I recently wrote an article about how I’ve been using various tools to work remotely for years. At this point, it’s engrained in me. It started in the military, but it’s just part of who I am at this point. In my opinion, nothing compares to the ability to execute work anywhere, anytime, from just my laptop or mobile device.
我最近写了一篇关于我多年来如何使用各种工具进行远程工作的文章。 在这一点上，它已经根深蒂固。 它始于军方，但这只是我现在的一部分。 在我看来，没有什么能比在任何时间，任何地点通过笔记本电脑或移动设备执行工作的能力更胜一筹了。
Of all the tools we’ve tried over the years we’ve always come back to Basecamp. It does not have all the fancy bells and whistles of other tools and that’s a good thing. Take it from a team who’s been there, those things end up being distractions. Basecamp became more than just a tool; they became a methodology to doing great work.
多年来我们尝试过的所有工具中，我们总是回到Basecamp。 它没有其他工具的所有花哨功能，这是一件好事。 从一个去过那里的团队那里拿走， 这些事情最终会让人分心 。 Basecamp不仅仅是工具。 他们成为完成出色工作的方法论。
And here’s the thing — great work does not mean staying up til the we hours of the night, putting in 60hr weeks, stressing yourself out, and instant messaging everyone all day thinking you’re getting work done. My work and my company, Farmwave, have always been about quality and this is why we always ended up coming back to Basecamp.
这就是事情–出色的工作并不意味着熬夜，直到我们整夜都工作，每周工作60个小时，压力重重，并整日都在向所有人发送即时消息， 认为您正在完成工作。 我的工作和我的公司Farmwave一直都在追求质量，这就是为什么我们总是最终回到Basecamp。
一些历史 (Some History)
Basecamp, formerly 37Signals, wrote the book on remote working… no seriously. And while during this whole COVID-19 situation they’ve been dialing it up with webinars and interviews about working remotely, I think what I appreciate more about this group is they do deliberate work.
Basecamp ，以前是37Signals， 写了关于远程工作的书 ……不认真。 在整个COVID-19的情况下，他们一直在通过网络研讨会和有关远程工作的访谈来进行调拨，但我想我对这个小组更欣赏的是他们的认真工作 。
I used many of the former products of Basecamp, (Highrise CRM, Campfire, Backpack, etc), most of which are baked right into Basecamp3 at this point. Highrise being the exception… and I’ve fought to get back into it, but it’s no longer accepting new customers. I lost my access after shutting it down because, go figure, we wanted to try something with all the fancy shit. When I figured out what I was missing, it was too late. My hope is that it’s integrated into Basecamp 4, but nonetheless you’ll see below how I managed to yield Basecamp to my will for sales and as a bit of a CRM.
我使用了Basecamp的许多以前的产品(Highrise CRM，Campfire，Backpack等)，此时大多数产品都直接移植到了Basecamp3中。 高层建筑是个例外...我一直在努力重新融入，但是它不再接受新客户。 我将其关闭后失去了访问权限，因为，走吧，我们想尝试一下所有花哨的东西。 当我弄清楚自己所缺少的东西时，为时已晚。 我希望它已集成到Basecamp 4中，但是尽管如此，您仍将在下面看到我如何按照自己的意愿让Basecamp成为销售和CRM的一部分。
Farmwave如何使用Basecamp (How Farmwave is using Basecamp)
Farmwave builds some of the only artificially intelligent data models for the automation of agriculture practices in the world. We’ve dedicated over 7 years to building out the data architecture and image recognition models to be the most accurate and effective in the industry. When it comes to crop health, accuracy matters.
Farmwave建立了一些唯一的人工智能数据模型，用于世界范围内的农业实践自动化。 我们已经致力于构建7年来最准确，最有效的数据架构和图像识别模型。 在作物健康方面，准确性至关重要。
If you’re not familiar with the agriculture industry, here’s a few things you should know:
如果您不熟悉农业行业，那么您应该了解以下几点：
- There’s not a food shortage. Farmers of the world, not just the USA, produce more than enough food to feed everyone on the planet — waste is the problem. 这里没有食物短缺。 世界各地的农民，不仅是美国，生产的粮食都足够养活地球上的每个人，浪费是问题所在。
- Waste issues start at the farm and are part of the problem all the way to the table. 废物问题从农场开始，一直是问题的一部分，一直到餐桌。
- Succession is a big issue in agriculture. It’s not very popular to become a farmer today so there are less and less people every year doing the job. 继承是农业的一个大问题。 如今成为农民并不普遍，因此每年从事这项工作的人数越来越少。
- The succession issue leads to lack of knowledge. The subject matter experts of today, who’s average age is 65, are not going to live forever. We need to preserve their knowledge. 继承问题导致知识不足。 如今，平均年龄为65岁的主题专家不会永远活着。 我们需要保留他们的知识。
- Farmwave was built to be that preservation model in an artificially intelligent digital capacity. Farmwave被构建为具有人工智能数字功能的保护模型。
Farming is a business of making decisions all-day long based off information that changes constantly. Weather, market prices, cost of inputs, they are uncontrollable and changing all the time. It’s one of the only business models where you start over every year but still can’t control the outcome.
农业是一项基于不断变化的信息全天做出决策的业务。 天气，市场价格，投入成本是不可控制的，并且一直在变化。 它是您每年都要重新开始但仍无法控制结果的唯一商业模式之一。
Farmwave is not a very big company; 12 people at the moment. At our core we use G-Suite and Basecamp; that’s it. There’s a few underlying tools but they’re specialized like accounting software.
Farmwave并不是一个很大的公司。 目前有12个人。 我们的核心是使用G-Suite和Basecamp； 而已。 有一些基础工具，但是它们像会计软件一样专门化。
We have our teams in Basecamp — Engineering, Executive, Sales & Marketing, Finance/Legal/HR/Ops, and Customer Support. I will share what I can in the form of screenshots. As you can imagine we keep a lot of data private when it comes to the people we work with, (like the USDA), so I will use some demo examples below.
我们在Basecamp拥有我们的团队-工程，执行，销售和市场营销，财务/法律/人力资源/运营和客户支持。 我将以屏幕截图的形式分享我的能力。 可以想像，当涉及到的人(例如USDA)涉及我们的人员时，我们会将许多数据保密，因此我将在下面使用一些演示示例。
Farmwave HQ is a place where we use the Campfire tool, (renamed as Coffee Shop), to have random banter. The Message Board is used for News and Announcements. The Calendar is used as a company calendar and people can add what they want to their personal calendars from here. We have some resources in Docs & Files and the Automatic Check-Ins is used for both work related check-ins and company culture questions.
Farmwave HQ是我们使用Campfire工具(重命名为Coffee Shop)进行随机取笑的地方。 留言板用于新闻和公告。 日历用作公司日历，人们可以从此处将所需内容添加到个人日历中。 我们在“文档和文件”中提供了一些资源，“自动签到”用于与工作相关的签到和公司文化问题。
Engineering uses Basecamp the least, unfortunately. While a bit stuck in their ways with Jira and Slack, we are using Basecamp for imagery storage, documentation, and few other things. My hope is when things calm down for us in the future, more will be adopted here by the engineering team.
不幸的是，工程最少使用Basecamp。 尽管在Jira和Slack方面有些局限，但我们使用Basecamp来存储图像，文档和其他一些东西。 我的希望是，当将来事情变得平静时，工程团队将在这里采取更多措施。
Executive connects in here through the Campfire tool; we renamed it to Chat. Only 4 of us fall into this category so we use the Docs and Files portion to keep a few important docs currently being worked on close at hand. As a G-Suite company, they’re typically drafted in Google Drive and then linked to Basecamp. I think this is important to note that I try to maintain mirroring Google Drive folders to that of Basecamp with the majority of the content living in Basecamp with the exception of those Google docs that need to live in Google Drive. The workflow being, you always go to Basecamp first to find what you’re looking for. This is part of that workflow methodology I mentioned earlier. If we’re all on the same page and working the same way, things will flow a lot more seamlessly.
执行人员通过Campfire工具在此处连接； 我们将其重命名为“聊天”。 我们中只有4个人属于此类别，因此我们使用“文档和文件”部分来保存当前正在处理的一些重要文档。 作为G-Suite公司，它们通常是在Google云端硬盘中起草的，然后链接到Basecamp。 我认为这很重要，请注意，我尝试将Google Drive文件夹镜像到Basecamp文件夹，其中大部分内容都驻留在Basecamp中，但那些需要驻留在Google Drive中的Google文档除外。 在工作流程方面，您始终总是先去Basecamp来查找所需的内容。 这是我前面提到的工作流方法论的一部分。 如果我们都在同一页面上并且以相同的方式工作，那么事情将会更加顺畅地进行。
Finance/Legal/HR/Ops is a team only myself and one other person. These groups might be split up in bigger companies but for now it’s all one. The great thing about Basecamp is, should we grow and need to split these up, things can easily be moved from one Project or Team to another. I like Basecamp for organizing this type of sensitive info be cause it feels much more secure than Google Drive, Dropbox, or otherwise. In Google Drive, as an example, if there is someone else assigned as an Admin or Super Admin, they can find their way into accessing any Shared Folder or Individual Folders. I don’t like this. In Basecamp, I’m the only one who can add myself to any Team or Project as the owner of the company and this creates a more secure place for this content. We also have our billing e-mail address forwarded in here for any email from our vendors on billing issues.
财务/法律/人力资源/业务是一个团队，只有我自己和另一个人。 这些团体可能会分散在较大的公司中，但目前仅此而已。 关于Basecamp的伟大之处在于，如果我们能够成长并需要将其拆分，则可以轻松地将事物从一个项目或团队转移到另一个。 我喜欢Basecamp组织这种类型的敏感信息，因为它比Google Drive，Dropbox或其他方式更安全。 例如，在Google云端硬盘中，如果有人被指定为管理员或超级管理员，他们可以找到访问任何共享文件夹或单个文件夹的方法。 我不喜欢这样 在Basecamp中，我是唯一可以将自己添加为公司所有者的任何团队或项目的人，这为该内容创建了一个更安全的位置。 我们还将在此处转发我们的计费电子邮件地址，以接收来自供应商关于计费问题的任何电子邮件。
Customer Support is a team that only has one tool turned on; E-Mail Forwards. We use this as a ticketing system. An e-mail comes in and you can reply to the sender or comment back and forth on it with your team. Unfortunately, there is no alert set-up around this. So it’s something we have to make sure is being checked. I do wish there was an alert capability for this tool, but for now, it works for us. We do not have hundreds of customers. In our business we have maybe only 16 customers but they’re huge corporations. Which brings me to…
客户支持团队是只有一个工具开启的团队。 电子邮件转发。 我们将其用作票务系统。 一封电子邮件进来了，您可以回复发件人或与您的团队来回评论。 不幸的是，这周围没有警报设置。 因此，我们必须确保已对其进行检查。 我确实希望此工具具有警报功能，但目前它对我们有用。 我们没有数百个客户。 在我们的业务中，我们可能只有16个客户，但它们是大型公司。 带我去...
The Client Side is one of my favorite features of Basecamp. Farmwave mostly works with medium and large corporations in agriculture. As you can imagine, there are many documents, changes to those documents, uploads, downloads, conversations, updates, more changes, e-mails to only some people, meeting notes, ideas, and so on. We’ve actually had customers tell us they love how we’re doing this. Everything is nice and neat for the project in one place — both what they can see and what is for us only. And it’s very clearly identified as well in each tool.
客户端是Basecamp我最喜欢的功能之一。 Farmwave主要与大中型农业公司合作。 可以想象，有许多文档，对这些文档的更改，上载，下载，对话，更新，更多更改，仅发送给某些人的电子邮件，会议记录，想法等。 实际上，已经有客户告诉我们他们喜欢我们如何做到这一点。 对于一个项目而言，一切都很好，也很整洁-无论是他们看到的东西还是只对我们有用的东西。 并且在每个工具中也非常清楚地标识了它。
Farmwave works with a lot of imagery… a lot of imagery. We store project imagery right in the project and have other repos in Basecamp for internal model building and even future models. One of the nice things we found out about Basecamp is they don’t compress our images. In our line of work we need the original resolutions sizes.
Farmwave可以处理很多图像……很多图像。 我们将项目图像存储在项目中，并在Basecamp中有其他存储库用于内部模型构建，甚至将来的模型。 我们发现有关Basecamp的好处之一是它们不压缩我们的图像。 在我们的工作中，我们需要原始分辨率的大小。
We work with a hemp seedling grower in Colorado who uses the Client Side of Basecamp to dump all the imagery they’re taking for us to build AI models for pest and disease issues. As you can see, everything is easily organized by categories in Basecamp Docs & Files.
我们与科罗拉多州的一家大麻苗木种植商合作，后者使用Basecamp的客户端转储他们要为我们构建用于病虫害问题的AI模型的所有图像。 如您所见，Basecamp文档和文件中的所有内容都可以轻松按类别进行组织。
Sales & Marketing is probably the most heavily used Team in Basecamp right now with the most content. For this writing I created a demo team due to the sensitive nature of our actual Team information.
目前，销售和市场营销是Basecamp中使用最多的团队，内容最多。 由于我们实际的团队信息的敏感性，为此撰写了一个演示团队。
The E-Mail Forward tool is used here much like the support team. Our sales Google Group address dumps in here. The Contact Us form on our website pushes right to the Basecamp forwarding e-mail address. It’s great for collaborating on emails before responding, and even replying directly from Basecamp so others within Farmwave can stay in the loop of information.
在这里，电子邮件转发工具的使用与支持团队非常相似。 我们的销售Google网上论坛地址转储在这里。 我们网站上的“ 与我们联系”表单将向右推送到Basecamp转发电子邮件地址。 非常适合在回复之前与电子邮件进行协作，甚至直接从Basecamp进行回复，以便Farmwave中的其他人可以保持信息循环。
We use the calendar for important sales calls or client meetings and while they’re also often located right inside a big client project, we can copy those calendar events from one project into this team. This copy feature comes in handy when you want certain information in more than one area.
我们将日历用于重要的销售电话或客户会议，尽管它们通常也位于大客户项目中，但我们可以将这些日历事件从一个项目复制到该团队中。 当您需要多个区域中的某些信息时，此复制功能会派上用场。
The Message Board is used for mostly meeting notes, but also other sales related info. Again, there’s only 3 of us who manage sales but the ability to get creative and add more categories is in Basecamp.
留言板主要用于会议记录，也用于其他与销售有关的信息。 同样，只有3个人管理销售，但是具有创造力和添加更多类别的能力在Basecamp中。
Because of our size, sales and marketing are a combined group. So in this team, within Docs & Files, is also everything for marketing. Presentation assets, white-paper drafts, website content, our entire Design folder, case studies, press releases, etc. Everything is stored in this single place other than Google Doc content linked back to Google.
由于我们的规模，销售和市场营销是一个合并的组。 因此，在这个团队中，在Docs＆Files中，行销活动也应运而生。 演示文稿资产，白皮书草稿，网站内容，我们的整个“设计”文件夹，案例研究，新闻稿等。所有内容都存储在该位置，而不是链接回Google的Google Doc内容。
Because we’re not a company of hundreds or even thousands of clients, CRM tools have always been challenging for us to adopt. Trust me when I tell you we’ve tried them all. Just about all of them have numerous features we don’t use. This makes it a rather expensive tool when you don’t use most of it. Even free ones like HubSpot start scattering information all over the place but never finish the job because their tool does not get into project management. So you find yourself off to another tool when the sales cycle is over or the client moves on with a project. This has always seemed absolutely absurd to me. Again, while Highrise has been my favorite CRM to date, (but I’m locked out forever now), it had a very similar flow to it like Basecamp. The funny thing is, they were never really integrated… fingers crossed for Basecamp 4.
由于我们不是一家拥有数百甚至数千名客户的公司，因此CRM工具的采用一直对我们构成挑战。 当我告诉您我们已经尝试了所有方法时，请相信我。 它们几乎都有许多我们不使用的功能。 当您不使用大多数工具时，这使其成为相当昂贵的工具。 即使是像HubSpot这样的免费软件，也开始在各处散布信息，但由于他们的工具没有进入项目管理，因此从未完成工作 。 因此，当销售周期结束或客户继续进行项目时，您会发现自己无法使用其他工具。 在我看来，这总是绝对荒谬的。 再一次，尽管Highrise迄今为止是我最喜欢的CRM，(但我现在永远都被锁定在外)，但它的流程与Basecamp十分相似。 有趣的是，它们从未真正融合在一起……手指交叉着来到Basecamp 4。
Stages in a CRM tool have always been baffling to me as well. If you’re anything like us, then they’re all pretty much bullshit anyway. Is the client really at 60% to close? Who knows… and who cares. Focus on the relationship more and closing the gap than your stages. I’m not saying it’s this way for everyone, but I’ve worked with a lot of entrepreneurs to know that they’re focusing on metrics and little things that don’t matter.
CRM工具的各个阶段也一直困扰着我。 如果您像我们一样，那么无论如何他们都是胡说八道。 客户真的以60％的价格成交吗？ 谁知道……谁在乎。 比您的阶段更关注关系并缩小差距 。 我并不是说对所有人来说都是这样，但是我与许多企业家一起工作过，以了解他们正在关注指标和无关紧要的小事情。
So I created what I call the Pipeline tool in Basecamp using the To-Do Lists section. I start with a Template list and this is where I have my stages of the sale.
因此，我使用“待办事项列表”部分在Basecamp中创建了所谓的管道工具。 我从模板列表开始，这是我进行销售的地方。
I simply copy this template list for each new client.
我只是为每个新客户复制此模板列表。
You can check these off as you get into a stage or as you complete one… it’s up to you.
您可以在进入某个阶段或完成一个阶段时对它们进行检查……这取决于您。
I check them off as we’ve completed a stage and thus the one on top (since I have them in order) is where we’re at.
当我们完成一个阶段时，我会检查它们，因此最上面的那个(因为我已经按顺序排列了)就在这里。
As you can see below, I’ve got a quick window into all of my clients and where we are with them.
正如您在下面看到的，我可以快速浏览所有客户以及我们与他们在一起的位置。
Notice the graph at the top which Basecamp calls Hill Charts. I love these because, in my opinion, it’s real. There is no magic percentage value where someone is in the cycle, there’s just what the team is feeling on where someone is. You’ll see that the checked stages in each client card follows along where they are in the Hill Chart. In company Delta, the last checked box is “Won” and on the Hill Chart they’re at the end and greyed out.
注意顶部的图，Basecamp将其称为“山图”。 我喜欢这些，因为我认为这是真实的。 有人在周期中没有神奇的百分比值，这就是团队对某人在哪里的感觉。 您会看到每个客户卡中已选中的阶段都遵循它们在Hill Chart中的位置。 在达美航空公司中，最后一个选中的框是“ Won”，在“ Hill Chart”上，它们位于末尾并显示为灰色。
In this simple snapshot, I have a window into all the sales in my company just looking at the Hill Chart… but here’s where it get’s interesting. Notice that it appears Alpha and Bravo company are at the same stage according to the checked stages. But on the Hill Chart Bravo company is further along. Tell me this is not how it goes in sales and I’d call you a liar. Again, I’m not saying this is for every business model but for models where you’re working with large corporations or the sales cycles are long you could be stuck in one stage for days, weeks, or longer. Naturally, depending on how conversations are going, one might just feel further along than the others. This is what the Hill Chart represents.
在这个简单的快照中，我仅通过查看Hill Chart就可以看到公司中所有销售的窗口……但这就是有趣的地方。 请注意，它出现的Alpha和Bravo公司是在同一阶段根据检查阶段 。 但是在Hill Chart Bravo公司上却走得更远。 告诉我这不是销售的方式，我称你为骗子。 再说一次，我并不是说这适用于所有业务模型，但是对于您与大型公司合作或销售周期较长的模型，您可能会停留几天，几周甚至更长的时间。 自然，根据对话的进行情况，一个人可能会比其他人感觉更远。 这就是山图所代表的。
Since there is often so much information to add when it comes to sales, each one fo these stages in my model is actually a task in Basecamp. So you can see on the Bravo client card there is now a blue “1” next to the evaluation stage.
由于销售时通常要添加很多信息，因此我模型中这些阶段的每个步骤实际上都是Basecamp的任务。 因此，您可以在Bravo客户卡上看到评估阶段旁边的蓝色“ 1”。
This means there is a comment in there. Once I click on it I can open up the expanded stage or Basecamp to-do and expand.
这意味着那里有评论。 单击它后，我可以打开展开的阶段或要执行和扩展的Basecamp 。
如果我们真的去看的话，这方面有很多信息。 (There’s a lot of information on this one if we really look at it.)
In my breadcrumb trail at the top I know where I am. Team, Pipeline, and which client. I’ve now dive down into a stage and I can see all of the following:
在顶部的面包屑路径中，我知道我在哪里。 团队，管道和哪个客户。 现在，我进入了一个阶段，可以看到以下所有内容：
- stage 阶段
- when it was added and by who 何时添加以及由谁添加
- who’s responsible and who gets notified 谁负责，谁得到通知
- date we hope to complete this stage by 我们希望通过以下日期完成此阶段
deal notes on this stage or comments and by whom and when they were added
在此阶段或注释上，以及由谁和何时添加注释
…and the conversation can go on. You can see how this actually adds a lot of detailed info you sometimes don’t even see in a standard sales CRM tool.
…对话可以继续。 您可以看到它实际上如何添加许多有时甚至在标准销售CRM工具中甚至看不到的详细信息。
And here’s where sales tools fall short and Basecamp exceeds… when the sale is won and the project begins, you simply move that client card from the sales team to the client project. Everything goes with it. The meeting notes, information, the who, what, when… it’s all there in the project. It’s all in the same tool whether you’re on your laptop or mobile device.
在这里，销售工具不足，Basecamp超过了……当赢得销售并开始项目时，您只需将客户卡从销售团队移至客户项目即可。 一切都随之而来。 会议记录，信息，谁，什么时候，何时……这一切都在项目中。 无论您是使用笔记本电脑还是移动设备，都可以使用同一工具。
所以… (SO…)
I feel like I could go on for much longer. I know I could expand, in detail, how we can get our engineering group from Jira over to Basecamp. Engineering also still uses Slack because they’ve got some integrations between Atlassian tools and Slack for alerting. This is not something Basecamp has a lot of, but, I also challenge whether they are needed or not. And engineering is using Basecamp from a company level for everything else. We ping each other and use the chats for respective discussions. In the end it’s not different than all the channels someone builds out in the left side-bar of Slack. With Basecamp it’s just organized with everything else which is what you should want.
我觉得我可以继续更长的时间。 我知道我可以详细扩展我们如何使我们的工程团队从Jira转到Basecamp。 工程部门仍然使用Slack，因为他们在Atlassian工具和Slack之间集成了一些警报功能。 这不是Basecamp有很多东西，但是，我也挑战是否需要它们。 工程部门正在从公司级别使用Basecamp进行其他所有操作。 我们彼此ping通，并使用聊天进行各自的讨论。 最后，这与某人在Slack左侧栏中建立的所有渠道没有什么不同。 使用Basecamp，它可以与您需要的其他所有内容一起组织。
Farmwave works in agriculture. I don’t think there are many other jobs, other than maybe the military, that are as remote as ours. We travel; a lot. We’re on dirty, dusty, farms in the middle of nowhere at times and I don’t want to scramble to find information. When I’m taking a picture with my phone from the field I want to know, and I want my team to know, right where it goes. I want to be able to add detailed information to every level of a conversation whether it be a bug in the software or notes from a client meeting seamlessly.
Farmwave在农业中工作。 我认为除了军人以外，没有多少其他工作像我们一样遥不可及。 我们旅行; 很多。 我们有时在肮脏，尘土飞扬的农场上，茫茫荒野中，我不想争先恐后地寻找信息。 当我用手机从外地拍摄照片时，我想知道，我想让我的团队知道它在哪里。 我希望能够将详细的信息添加到对话的每个级别，无论是软件中的错误还是无缝地来自客户会议的笔记。
As we continue to build out our AI for plant pathology, as we continue to harness a digital version of knowledge and information that will carry forward the expertise of generation of farming best practices, Basecamp helps us keep it all organized and in sync with our clients. The key to success in battle is effective communication… with Basecamp we win.
随着我们继续构建用于植物病理学的人工智能，随着我们继续利用知识和信息的数字版本，这些知识和信息将继承农业最佳实践的专业知识，Basecamp帮助我们保持一切井井有条并与客户保持同步。 在战斗中取得成功的关键是有效的沟通……与Basecamp携手共赢。
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