Nutshell CRM vs. Sansan Scan to Salesforce (discontinued)

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Nutshell
Score 6.4 out of 10
N/A
Nutshell offers a CRM with contact management, calendar sync, click-to-call, and collaboration features.
$20
per user, per month
Sansan Scan to Salesforce (discontinued)
Score 10.0 out of 10
N/A
Scan to Salesforce was a free business card scanning application specifically built for integration with Salesforce, available for iOS and Android, from Sansan, a Salesforce AppExchange Partner. The product has been discontinued.N/A
Pricing
Nutshell CRMSansan Scan to Salesforce (discontinued)
Editions & Modules
Starter
$20
per user, per month
Pro
$35
per user, per month
Pro+
$70
per user, per month
No answers on this topic
Offerings
Pricing Offerings
NutshellSansan Scan to Salesforce (discontinued)
Free Trial
NoNo
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Nutshell CRMSansan Scan to Salesforce (discontinued)
Top Pros
Top Cons

No answers on this topic

Features
Nutshell CRMSansan Scan to Salesforce (discontinued)
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Nutshell CRM
7.4
11 Ratings
4% below category average
Sansan Scan to Salesforce (discontinued)
-
Ratings
Customer data management / contact management9.010 Ratings00 Ratings
Workflow management8.39 Ratings00 Ratings
Territory management6.06 Ratings00 Ratings
Opportunity management9.07 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.511 Ratings00 Ratings
Quote & order management6.76 Ratings00 Ratings
Interaction tracking9.59 Ratings00 Ratings
Channel / partner relationship management3.01 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Nutshell CRM
8.8
6 Ratings
16% above category average
Sansan Scan to Salesforce (discontinued)
-
Ratings
Case management9.75 Ratings00 Ratings
Call center management8.04 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Nutshell CRM
8.3
10 Ratings
10% above category average
Sansan Scan to Salesforce (discontinued)
-
Ratings
Lead management8.59 Ratings00 Ratings
Email marketing8.08 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Nutshell CRM
8.9
9 Ratings
16% above category average
Sansan Scan to Salesforce (discontinued)
-
Ratings
Task management9.08 Ratings00 Ratings
Reporting8.87 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Nutshell CRM
8.1
11 Ratings
6% above category average
Sansan Scan to Salesforce (discontinued)
-
Ratings
Forecasting8.08 Ratings00 Ratings
Pipeline visualization7.810 Ratings00 Ratings
Customizable reports8.610 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Nutshell CRM
8.2
8 Ratings
8% above category average
Sansan Scan to Salesforce (discontinued)
-
Ratings
Custom fields7.78 Ratings00 Ratings
Custom objects9.05 Ratings00 Ratings
Scripting environment9.01 Ratings00 Ratings
API for custom integration7.04 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Nutshell CRM
7.5
2 Ratings
10% below category average
Sansan Scan to Salesforce (discontinued)
-
Ratings
Single sign-on capability9.01 Ratings00 Ratings
Role-based user permissions6.01 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Nutshell CRM
7.8
7 Ratings
7% above category average
Sansan Scan to Salesforce (discontinued)
-
Ratings
Social data7.67 Ratings00 Ratings
Social engagement8.01 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Nutshell CRM
8.0
1 Ratings
11% above category average
Sansan Scan to Salesforce (discontinued)
-
Ratings
Marketing automation8.01 Ratings00 Ratings
Compensation management8.01 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Nutshell CRM
7.5
11 Ratings
0% above category average
Sansan Scan to Salesforce (discontinued)
-
Ratings
Mobile access7.511 Ratings00 Ratings
Best Alternatives
Nutshell CRMSansan Scan to Salesforce (discontinued)
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10

No answers on this topic

Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10

No answers on this topic

Enterprises
Creatio
Creatio
Score 9.1 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Nutshell CRMSansan Scan to Salesforce (discontinued)
Likelihood to Recommend
10.0
(11 ratings)
10.0
(1 ratings)
Likelihood to Renew
10.0
(1 ratings)
-
(0 ratings)
Usability
9.0
(1 ratings)
-
(0 ratings)
Support Rating
9.5
(2 ratings)
10.0
(1 ratings)
Implementation Rating
8.0
(1 ratings)
-
(0 ratings)
User Testimonials
Nutshell CRMSansan Scan to Salesforce (discontinued)
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
Sansan, Inc.
Sansan Scan to Salesforce is well suited for scanning multiple business cards into Salesforce.
Read full review
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
Read full review
Sansan, Inc.
  • Quick and accurate scanning of multiple cards at once.
  • Simple to use.
  • Simple to make edits when importing into Salesforce.
Read full review
Cons
Nutshell, Inc.
  • 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.
Read full review
Sansan, Inc.
  • I told Scan to Salesforce that I would appreciate an improvement that auto-corrects for all-capital letters, replacing them with lower case. They are currently looking into a fix.
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.
Read full review
Sansan, Inc.
No answers on this topic
Usability
Nutshell, Inc.
Very easy to use, great for small office
Read full review
Sansan, Inc.
No answers on this topic
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.
Read full review
Sansan, Inc.
They are great
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
Read full review
Sansan, Inc.
No answers on this topic
Alternatives Considered
Nutshell, Inc.
Well, my team had trials for these others and they all prefer Nutshell for different reasons. I prefer it as I need a user-friendly software to help me out as I am not a big tech guy. I have heard others in the office say things like they like the way activities are scheduled better, or the way nothing ever gets accidentally erased if they hard crash or power goes out.
Read full review
Sansan, Inc.
We tried another app, and it wasn't as quick or accurate.
Read full review
Return on Investment
Nutshell, Inc.
  • 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.
Read full review
Sansan, Inc.
  • Saved 30-45 minutes each day.
  • Allows me to engage with leads by email much more quickly.
  • Staying organized. (I can throw away old business cards after scanning)
Read full review
ScreenShots

Sansan Scan to Salesforce (discontinued) Screenshots

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