Zendesk Sell Ideas
Help us make Base better. Share your thoughts, ideas, and feature requests with us.
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Reminder on deals that need attention when i log in!
When i log in now, on overview page, i see the things me and myc colleagues have done. Great. BUT, it would be more interesting to see what we haven't done. For example put a red star on all deals that haven't been updated for a week!
718 votesWe now have a new feature in Smart Lists that will let you see people you haven’t touched in a set period of time.
The Communication Smart list will let you see people you need to reach out to. Check out more info on this feature here:
https://support.getbase.com/hc/en-us/articles/206147136-The-Communication-Smart-List
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Option to upload a picture for contacts
Some contacts do not have a Twitter or Gravatar account. It would be nice to be able to upload a picture for contacts as well.
698 votesHi all,
Thanks for all your votes and feedback!
I’m happy to say you can now put a face to the name – we’re automatically pulling photos from the social media profiles you provide for your contacts (i.e. Twitter, Facebook, LinkedIn, and Skype).
You can read more about this on our blog at http://blog.getbase.com/add-a-face-to-the-name-base-avatars.
I’ve also opened a new idea for the option to upload a file, to let us track support for that specific suggestion – http://futuresimple.uservoice.com/forums/109313-base-ideas/suggestions/6038701.Thanks, and all the best,
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Activity for a contact would aggregate under the company
When I add a note to John Q of Acme Inc. I would like that note to show up when I view the activity page for Acme Inc.
Why? Multiple sales people contact multiple people in the same company is losing deals. If they can see who has recently contacted someone from the same company it would prevent this.
692 votesHi all,
Thanks for your support!
We’ve enabled the aggregation of employee activity under the company’s page. For more details, visit our blog at http://blog.getbase.com/aggregated-company-news-feed.Thanks, and best regards,
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Be able to add custom stage at any point in cycle, not just sales stage.
Add stages such as "Work In Progress" and "Job Complete" after the "Won" stage. The sale is not fully complete until the product is delivered (not just a contract signing) so I would like to be able to see which of my clients still have outstanding work so that I can follow up with them and see if there is anything I can do to expedite the process. It is also a good feeling to be able to see the complete jobs and know that you finished something.
681 votesGreat news everyone! You can now have an unlimited amount of sales stages in your sales pipeline. We’ve also added the ability to insert a new sales stage in the middle of your sales pipeline. So if our limit on sales stages was cramping your style, jump into the Base settings and add the sales stages you need to get your sales process in order.
Check out more info on our Help Center here:
https://support.getbase.com/hc/en-us/articles/205676835-Unlimited-Sales-Pipeline-StagesUPDATE: We are also working on adding multiple sales pipeline so after the won status you can have a new pipeline for things to flow through.
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Tasks/Deals/Contacts for multiple users!!! Multi Assign Data
We definitely have more than person working on a deal or task or being connected with a contact. We have to have either more than one user assigned to these or the choice to choose 'everyone' or create a 'container'-user with having single users to it.
This is really urgent as currently only one person is reminded and assigned to our projects.
As well it'd be very clever to able to assign one person to more than company (freelancers)!
648 votesHello everyone!
Thanks for your feedback, we really appreciate it! We had previously released a feature called “Collaboration” that should give you the ability to add other users onto a Lead, Contact, or a Deal.
Here’s a quick guide as a reference – https://support.getbase.com/hc/en-us/articles/203868945-How-Do-I-Collaborate-with-My-Team.
If you do have any questions, please feel free to reach out to support@getbase.com.
Best,
Jo-Anne -
Would like to have a follow up option for contacts
is it possible to add a follow up action field for all contacts. this would eliminate the extra step of adding a task.
535 votesHi all!
We’ve got some great news here. We just released our Communication Smart List which will help with this :)
This will allow you to pull in “last touch” fields that will let you see the last time you sent the Contact an email or the last time you may have called them. From there, you can sort on the greatest amount of time between communication between you and the Contact and see who you need to reach out to first! Here’s a guide on Communication Smart Lists for more information – https://support.getbase.com/hc/en-us/articles/206147136
Have a great weekend!
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Multiple Pipelines
Having multiple Pipelines would be nice in order to track projects that might not be directly related to sales.
520 votesHello Everyone,
Great news, Multiple Sales Pipelines is now available! Check out our blog post for more info here:
http://blog.getbase.com/multiple-sales-pipelines-now-available
If you have any questions about getting this setup, just shoot us a line at support@getbase.comThanks
Mark -
Ability to add appointments to Base
Being able to create appointments in Base, not tasks. An appointment is a meeting with someone, a task is something that needs to be completed.
509 votesHi all,
Appointments are now available for all Base accounts!
You can read more about it in our support pages (http://glurl.co/dBz) and blog.All the best,
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Leads Merge / Duplicates
When we have imported Leads, often times many but not all of the new Leads that are imported turn out to have been in our Leads database previously. However, this creates an enormous number of duplicates in our Leads. It would be much more helpful to be able to merge the Leads and remove duplicates, much as we can for our Contacts.
Thanks.
500 votesHello everyone!
We have recently performed a major update to our Duplication logic in Base when you import a new set of leads or manually enter in a lead in Base.
The deduplication update includes three components to help combat duplicates:
– Suggested leads/contacts
– Flexible duplicate management during imports
– Customizable duplicate identificationYou can read more on our blog here:
https://blog.getbase.com/deduplication
Thanks
Mark -
push notifications (instead of email)
Please add iphone push notifications instead of email reminders.
440 votesHello!
Thanks for your feedback on Notifications in Base. We’re happy to introduce mobile notifications in support of our recently released web notifications feature. You can learn more about how to configure your mobile notifications here: http://support.futuresimple.com/customer/portal/articles/1625814. As always, feel free to reach out to us with any questions or to let us know what you think!
Kind regards,
Jamil
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Ability to store standardised emails
When adding contacts or leads it is very useful to be able to quickly email the lead with any standardised content. Thanks.
431 votesHi,
I’m happy to let you know that email templates, along with merge tags, are now available in Base!
You can check our blog (blog.getbase.com/new-feature-email-templates-and-merge-tags-now-available) for details about the feature.
Thanks for your feedback!Best regards,
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Multi-language version/localization
It Would be great to have a french or multi-language version. Base is very helpfull!
359 votesGreat news everyone! We now have Base available in the following Languages:
Polish
French
Spanish
Dutch
PortugueseMore languages to come soon, please follow our blog for updates at:
http://blog.getbase.com -
allow a "parent" company to connect with multiple sub-companies/sites
If you are pursuing a national account or even a smaller company with regional locations it would be beneficial to sync the activity of all sites to the parent. This creates single points of contact within your own company for account ownership and communication.
318 votesGood news here :) We have officially released our Company Hierarchy feature! You can learn more about it on our blog here: https://blog.getbase.com/base-product-update-company-hierarchy. You can also learn how it works here: https://support.getbase.com/hc/en-us/articles/115004545843-Managing-Company-Hierarchy. Please reach out to support@getbase.com if you’ve got any questions.
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Smart list bulk edit
Bulk edit on smart lists. Smart lists are great to sort, filter and show information not visible in regular list view (f.i tags). But bulk edit (like manage tags) has to be done one by one.
306 votesThe ability to apply bulk actions to a Smart List view has been implemented in the recent Base update. This is still being rolled out to all users so you may not see it for a few weeks, however preview what this looks like here: http://help.futuresimple.com/whats-new-at-base/batch-actions-in-table-view
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Integration with Zendesk
This would be so ideal - and would bring support and sales much closer together.
285 votesHello Everyone,
Thanks for the feedback here, we really appreciate it! We’re excited to announce that the Zendesk integration is currently in Beta. If you’d like to learn more about it, please reach out to support@getbase.com and we can get you more info!
Best,
Jo-Anne -
Set more precise times for tasks
Right now you can only schedule tasks to the hour. Would be nice to have at least 30 min or 15 intervals.
265 votesHi all,
You can now schedule tasks for any time you choose, down to one-minute increments.
Thanks for your feedback, and all the best!
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Integrate with Outlook
You could corner the small business and freelance business-consultant market if Pipeline could integrate, or at least synch, with Outlook emails, contacts, calendar and tasks! I am hard-pressed to find a clean, non-stodgy, CRM like Pipejump that works with Outlook. I would work with you on this.
265 votesHello,
The Outlook plugin for Base CRM has been released. Learn more about this great new plugin here: http://blog.getbase.com/base-crm-now-integrates-with-outlook
Thanks to everyone who voted!
Josh -
Have The Ability To Make Fields Mandatory
Both built in and custom fields should have the ability to be set as mandatory - meaning the record can't be saved without it being completed.
248 votesHappy to say that Required Fields are now available in Zendesk Sell on all plans. Admin can configure them in Settings > Field Rules for creating a lead, deal, contact and for moving deals through the pipeline.
More details in this support article:
https://support.getbase.com/hc/en-us/articles/360007327651-Required-Fields -
Filter Contacts via custom field, location, title, state, etc.
It would be nice to be able to filter your contacts by the custom field values. For example, if I created a custom field that contains a list of values, it would be nice to be able to filter by one of those values.
193 votesHi,
Thanks for your ideas! You can now filter your data using your custom fields in all parts of Base.We appreciate your feedback, and would love to hear more of your suggestions!
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192 votes
Hi All,
You can now add images, links, and text formatting in emails composed in Base, as well as in the email signature you configure in Base.
Thanks for your support for this idea!
Best regards,
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