Centralize your account information and samples management
Get your entire team on the same page by storing your buyers’ contact information, purchase order details, samples status, and communications in one place—accessible to your entire team from any device.
Never let a deal fall through the cracks
Prioritize your most promising retailer, distributor and partner leads, set up automated reminders, and keep track of every deal’s status so that valuable accounts don’t slip away.
Track quotas, forecast revenue, and constantly improve your sales process
Quickly compare actual product sales to quotas so you can track your progress against expectations and deliver useful reports. View automatically-prepared revenue forecasts. Shorten your sales cycle by identifying high-performing sales reps and the common traits of stalled deals.
Get your team up and running fast
Nutshell makes CRM adoption as easy as possible:
- Fast and free onboarding. Import all your customer information in less than a day, with absolutely no IT department or implementation consultant required.
- Sure-fire adoption. Intuitive, mobile-friendly design, quick-start training, and real humans you can talk to (yes, it’s true!) means your team will be up and running with Nutshell on Day 1.
The greatest benefit is tracking your leads and where they come from. It’s been very beneficial to tag each lead and look at them on the map view to evaluate our marketing efforts.
Territory Sales Representative