the sales and marketing myself.
My solution was to get the minimal ActiveCampaign account they offer and use it for my automation and marketing needs. Base and ActiveCampaign can work together using Zapier.
If you choose a higher level ActiveCampaign account, it does include a CRM with lead scoring and pipeline tracking. However, it's Mickey Mouse stuff compared to what Base can do
For example, Base's AI will actually tell you when a deal is in trouble based on the language contained within emails. It works amazingly well so you'll know right away if a potential deal needs your attention.
Another problem with Base is that they haven't improved it much. There are little things they should be able to fix right away, like having a field for a lead's phone extension. That's right, if you have a number and an extension, there's no place to enter the extension!
The knowledge base is very limited but support is decent. You'll be writing them a lot, not with technical issues, but with questions about functionality.
There's no community to speak of to after you sign up for Base, you feel like you're the only one using it.
I mostly used Zendesk Sell when it was the Base CRM, though they've both worked and functioned very similarly. They have created a super easy-to-use interface that makes keeping track of and interacting with clients both simple and easy. Being able to read whole past interactions as well as see relevant sales data makes it a perfect choice for a small business. I don't know how well suited it would be to a large business, but one can hope it would work well.
- Simple input for contact information for different clients and potential clients
- Super easy to create deals and potential purchases for clients
- Schedule appointments, set reminders, and send emails all from within the program
- Check metrics and numbers of different members of the sales team for different times and situations.
- Allows others to quickly catch up on what has happened in client interactions by reading through the emails that have been sent previously
- Easily sort through customer lists to find people who are relevant under different categories
- Sometimes too easy to change things that have been set by others
- Contact uploading/downloading in .csv files is a bit of a pain at first, but not terrible to get used to.
Base made it easy for me to customize a CRM to exactly my needs, as well as bring all the functions of my business - from calls and emails to tracking deals and closings - into one place.
I'm in the real estate field and I've used maybe a dozen different CRMs over the years, both for myself and at different companies. I've worked in Salesforce, Top Producer, and CINC extensively. I found Base on accident while I was trying out a handful of new CRMs to kick off a new independent venture, and it's easily the best one. It automatically logs a huge number of my activities so I don't have to take notes, includes a built-in phone system so I can make all calls through my computer quickly (and automatically track them), and it's really intuitive and easy to customize. Funny enough, I think one of their smartest "features" is that they give you a 30-day free trial on a full-service version of the software up front. Because it's a really intuitive system, getting a chance to click around in the CRM and test out how I would set it up made it clear quickly it was going to be an excellent option. PS - the customer service is fantastic. I'm admittedly a bit of a high-maintenance client, and they always respond quickly and with clear answers.
There are a few places here and there in the Base CRM that are missing small features - for example, there's currently no "Previous Lead" or "Next Lead" button on each lead page, you just have to go back to your lead list (similar to Salesforce). That said, none of these little features have slowed me down any, and they are extremely receptive to feature feedbacks and requests - based on their responses I'm confident that this CRM is just going to continue getting better as they continue adjusting to client feedback and ideas.
I felt one of the reviews was unfair and unhelpful. I hope this will help people in their decision making. To keep the review in context, I am part of a smaller business in financial services, where client numbers aren't in the multitudes.
First off, I want to say that their customer contact personnel and support team are absolute stars. Very polite and attentive, they called me up within 2 minutes of finishing the tutorial to see if I had any questions.
Second, they had a walk through tutorial! Unlike Insightly or 3 of the other CRM's I tested, Base did not just leave you to test it out on your own. They populated the account with a dummy setup to more thoroughly demonstrate its uses. On completion of the tutorial, they reset the account and let me tinker myself.
The interface and functionality of Base is highly intuitive. After the initial walk through, I was able to determine how to create, edit and manage all the fields, filters, contact statuses, pipeline stages, etc.
Finally it has connectivity with Office 365 and allows for email syncing... (however this has not been functioning fully for me)
Now some issues I ran into, the syncing of my emails to base is a bit dicey. We use office 365 and Base can connect to it to sync emails. However, my emails aren't being received in base correctly. I can send mails, individually or in mass, via Base, but my mails don't automatically sync upon receiving at all. I have to use the Base plugin on Outlook to send the appropriate mails manually. While this is inconvenient, the staff have been very helpful and are working on it. Hopefully there is a resolution to this inconvenience.
- Intuitive, User Friendly and generally refreshing to work with
- Great tutorials and educational content via their blog
- Support staff are attentive and helpful
- Offers office 365 email connectivity (BIG +++)
- Email Syncing is not working as intended (however this could be an isolated issue due to something on my end - currently troubleshooting)
Zendesk sell have been one of the best CRM software that I have tested and used in the past. It has very friendly UI and can be customized to your liking. The best part that i liked about Zendesk sell was that it was able to be linked with microsoft office which allowed connection to emails and calendars (sync and will remind you if you have a reminder placed). It also can be implemented onto mobiles which is useful at times and from experience, the mobile app is superb. No issues whatsoever with the mobile app and doesn't lack the functions it have on a desktop. Pricing for this product is very affordable for what its got to offer. Overall this product is great and I do highly recommend it to others.
The only thing that I dislike about this software is that it takes a long time to load up compared to other similar softwares.
Voici quelques-unes des questions fréquentes sur Zendesk Sell.
Types de licences disponibles pour Zendesk Sell :
À partir de: 19,00 $US/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de Zendesk Sell.
Utilisateurs habituels du logiciel Zendesk Sell :
Grandes entreprises, Entreprises de taille moyenne, PME
Langues dans lesquelles Zendesk Sell est disponible :
néerlandais, anglais, français, allemand, polonais, portugais, espagnol
Types de licences disponibles pour Zendesk Sell:
Appareils pris en charge par Zendesk Sell :
Android, iPhone, iPad
Applications s'intégrant à Zendesk Sell :
Constant Contact, Deskero, Google Drive, HubSpot Marketing, LiveChat, SeamlessGov, SimplyCast, WebMerge, Wishpond, Zapier
Ressources d'aide disponibles pour Zendesk Sell :
FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo