Base CRM Review : thumbs Up!!
December 20, 2018
Base CRM Review : thumbs Up!!
Score 9 out of 10
Vetted Review
Verified User
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.