CRM Advisor

What to expect from a CRM Advisor

Our CRM Advisors are Sales professionals that understand how to maximize a CRM to help you close more deals and drive more revenue for your business. With your 1:1 relationship with your CRM Advisor, you will receive strategy and consultation for:

• Pipeline Management: Ongoing sales pipeline optimization. Pipeline management is crucial for optimizing the sales process, improving performance, and ultimately driving revenue growth.
• Lead Management and Qualification: Develop and track lead nurturing strategies and automation workflows to ensure timely follow-up and engagement with leads.
• Sales Forecasting: Develop forecasting models, analyze historical data trends, and provide guidance on forecasting methodologies to improve sales predictability and planning.
• Performance Metrics and Reporting: Define key performance indicators (KPIs) for sales teams and configure custom reports and dashboards within the CRM to track and analyze sales performance.
• Best practices & product updates: to optimize your use of Nutshell.
• Software and API advisory: Nutshell will offer recommendations to your technical team on how to use Nutshell’s APIs, integrations and custom fields to connect with other software. We’ll also help you to evaluate 3rd-party software’s ability to connect with Nutshell.
• And more.