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Table of Contents

CRM Basics

Does My Business Need CRM?

Download our free PDF guide to learn what CRM is and whether your business is ready for it.

Sales Process Worksheet

Download our free PDF template to standardize the key sales activities for your company.

About Nutshell

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.

CRM Comparison Worksheet

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

Nutshell for Sales Reps

Read why Nutshell is beloved by sales reps.

Sales Automation Workshop

Learn how to create a custom, automated pipeline in Nutshell to kick your sales efforts into overdrive.

Sales Strategy

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.

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.

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.

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.

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.

The Sell to Win Playbook

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

 

Sales Manager’s Survival Guide

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

Playbooks

Managing a Sales Team

Whether you are a seasoned sales manager or brand new to managing a sales team, our guide has the resources for you to more effectively and efficiently manage your sales team for better outcomes.
sales reporting and analytics

Sales Reporting and Analytics

If you want to improve your sales performance and grow your business, you need reliable, relevant sales reporting and analytics. Learn how to improve your sales analytics and reporting and leverage your data with this guide.
creating and implementing sales strategies

Creating and Implementing Sales Strategies

If you want to get results consistently, you need a well-defined sales strategy and process for your sales team. This playbook covers how to create an effective sales strategy and define your sales process.
Developing Sales Skills

Developing Sales Skills

Ready to take your sales skills to the next level? Explore this guide to learn about the most important sales tactics and skills and get tips on everything from creating sales pipelines to crafting proposals to qualifying leads.
Guide to Sales CRMs

Guide to Sales CRMs

This guide has everything you need to know about sales CRMs, from what they do to how to use them to how to choose the right one for your business.
Understanding customer data and how to collect it

Understanding Customer Data and How to Collect It

Customer data collection is an important part of running your business. Learn how to successfully (and responsibly) collect data using your CRM in this guide.
Setting up and implementing a CRM system

Setting Up and Implementing a CRM System

Get the inside scoop on how to set up and implement your CRM system with this guide. We’ll cover key steps, factors to consider, and more.
Managing and organizing customer data

Managing and Organizing Customer Data

Get seven essential tips for managing and organizing your customer data, from cleaning and validating your data to managing privacy and security, in this guide.
how to use data insights to inform marketing strategies

How to Use Data Insights to Inform Marketing Strategies

With this guide, explore how to use insights gained from your data to inform your marketing strategies and personalize your campaigns.
Automating Sales and Marketing Processes With Your CRM

Automating and Streamlining Sales and Marketing Processes With Your CRM

In this guide, learn how incorporating automation into your sales and marketing processes with a CRM can improve efficiency and drive more growth for your business!
Unlocking the Power of CRM Integrations

Unlocking the Power of CRM Integrations

Integrating your CRM with other tools can help you make the most of your data and streamline your sales, marketing, and customer service processes. Learn how in this guide!
Measuring the ROI of a CRM system

Measuring the ROI of a CRM System

Tracking your CRM’s return on investment (ROI) helps you evaluate its performance so you can increase the value it provides for your organization. In this guide, we’ll cover key metrics to track, best practices for a successful CRM strategy, and more.
Advanced CRM Techniques and Strategies

Advanced CRM Techniques and Strategies

Discover advanced CRM techniques and strategies that will help you do more with your CRM in this guide.
Best Practices for Using a CRM System guide

Best Practices for Using a CRM System

A CRM is a powerful tool for sales teams—if you know how to use it. Learn how to implement best practices for using your CRM and get the most from your system!

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