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Empower Your Business Growth with Nutshell Product Updates & Enhancements

Inbound SMS

Nutshell's Inbound SMS feature allows teams to strengthen relationships and close deals by texting prospects and customers. By enabling contacts to initiate conversations, businesses can engage in more meaningful interactions with potential clients. This capability opens up new opportunities for boosting sales and fostering long-term customer loyalty. The Inbound SMS support article provides further insights into maximizing this functionality within the Nutshell platform.

Nutshell Chat

With Nutshell Chat, businesses can offer real-time support to website visitors through a customized chat widget. This feature streamlines communication with potential customers, enabling agents to address queries promptly and guide visitors through the sales funnel. The automation tools in Nutshell Chat facilitate lead generation and tracking, ensuring a seamless user experience. Learn more about engaging visitors on your website through Nutshell Chat in the support article.

Click-to-Call AI

Nutshell's Click-to-Call AI leverages artificial intelligence to enhance communication efficiency. By automatically generating transcriptions and summaries of phone calls, teams can easily extract crucial insights from conversations. This feature saves time, improves organization, and enables seamless sharing of essential details among team members. Explore how AI-powered Click-to-Call can elevate your workflow within the Nutshell platform in the support article.

Scheduler Round-Robin Assignment

The introduction of round-robin Scheduler meetings in Nutshell optimizes team availability for booking appointments. By assigning specific teams to meetings and rotating assignments based on availability, businesses can streamline scheduling processes and maximize productivity. This feature ensures that every team member's availability is utilized efficiently. Learn more about the benefits of round-robin Scheduler assignments in the support article.

Marketing Dashboard

Nutshell's Marketing Dashboard serves as a centralized hub for monitoring key marketing metrics and optimizing strategies. From email campaign performance to website traffic analysis, this feature provides valuable insights to enhance engagement with contacts. By tracking open rates, click-through rates, and conversion metrics, businesses can make data-driven decisions to improve marketing effectiveness. Discover how to track marketing performance effectively using the Nutshell Marketing Dashboard in the support article.

Nutshell SMS

The Nutshell SMS tool enables businesses to leverage text messaging throughout the buyer's journey. By sending SMS messages directly from Nutshell, assigning threads to the appropriate sales representatives, and automating text interactions, companies can boost lead engagement and move prospects through the sales pipeline efficiently. Explore the benefits of incorporating SMS communication into your sales strategy in the support article.

Marketing Email Templates

Nutshell users can now create branded marketing email templates to ensure consistent communication across the organization. By providing predefined templates, businesses can maintain a unified brand voice and streamline email communication processes. This feature enhances the professionalism and brand consistency of all outgoing emails. Learn how to keep your brand messaging cohesive with Marketing Email Templates in Nutshell.

New REST API Documentation

Nutshell's new REST API documentation offers developers broader access to API functionalities, simplifying data access and testing processes. By providing detailed documentation and resources, Nutshell facilitates seamless integration with external applications and services. Developers can leverage the REST API to enhance customization and streamline data management within the Nutshell platform. Explore the opportunities provided by the new REST API documentation to optimize your workflows.

Custom Domains for Nutshell Forms, Scheduler, and Editions

Nutshell now supports custom domains for forms, Scheduler links, and marketing editions, in addition to landing pages and email tracking. By configuring custom domains, businesses can enhance brand consistency and user experience across various Nutshell features. This functionality allows organizations to maintain a cohesive online presence and improve brand recognition. Learn how to set up custom domains in Nutshell to elevate your digital branding efforts.

Log an Activity in Nutshell With the Zapier Integration

Nutshell's Zapier integration now includes the ability to log new activities within the platform from external apps. This feature enhances data synchronization and streamlines workflow automation by enabling seamless integration with third-party applications. By automating activity logging, teams can save time and ensure data accuracy across multiple platforms. Discover how to leverage the enhanced capabilities of Nutshell's Zapier integration for improved productivity.

Custom Fields Descriptions

Nutshell users can now add descriptions to custom fields, providing additional context and clarity for team members. By including descriptions, businesses can streamline data organization and improve user understanding of custom fields' purposes. This feature enhances CRM customization, making it easier for teams to utilize and interpret data effectively. Explore how to optimize contact management with enhanced custom fields descriptions within Nutshell.

Nutshell Forms Separate Address Fields

Nutshell's enhanced form capabilities now include separate address fields for collecting accurate location information. By allowing users to input detailed address components, businesses can ensure precise address data for local services, mailings, and contact records. This feature enhances data accuracy and improves location-based targeting strategies. Learn more about utilizing separate address fields in Nutshell forms to enhance customer data quality.

ProspectorIQ

ProspectorIQ simplifies cold prospecting by providing access to a vast database of individuals and companies within Nutshell. This feature allows businesses to define ideal customer profiles, filter relevant contacts, and seamlessly add them as leads to Nutshell. By integrating prospecting tools directly into the platform, Nutshell streamlines lead generation processes and empowers teams to identify and engage with potential customers efficiently. Discover the benefits of ProspectorIQ for accelerating your sales efforts within Nutshell.

Multiple Attendees for Scheduler Meetings

Nutshell's Scheduler now supports multiple attendees for meetings, catering to situations that require additional participants. By enabling users to add multiple attendees to bookings and send confirmation emails to all participants, this feature enhances collaboration and communication during appointments. Teams can efficiently coordinate group meetings and ensure that all relevant stakeholders are included in scheduling processes. Explore the functionalities of multiple attendees for Scheduler meetings in Nutshell for enhanced meeting management.

Nutshell Campaigns Privileges

Nutshell introduces Campaigns privileges to provide granular access control over marketing email campaigns within the platform. By defining roles with specific Campaign privileges, businesses can restrict campaign management to authorized team members. This feature enhances data security and ensures that only designated personnel can edit, view, and schedule marketing emails. Learn how to optimize campaign management and control access to Nutshell Campaigns effectively with the new privileges feature.

Company Hierarchy

Nutshell's Company Hierarchy feature simplifies lead tracking and customer management by establishing parent-child relationships between companies. This functionality allows organizations to organize leads and sales activities across subsidiaries, streamlining customer relationship management. By structuring relationships within the CRM, businesses can efficiently manage interactions with related companies and subsidiaries. Explore how the Company Hierarchy feature in Nutshell enhances organization and visibility within CRM processes.

Nutshell Notetaker

Nutshell Notetaker offers a convenient voice-to-text tool for effortless note-taking within the platform. This feature enables users to generate accurate text transcriptions from voice inputs, facilitating efficient documentation of sales activities and important details. From creating detailed notes to composing engaging emails, Notetaker enhances productivity and communication within Nutshell. Discover how to leverage the voice-to-text capabilities of Nutshell Notetaker for streamlined data entry and note-taking.

PeopleIQ

PeopleIQ simplifies the process of identifying key contacts within companies by providing access to a comprehensive database within Nutshell. With over 200 million individuals and companies available, this feature enables teams to define target audiences, filter relevant contacts, and convert them into leads seamlessly. By incorporating prospecting tools directly into the platform, Nutshell streamlines lead generation processes and empowers teams to engage with potential clients effectively. Explore the functionalities of PeopleIQ for enhancing lead generation efforts within Nutshell.

Empowering CRM Success with Nutshell Forms

Customizable Web Form Builder

Nutshell Forms offers a perfectly customizable web form builder that allows businesses to capture a wide range of prospect information beyond just basic details like names and emails. Whether you need visitors to upload files, answer specific questions, or provide detailed descriptions, Nutshell's form builder makes it possible to tailor forms to your exact needs.

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Nutshell: O Melhor CRM para Equipes B2B - Solução e Suporte Detalhado

Gerenciamento de Contatos

O Nutshell oferece uma plataforma completa para o gerenciamento de contatos, permitindo que as equipes B2B tenham acesso rápido e fácil às informações mais pertinentes sobre cada pessoa e empresa com quem interagem. Além disso, o Nutshell facilita a importação de dados, seja de planilhas ou de outros CRMs, durante o processo de inscrição, garantindo uma transição suave e sem complicações.

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Maximizing Sales Efficiency with Nutshell Pipeline Management

Introduction to Nutshell Pipeline Management

Nutshell offers a comprehensive and intuitive CRM solution that includes powerful pipeline management features to enhance sales efficiency. With a focus on increasing your win rate, Nutshell provides flexible pipeline management views and lead tracking capabilities that empower sales representatives to nurture leads according to their preferred methods.

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Enhance Your Sales Workflow with Nutshell and Dropbox Integration

Streamlining Document Management

Nutshell, a comprehensive CRM and email marketing platform, collaborates with Dropbox to streamline document management for B2B organizations. By integrating Dropbox with Nutshell, users can effortlessly attach any document stored in Dropbox to a lead, company, or person within Nutshell. This integration simplifies the process of accessing and managing essential sales documents, providing a centralized repository accessible from any device.

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Unlock the Power of CRM with Nutshell Resources

CRM Basics

Are you unsure if your business needs a CRM? Download Nutshell's free PDF guide to understand what CRM is and determine if your company is ready for it. Additionally, get a Sales Process Worksheet to optimize your sales journey and a comprehensive CRM glossary to simplify your CRM journey.

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