Nutshell

Bang for your Buck

Kommentare: Great! It helps the team stay on track whether it's sales or implementation.

Vorteile:

Reporting and filtering reports. Keeping a track record of our leads.

Nachteile:

Have to move over to pro to get more then one sales process. Pro is so expensive.

An Elegant Yet Powerful CRM

Kommentare: We are now better organized with our sales process and are more collaborative. This allows us to keep our important information in one place that is easy to use and work as a team to get things done!

Vorteile:

I love the filtering ability with our companies and people lists. It allows us to really drill down and get the exact metrics we want. We are better able to see a lot of information at a glance in a dynamic way.

Nachteile:

I would love more options when emailing groups of people in the system. Currently, I need to only use templates when emailing groups and I would like to be able to type out the email in one shot instead.

Great for Lead Management

Vorteile:

We use Nutshell for our Account Management and CRM, however the biggest feature we utilize is the Lead Management. Being in a manufacturing industry for architectural material, we will have leads on projects that span over 2-3 years, so Nutshell allows us to track each lead and ensure regular follow-ups are maintained with the customer.

Nachteile:

This was a brand new venture for us in this type of software, so we had nothing to compare it to. Like every new software, there was a learning curve but we felt that it was justified to the benefits we gained.

leads don't allow you to easily sell services, only products. After sale service is hindered.

Kommentare: We get a cost effective CRM that frees up cash flow for use elsewhere in our business.

Vorteile:

Nutshell offers a unique ability to tag people in activities and run reports on calling activities for my sales reps.

Nachteile:

Every lead typically has a company or contact. But if you don't save the activity in the lead, and instead under the company or individual contact, you can't see it when your client calls in regarding the sale they want service for, so your customer service is hindered and your sales people look like they don't know the history of the account. It's embarrassing to use this software because Nutshell says they are only helping to land the sale, not support it, but this mindset about how they build their software results in a horrible disconnect with regards to how we are forced to serve our customers, and thus we are using a CRM that doesn't support the full life cycle of a sale. We keep hoping Nutshell will fix this and improve because their customer service is great, and their people mean well, but after several years of patiently waiting, we are concerned that we may never see this problem fixed. The mobile app also has so many glitches with the UX that it can't even compare the experience to how you can use leads in a web browser. Further, when we have a customer call in to ask about their account, the recent leads puts the oldest first in the list, which means we have to scroll through several hundred orders just to open the last order we did for that client. If you are trying to sell to a major corporate account with multiple facilities / departments, forget it with Nutshell; linking subcompanies / vendors / partners / other locations is a nightmare in Nutshell.

Fantastic product and service

Kommentare: Fabulous. I have used 9 CRM's in the past decade and this is by far my favorite.

Vorteile:

Ease of use and the fact that Nutshell will integrate data from your old CRM into their platform gratis.

Nachteile:

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