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How to upgrade your team from Google Docs to Nutshell

Nutshell

Sales teams tend to cling onto free software like Google Docs because they think switching from spreadsheets to a CRM will be disruptive, or labor-intensive, or will require them to recreate their database from scratch in a new system. Fortunately, Nutshell is built with Google users in mind. We get it, change can be scary.

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Using a Google Sheets CRM template: the pros and cons

Close.io

If you want to close more deals, you need to be on top of your prospects and customers. Maybe you’ve already started working with a Google Sheets CRM template, like the one we just released last week: SalesTable. Here are 5 benefits of using a Google Sheets CRM template. Here are 5 benefits of using a Google Sheets CRM template.

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What do you Know about your Prospect?

Sales 2.0

This post is about knowing about your prospect. Marketing types have actually formalized a methodology around knowing your prospect and call it “persona marketing”. Persona marketing ends up with marketing people having sheets of paper with fictional prospect characters on them. tools in general).

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The top 5 virtual event software platforms of 2020

Nutshell

Users should be able to host multiple speakers in both live-streamed and pre-recorded sessions using this kind of software, as well as enable attendees to interact with event hosts at predetermined times. This kind of tool is different from a virtual meeting software like Zoom or GoToMeeting. Source: Webinar Software.

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7 Must-Have Automated Documents for Sales Success

Companies are increasingly implementing technology to bring efficiency to their workforce. Data accessibility aside, teams continuously struggle with manual processes for document generation. Learn why automating your documents is key to sales success.

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How to Train Your Team in Social Selling

Hubspot Sales

Less frequently do we hear about social media being used by sales reps as a way to identify, connect with, educate, nurture, speak to, and convert prospects — this process is known as social selling. Social Media Training for Sales Reps. Why is it so important to train your sales reps in social selling? What is social selling?

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Sales software for small business: 10 of the best options on the market today

PandaDoc

In the modern marketplace, leveraging sales software for small businesses can make a world of difference. Key takeaways: Sales software options offer a diverse range of features, from lead management and CRM to analytics and automation. This makes it easier to invest in the right software without breaking the bank.