Upcoming training webcasts
Nutshell continues to grow at a fast pace, and we want to be sure that our customers are up to speed on the latest features. Today we're announcing new training webcasts, designed for both customers and trial users. You're invited to join our talented staff for these interactive walk-throughs, featuring some of Nutshell's most powerful features.
We'll be recording and publishing the webcasts if you can't join us, and we're planning to continue these as regularly-scheduled events.
Using sales processes to streamline your workflow
July 19 |
2 pm EDT: Susan Bell shows how to use Nutshell's powerful sales processes to keep your sales team on track. We'll dive into delays, prerequisite and time sensitive steps, as well as automation upon completion of steps. We'll cover process selection rules: how Nutshell assigns processes to new leads, and we'll show how overlay processes can provide additional guidance to your team when criteria are met. |
Importing CSV files
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July 26 |
2 pm EDT: Whitney Ferdon offers an overview of the importing process. Designed for companies who are migrating their data to Nutshell for the first time, and for users who frequently import new leads. Learn tips on how to make your import succeed the first time, and advanced topics like importing tags, custom fields, and assignees. |
Deep dive into sales pipeline and custom reports
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Aug 02 |
2 pm EDT: Kathy Alverson shows how to use Nutshell's powerful reports to find data like:
We'll also cover Nutshell's sales forecast reporting, so you can see the leads coming down the pipeline and how to utilize this information to make your company stronger. |
Automating lead assignment
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Aug 09 |
2 pm EDT: Join Susan Bell and learn how to automate lead assignment based on territories and geographical regions. We'll also cover other options, including round-robin distribution, and assignment rules based on your markets, products and sources. |
Andy Fowler
Andy is the lead developer at Nutshell and has been working with the web since the 28k modem. He’s a master at turning designers’ sketches into pixel-perfect interfaces. Look for his bike in front of our Ann Arbor offices, and find him on Twitter.