When your catalog is extensive, picking the right item shouldn’t slow down your sale. Nutshell’s product categories organize your catalog, surface the context reps need (right when they need it), and let you see which products drive revenue with category‑level reporting.
If your team works with dozens or hundreds of products, scanning a flat list or guessing between similar SKUs is a time sink. Nutshell’s product categories group your catalog into clear, searchable buckets so every rep can find the right option in seconds.
Beyond organization, this update adds helpful context wherever you choose products. See a product’s category and description at a glance, so your team can choose with confidence and keep deals moving. And roll up performance by category when reporting, so you can compare product groups, spot trends, and prioritize what sells.
What can I do with product categories in Nutshell?
Here’s how Nutshell’s product categories make organizing, managing, and analyzing your catalog so much easier:
Find products fast (and with fewer clicks): Filter your Products list by category to zoom straight to a smaller, more relevant set of items. And see the category in search when adding a product to a lead, so you can stop hunting and start selecting.
Help reps choose the right item, right from the lead: On any lead, hover or click a product card to reveal its category and description. That quick peek reduces second‑guessing, prevents mis‑selections, and keeps proposals accurate.
See what’s selling—by category: Segment your sales report to analyze sales by product category, so you can understand the mix, identify cross‑sell opportunities, and double down on what’s working. Rolling results up to the category level turns SKU data into clear, executive‑ready insights.
Capture “when to use what” for the whole team: Add short descriptions to products to record use cases, caveats, and positioning tips. That shared knowledge means consistent choices across territories and a faster ramp for new reps.
Keep extensive catalogs tidy as you grow: Create, edit, and centrally manage categories in one place. As your offering expands, categories keep your catalog clean, navigable, and easy to maintain.
Let’s say your company sells car parts, and you need an easy way to organize and find all the different types of tires you stock. With Nutshell’s product categories, you can categorize all your tire SKUs in a separate “Tire” category, making it easier to find the product you need quickly, instead of searching through hundreds (or potentially thousands) of SKUs.
How do I get started with product categories in Nutshell?
Product categories are available to every Nutshell customer.
Head to Products to create and manage categories, and add a category and description when you create or edit a product.
From there, your team will see each product’s category in search and can view the category and description on the lead with a quick click.
Check out our detailed support article for more information on how to get started with product categories in Nutshell.
Tame product sprawl with Nutshell’s product categories
When the right choice is obvious, sales move faster. Product categories bring order to big catalogs, give your reps instant context, and show leaders what’s driving results at the category level—so your team spends less time searching and more time selling.
Organize your catalog into clear categories, see what’s selling by category, and give reps instant context. Learn how product categories help your team sell faster.
