Base CRM Review : thumbs Up!!
Matt Meinel | TrustRadius Reviewer
December 20, 2018

Base CRM Review : thumbs Up!!

Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Professional

Overall Satisfaction with Base CRM

We use Base as our primary CRM to coordinate global sales tasks and deal and manage our overall pipeline. Weekly I meet with our CEO and COO and the heads of sales for the regions to review the pipeline directly from Base (now Zendesk Sell). The primary use is to keep track of over 100 opportunities around the world and be the source of truth for contact information and critical customer communications around these deals.
  • Integrates well with FullContact, Slack via Zapier, and Gmail and google calendar.
  • Excellent mobile app for iPhone lets salespeople have data at their fingertips and enter notes at conferences, in elevators, wherever.
  • Does all the basic things a salesperson needs to be productive, contacts capture, deal capture, documents, smart linking of contacts to deals, and nice reminder features.
  • Email updates are a little delayed (seems like 10 mins or so). Therefore, I still use my email client about 50% of the time instead of being 100% in Base all the time.
  • Some of the reports that might be useful to be are not available on the professional level. If I could pay to have them just for me, I would, but me getting the Activity reports requires me upgrading all users to Enterprise which seems like exorbitant pricing for a couple of reports.
  • Using Base has allowed us to double the number of active sales and partner engagements that we can keep track of and make progress on.
  • This has led to us being able to follow up on many smaller deals that were falling through the cracks.
It does everything Salesforce was doing only easier and the mobile app was much better and cheaper. I have been able to both run a sales team and do the sysadmin and setup work on base as a sales manager.
BASE is good for B2B enterprise sales people. We have a very small marketing department. I have not seen how well it integrates with Marketo or the like, but having used Salesforce.com at previous places, I can say I am much more productive with Base than with previous CRMs.

Zendesk Sell Feature Ratings

Customer data management / contact management
9
Workflow management
5
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
8
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
7
Email marketing
7
Task management
8
Billing and invoicing management
Not Rated
Reporting
8
Forecasting
7
Pipeline visualization
9
Customizable reports
9
Custom fields
10
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
8
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
10