Work Smarter, Sell Faster. We’re here to help you continually get the most out of your CRM.
What we provide:
Your quarterly scheduled call allows you to connect with your Nutshell Advisor throughout the year to discuss:
We completely understand that questions might come up as your team continues to use Nutshell. For this reason, we have an excellent Support Team that is ready to help you out!
Our Support Team is available via live chat and email for your day-to-day questions and troubleshooting. Instructions on how you can reach the Support Team and their hours can be found here. Our comprehensive knowledge base also serves as a great resource for your team.
Your Nutshell CRM Advisor is not available for everyday support needs and requests. Please use our Support Team for when these cases arise.
Our Nutshell Sales Enterprise plan includes free scheduled phone support, where you can schedule Zoom calls with our support team to help diagnose issues you encounter.
Come ready to discuss your team’s biggest sales challenges, current workflows, and goals for the next quarter. Have your main team members available and think about what’s working (and what isn’t) in your current process. Our advisor will guide you through the rest—no prep work needed to get started.
Most teams reach 80% adoption within 30 days of launch. Small teams often hit full speed within weeks, while larger organizations typically take 4-8 weeks. The timeline depends on your team size and how much data needs migrating. Our advisor will create a customized timeline that fits your reality.
Absolutely. Even if you’ve been using Nutshell for months, our advisors spot opportunities you might miss—better lead scoring, pipeline optimization, untapped automation workflows. They’ll audit your setup and recommend strategic changes to help your team sell faster and smarter.
Standard support answers your technical questions. CRM advisors do that plus help you optimize strategy. They work with you on sales pipeline design, data quality, feature adoption, and business metrics. Think of advisors as partners focused on your growth, not just troubleshooting.
CRMs typically deliver 3-10x ROI depending on adoption and execution. You’ll see faster deal cycles, better forecasting, reduced manual work, and stronger team alignment. The real payoff comes from actually using the system—our advisor makes sure your team gets there.
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