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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Nutshell

    Score9.2 out of 10
    N/ANutshell offers a CRM with contact management, calendar sync, click-to-call, and collaboration features.

    $19

    per month per user

    Agentforce Marketing

    Score7.6 out of 10
    N/AMarketing Cloud is a cloud-based digital marketing platform, used by marketers can segment their audience, deliver personalized messages, track campaign performance, engage leads and accounts, and optimize strategies based on real-time insights.

    $1,250

    per month per installation

    Pricing
    NutshellAgentforce Marketing
    Editions & Modules
    Foundation
    $19
    per month per user
    Growth
    $32
    per month per user
    Pro
    $49
    per month per user
    Business
    $67
    per month per user
    Enterprise
    $89
    per month per user
    Account Engagement
    $1,250
    per month
    Engagement
    $1,250
    per month
    Intelligence
    $3,000
    per month
    Loyalty Management
    $20,000
    per month
    Personalization
    $100,000
    per year
    Data Cloud for Marketing
    $108,000
    per year
    Offerings
    Pricing Offerings
    NutshellAgentforce Marketing
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details15% discount for annual pricing.—
    More Pricing Information
    Community Pulse
    NutshellAgentforce Marketing
    Considered Both Products
    Nutshell Inc.
    No answer on this topic
    Salesforce
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    88%
    Would buy again
    84 Answers
    Delivers good value for the price
    No answers on this topic
    89%
    Delivers good value for the price
    72 Answers
    Happy with the feature set
    No answers on this topic
    93%
    Happy with the feature set
    89 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    88%
    Lived up to sales and marketing promises
    58 Answers
    Implementation went as expected
    No answers on this topic
    84%
    Implementation went as expected
    54 Answers
    Features
    NutshellAgentforce Marketing
    Sales Force Automation
    Comparison of Sales Force Automation features of Nutshell CRM and Salesforce Agentforce Marketing
    Feature
    Nutshell CRM
    9.2
    15 Ratings
    16% above category average
    Salesforce Agentforce Marketing
    -
    Ratings
    Customer data management / contact management9.114 Ratings00 Ratings
    Workflow management10.013 Ratings00 Ratings
    Territory management10.08 Ratings00 Ratings
    Opportunity management10.010 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)8.014 Ratings00 Ratings
    Contract management10.01 Ratings00 Ratings
    Quote & order management9.69 Ratings00 Ratings
    Interaction tracking8.012 Ratings00 Ratings
    Channel / partner relationship management8.43 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Nutshell CRM and Salesforce Agentforce Marketing
    Feature
    Nutshell CRM
    10.0
    7 Ratings
    26% above category average
    Salesforce Agentforce Marketing
    -
    Ratings
    Case management10.06 Ratings00 Ratings
    Call center management10.05 Ratings00 Ratings
    Help desk management10.01 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Nutshell CRM and Salesforce Agentforce Marketing
    Feature
    Nutshell CRM
    8.9
    14 Ratings
    14% above category average
    Salesforce Agentforce Marketing
    -
    Ratings
    Lead management9.713 Ratings00 Ratings
    Email marketing8.012 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Nutshell CRM and Salesforce Agentforce Marketing
    Feature
    Nutshell CRM
    9.4
    13 Ratings
    20% above category average
    Salesforce Agentforce Marketing
    -
    Ratings
    Task management9.712 Ratings00 Ratings
    Billing and invoicing management8.42 Ratings00 Ratings
    Reporting10.09 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Nutshell CRM and Salesforce Agentforce Marketing
    Feature
    Nutshell CRM
    10.0
    13 Ratings
    27% above category average
    Salesforce Agentforce Marketing
    -
    Ratings
    Forecasting10.010 Ratings00 Ratings
    Pipeline visualization10.012 Ratings00 Ratings
    Customizable reports10.012 Ratings00 Ratings
    Customization
    Comparison of Customization features of Nutshell CRM and Salesforce Agentforce Marketing
    Feature
    Nutshell CRM
    9.9
    11 Ratings
    26% above category average
    Salesforce Agentforce Marketing
    -
    Ratings
    Custom fields9.511 Ratings00 Ratings
    Custom objects10.06 Ratings00 Ratings
    Scripting environment10.02 Ratings00 Ratings
    API for custom integration9.96 Ratings00 Ratings
    Security
    Comparison of Security features of Nutshell CRM and Salesforce Agentforce Marketing
    Feature
    Nutshell CRM
    9.6
    4 Ratings
    13% above category average
    Salesforce Agentforce Marketing
    -
    Ratings
    Single sign-on capability9.63 Ratings00 Ratings
    Role-based user permissions9.63 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Nutshell CRM and Salesforce Agentforce Marketing
    Feature
    Nutshell CRM
    9.7
    9 Ratings
    25% above category average
    Salesforce Agentforce Marketing
    -
    Ratings
    Social data9.39 Ratings00 Ratings
    Social engagement10.02 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Nutshell CRM and Salesforce Agentforce Marketing
    Feature
    Nutshell CRM
    10.0
    2 Ratings
    28% above category average
    Salesforce Agentforce Marketing
    -
    Ratings
    Marketing automation10.02 Ratings00 Ratings
    Compensation management10.02 Ratings00 Ratings
    Platform
    Comparison of Platform features of Nutshell CRM and Salesforce Agentforce Marketing
    Feature
    Nutshell CRM
    9.1
    13 Ratings
    18% above category average
    Salesforce Agentforce Marketing
    -
    Ratings
    Mobile access9.113 Ratings00 Ratings
    Email & Online Marketing
    Comparison of Email & Online Marketing features of Nutshell CRM and Salesforce Agentforce Marketing
    Feature
    Nutshell CRM
    -
    Ratings
    Salesforce Agentforce Marketing
    7.3
    171 Ratings
    6% below category average
    WYSIWYG email editor00 Ratings7.4122 Ratings
    Dynamic content00 Ratings8.2153 Ratings
    Ability to test dynamic content00 Ratings6.3112 Ratings
    Landing pages00 Ratings7.6121 Ratings
    A/B testing00 Ratings7.0151 Ratings
    Mobile optimization00 Ratings6.7111 Ratings
    Email deliverability reporting00 Ratings7.2132 Ratings
    List management00 Ratings8.1129 Ratings
    Triggered drip sequences00 Ratings7.295 Ratings
    Lead Management
    Comparison of Lead Management features of Nutshell CRM and Salesforce Agentforce Marketing
    Feature
    Nutshell CRM
    -
    Ratings
    Salesforce Agentforce Marketing
    8.1
    124 Ratings
    2% above category average
    Lead nurturing automation00 Ratings8.9109 Ratings
    Lead scoring and grading00 Ratings8.1110 Ratings
    Data quality management00 Ratings7.3116 Ratings
    Automated sales alerts and tasks00 Ratings8.2101 Ratings
    Campaign Management
    Comparison of Campaign Management features of Nutshell CRM and Salesforce Agentforce Marketing
    Feature
    Nutshell CRM
    -
    Ratings
    Salesforce Agentforce Marketing
    7.3
    114 Ratings
    3% below category average
    Calendaring00 Ratings7.3103 Ratings
    Event/webinar marketing00 Ratings7.497 Ratings
    Social Media Marketing
    Comparison of Social Media Marketing features of Nutshell CRM and Salesforce Agentforce Marketing
    Feature
    Nutshell CRM
    -
    Ratings
    Salesforce Agentforce Marketing
    7.4
    88 Ratings
    2% below category average
    Social sharing and campaigns00 Ratings7.283 Ratings
    Social profile integration00 Ratings7.539 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Nutshell CRM and Salesforce Agentforce Marketing
    Feature
    Nutshell CRM
    -
    Ratings
    Salesforce Agentforce Marketing
    7.6
    124 Ratings
    1% above category average
    Dashboards00 Ratings8.1118 Ratings
    Standard reports00 Ratings7.3123 Ratings
    Custom reports00 Ratings7.2100 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of Nutshell CRM and Salesforce Agentforce Marketing
    Feature
    Nutshell CRM
    -
    Ratings
    Salesforce Agentforce Marketing
    7.6
    124 Ratings
    0% below category average
    API00 Ratings6.790 Ratings
    Role-based workflow & approvals00 Ratings6.689 Ratings
    Customizability00 Ratings6.8111 Ratings
    Integration with Salesforce.com00 Ratings7.6113 Ratings
    Integration with Microsoft Dynamics CRM00 Ratings8.914 Ratings
    Integration with SugarCRM00 Ratings8.711 Ratings
    Third-party software integrations00 Ratings7.624 Ratings
    Best Alternatives
    NutshellAgentforce Marketing
    Small Businesses
    Salesflare
    Score10 out of 10
    Vbout
    Score9.9 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Bloomreach
    Score9.2 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Iterable
    Score8.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    NutshellAgentforce Marketing
    Likelihood to Recommend
    9.7
    (15 ratings)
    8.2
    (329 ratings)
    Likelihood to Renew
    10.0
    (1 ratings)
    8.1
    (114 ratings)
    Usability
    8.7
    (5 ratings)
    8.5
    (37 ratings)
    Availability
    -
    (0 ratings)
    10.0
    (11 ratings)
    Performance
    -
    (0 ratings)
    9.6
    (9 ratings)
    Support Rating
    9.5
    (2 ratings)
    7.0
    (36 ratings)
    In-Person Training
    -
    (0 ratings)
    5.0
    (4 ratings)
    Online Training
    -
    (0 ratings)
    8.1
    (7 ratings)
    Implementation Rating
    8.0
    (1 ratings)
    3.0
    (17 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    5.0
    (1 ratings)
    Ease of integration
    -
    (0 ratings)
    7.0
    (2 ratings)
    Product Scalability
    -
    (0 ratings)
    7.5
    (40 ratings)
    Vendor post-sale
    -
    (0 ratings)
    8.0
    (3 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    7.0
    (3 ratings)
    User Testimonials
    NutshellAgentforce Marketing
    Likelihood to Recommend
    Nutshell Inc.
    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.
    Read full review
    Salesforce
    I think the product, by definition, is meant for marketing — and we use it exactly for that, for running campaigns. That’s the best-suited use case for the product. I don’t think it’s really meant to be used for anything else — that’s just not how it’s designed.
    Incentivized
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    Pros
    Nutshell Inc.
    • 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
    Incentivized
    Read full review
    Salesforce
    • Filter relevant content so you can priorize those that are more relevant and resolve it first
    • Measure the traffic in the different social networks, as well as the response rate, average response time and other relevant metrics
    • Configure automation rules to order the work of those who must interact with the customer
    Incentivized
    Read full review
    Cons
    Nutshell Inc.
    • 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.
    Incentivized
    Read full review
    Salesforce
    • The email builder does not offer any way to catch/check bugs across different email service providers
    • Creating SQL is not as easy as drag-and-drop; a lot of technical knowledge is required
    • Salesforce Marketing Cloud is sold as a marketing tool, but to be honest, you need a LOT of technical IT support to run the tool
    • Einstein metrics are across the board; if you have multiple audiences in one instance of Salesforce Marketing Cloud you can't segment the data.
    Incentivized
    Read full review
    Likelihood to Renew
    Nutshell Inc.
    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.
    Incentivized
    Read full review
    Salesforce
    As of right now we have not seen any other program that integrates as seamlessly into our Salesforce platform. We have barely scratched the surface of all the features and use cases. It would be irresponsible to make a move to another platform in the near future. We have not come up against any limitations that would prompt a need to switch
    Read full review
    Usability
    Nutshell Inc.
    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
    Incentivized
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    Salesforce
    You won't find another solution that has as many features as Salesforce Marketing Cloud Interaction Studio. We all know Salesforce, we all know how big they are and it's not for nothing... Their tools do most of the things you want, need and even imagine. Using it is complicated, but the usability is infinite.
    Incentivized
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    Reliability and Availability
    Nutshell Inc.
    No answers on this topic
    Salesforce
    Upgrades and timing of the upgrades were communicated well and planned during off hours for our work. If we did have a campaign scheduled during that time, it would kick-off after the system was back active. There were a few unplanned system down times, but it was a rare occurrence and those times were also short in duration.
    Read full review
    Performance
    Nutshell Inc.
    No answers on this topic
    Salesforce
    Though the make up of MA apps is not built this way today, it would be nice to see them become more real-time. The integration between Salesforce and Pardot is not a true real-time integration. If I modify something in Salesforce, those changes are not automatically reflected in Pardot immediately. There is a delay of about 15 minutes before the systems sync. This delay, although not long, is less than ideal We would love the systems to be integrated real time such that changes are propagated from one system to the other immediately.
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    Support Rating
    Nutshell Inc.
    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.
    Incentivized
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    Salesforce
    They are really responsive and more than not solve the problem or give you insight to how you can manage the solution yourself. I do find however sometimes a long delay on the more complex issues when they need to loop in other departments. but overall a good experience with support
    Incentivized
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    In-Person Training
    Nutshell Inc.
    No answers on this topic
    Salesforce
    The trainers at the Pardot user conference (Elevate and Connections) were very knowledgeable and presented the material well. Again, the content was targeted to more of a new user audience, and was not really relevant for folks who had been using the product for 2+ years.
    Read full review
    Online Training
    Nutshell Inc.
    No answers on this topic
    Salesforce
    Pardot's online training touches on all topics briefly and vaguely without much indepth exploration into how a final outcome could look, such as Nurturing Campaigns, Email templates, landing page templates, etc... The only true way to uncover Pardot's full capabilities is to have Front End design and coding experience. Without this key skill set, I would not recommend Pardot to another business.
    Read full review
    Implementation Rating
    Nutshell Inc.
    Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
    Incentivized
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    Salesforce
    From an IT perspective, once you set up the Javascript beacon and start collecting data there is a waiting game. During this time you can start labeling your site actions which can be labor intensive for a single person, but you don't really have the final end-users on the platform yet. We did a lot of training so users were experienced, but it wasn't until they had their first tasks to accomplish that they started using the system and had questions. I'd recommend setting up some immediate goals for an end-user to start segmenting for the purpose of displaying message campaigns so you can jump start end-user action.
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    Alternatives Considered
    Nutshell Inc.
    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.
    Incentivized
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    Salesforce
    We use Salesforce Marketing Cloud for lead management, generating reports, tracking customer and dealer information, inputting orders, and more. I prefer HubSpot for email marketing and automation because it is easier to use and the emails are designed much better. We currently use Salesforce and HubSpot, and we are very happy to have both, as they have different pros/cons.
    Incentivized
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    Contract Terms and Pricing Model
    Nutshell Inc.
    No answers on this topic
    Salesforce
    was not involved with this part but i have not heard about clompaints
    Incentivized
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    Scalability
    Nutshell Inc.
    No answers on this topic
    Salesforce
    Prior to this, we had no solution and literally were doing things on paper in a world where technology is outpacing paper. Having this process optimized has made it easier for the sales and marketing people to change information. From the training perspective, it has allowed us to see holes in where we could create additional support training, so the ROI here has been a lot more than just the optimization of a process.
    Incentivized
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    Return on Investment
    Nutshell Inc.
    • 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.
    Incentivized
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    Salesforce
    • Salesforce Marketing Cloud allows us to more efficiently reach out to a higher number of prospects.
    • Salesforce Marketing Cloud allows us to nimbly communicate important messages in a timely fashion to facilitate conversion.
    • Salesforce Marketing Cloud allows us to track who is opening our messages so that we can stop sending to those not interested and focus on the most engaged audiences.
    Incentivized
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    ScreenShots

    Nutshell Screenshots

    Screenshot of Nutshell's dashboard, mobile app, and sales metrics.Screenshot of the interface to build custom pipelines.Screenshot of where to measure contact engagement with Nutshell Marketing emails, forms, website traffic, and landing pages.Screenshot of the interface to engage with website visitors and leads throughout the buying journey via multiple channels using Nutshell Engagement. Channels include SMS, AI webchat, WhatsApp, Facebook Messenger, and Instagram DMs.Screenshot of Quotes & Invoices, where users can create, send, and monitor custom quotes and invoices without leaving Nutshell.

    Agentforce Marketing Screenshots

    Screenshot of Pardot Analytics - Pardot's reporting and analytics can be used to perform true revenue impact analysis and closed-loop reporting.Screenshot of Pardot Email Analytics - The reach and impact of  email marketing efforts are displayed in real-time with advanced reporting and analytics by device, and email client.Screenshot of Pardot Forms and Landing Pages - Pardot's form and landing page builders are used to turn online traffic to leads with targeted offers and content marketing.Screenshot of Pardot Email Marketing - Lead nurturing flows are defined via an interface that enables definition of the simplest or most complex segmented and targeted campaigns.