The Business Development CRM You Need to Accelerate Growth

Essential for corporate development is the ability to efficiently manage relationships with partners, leads, clients, and other important stakeholders. To do that, you need a single source of truth for customer data that your sales, customer success, support, and marketing teams can access to optimize every interaction, always say the right thing, and stay up to date on any new developments in a relationship.

By storing all your contact and lead information in one place, Nutshell empowers your team to create a seamless experience across every single touchpoint. Check on your next appointment with a client, review notes from your last meeting, see which emails they’ve opened and clicked, quickly summarize your entire relationship, and open attached documents—all from the same page.

And with contact management features like pinned notes, data enrichment, and powerful filters, Nutshell makes it easy to remember important details about every customer, quickly gather information that can help you make a sale, and quickly create laser-focused email marketing lists.

As you grow your company, crafting timely email messages and staying in touch at just the right time can become a juggling act. Reliable business development software can help you keep those juggling balls in the air through automated personal emails and drip sequences.

Nutshell lets everyone on your team create and send professional email sequences triggered by specific actions within their pipeline. This helps you keep in touch with stakeholders and leads when it matters most, all while typing less.

Nutshell’s email automation features let you:

• Craft personalized one-on-one email sequences and messages to send automatically when leads take certain actions.
• Send follow-up messages to leads and stakeholders at crucial points to prevent them from falling through the cracks.
• Start your messages from professional email templates or design custom emails using our easy drag-and-drop editor.
• Identify the most effective messaging through email reports and keep an eye on key metrics like reply rates, opens, and overall email health
• Create highly targeted email audiences by segmenting your contacts and saving mailing lists in Nutshell.

Analytics capabilities are one of the most important considerations when selecting a CRM. Business development software should empower your team to leverage data for enhanced business insights and decision-making.

Beyond basic reports like new sales and losses, Nutshell offers advanced reporting capabilities, so you can see into team productivity, emails sent, and sales forecasting, to name a few.

Here are a few of the functions your team gains with Nutshell’s reporting and analytics features:

• Gain insight into your entire team’s productivity and sales activities logged, then analyze how many activities go into making a single sale so you can streamline your process.
• Generate accurate forecasts of future sales and potential revenue.
• Determine how successful your sales and marketing teams have been at moving leads through your sales funnel, plus where leads are dropping out, so you can plug leaks in your pipeline.
• Reveal which marketing channels are bringing you the best high-quality leads, so you can optimize your marketing strategies to increase leads.