The Center for Sales Strategy

FEBRUARY 26, 2024

Do you ever feel like you're using your CRM, but not really using it? After all, The 5th Annual Media Sales Report found that 74% of salespeople believe they use their CRM effectively. Maybe there are scores of salespeople out there who are utilizing the many capabilities that their CRMs have to offer.

CRM 120

CRM Software Software Media 120

Nutshell

DECEMBER 22, 2023

SurveyMonkey for best overall Price: Free, or starting at $25/user/month Key features: Hundreds of question variations and survey types across templates 100+ app integrations and plug-ins AI and machine learning tools like SurveyMonkey Genius 2. Customizable template gallery Shareable forms that can also be embedded into websites 9.

CRM 126

CRM Software Software Internet 126

Nutshell

APRIL 4, 2024

Table of Contents Features to look for in a meeting scheduler tool 10 best meeting scheduler apps for your business Nutshell Scheduler Calendly Doodle Sidekick Motion Google Calendar SimplyMeet.me One of the biggest features to look for is a good user experience, primarily when it comes to ease of use. Keep reading to learn more!

Meetings 71

Meetings CRM Software Software 71

Nutshell

APRIL 4, 2024

Table of Contents Features to look for in a meeting scheduler tool 10 best meeting scheduler apps for your business Nutshell Scheduler Calendly Doodle Sidekick Motion Google Calendar SimplyMeet.me One of the biggest features to look for is a good user experience, primarily when it comes to ease of use. Keep reading to learn more!

Meetings 62

Meetings CRM Software Software 62

Nutshell

MARCH 20, 2024

Benefits of lead generation software 10 best lead generation software How to choose lead generation software for your business Looking for an easy-to-use CRM with all the features you need to boost sales? Explore Nutshell’s Features What is lead generation software? Nutshell has what you’re looking for.

Software 77

Software Software CRM Management 77

Nutshell

APRIL 3, 2024

With features such as multiple project timeline views and the ability to tag others and comment on specific tasks, these tools can help unify your team to meet your startup goals. CRM software Customer relationship management (CRM) software helps you create and manage your sales pipelines and business contacts. Find out here.

Software 71

Software Software CRM Communication 71

Nutshell

JANUARY 17, 2024

Using a CRM in project management could be the answer you need for ultimate inter-departmental cohesion. Bringing sales, marketing, customer success, and project management teams together with a solid CRM software integration improves company-wide success and growth. What is CRM in project management?

Business Growth 71

Business Growth CRM Management Software 71

Nutshell

AUGUST 22, 2023

Since AI is revolutionizing sales , marketing, and many other aspects of business, it’s no surprise that many CRM providers are also using the technology to enhance customer relationship management. Table of Contents How are CRMs using AI? Your team can use these insights to make better decisions to advance the customer toward a sale.

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Artificial Intelligence CRM Management Decision-making 114

Nutshell

MARCH 18, 2024

Customer relationship management (CRM) systems have become vital in managing customer data, creating effective sales processes, and boosting sales team efficiency. However, one of the obstacles to implementing these crucial but advanced systems is a low CRM adoption rate from the team that needs to use it. Attend a live guided tour!

CRM 71

CRM Software Software Decision-making 71

Nutshell

MAY 3, 2023

If your company has a unique sales process or sells a variety of products and services, it can be tempting to build a CRM from scratch. In this article, we’ll dig into the nitty-gritty surrounding homegrown CRMs, including what a custom CRM is and the potential benefits and drawbacks of building your own. What is a custom CRM?

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CRM Software Software B2C 127

Nutshell

APRIL 3, 2024

DOWNLOAD Is your business ready for a CRM? Customer relationship management (CRM) software Consulting firms often find themselves unbalanced in guiding their leads through the buyer’s journey. Good customer relationship management (CRM) software can help you balance your priorities and keep a steady stream of new clients coming in.

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Software Software CRM Acquisition 71

Nutshell

MARCH 28, 2024

A refresher definition 5 best practices for managing a sales pipeline for a startup3 types of client onboarding Prioritize your good leads, drop your bad leads Analyze your pipeline regularly Update your processes regularly Standardize your sales pipeline Automate sales pipeline tasks with a CRM What is a sales pipeline?

Management 71

Management Prioritization CRM Sales 71

Hubspot Sales

APRIL 12, 2023

HubSpot CRM offers an industry-leading product with customer support to match. Some favorite features include advanced automation, document tracking, and custom reports to track sales rep activity. Key Features Email and Communication tracking Mobile App Custom reporting Goals feature for tracking activities 3.

Management 119

Management CRM Sales Software 119

Nutshell

APRIL 4, 2024

DOWNLOAD Is your business ready for a CRM? Slack Price: Free, or $7.25+ per user per month for more features Slack is an app that allows you to chat with other members of your team. Of course, there are other useful features too. For example, it has some file-sharing and editing features. Find out here.

CRM 77

CRM Communication Software Software 77

Nutshell

JANUARY 16, 2024

Here are just a few of our most exciting new features: Nutshell Scheduler , which lets you create, manage, and invite people to your Zoom, Google Meet, and Microsoft Teams meetings, all without leaving Nutshell. PowerAI , Nutshell’s artificial intelligence CRM that brings you timeline and Zoom transcription summaries. And much more! (To

Artificial Intelligence 71

Artificial Intelligence CRM Meetings Marketing 71

Nutshell

JANUARY 16, 2024

Here are just a few of our most exciting new features: Nutshell Scheduler , which lets you create, manage, and invite people to your Zoom, Google Meet, and Microsoft Teams meetings, all without leaving Nutshell. PowerAI , Nutshell’s artificial intelligence CRM that brings you timeline and Zoom transcription summaries. And much more! (To

Artificial Intelligence 71

Artificial Intelligence CRM Meetings Marketing 71

Nutshell

SEPTEMBER 14, 2023

A customer relationship management (CRM) platform is one of the most essential tools your IT company can have. But with so many CRM platforms available, how do you know which is best for your business? You might ask yourself, “Should I use an IT-specific CRM or a general-use CRM?” What is a general-use CRM?

CRM 62

CRM Meetings Management Software 62

Nutshell

MARCH 15, 2024

This isn’t the time to go into detail about your product features or present them with a CTA encouraging them to purchase. Now is the time to detail your specific product/service features and benefits. In other words, implementing a great CRM system to execute your lead nurturing campaign is essential. And that’s not all.

CRM 71

CRM Software Software Communication 71

Hubspot Sales

NOVEMBER 22, 2023

It's a CRM (or Customer Relationship Management Platform). Even if you don't use HubSpot, you probably use some type of CRM. Below we'll delve into why CRMs are an important sales tool, using data from our State of Sales Report, as well as how they can revolutionize your sales strategy. It's not that new or hard to access.

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CRM Decision-making Sales B2C 94

Nutshell

APRIL 22, 2024

Introducing new Nutshell forms spam prevention features! Now Nutshell will handle spam prevention for you, so you can keep fake form submissions out of your CRM. With new spam prevention features, your team can opt-in to add spam prevention settings for all your new Nutshell forms. How does Nutshell forms spam prevention work?

CRM 71

CRM Sales Management 71

Nutshell

MAY 5, 2023

You’ll want to monitor the impact on customer engagement that your customer relationship management (CRM) platform has by: Tracking customer interactions Analyzing customer data Measuring customer loyalty You can do each of those things within your CRM to save time and resources. Keep reading to learn how.

CRM 115

CRM Software Software Media 115

Hubspot Sales

NOVEMBER 22, 2023

That's where Customer Relationship Management (CRM) software comes in. A well-implemented CRM empowers you to understand your customers on a deeper level and deliver experiences that make each individual feel like a VIP. CRM Tips and Tricks 1. Use social listening One unique CRM tip is to leverage the power of social listening.

CRM 86

CRM Artificial Intelligence Customer Success Decision-making 86

Nutshell

FEBRUARY 28, 2024

You can then access this information, usually in a spreadsheet or shared directly into your CRM software. Nutshell’s VisitorIQ Nutshell’s VisitorIQ is a valuable add-on feature to Nutshell CRM that lets you track and pinpoint potential customers from your website traffic. Read on to see our top 10 picks.

B2B 71

B2B CRM Software Software 71

Nutshell

SEPTEMBER 20, 2023

You’re probably aware that your business needs a customer relationship management (CRM) platform. The question, though, is what kind of CRM you should get. For example, you might ask yourself, “Should I use an industrial-specific CRM or a general-purpose one?” Keep reading for a comparison of industrial and general CRMs.

CRM 62

CRM Supply Chain Manufacturing Organization 62

Insightly

MARCH 11, 2024

You’ll also hear almost any professional is willing to share what CRM or customer relationship management software they are using, since the CRM is a must-have, and is typically the lifeblood of a business. Although research shows that around 79% of people have some dissatisfaction with their CRM.)

CRM 52

CRM Organization Decision-making Facilitation 52

Hubspot Sales

NOVEMBER 21, 2023

However, merely having a CRM isn't enough. To truly unlock its potential and maximize its impact, businesses need to optimize their CRM strategies. How to Optimize Your CRM 1. Clean and regularly update your data Optimizing your CRM starts with ensuring that your data is accurate, complete, and up-to-date.

CRM 79

CRM Decision-making Software Software 79

Nutshell

DECEMBER 20, 2023

This year was a busy one at Nutshell: we rolled out several big updates and enhancements to the CRM you know and love, celebrated one year of partnership with WebFX , and welcomed new people to our team who are shaping our future. The Pinned Notes feature keeps important details top of mind for everyone on your team.

CRM 71

CRM Artificial Intelligence Meetings Decision-making 71

Nutshell

DECEMBER 22, 2023

SurveyMonkey for best overall Price: Free, or starting at $25/user/month Key features: Hundreds of question variations and survey types across templates 100+ app integrations and plug-ins AI and machine learning tools like SurveyMonkey Genius 2. Customizable template gallery Shareable forms that can also be embedded into websites 9.

CRM 62

CRM Software Software Internet 62

Nutshell

AUGUST 3, 2023

If you’ve landed on this page, it’s likely because you’re trying to decide what kind of customer relationship management (CRM) platform to get for your manufacturing business. Today we’re helping you answer the question, “Should I use a manufacturing-specific CRM?” Table of Contents What is a manufacturing-specific CRM?

Manufacturing 62

Manufacturing CRM Supply Chain Software 62

Insightly

JANUARY 26, 2024

Salesforce, HubSpot, and Insightly are three prominent customer relationship management (CRM) platforms, each offering unique features and functionalities tailored to diverse business needs. Businesses finding themselves choosing between the three will have some research to do, since all three have extensive features and benefits.

CRM 52

CRM Artificial Intelligence Decision-making Management 52

Nutshell

APRIL 18, 2024

The benefits of implementing SCV Types of customer data in a unified customer view How to create a single customer view Common challenges when creating an SCV Looking for an easy-to-use CRM with all the features you need to boost sales? Explore Nutshell’s Features What is a single customer view? Find out here.

Government 77

Government CRM Decision-making Customer Experience 77

Nutshell

AUGUST 30, 2023

If you’re on this page, it’s likely because you’re a hospitality business owner and you’re interested in getting a customer relationship management (CRM) platform. CRMs are fantastic tools for any business wanting to collect, store, and organize customer data in one centralized location. What is a hospitality-specific CRM?

CRM 62

CRM Banking Prioritization Software 62

Nutshell

JUNE 16, 2023

The solution to uncovering your team’s actions is Audit Log, Nutshell’s newest feature. Audit Log is available to admins on Nutshell Enterprise plans and allows you to see the actions users in your business have taken with your company’s CRM data, including logins, bulk edits, and exports. What actions can I track with Audit Log?

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CRM Management Organization Sales 118

Nutshell

DECEMBER 20, 2023

This year was a busy one at Nutshell: we rolled out several big updates and enhancements to the CRM you know and love, celebrated one year of partnership with WebFX , and welcomed new people to our team who are shaping our future. The Pinned Notes feature keeps important details top of mind for everyone on your team.

CRM 62

CRM Artificial Intelligence Meetings Decision-making 62

Insightly

FEBRUARY 12, 2024

We’re small, and we’re scrappy, trying to get the good word out about a modern CRM that’s affordable, flexible and scalable. Software Reviews – CRM category Software Reviews is a division of Info Tech Research Group. We also talk a lot about how switching from Salesforce to Insightly is really quite easy.

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Software Software CRM Small Business 52

Nutshell

SEPTEMBER 12, 2023

A customer relationship management (CRM) platform is an essential part of any business tech stack. But when it comes to CRM platforms, there’s more than one type to choose from: industry-specific and general-purpose CRMs. This poses the tricky question, “Should I use a landscaping-specific CRM or a general-purpose one?”

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CRM Software Software Prioritization 62

Nutshell

JANUARY 17, 2024

month (Free trial available) Key Features: Can be used directly in Shopify admin Syncs reviews to Google Search & Shopping, Meta Shops, and more Customized emails and review forms 2. Loox Price: Starting at $9.99/month Vitals Price: Starting at $29.99/month Ali Reviews Price: Starting at $9.90/month

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Artificial Intelligence CRM Software Software 71