Onboarding Advisor

Sessions included Each session includes up to 1-hour of consultation

Nutshell CRM Setup & Integration Simplifying account setup by creating custom fields, setting up tailored pipelines, and seamlessly connecting emails and calendars using Nutshell’s intuitive interface and integration capabilities.

Automation Features Utilizing Nutshell’s sales automation tools (email sequences, lead distribution, and workflow automation) to enhance business efficiency and drive consistent results.

Data Cleansing & Transformation Allocate up to 1 hour for data cleansing and transformation to ensure accurate and actionable data within the CRM.

Data-Driven Strategy Utilize Nutshell’s reporting tools and customizable dashboards to track sales metrics, generate leads, and refine strategies. Leverage analytics to optimize team performance and drive continuous improvements in the sales process.

Sales Team Onboarding & Best Practices Train the sales team on Nutshell’s features like pipeline management, contact tracking, and deal stages. Cover CRM best practices, including data entry, activity tracking, and lead nurturing. QA session included.

Lead Generation with Nutshell IQ Assist in leveraging Nutshell IQ for advanced lead generation, using data insights to target and attract high-quality leads effectively.

Coaching for High-Performance Sales Management: Guide executives in defining key performance indicators (KPIs) for their sales teams and configuring custom reports and dashboards within the CRM.

Web Forms Creation Design and install up to 15 web forms, including the 5 provided, to capture and manage leads effectively.

Email Marketing Templates Develop and replicate up to 15 email marketing and lead nurture templates, enhancing communication strategies and engagement.