Nutshell

Avantages

L'interface est moderne, les rapports analytiques sont détaillés, je n'ai eu aucun soucis pour la prise en main

Inconvénients

Le support client est à revoir, beaucoup trop lent.

Avantages

Nutshell est un outil qui permet le développement des groupes de vente. Il y a pas de complication pour son installation. Ce logiciel facilite la gestion simple des clients.

Inconvénients

La prise de main est souvent difficile pour un débutant et ces fonctions semblent parfois limitées.

Avantages

The list of functionality is impressive and very easy to learn, customize and implement. Customize list, merge contacts or companies, and the reporting features were all great ones for software at this price

Inconvénients

Some of the reporting is limited, but it is still better than most we have tried, Also, the interface is not the sexiest around, but it does the job.

Alternatives envisagées 

Pourquoi passer à Nutshell

Avantages

I love the ease of use. Intuitive UI. They launch new features and improve existing ones.

Inconvénients

It has been really difficult to manage duplicates. Lots of dups are created instead of updated. Dups are also suggested when they are no where close to being the same.

Avantages

Nutshell offers a unique ability to tag people in activities and run reports on calling activities for my sales reps.

Inconvénients

Every lead typically has a company or contact. But if you don't save the activity in the lead, and instead under the company or individual contact, you can't see it when your client calls in regarding the sale they want service for, so your customer service is hindered and your sales people look like they don't know the history of the account. It's embarrassing to use this software because Nutshell says they are only helping to land the sale, not support it, but this mindset about how they build their software results in a horrible disconnect with regards to how we are forced to serve our customers, and thus we are using a CRM that doesn't support the full life cycle of a sale. We keep hoping Nutshell will fix this and improve because their customer service is great, and their people mean well, but after several years of patiently waiting, we are concerned that we may never see this problem fixed. The mobile app also has so many glitches with the UX that it can't even compare the experience to how you can use leads in a web browser. Further, when we have a customer call in to ask about their account, the recent leads puts the oldest first in the list, which means we have to scroll through several hundred orders just to open the last order we did for that client. If you are trying to sell to a major corporate account with multiple facilities / departments, forget it with Nutshell; linking subcompanies / vendors / partners / other locations is a nightmare in Nutshell.