Nutshell CRM Blog
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Nutshell is the user-friendly small business CRM that helps sales reps win more deals, with sales process automation, fast onboarding, and free support.
Nutshell CRM Blog
2d ago
It was a busy first quarter here at Nutshell! We rolled out new features like:
Nutshell Landing Pages
A/B testing in Nutshell Campaigns
Customizable lead board cards
And free marketing-only seats
(Missed some of these new updates when they launched? Check out our Q1 roadmap and the Product Updates page on our site to see a full list of the most recent Nutshell releases.)
Now we’re sharing our updated product roadmap for Q2. Ahead, check out which Nutshell features we’re upgrading and get excited about new capabilities (hint: there’s some text you won’t want to miss!):  ..read more
Nutshell CRM Blog
2w ago
You know what’s a surefire way to cause problems for your company? Having all your team members be on totally different pages from one another, without any kind of communication or collaboration between them. But assuming you want your business to succeed, we wouldn’t recommend that.
Instead, you should make a point of connecting your different team members and encouraging collaboration between them on various projects and aspects of running your business. One of the best ways to do that is to use collaboration tools.
On this page, we’ve listed nine of the best collaboration tools out there. K ..read more
Nutshell CRM Blog
2w ago
If your business schedules a lot of meetings — either internally or with clients — you might wish you had a way to make that process easier. Thankfully, there are meeting scheduler tools out there to meet that need. These tools allow you to easily schedule meetings and get reminders for them, as well as keep track of when you’re available.
The question, though, is this: What’s the best meeting scheduler for you? After all, there are quite a few options out there, and you’re probably looking to narrow it down. That’s why we’re here.
On this page, we’ve listed 10 of the best meeting schedu ..read more
Nutshell CRM Blog
2w ago
If there’s one thing that’s bad for business, it’s unhappy customers. When your customers are frustrated with the quality of your products, services, or support team, they’re likely to ditch your company for a competitor — unless you can help resolve their issues satisfactorily.
But how do you even know if your customers are happy or not? The answer is: You keep track of customer satisfaction. By analyzing the data, you can figure out what you need to do to make your customers happier with your business. Of course, that leaves the question of how to measure customer satisfaction in the first p ..read more
Nutshell CRM Blog
2w ago
Ready to take your search engine optimization (SEO) campaigns to the next level? Then, you must master learning how to conduct an SEO website audit!
By creating a clear focus and process for your audits, you can ensure that you find the information you’re looking for and create meaningful reports for your stakeholders or points of contact! Additionally, focused audits can help you reference previous renditions to create a baseline of your progress!
Keep reading to learn how to audit the SEO of your website and identify opportunities to improve your rankings and traffic!
Table of Contents
Why ..read more
Nutshell CRM Blog
2w ago
An ideal tech stack software for consultants is easy to use and integrate, adding convenience to your business without being difficult to use or time-consuming.
This is what you should keep in mind when deciding to adopt new software to build your consulting business tech stack.
Read on to learn the essential software types for consultants to improve your business workflow.
Table of Contents
5 types of software to include in your consulting company tech stack
Customer relationship management (CRM) software
Time tracking software
Invoicing software
Project management software
Communicat ..read more
Nutshell CRM Blog
2w ago
Consulting firms need a great sales pipeline to attract leads and close deals, as well as generate recurring revenue from clients and referrals.
Read on to learn tips and best practices for managing an optimized sales pipeline for consulting firms.
Table of Contents
The unique role of sales pipelines for consulting firms
6 best practices for managing a consulting firm’s sales pipeline
Define your consulting sales pipeline stages
Standardize your sales process
Automate as much as possible
Regularly observe, review, and improve your sales pipeline
Maintain communication with leads and fo ..read more
Nutshell CRM Blog
2w ago
As a startup, having a well-running sales pipeline is vital to facilitate sales actions and help your team close deals faster.
Read on to learn more about the importance of sales pipelines for your business and how to manage a sales pipeline for your startup.
Table of Contents
Why is a sales pipeline important for a startup?
What is a sales pipeline? 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 you ..read more
Nutshell CRM Blog
3w ago
Regardless of your business type or industry, a well-thought-out and structured client onboarding process is the secret to long-term customer retention. It’s where the rubber meets the road, and the initial relationship you’ve built with your customer before their purchase is put to the test.
You may think that your welcome and monthly check-in emails are enough to keep your clients satisfied. And you wouldn’t be alone—this is how many businesses introduce their clients to their products and services. But there’s more to do.
So, what do you need to do to keep your customers engaged, happy, and ..read more
Nutshell CRM Blog
3w ago
In your job, you undoubtedly encounter a lot of audio-based media. Videos, podcasts, recordings of presentations or meetings—these all involve listening and taking in information via audio. But you may prefer to have that information in written format, in which case, you’ll want to use one of the best transcription apps for an accurate transcript.
The top transcription tools can easily transcribe audio into written text, letting you do things like skim through it and search for specific words or phrases. But which software should you use to accomplish this?
On this page, that’s just the questi ..read more