Nutshell is a web-based CRM application that can help companies of all sizes with lead generation, sales reports, and customer management. With useful sales automation tools, customizable reporting features, and a first-of-its-kind mobile media activity logging tool available for iPhone users, Nutshell really is a cut above other CRM applications.
If you’re having trouble staying on top of leads and managing sales information on your own, then Nutshell might be what you’ve been looking for. Sign up for a company account and download the iPhone application to begin. Nutshell offers so many features and tools it can difficult to decide where to start once you have signed up for the site. Make the process easy on yourself by checking out the dashboard – where you can view your sales this month and activities this week – and then clicking over to the Leads section of the site. Nutshell offers filtering tools that let you view your own personal leads, your team’s leads, or all of your company’s ongoing leads at once. When you contact a particular lead by email, BCC the message to Nutshell as a way to ensure that all communication is stored in a central location that can be referred back to later. In an ideal world, your leads will eventually progress to being actual customers. Nutshell can help you in this stage, as well, by storing all of your customer data and vendor information in one spot. Expedite the sales process and dazzle your superiors by creating sales forecast reports, activity reports, and performance reports in just minutes.
One of the many features that separates Nutshell from its competitors is the web-app’s mobile media logging tool, which uses the iPhone’s video and audio capabilities to track the time spent working on various business-related activities. Nutshell also offers full integration with a number of popular business applications, including Wufoo, Google Calendar, and Microsoft Exchange.
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Often times, sales can be lost when leads are not properly followed up. Such an app would surely help to convert those leads into actual sales if the sales team put in effort to do the follow up actions. I like that there are other customer management options which also help a sales person manage his customers.