Professional CRM Onboarding Services

Consulting Topics

We’ll consult you on best practices and coach you on how to set these up in your account.

Adding Users, Teams, and Roles
Importing Historical Data
Email and Calendar Sync
Configuring Scheduler Links
Setting up Personal Email Templates
Setting up Nutshell Analytics
Setting up Marketing Emails
Setting Up Web Chat
Nutshell SMS Enrollment Application
Setting Up Landing pages
Nutshell IQ filters and set up
Reporting Capabilities

Hands on Setup

We’ll get our hands on the keyboard and manually help set up your account.

Creating up to 3 Pipelines
Setting up Pipeline Automations for up to 3 Pipelines
Setting Up Saved Lists
Creating Custom Fields
Configuring Connected forms
Creating Nutshell forms
Adding Products, Company types, Industries, Lead Outcomes, etc.
Creating People, Company, and Lead Tags
Creating Activities, Tasks, etc.
Setting up a template for Nutshell Quotes

Initial account configuration and team training calls with your Nutshell Onboarding Advisor must take place within 60 days of becoming a Nutshell customer and can be up to 1 hour per call.

Customer is responsible for embedding the following on their website: Nutshell Analytics script, Web Chat script, and Nutshell forms script(s).

30-Day Post Onboarding Check-In

We understand that once your team has had a chance to use Nutshell in their day-to-day for a few weeks, there might be some adjustments that need to be made to how the account is configured.

The 30-day post onboarding check-in is an opportunity for your Nutshell Onboarding Advisor to consult on any final fine-tuning you want to do in your account to set your team up for success.

Quarterly Scheduled Calls

Your quarterly scheduled call allows you to connect with your Nutshell Advisor throughout the year to discuss your team’s experience with Nutshell, the existing features that have been a valuable addition to your team’s operations, new features that you are interested in learning more about, and overall best practices for getting the most out of your Nutshell account.

1 scheduled call per quarter with your Nutshell Advisor. Unused ongoing quarterly calls do not roll over to the next quarter.

Additional Account Support

We completely understand that questions might come up outside of the quarterly call with your Nutshell Advisor as your team continues to use Nutshell. For this reason, we have an excellent Support Team that is ready to help you out!

Our Support Team is available via live chat and email for your day-to-day questions and troubleshooting. Instructions on how you can reach the Support Team and their hours can be found here. Our comprehensive knowledge base also serves as a great resource for your team.

Your Nutshell Advisor is not available for everyday support needs and requests. Please use our Support Team for when these cases arise.

Our Nutshell Sales Enterprise plan includes free scheduled phone support, where you can schedule Zoom calls with our support team to help diagnose issues you encounter. If you’re not on our Sales Enterprise plan and feel you may need this level of support, consider upgrading today.

Professional Onboarding

Initial Account Configuration

Consulting Topics

Hands on Setup

30-Day Post Onboarding Check-In

Quarterly Scheduled Calls

Additional Account Support

Initial Account Configuration

Consulting Topics

Hands on Setup

30-Day Post Onboarding Check-In

Quarterly Scheduled Calls

Additional Account Support

See everything that Nutshell can do for you!

Dozens of integrations that you don’t even need IT to set up.

Partner with a company responsible for over $3B in client revenue.

See how we stack up against the competition!