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Helpful (free!) resources

Table of Contents

CRM Basics

does my business need crm? a helpful guide to understanding the benefits of customer relationship management software

Does My Business Need a CRM

Download our free PDF guide to learn what CRM is and whether your business is ready for it.
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The Sales Process Worksheet to Optimize Your Sales Journey

Download our free PDF template to standardize the key sales activities for your company.
the word "CRM" with each letter on a white tag with a blue background

The Complete CRM Glossary

There’s a ton of CRM terminology out there, and learning it all can seem like a mammoth task. Our comprehensive CRM term glossary provides you with a breakdown of the terminology you NEED to know to simplify your CRM journey and ensure you’re always in the loop!

About Nutshell

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Guided Tours

Register for one of our live demos to see Nutshell in action and learn how we can help level up your team’s sales efforts.
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CRM Comparison Worksheet

Use this interactive checklist to compare Nutshell with your current contact management solution and any other CRMs you’re evaluating.
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Nutshell for Sales Reps

Read why Nutshell is beloved by sales reps.
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Sales Automation Workshop

Learn how to create a custom, automated pipeline in Nutshell to kick your sales efforts into overdrive.
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The Best Next-Action Selling CRM

Discover why Nutshell is the best next-action sales and marketing CRM on the market.

Sales Strategy

Sales Pipeline: The Complete Training Guide

Sales Pipeline: The Complete Training Guide

Download our free PDF guide to transform your sales process with our comprehensive sales pipeline training guide. From filling your pipeline to pipeline management, learn it all.
Insider’s Guide to Choosing a CRM in 2025

Insider’s Guide to Choosing a CRM in 2025

Download our free PDF guide to find the perfect CRM solution to improve your team’s efficiency, build
stronger customer relationships, close more deals, and boost revenue.
A Modern-Age Approach to Customer Relationships

A Modern-Age Approach to Customer Relationships

Download our free PDF guide to learn about the modern-age approach to customer relationships.
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16 Sales Process Templates for B2B Pipelines

Download these templates to see our recommended pipeline stages for inbound sales, outbound sales, team-selling, and much more.
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How to Warm Up Your Cold Outreach (Sample Campaign)

Follow this step-by-step outbound campaign template to get on your contacts’ radars before you start dialing.
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The B2B Marketer’s Toolkit

From finding new lead channels to nailing your SEO game, this guide collects 120+ of the best marketing tips ever published on the Nutshell blog.
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The Complete Guide to Writing MUCH Better Sales Emails

Download this guide for our best tips on personalizing your sales emails, dodging the spam filter, following up with prospects, and more.
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101 Task Ideas for Any Sales Process

Tasks are recurring activities that guide your reps throughout a sale. Browse our list of task suggestions and pick the ones that best fit your team.
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The Sell to Win Playbook (55 Sales Expert Tips)

Want to learn from the masters? Read these expert tips from some of the world’s most highly regarded sales thought-leaders.

 
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Sales Manager’s Survival Guide (70+ Expert Tips and Strategies)

What makes a great sales leader? Download this guide to get 70+ expert strategies for hiring, coaching, and motivating your team.

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