Easy to use and customizable
May 07, 2020
Easy to use and customizable
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Nutshell CRM
The Business Development team uses Nutshell. There are four of us who regularly enter client/partner/competitor information, including contact info, hot/pain points, SWOT (hot/pain points and SWOT are entered in custom fields... there is not a spot for those), and activities/notes/emails. Then another person runs the weekly reports and inputs information from other people in the company who may have interactions with client/partner/competitor people. We also use the tagging functionality to categorize certain people/groups.
- Customizable Dashboard
- Customized Reports
- Duplicate Warnings
- Customizeable Pipelines and Accompanying Activities
- 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.
- Nutshell has saved time for our business development team because it is easy to use (unlike our last CRM) so they are much more efficient with it.
- It has allowed us to better track what is important to our clients and has improved our interview process because we know better what to speak to.
- The customizable reports help the management team know where we are at for sales.
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.
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.