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Software for Consultants: What’s Your Tech Stack?

Nutshell

With a robust starter option plan and unique add-on options, Nutshell is built for service businesses looking to scale. Learn more here about how Nutshell helps professional services businesses close more deals. Salesforce : Salesforce is a popular option for large consulting firms, though it can get pricey for smaller businesses.

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Top 7 Pipedrive alternatives for small and midsize businesses

PandaDoc

On top of the core features, Pipedrive jibes well with third-party integrations and offers several powerful add-ons, including Microsoft Power BI, Slack , or Zapier. Upon conversion, teams usually hand off leads externally to customer success managers and KAMs. 24/7 customer service ? ?. Free version X ?

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Copper alternatives: 6 CRMs to assess for smooth-sailin’ sales teams

Nutshell

Notable features: Integration with other Zoho apps In-CRM emailing (limited #/user) Dashboards and reporting Integrates with Microsoft and Outlook Workflow management. Summary: Zoho CRM is one of many applications in Zoho’s application ecosystem, which is similar to Salesforce’s appexchange. Salesforce CRM.

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Pipedrive alternatives: 7 CRMs to consider for high-powered sales teams

Nutshell

Salesforce CRM. Workflow customization tools Analytics Marketing leads management Sales team communication. Summary: Salesforce is a comprehensive and robust software solution platform centered around its lead management and CRM functionality. Starter: $25/mo. Full package: $300/mo. Starter: $12/mo.

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Pipedrive Alternatives: 7 CRMs to Consider for High-Powered Sales Teams

Nutshell

Salesforce CRM. Workflow customization tools Analytics Marketing leads management Sales team communication. Summary: Salesforce is a comprehensive and robust software solution platform centered around its lead management and CRM functionality. Starter: $25/mo. Full package: $300/mo. Starter: $12/mo.

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Copper alternatives: 6 CRMs to assess for smooth-sailin’ sales teams

Nutshell

Nutshell also offers integrations for Microsoft Office 365 , Mailchimp , and many others your team may need. Furthermore, Nutshell features often outshine the competitors’ in terms of both usability and comprehensiveness, according to customer reviews. Related: Salesforce Contracts, Explained: 7 Things to Know Before Signing 5.

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What is Inside Sales? Everything You Need to Know

Gong.io

Performing research on potential customers to determine initial fit. Nurturing existing leads. Managing referrals from existing customers. Note that CSMs are not Customer Service advisors. A CRM (customer relationship management) is the backbone of your sales tech stack.