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Migrating from one CRM platform to another should be a smooth process with minimal disruption to your sales process. When you migrate from Zendesk Sell to Nutshell, you get:
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Zendesk has announced the retirement of Zendesk Sell, which means every existing Sell customer will need to transition to a new CRM before the product officially shuts down on August 31, 2027.
Rather than waiting until the last minute, now is the time to find a platform that can seamlessly take over without disrupting your sales process.
Nutshell is ready to be that new home—offering a familiar experience, easy data transfer, and hands-on support so you won’t miss a beat when Zendesk Sell winds down.
Switching from Zendesk Sell doesn’t have to be stressful. Here’s how Nutshell makes it quick and painless:
That’s it—you’ll be up and running in Nutshell in no time.
Want the full step-by-step guide? Check out our CRM migration support article.
Prova Nutshell gratis i 14 dagar eller låt oss visa dig runt innan du dyker in.
We know adopting a new CRM can be intimidating. Fortunately, Nutshell is so similar to Zendesk Sell that Sell users should feel right at home.
Here’s how some common terms and workflows translate between Zendesk Sell and Nutshell to get you started on the right foot.
What Zendesk Sell calls a Deal (an opportunity in your pipeline), Nutshell calls a Lead.
Every Nutshell Lead moves through stages in your pipeline just like deals in Sell, from the first stage all the way to Won, Lost, or Canceled.
In Zendesk Sell, a Lead is an unqualified prospect that you convert into a contact and deal. Nutshell simplifies this process—you’ll import those prospects as Contacts—People and Companies—in Nutshell.
When you’re ready to pursue an opportunity, you create a Nutshell Lead for that contact, which serves the same role as a Deal in Zendesk Sell.
Zendesk Sell’s Contacts (people and organizations you’ve done business with) are managed as People and Companies in Nutshell. Every person in Nutshell can be tied to a company, giving you a complete view of all interactions with that organization. Both People and Companies can be tied to a Lead record.
Think of it this way: You are trying to win a Lead by talking to People who work for a Company.
The calls and meetings you tracked in Zendesk Sell map to Activities in Nutshell (so you can report on every touch point). Your Sell to-do-related Tasks map to Tasks in Nutshell. You can schedule follow-ups, set reminders, and see every interaction on a contact’s timeline—keeping your team organized just like in Sell.
You can also add all of your Activity and Task types to Nutshell so that you can report separately on “meetings”, “emails”, “calls”, etc.
Nutshell is the most seamless, supportive, and value-packed option for Zendesk Sell customers seeking a new CRM. We’re dedicated to making sure your switch is painless and boosts your team’s productivity.
Here’s why Zendesk Sell teams are choosing Nutshell as their next platform:
That’s right—We’re giving 80% off the first 6 months to any customer migrating from Zendesk Sell to Nutshell.
Why?
Switching CRMs isn’t easy, especially when you’re the one making the decision. But since you’re forced to find a new CRM, we want to help make this an easy choice for you.
It’s easy! After you start a Nutshell trial or subscription, you can import your Zendesk Sell data directly from within Nutshell. Just navigate to the Import tool in your Nutshell settings and choose “Another CRM” > Zendesk Sell. Then, follow the steps to allow Nutshell’s importer to pull in all your data.
If you’d rather not do it yourself, our team can perform the migration for you as part of our free white-glove onboarding service—simply let us know and we’ll handle everything.
Need a step-by-step walk-through? Check out our detailed migration guide.
Most teams are fully up and running within 24 to 48 hours. Our success team can tackle larger or more complex imports on your timeline at no additional cost. We start with a small sample import to make sure everything lines up correctly, then proceed with the full migration. Our team will handle the heavy lifting so you’re not stuck with tedious manual work.
Absolutely yes! We don’t just hand you the software and wish you luck—our team will be with you every step of the way. Nutshell provides free onboarding assistance to all new customers, which includes helping you set up your account to reflect your old Zendesk Sell workflows.
We’ll make sure your team knows how to use Nutshell and feels comfortable with the new system. Plus, our support team is always available to answer questions via phone, email, or chat. In short, your team will get all the help they need to make Nutshell their new home without missing a beat.
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.
Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.
Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM
Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.
Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.
Quickly create and send custom quotes and invoices, easily track quote and invoice progress and engagement, and effortlessly manage and share your quotes and invoices in different formats.
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.
Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.
Quickly import your entire products and services list with Nutshell’s Product Importer, so you and your team can spend less time on administration and more time on selling.
Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.
Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.
Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.
With channel and source data automatically added to your new leads, you can know where your best leads come from and invest smarter in your marketing.
Connect with our world-class support team to get fast, friendly, and free support when needed.
Easily sync your email and calendar with Nutshell to make your CRM work where you do.
Vi tar säkerheten och tillförlitligheten för dina data på allvar. Vi samarbetar med branschens mest pålitliga infrastrukturleverantör, Amazon Web Services.
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Nutshell is easy to maneuver through and implement quickly. I use Nutshell daily and am also responsible for helping to onboard our new hires in its use. Each new employee has confirmed with me on its ease. When it came time to migrate our old database of contact and sales data into Nutshell, it was done very smoothly and allowed for a quick transition.
Kevin B. – National Sales Manager
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