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Helpful (free!) resources

Table of Contents

CRM Basics

does my business need crm? a helpful guide to understanding the benefits of customer relationship management software

Does My Business Need a CRM

Download our free PDF guide to learn what CRM is and whether your business is ready for it.
a pipeline worksheet and a sales Process worksheet are sitting on top of each other on a blue surface .

The Sales Process Worksheet to Optimize Your Sales Journey

Download our free PDF template to standardize the key sales activities for your company.
the word "CRM" with each letter on a white tag with a blue background

The Complete CRM Glossary

There’s a ton of CRM terminology out there, and learning it all can seem like a mammoth task. Our comprehensive CRM term glossary provides you with a breakdown of the terminology you NEED to know to simplify your CRM journey and ensure you’re always in the loop!

About Nutshell

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Guided Tours

Register for one of our live demos to see Nutshell in action and learn how we can help level up your team’s sales efforts.
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CRM Comparison Worksheet

Use this interactive checklist to compare Nutshell with your current contact management solution and any other CRMs you’re evaluating.
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Nutshell for Sales Reps

Read why Nutshell is beloved by sales reps.
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Sales Automation Workshop

Learn how to create a custom, automated pipeline in Nutshell to kick your sales efforts into overdrive.
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The Best Next-Action Selling CRM

Discover why Nutshell is the best next-action sales and marketing CRM on the market.

Sales Strategy

Sales Pipeline: The Complete Training Guide

Sales Pipeline: The Complete Training Guide

Download our free PDF guide to transform your sales process with our comprehensive sales pipeline training guide. From filling your pipeline to pipeline management, learn it all.
Insider’s Guide to Choosing a CRM in 2024

Insider’s Guide to Choosing a CRM in 2024

Download our free PDF guide to find the perfect CRM solution to improve your team’s efficiency, build
stronger customer relationships, close more deals, and boost revenue.
A Modern-Age Approach to Customer Relationships

A Modern-Age Approach to Customer Relationships

Download our free PDF guide to learn about the modern-age approach to customer relationships.
blue paper boats in a row with the words "Nutshell 16 sales Process templates for b2b pipelines"

16 Sales Process Templates for B2B Pipelines

Download these templates to see our recommended pipeline stages for inbound sales, outbound sales, team-selling, and much more.
three origami penguins are standing next to each other on a table .

How to Warm Up Your Cold Outreach (Sample Campaign)

Follow this step-by-step outbound campaign template to get on your contacts’ radars before you start dialing.
a bunch of yellow tools are lined up on a yellow background .

The B2B Marketer’s Toolkit

From finding new lead channels to nailing your SEO game, this guide collects 120+ of the best marketing tips ever published on the Nutshell blog.
a laptop computer with a document on the screen on a blue background .

The Complete Guide to Writing MUCH Better Sales Emails

Download this guide for our best tips on personalizing your sales emails, dodging the spam filter, following up with prospects, and more.
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101 Task Ideas for Any Sales Process

Tasks are recurring activities that guide your reps throughout a sale. Browse our list of task suggestions and pick the ones that best fit your team.
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The Sell to Win Playbook (55 Sales Expert Tips)

Want to learn from the masters? Read these expert tips from some of the world’s most highly regarded sales thought-leaders.

 
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Sales Manager’s Survival Guide (70+ Expert Tips and Strategies)

What makes a great sales leader? Download this guide to get 70+ expert strategies for hiring, coaching, and motivating your team.

Playbooks

managing a sales team

Managing a Sales Team

Whether you are a seasoned sales manager or brand new to managing a sales team, our guide has the resources for you to more effectively and efficiently manage your sales team for better outcomes.
Managing a Marketing Team

Managing a Marketing Team

Discover all the info you need to manage a marketing team, including creating marketing strategies, executing marketing plans, essential tools, and more.
sales reporting and analytics

Sales Reporting and Analytics

If you want to improve your sales performance and grow your business, you need reliable, relevant sales reporting and analytics. Learn how to improve your sales analytics and reporting and leverage your data with this guide.
creating and implementing sales strategies

Creating and Implementing Sales Strategies

If you want to get results consistently, you need a well-defined sales strategy and process for your sales team. This playbook covers how to create an effective sales strategy and define your sales process.
Developing Sales Skills

Developing Sales Skills

Ready to take your sales skills to the next level? Explore this guide to learn about the most important sales tactics and skills and get tips on everything from creating sales pipelines to crafting proposals to qualifying leads.
Guide to Sales CRMs

Guide to Sales CRMs

This guide has everything you need to know about sales CRMs, from what they do to how to use them to how to choose the right one for your business.
Understanding customer data and how to collect it

Understanding Customer Data and How to Collect It

Customer data collection is an important part of running your business. Learn how to successfully (and responsibly) collect data using your CRM in this guide.
Setting up and implementing a CRM system

Setting Up and Implementing a CRM System

Get the inside scoop on how to set up and implement your CRM system with this guide. We’ll cover key steps, factors to consider, and more.
Managing and organizing customer data

Managing and Organizing Customer Data

Get seven essential tips for managing and organizing your customer data, from cleaning and validating your data to managing privacy and security, in this guide.
how to use data insights to inform marketing strategies

How to Use Data Insights to Inform Marketing Strategies

With this guide, explore how to use insights gained from your data to inform your marketing strategies and personalize your campaigns.
Automating Sales and Marketing Processes With Your CRM

Automating and Streamlining Sales and Marketing Processes With Your CRM

In this guide, learn how incorporating automation into your sales and marketing processes with a CRM can improve efficiency and drive more growth for your business!
Unlocking the Power of CRM Integrations

Unlocking the Power of CRM Integrations

Integrating your CRM with other tools can help you make the most of your data and streamline your sales, marketing, and customer service processes. Learn how in this guide!
Measuring the ROI of a CRM system

Measuring the ROI of a CRM System

Tracking your CRM’s return on investment (ROI) helps you evaluate its performance so you can increase the value it provides for your organization. In this guide, we’ll cover key metrics to track, best practices for a successful CRM strategy, and more.
Advanced CRM Techniques and Strategies

Advanced CRM Techniques and Strategies

Discover advanced CRM techniques and strategies that will help you do more with your CRM in this guide.
Best Practices for Using a CRM System guide

Best Practices for Using a CRM System

A CRM is a powerful tool for sales teams—if you know how to use it. Learn how to implement best practices for using your CRM and get the most from your system!

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