In a CRM, email features and integrations are incredibly useful for staying in touch with your prospects and customers.
We have Help Center articles to explain all the ways you can send, receive, and track emails in Nutshell, but we thought we’d save you some clicks by covering all our various methods of email tracking in one place. Let’s get started!
1) BCC’ing emails into Nutshell
Ever since Nutshell was first launched, our BCC feature has provided a simple way to keep track of your sales conversations from any email client.
You can use BCC two ways: Either forward emails you receive to firstname.lastname@example.org, or include email@example.com in the “BCC” field when you send outgoing emails to customers. In either case, Nutshell will decode who is listed in the “to” and “from” fields of the header, and attach the email conversations to the right timelines in your Nutshell account.
2) Sending emails directly from Nutshell
Nutshell now offers two-way email sync with Gmail and Office 365, which means you can send and receive work emails directly from your CRM if you use those platforms. Even if you use a different email program, you can still send emails out of Nutshell by adding your provider’s SMTP settings.
Sending emails through Nutshell is a big time-saver for me—I can check through past correspondence with someone and then fire off an email quickly on the spot, rather than having to navigate away to my email client.
The best sales email is the one that gets read.
Download the Complete Guide to Writing MUCH Better Sales Emails for over 50+ pro tips on how to make your emails stand out in a crowded inbox.
3) Using Nutshell features in your Gmail/Outlook inbox
Our Nutshell for Gmail Chrome extension and Nutshell for Outlook add-in both bring the power of Nutshell to your inbox, allowing you to manage Nutshell contacts and leads directly from your email program. These extensions allow you to quickly view Nutshell records for anyone in the email conversation, create tasks, track communication timelines, write notes, and much more.
This method of email tracking is perfect for Nutshell users who prefer to work out of their Gmail or Outlook inbox, or occasionally switch back and forth between their CRM and email program. No matter how you like to work, Nutshell helps you stay organized and productive wherever you are.
4) Tracking views and reply rates
Nutshell makes it easy to see if your emails are making an impact. Want to see if your last email to a prospect was opened? Simply enable email tracking and look for the eye icon underneath the timestamp of the email. Nutshell also measures the reply rates of your personal email sequences and shows you how many times each individual message has been viewed, so you can identify which campaigns are generating the most conversations.
Write less email, get more replies.
Are you falling off your prospects’ radars? With Nutshell’s personal email sequences, we’ll remember the follow-up for you.
5) Automatically subscribing prospects to email lists
Nutshell’s native integrations with Constant Contact and Mailchimp make it much easier to nurture prospects through your funnel. Using the sales automation features of Nutshell Pro, you can automatically subscribe or unsubscribe your prospects to email lists depending on which stage they are in your pipeline—an incredibly helpful tool if you have different email drips for content downloaders, trial users, and new customers.
Our Constant Contact automation also gives you stats on the engagement of your email marketing for each subscriber, and allows you to filter and prioritize your leads by how they interact with your email campaigns. Learn more about it here.
Tracking and sending emails is just the beginning. Nutshell also helps you be more effective at email communication through shareable templates, bulk-emailing, and much more. Start a free 14-day trial to see how Nutshell can make you a rockstar of email sales!
Want to kick the tires a bit?
No problem. To see if Nutshell is the right choice for your sales team, start a 14-day free trial today!