How can you access @-mention capabilities?
The ability to @-mention other users in Nutshell is available on Sales Pro and above.
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Easily bring colleagues into the conversation and stay notified of everything that needs your attention with Nutshell’s first-rate team collaboration and communication tools. Promote better customer experiences and improve your sales revenue through effective team collaboration.
Don’t let important customer interactions get lost in email. Store your sales team‘s communications in Nutshell’s collaborative CRM, giving teams across departments access to the same accurate data.
Get teammate input to take action quickly
Send and receive alerts with @mention tags to get the help you need, when you need it, to close that deal. Add @-mentions to notes, activity logs, timeline comments, and more. Use color-coded tags to organize and prioritize Company, People, and Leads shared among your team.
The ability to @-mention other users in Nutshell is available on Sales Pro and above.
Nutshell’s mobile CRM app alerts keep you in the loop any time your team needs you. Adjust your notification settings to ensure you receive notifications, reminders, and alerts how you prefer.
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Ensure teams across all your departments can access essential customer data. Consolidate data collected from multiple touchpoints for an improved 360-degree customer view, allowing teams to personalize interactions and enhance customer experiences. Add and pin notes to Company, People, and Lead records to ensure everyone on your team has the information they need.
Mejore su proceso de ventas de acción siguiente con una colaboración en equipo sin fisuras para generar más victorias.
Mantenga informadas a todas las partes interesadas con una plataforma de colaboración en equipo sin restricciones, notificaciones y alertas. Evita que las tareas del proceso de ventas de la siguiente acción se queden en el tintero y sigue haciendo avanzar a los clientes potenciales para cerrar más acuerdos.
Nutshell gives teams the tools to ensure all key roleplayers can be notified when needed to step in a provide assistance—whether it’s resolving an existing customer issue or providing crucial input to close a deal. The walkthrough below takes you through the steps needed to ensure you configure your notifications correctly to maximize team success.
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Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.
Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.
Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM
Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.
Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.
Quickly create and send custom quotes, easily track quote progress and prospect proposal engagement, and effortlessly manage and share your quotes in different formats.
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.
Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.
Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.
Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.
With channel and source data automatically added to your new leads, you can know where your best leads come from and invest smarter in your marketing.
Connect with our world-class support team to get fast, friendly, and free support when needed.
Easily sync your email and calendar with Nutshell to make your CRM work where you do.
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Find out more about Nutshell’s extensive range of Marketing Suite features
Learn more about Nutshell’s industry-leading Engagement Suite features
Discover the broad spectrum of features and tools available to Nutshell customers
A collaborative CRM system is software designed to support and improve team collaboration, encouraging more effective customer relationship management. These CRM solutions typically include the tools needed to enhance inter-departmental communication and data sharing with a focus on delivering better customer experiences.
While a collaborative CRM champions better team communication and collaboration, an operational CRM is built to promote greater team efficiency.
Operational CRM features revolve around increasing the ability to automate processes to streamline company and departmental workflows. On the other hand, collaborative CRM platforms are more about ensuring the vital data stored on the system is easy for teams to access, share, and manage.
When investing in a collaboration-focused CRM system, ensure it comprises these essential features:
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La posibilidad de etiquetar a los miembros de mi equipo es increíblemente útil. Si se me ocurre algo sobre una cuenta, puedo etiquetar a alguien y no tengo que perder tiempo buscándolo y hablando con él. Me ha ahorrado mucho tiempo.
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