CiraSync vs Nutshell

• Share important information with your staff consistently, easily and quickly. Regardless of their geographic location.
• Friendly, easy to use user interface that makes managing complex rules of which information you want sent to subsets of people very easy to manage.
• A very responsive support team. They get back to you quickly and you typically have a solution or answer in one iteration.

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• Customization - we are able to make Nutshell make the most sense for our company and processes
• Scheduling - the ability to set tasks allows us to never forget a follow-up call or email
• Tags - allow us to prioritize leads and segment our customers and potential customers
• Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page
• Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place

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• I'd like to see a few different options regarding licensing option.

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• SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance.
• Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison.

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• It is difficult to capture specific dollar based ROI in this circumstance. Anecdotally, when it is 3 a.m. and I get an urgent call about an emergent issue at a remote location -- at my fingertips and the fingertips of everyone I work with are the names and phones numbers of our important contacts, site codes that we need to relay to emergency services, and other important information. I don't waste time searching for a piece of paper. I don't worry whether the next person I'm calling has a different site code or phone number. The data is readily available and consistent with all employees.

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• Nutshell's mobility has provided significant ROI for me since we've started using the CRM. I've been able to provide immediate feedback to clients, schedule meetings from the field with confidence, and much more.
• Nutshell's tagging features have helped us craft custom mailing/email lists. We struggled to do this in the past.

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