Elevate Revenue With an Easy-To-Use IT CRM

Whether your IT company provides services locally or around the globe, your team needs insight into leads and clients so you can close more deals, offer better post-sales support, and increase customer loyalty.

Nutshell’s pipeline management features make it easy for your reps to view, manage, and move leads through your pipeline so you can stay on top of sales. As the best Next Action Selling CRM on the market, helping you figure out what’s next in your sales process is at Nutshell’s core.

See how Nutshell’s pipeline management tools for IT companies make it easy for your reps to manage your leads:

• View your leads four different ways—with board, list, chart, and map views—so each rep can manage leads how they work best.
• Customize your lead board view to show exactly the information your team needs to see at a glance.
• Mark your most valuable potential sales as Hot so your team can easily track them wherever they appear in Nutshell.
• Create multiple pipelines to track contacts interested in your various consulting, data engineering, asset management, and help desk services—then move them to an account management pipeline after you close the deal.
• See every lead’s source and funnel stage, plus what action you need to take next to close the deal.

Accurate and accessible client data is critical for effective selling. When you can track a contact’s interests, purchase history, communications, and the last time you contacted them, you can nurture relationships to close more deals.

Nutshell acts as a central repository for all your client and lead data. You can create comprehensive profiles that include more than just contact information—attach proposals and contracts, use tags to group clients by characteristics, and see a complete timeline of every relationship.

With Nutshell’s contact management features, you can:

• Import client data, calendar events, and emails from any source, or get expert help with Nutshell’s white glove import service.
• Organize clients along with their companies and potential sales, so you have all the information you need to close a deal in one place.
• Access clients’ deal history, invoices, contracts, addresses, and crucial notes right from their page.
• Track every email, phone call, and conversation with clients so you can send messages that increase conversions.
• Make phone calls directly from Nutshell with unlimited click-to-call, and record your calls for reference later.

Driving growth for your IT company requires a steady stream of new leads for your sales team to work through your pipeline. To have the best chance of closing more deals, you need to find companies most likely to need your services and effectively build their trust.

Email marketing is a powerful tool for supercharging your IT company’s outreach efforts. And Nutshell works hand-in-hand with Nutshell Campaigns, our built-in email marketing solution. Use the drag-and-drop email editor to design professional emails, automate sending, and catch your clients’ attention at every stage of the funnel.

With Nutshell Campaigns, your team can:

• Create targeted email marketing audiences from your CRM contacts to send the right messages to the right people.
• Automate email campaigns to send optimized messages tailored to your audience.
• Test your email campaign content to find the content that resonates best with your recipients.
• Track email engagement metrics like open and click rates.
• Combine email marketing with Nutshell’s other lead generation tools, like our online meeting scheduler, web form builder, and landing page creator, for an even stronger marketing strategy.