White Glove Data Imports
Transitioning your old data to a new CRM system can pose challenges, but with Nutshell's White Glove Data Imports service, this task becomes effortless. The team will handle the data import process for you, ensuring a seamless transition. Whether you are starting fresh or switching from another CRM platform, Nutshell will import your data during the onboarding process, no matter the plan you are on. Additionally, during your trial period, a simple-to-use automatic importing tool allows you to migrate data from your previous CRM with just a few clicks. For Nutshell Enterprise customers, ongoing data import assistance is provided free of charge, ensuring continuous support and assistance in managing your data.
Onboarding Services
Nutshell's Onboarding Services aim to optimize your implementation of the CRM platform. The team will assist in setting up and integrating Nutshell with your essential tools, onboard your sales team effectively, and even design web forms and email marketing templates tailored to your business needs. This service is typically included for most teams based on their size, with the option to purchase additional onboarding sessions for more in-depth assistance. By leveraging Nutshell's Onboarding Services, you can ensure a smooth transition to the platform and maximize its benefits for your business.
CRM Advisor Services
Nutshell's CRM Advisor Services provide ongoing consulting to help you leverage your CRM system to its fullest potential. This service offers tailored support to aid in your company's growth journey, optimize your sales pipeline, develop effective lead nurturing strategies, define crucial performance metrics, configure reports, and more. By partnering with a CRM Advisor, you can streamline your processes, enhance your sales strategies, and make data-driven decisions that drive business growth.
Customer Success Strategist
Nutshell's Customer Success Strategists act as your dedicated partner in optimizing your experience with the platform. These team members are committed to understanding your company's unique needs and assisting you in leveraging Nutshell's features effectively. With ongoing scheduled phone support, you can rest assured that you have a reliable resource to turn to for assistance and guidance. While minimum seats may apply, the guidance provided by a Customer Success Strategist can help you navigate the platform with confidence.
Additional Services
In addition to the core professional services offered by Nutshell, there are additional services available to enhance your experience further. These include connected form setup (for Pro and above users), email marketing lists and audience migration (for Business and above users), ongoing data import assistance (for Enterprise users), and API support (for Enterprise users). These additional services cater to specific needs and requirements, allowing you to tailor your Nutshell experience to align with your business objectives.