Best CRM for Agile Sales Teams!
October 31, 2017

Best CRM for Agile Sales Teams!

Jon Butler | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Starter

Overall Satisfaction with Base CRM

We use Base CRM to streamline, organize, and track our sales pipeline. It is used primarily by the sales team, with a bit of use coming from marketing as well. Tasks and reminders are used to make sure no leads slip under the radar, and email tracking helps inform more strategic follow-up.
  • Base CRM has a fantastic mobile app. I have yet to encounter a more feature-rich and user-friendly CRM app. You can have the app alert you to leads and customer that are nearby, and easily log sales calls right from your cell phone. Brilliant.
  • Email tracking is great. We can see when leads open our emails, and which links they clicked. This helps our reps follow up with more strategic communication.
  • The Smart Lists could be improved by having the ability to share between sales reps. Right now, reps can only see Smart Lists that they have created in their own account.
  • Having the ability to turn deals back into leads would be helpful, as reps occasionally convert leads to deals erroneously, and then can't go back.
  • Base CRM has helped us increase our monthly sales revenue by more than 400%, without adding any additional salespeople.
  • Base is affordable, and we recouped our subscription costs (and more) within the first three months of using the software.
  • Base has helped improve morale for our sales team by helping them track and share their progress. This is especially important for us, as our team works remotely.
Base is a great all-around CRM for a wide range of company sizes. It is especially well suited for the modern, agile sales team due to it's powerful mobile app. Reps can stay connected wherever they are, and easily keep their customer communication up to date. If you need a CRM that integrates deeply with your digital marketing strategy, there may be better options out there.

Zendesk Sell Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
8
Quote & order management
7
Interaction tracking
9
Channel / partner relationship management
7
Call center management
8
Lead management
7
Email marketing
8
Task management
10
Reporting
9
Forecasting
9
Pipeline visualization
10
Customizable reports
9
Custom fields
10
Custom objects
7
API for custom integration
8
Role-based user permissions
10
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
6
Mobile access
10