It would be really great if, as Base already logs calls/emails, it then actually counted phone calls/emails made/received.
And then if it could recognise the calls made at different stages of deals. Here's why.
It would be great to go into reports, and see how many phone calls/emails are necessary on average to take a deal to the next stage, or even how many calls/emails are necessary to win a deal.
This would then give you valuable data such as how much each phone call/email is worth to you, monetarily - overall, and broken-down, stage-by-stage.28 votes
You can already view the number of calls made using the Call Count report (http://glurl.co/d6W). We continue to work on expanding the reports center, so just give us time, and those updates will be there.
You can visit our blog (blog.getbase.com) to keep up to date with all new features.
Thanks for your suggestions!
All the best,
Need a report that will show the won/loss percentage by client (account).4 votes
Our Sales by Account report (https://app.futuresimple.com/reports/sales_by_client) shows the “won” percentage by client. I understand you’d like to see a similar report for lost deals, as well?
Thanks for your feedback!