Zendesk Sell Ideas

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  1. Bulk Email From Deals Option.

    It would be nice to be able to send a bulk email directly from a deals window. This would speed up customer contact and maximize efficiencies.

    45 votes
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      7 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
    • sync with Android contacts

      It's a pity that the Android Base App, which for the rest is great, doesn't have the option to sync contacts to the address book.
      The problem with contacts not being there is that I don't know who is calling me bcs I see only the number.

      45 votes
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        completed  ·  2 comments  ·  Android Application  ·  Flag idea as inappropriate…  ·  Admin →
      • Track Text SMS

        Wow it would be real cool to have a way to include SMS text messages as part of the customer threads within base.

        44 votes
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          8 comments  ·  Text Messaging  ·  Flag idea as inappropriate…  ·  Admin →
          completed  ·  Rafal Ociepa responded

          Hi all,

          I just wanted to let you know that text messaging is now included as part of our Voice package. You can read more about it here (http://glurl.co/dBT).

          Thanks for your feedback!

        • Should emphasize the customer name rather than the title

          You can see in this screenshot (https://img.skitch.com/20110710-jacdqt5i32125trty1eckqu9pn.png) that the view is really monotonous because we're essentially selling the same kind of deals ("Boost Campaign") to multiple partners. Since it's a Sales/CRM tool, it would make sense UI-wise to make the client name (black out here for privacy reasons) larger and in color rather than the name of the sale. Would be easier to track that way (since I'm always looking for the name of the client rather than some artificial name for the sale).

          42 votes
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            3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
            completed  ·  Rafal Ociepa responded

            Hello Jonathan,
            Your suggestion is very accurate. We have to re-consider our UI and adjust it to the users with only one type of deals. Currently we’re working on some improvements in that filed so your feedback has great value for us. Thanks!

          • Custom fields in deals

            Tags are good, but we need them for filtering. In our business, we deals with technologies, and would like to see the pipeline for a specific technology to see where to pitch based on our current staff situation.

            43 votes
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              completed  ·  3 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
            • Save draft emails

              I seem to routinely loose emails that I have started or finished and had to leave to go to another area in BASE or hit a key in error. The email is lost. This is highly frustrating as most of the email I send is original in content. Actually it is painful.

              40 votes
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                11 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

                This functionality has now been released and works when you leave the page with opened composer or switches to “Add a Note” or “Send a Text Message” boxes.

                Such emails along with subject, recipients and attachments is saved and restored if the user comes back to this page within 24 hours.

                If you have any questions please reach out to us at support@getbase.com!

              • Make custom fields searchable

                I would like to be able to select (filter out) contacts from my list of contacts by selecting a specific custom field which I have create

                40 votes
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                  4 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                  completed  ·  Szymon responded

                  Hello,

                  I’m happy to announce that we have improved our search feature in Base. All custom fields are now searchable. Simply type in the custom field value and you will see your search results.

                  Regards,
                  Base Team

                • 37 votes
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                    completed  ·  10 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                  • Tracking and Reports on Lead Source

                    Please add the ability to track a lead source. It is vital to analyzing marketing ROI to see where your leads are coming from. Custom field is great and that is what we have been doing but then there is human error/ forgetfulness when it has to be re entered in the deal source.

                    36 votes
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                      5 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →

                      Hello everyone!

                      Thanks for your feedback, we really appreciate it! We had previously released a report called “Funnel Report” that should give you the ability to track the effectiveness of Lead statuses.

                      If you do have any questions, please feel free to reach out to support@getbase.com.

                      Regards,

                      Base Support

                    • Outlook?

                      Any talk of having the new email feature link with Outlook 365?

                      34 votes
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                        completed  ·  0 comments  ·  Outlook  ·  Flag idea as inappropriate…  ·  Admin →
                      • Allow multiple e-mails per contact

                        Many of my contacts use more than one e-mail address interchangeably. Base doesn't allow adding multiple e-mail addresses to one contact. One workaround that was suggested here was to add it as a custom field. However, this will not display e-mail correspondence with that e-mail address on the contact page/profile.

                        34 votes
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                          4 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

                          Hi there!

                          The emails from the emails in these custom fields should absolutely sync over. As long as the custom field type is Email Address, emails to and from that address should sync over. If it is not, can you please reach out to support@getbase.com and we can help further troubleshoot?

                          Thanks!
                          Jo-Anne

                        • I would like to @mention coworkers in the activity feeds

                          When I want a status on a deal it would be convenient to @mention a coworker within the feed so that there is a recorded discussion. This would also cut down emails.

                          33 votes
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                            2 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
                          • Unable to change account box setting.

                            Long time user for Base CRM, but first time user of account feature. Some existing contacts have been mistakenly flagged as an account. Account box setting is 'grayed out' in edit mode and I am unable to change. BTW, you've created an excellent CRM...a mega enhancement to my productivity!

                            32 votes
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                              5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              completed  ·  Rafal Ociepa responded

                              Hi,
                              This is customizable in the current version of the Prospects & Customers feature.

                            • Tag Functionality for Custom Fields

                              Could you give custom fields tag functionality so that advanced searches using multiple criteria can be carried out? For example, if I want to search all 'legal' companies (within my industry field) who have 'onsite' storage (in my requirement field) it narrows down the results by these criteria. This is only function that is preventing us running this across our entire sales department. Thanks

                              30 votes
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                                completed  ·  2 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                              • Contacts with multiple emails

                                Why can't a contact have more than one email?

                                29 votes
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                                  8 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                • I want more than one $$ amount field

                                  I would like to add the deal and have more than one field that is REsult. As in $$. Marketing Awareness, Long Term Value. All of the fields should or could be numeric to add up

                                  29 votes
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                                    1 comment  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
                                  • email without mailchimp

                                    Simplify our lives and dump mailchimp integration. Have the ability to email to tags/groups etc from within BASE without the 100 email limit. Reporting, responses, opens, unsubscribes can all get posted straight to Base immediately.

                                    28 votes
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                                      0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Add products and services to a Deal

                                      Instead of just a sum on a deal it would be perfect if we could add Products and services to specify deals more. Especially with the integration to Quoteroller now, witch is awesome. Also add tax/vat options.

                                      28 votes
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                                        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add PandaDoc integration for quotes

                                        Quote Roller is being discontinued - new users sign up for PandaDoc. They've already developed a nice ifram integration for SalesForce and this would be something really nice to integrate with Base.

                                        28 votes
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                                          5 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Intergration with Xero

                                          Xero is one of the largest accounting platforms online.

                                          If Base can integrate between the two, let say starting with contacts. Then this will certainly be awesome! User like me get the customer details from the web form and once the deal closed, I will have to reeneter those details into Xero.

                                          Also, company that integrate with Xero will be recommended on their site! They have capsule and highrise and other CRMs, and I don't like any of them! I am sure there are hundreds of other people like me who just need to be directed to Base and will…

                                          28 votes
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                                            6 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
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