Nutshell CRM vs. Pega Customer Decision Hub

This can be used for different industries, healthcare, IT, retail or any company with a customer service line, big or small. if i had to ask, i would say "Do you have any type of filing system that you use?" "anything where you are keeping track of personal/ business information." Do you need access to information on a day to day basis? If they do , then this can be used , especially if you need to keep track of the numbers; we like how we can see if are things going up or down.

PRPC is a BPM and Case management suite from Pega Systems. Pega is a comprehensive suite which offers a unique theme of BPM development in the market. A no-coding approach based on rules with inheritance makes Pega a very powerful product but is very difficult to learn. Even, if we go to Pegasystems for training, we have to work on a project at least for a year to have some confidence. Areas where it requires improvements: 1) One of the first things that client's IT department questions about is proprietary BLOB column in PRPC, for them, it is a disadvantage, but as we all know BLOB is what makes the highly complex data model of any BPM application fit inside to a common schema which eliminates the help of a DBA. 2) Another area of improvement is: when using the wizards to generate rules (such as the connector wizards) you have to be careful about the level of coupling between the work object's data model and the interface's data model. This can also create maintenance issues. 3) The complete Pega suite of products have a long time to develop and deploy and it can be easily done using other low-cost software.

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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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• Ability to design custom integrated campaigns
• Analytics to provide key insights and ability to tune your campaign accordingly
• Ability to design agent workflows

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• integration with email doesn't work as advertised
• would like integration with quickbooks
• If there is a misspelling in any one email address, you can not send a mass email. You must go back and correct each error before it can send.

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Independently Invited by TrustRadius

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• Pega Customer Engagement Suite is ready to use out of the box with several features, but custom development is always needed.
• Although new features can be quickly implemented, they have to go through a screening Business analysis process, QA screening and SCRUM based development.
• Pega eliminates the need for custom code, but there are rare cases where an specific requirement has little to no support from Pega, and implementing custom code can break OOB functionality and make the system unstable.

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Invited by TrustRadius (TR) on Vendor's Behalf

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This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.

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Extremely easy to use and they help you throughout the process. I find it not challenging, an effective utility to help us prioritize and engage efficiently at a reasonable price point. We enjoy working with the team there and they're easy to access. I've already recommended it to two colleagues

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Invited by TrustRadius (TR) on Vendor's Behalf

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Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved

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When I first started with BCI, they were using ACT!. It was hard to navigate and there were a lot of spots for duplicate information that made it hard to know if you were in the right spot or not. Then if you had trouble, you would spend 3 hours on the phone with customer service and often they would not even be able to find a solution. I would not recommend ACT! to anyone. Since getting nutshell, I have learned a bit about Cosential and I know that it is more catered to the construction industry and can help with proposal creation, so I think that may be something we consider in the not-too-near future.

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I explained in detail in previous questions.

• Nutshell CRM has had a major impact on ROI. The last program we used cost more and had fewer features and accessibility.
• One negative impact is its email functions. As stated before in this review I need to be able to send large attachments and pics through email and Nutshell is very limited when it comes to that.

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• Cost savings on print marketing and email due to better targeting
• More timely campaigns to reach customers at the right time

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info