CRM Basics

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    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

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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.

  • Introduction to Nutshell

    Watch this video to learn how Nutshell solves eight common problems that sales reps face every day.

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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.

  • Nutshell for Sales Reps

    Read why Nutshell is beloved by sales reps.

  • Nutshell for Sales Managers

    Read what Nutshell has to offer the managers of sales teams.

For New Customers

  • Getting Started With Nutshell

    Watch this video to learn how to create companies, people and leads.

  • Onboarding Task Lists

    Ready to start selling? Download our quick-start checklists to set your team up for success.

Sales Strategy

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    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.

  • 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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    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.

There was no formal way to track our leads. We didn’t have a shared database. Everyone had individual contacts in their phone or on their computer.
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