Reporting and analytics

[[email protected]]

These automation features include personal email sequences to make communication with prospects and leads more efficient. Sales reps have the ability to set up email templates and sequences to follow up with leads and stay in touch, keeping the conversation going.

Nutshell’s sales automation features also help teams evaluate their sales funnel’s health and pinpoint improvement areas. With it, teams can quickly identify pipeline stages with high lead advancement rates and those needing attention.

Marketing automation
If you’re a Nutshell user, you’ll automatically have access to some useful marketing automation tools. However, advanced CRM marketing automation features typically come as an add-on with various capabilities.

Most CRM marketing tools include email marketing features with powerful audience segmentation and targeting capabilities. These tools make for efficient marketing outreach and communications, offering personalized interactions that foster customer loyalty.

Choosing Nutshell means gaining access to a host of valuable marketing tools, including creating automated drip campaigns using professional email templates and an easy-to-use drag-and-drop email builder.

Nutshell also lets you run email A/B tests and kuwait mobile number example track email engagement through the Nutshell Campaigns reporting dashboard.

A CRM’s reporting and analytics tools give you insight into sales performance, team productivity, customer behavior, and more. You can use these reports to analyze strengths and weaknesses and enhance your sales, marketing, and support strategies.

Another important reporting function is the ability to forecast sales and revenue. A CRM like Nutshell uses historical data and market intelligence to run a predictive analysis and provide realistic estimates for better planning.

Nutshell also provides users with several standard one-click report structures and offers the ability to create custom reports that are more in tune with your business needs. You can create eye-catching reports and charts in Nutshell and easily download and share them.

Looking for an easy-to-use CRM with all the features you need to boost sales?
Nutshell has what you’re looking for.

Explore Nutshell’s Features

an illustration of a group of people on a computer screen
Measuring CRM impact on sales and revenue
There’s no automatic guarantee that your CRM will drive sales and revenue—you must assess your sales data to see what kind of return on investment (ROI) you’re getting. That allows you to reoptimize CRM if the results aren’t what you want.