Base CRM

Estimated reading time: 4 min

Base CRM is a simple but powerful CRM with a seamless mobile experience.

Creating an Integration

From your Slemma account, head over to the Library page and click the plus button at the bottom right. Select Integration from the submenu.

In the following page, you can find Base CRM with one of the following ways:

  1. Scroll down and select Base CRM from the list of Integrations.
  2. Use search to find Base CRM from the list of Integrations.
  3. Choose Base CRM using All dropdown list > CRM.

You’ll see the Integration settings dialog window. You can select the frequency for the automatic updates on the DATA REFRESH tab, or set weeks settings on the ADVANCED tab. Click OK.

You’ll be directed to a page to sign in. Login to your Base CRM account and grant Slemma permission to access your data.

After authorization, the integration will be created and it will appear in your account in the list of objects. Now you are able to share the integration with either individuals or the entire Team, rename or remove the integration. To view the options available for the integration, right click it in the list.

Creating a Dataset

A dataset is a collection of data in a tabular format that is created on one of the possible data sources. The datasets can be used to create dashboards or individual charts.

To create a dataset, click your Base CRM integration in the list and select Browse datasets. From the following page, select which data you want to add to use in your charts.

NOTE: Cloud Service Integrations have prebuilt datasets that are not editable.

Click dataset’s name for a description of each dataset.

This data source contains information about all of your contacts such as how many customers by industry and your custom fields.

Dimensions
  1. Contact Name – The full name of the contact
  2. Email – The email address of the contact
  3. Job Title – The contact’s job title
  4. Created At – Date the contact was initially created
  5. Customer Status – The customer status of the contact. Possible values: none, current, past
  6. Prospect Status – The prospect status of the contact. Possible values: none, current, past
  7. Created By – The user that created this contact
  8. Industry – The contact’s industry
  9. Twitter Handle – The contact’s Twitter handle
  10. Facebook Nickname – The contact’s Facebook nickname
  11. Linkedin Nickname – The contact’s Linkedin nickname
  12. Skype Nickname – The contact’s Skype nickname
  13. Tags – Tags for the contact
  14. Country – The country of the contact
  15. Website – The contact’s website address
  16. Owner – The user the contact is currently assigned to
  17. Custom Fields
Measures
  1. Contacts Count – Contacts Count
  2. Custom Fields

Templates

  • Cumulative Number of Contacts Created over the last 30 days
  • Number of Contacts by Industry
  • Number of Contacts Created by Country (last 30 days)

This data source contains information about your leads such as your lead count by source. A lead represents an individual or an organization that expresses interest in your goods or services.

Dimensions
  1. Contact Name – The full name of the lead
  2. Email – The email address of the lead
  3. Title – Job title of the lead
  4. Created At – Date the lead was initially created
  5. Organization Name – Organization name of the lead
  6. Status – The status of the lead
  7. Source Name – The source name of lead
  8. Created By – The user that created this lead
  9. Industry – Organization’s industry
  10. Twitter Handle – Lead’s Twitter handle
  11. Facebook Nickname – Lead’s Facebook nickname
  12. Linkedin Nickname – Lead’s Linkedin nickname
  13. Skype Nickname – Lead’s Skype nickname
  14. Tags – Tags for the lead
  15. Country – The country of the lead
  16. Website – Lead’s website address
  17. Owner – The user who currently owns the lead
  18. Custom Fields
Measures
  1. Leads Count – Leads Count

Templates

  • Leads by Status (last 6 months)

This data source contains information about all your tasks such as task count by due date, owner and more.

Dimensions
  1. Resource Type – Name of the resource type the task is attached to. Possible values: Lead, Contact, Deal
  2. Is Completed – Indicator of whether the task is completed or not
  3. Completed At – Date of the task’s completion
  4. Overdue – Indicator for whether the task has passed the due date or not
  5. Due Date – Date when the task should be completed
  6. Related To – The name of object that related to this task
  7. Created By – The user that created this task
  8. Created At – Date the task was initially created
  9. Owner – The user the task is assigned to
  10. Title – The title of the task
Measures
  1. Task Count – Task Count

Templates

  • Number of Tasks Created by Username (last 30 days)
  • Number of Tasks Created over the last 30 days
  • Overdue Rate (last 30 days)
  • Started vs. Completed Number of Tasks (last 30 days)

This data source contains information about all your deals such as value in a specific currency and deals count by current stage.

Dimensions
  1. Deal Name – The name of the deal
  2. Currency – The venue for the event
  3. Created At – Date the deal was initially created
  4. Hot – Indicator of whether or not the deal is hot
  5. Current Stage – The deal’s current stage in the pipeline
  6. Category Stage – The deal’s category stage in the pipeline
  7. Last Change Stage At – Date when the deal was moved into the current stage
  8. User Change Stage – The user who moved the deal into the current stage
  9. Last Activity At – Date of the last activity on the deal
  10. Created By – The user that created this deal
  11. Source – The source of the deal
  12. Loss Reason – Reason why the deal was lost
  13. Contact – The name of a primary contact
  14. Organization Name – The name of the organization
  15. Estimated Close Date – Estimated close date of the deal
  16. Tags – Tags for a deal
  17. Owner – The user the deal is assigned to
  18. Custom Field
Measures
  1. Value – Value of the deal in a currency specified in the currency field
  2. Deals Count – Deals Count
  3. Custom Fields

Templates

  • Deals by Status (last 6 months)
  • Number vs. Value of Deals by Source (last 30 days)
  • Top 10 Contacts be Value of Deals (last 6 months)

Creating a Chart

Click a dataset or integration and select Create dashboard/Create saved chart/Create presentation to start building a chart (please note that presentations are available starting from the Standard Plan).

From the next page, you can choose to create your own chart from scratch, or you can apply one of the templates we created.

  • If you choose to build a new chart from scratch (“Blank” option), the Chart designer will open. Go here to learn how to create a chart in the Chart designer.
  • If you choose a template, a new chart will be added to a dashboard/saved chart/presentation (depending on the way you start the chart creation).
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