Salesforce Sales Cloud vs Nutshell Comparison

You can see in a nutshell all your assigned tasks, and can easily follow up on sub-tasks or comments within the chatter.

Sometimes it can be a little laggy and the interface may look outdated for some people.

If you are a large company with 500+ users I guess Salesforce is the way to go, if you are small or mid size try something like Nutshell CRM. Going with a smaller vendor has great advantages as they can push out updates a LOT quicker and have a smaller team that can make snap decisions on what's important while taking user feedback into account. I know it's trendy to always say "the user doesn't know what they want" but as someone who also works in enterprise software I find the real answer is more "they don't know how to explain what they want".

It's not intuitive, they do not keep up to date with web standards and the interface is just a nightmare. You don't know how bad it is until you use a website with an intuitive interface that doesn't make you click half a dozen times just to get to an edit screen.

- The original and standard - New hires will (sort of) already know how to use it

- Cutting-edge UI ... for 2002. - Basically infinite flexibility - One of the largest partner ecosystems in the world - New hires know HOW to use it, but the UX stinks so much that they WON'T

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Ease of use for a small business with a few people doing sales work. We didn't need all of the bells and whistles of Salesforce at the cost of complexity. As of a few years ago, you had plugged most of the holes that we cared about. Since then, new functionality or major new rewrites have either added complexity or relearning with little apparent benefit. I understand the need to do some of this but I hope you don't become Salesforce.

The LinkedIn connection is really important for us. It was a big relief when that came back. Also, the loss of historical record of communication for a Contact when you delete an old email is problematic. We are forced to retain all of these old emails and this can create confusion.

Hey Brian, Thank you so much for your feedback. We have no intention of becoming Salesforce and take your feedback very seriously. Our goal is ease of use for SMB's. We hope you will be able to quickly benefit from our changes and improvements. Amanda

I like the lead creation and flow, it's nice because it mimics a check list which is helpful to completing my processes with a new prospect.

The bcc functionality, if I recall from using sales force there were more ways to 'tag to salesforce' via email that were easy while emailing and after the fact. I don't like that calls get logged to your google calendar after you take notes on them. Seems to clutter things up for no reason.

Colorful and easy to navigate - easy for legacy and new sales associates to use and get something out of it.

Search is terrible. If you don't know exactly what you're searching for, far too few results populate to make good decisions. Should be able to type query, press enter and get a list 20 results or more. If you have 12 leads with a company, the one you're looking for might not show up. Also how you enter info - like adding a person to a lead. if you don't add their role or notes when creating the person, you can't add it later unless you exit the lead and update the person on their profile page - this should be an option in the pop-up quick edit window.

I like the ability to customize the sales process. That multiple users can be under one email and team. The dash board is a great at a glance indicator of where we are in the month.

The calendar/sales goals does not line up with our fiscal months. We have a booking cycle and a sales cycle and it hard to track against both of them.

Thanks Liza! Our team loves working with you as well. It's always great to have local customers from great companies. Frank

easy to use, nice interface, easily customizable. so much better than salesforce I could cry. hoooooray

i'm a nonprofit, so sometimes i feel like i'm fitting round pegs into square sales holes. but it's not so bad.

Hi Lynn! Thanks so much for your positive feedback. We are happy you find Nutshell easy to use! Welcome to the Nutshell family! Amanda

The layout is great and easy to use. The support page has all of the information we need to find out how to complete a specific task.

When entering in a customer account, the app will erase the letters while you're typing. We are also experiencing a problem after logging activity the app will delete all of the information we are logging. I live in Ann Arbor and have asked to meet in person several times and the answer is always no. I need to know these problems can be fixed.

Hi Barry, Thank you for your feedback. We are happy to host you and other customers here in our office. Please do call our office to set up a time. We look forward to meeting with you soon. Amanda

Easy to use and the reporting section is just amazing and very easy to customize your own reports and save them to reuse. The social aspect of mentioning team members and accounts is great. Plus integrated email and a Mobile App

I would like to see more updates, especially in the mobile app

Simple and accomplishes what we need unlike Salesforce which can be overwhelming if you simply want a CRM prospecting tool

Like anything, it takes a while to get used to new software, but overall it's been great - I just needed to make sure I carved out some time to mess around with it

Kent, Thanks for your feedback! We're happy to have you as part of the Nutshell community. Best, Asya

Ease in which data can be organised. Ease of data exports. The integrations with Gmail and other platforms is also very handy.

No tailoring to NFP sector which is why we have recently switched to Salesforce NFP and will not be renewing our Nutshell account.

Hi Sarah, Thanks for your feedback and we are sorry to see you go. Amanda

Nutshell is a good CRM if you are a small company getting started. It doesn't have as much functionality as Salesforce.

Not the most robust CRM but it fits well for smaller companies who don't need all the features and bells and whistles of other CRMs.

The Dashboard is amazing for keeping up to date on the happenings in Sales. I also really appreciate the Wallboard(summary of sales that month) as we google cast it to your TV in our kitchen. The sales process functionality ensures all leads go through a standard sales process. Really good stuff. We're really glad to have supported Nutshell all these years.

SaaS support. I'm still not able to find CRM software that is geared towards SaaS companies. Seeing as Nutshell is a SaaS company I'm surprised they haven't added support for this yet. Once a lead is marked as one, you can't have steps in the sales process (mail a welcome package, follow-up after 2 weeks, 1 month, ask for an online review ;P) You have to manually create these tasks. Instead we've had to utilize Zapier to add a task to Asana for this. I wish we could do it all in Nutshell.

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I am not real big fan of this software for the reasons listed above I feel a whole lot more could be done with training and support

Hi Nicholas, I will have a customer support representative contact you directly to get you on track. We have a huge knowledge base as well as videos and guides that you can access directly inside of Nutshell. Amanda

Consolidates all information of current, past and future leads. It has reported, but I would like to have different Access in order to get the most value proposition on this sales report. Could it possible to download Customers information from a local Data Base (for example Excel), in order to have an automatic upload or update.

Would be easy if you can assign a person to all activities as a default and manage excepción with other names. Link the activities or Schedule with our Outlook email or any emails. To have the opportunity to do an update from both sides outlook or nutshell for example.

Ease of use, and reporting capability. Great to keep our sales team communicating on 1 platform instead of using multiple tools to carry out our daily tasks

Limited security roles, user preferences. Needs more customized notification settings to filter by sales team, not just all or nothing. Needs to take into account (for revenue tracking) recurring monthly service products, and needs to improve on international based sales team capability

Friendly to use, it goes with you every were ans every time you need support, the Nut Shell team responds fast and in a very professional way

The interface with other platforms or when you export data to Excel it may not be very organized and usefull

Hi Juan, Thanks for taking the time to share your feedback. We are happy that you are happy and appreciate you being a part of the Nutshell community. Amanda

Reporting and filtering reports. Keeping a track record of our leads.

Have to move over to pro to get more then one sales process. Pro is so expensive.

Tracking Projects in the Sales Pipeline using Lead Cards.

Email Marketing/Automated marketing. Drip Emails.

The system is among the easiest I've ever had to use. The Customer Service is top notch. They get back to me in a timely manner and I do like the Chat box for help.

It's not as robust as other CRMs I've worked in, ex: SalesForce. Missing a lot of functionality for larger companies or teams to benefit from.

Hi Carol, Thanks for your feedback! We are happy that you are part of the Nutshell community. We are constantly adding more features and functionality to provide a more robust CRM for our customers. I am interested to understand what features you and your team would benefit. Amanda

Easy to use; Tracking clients and leads are very useful to driving revenue; Linking email accounts and documenting conversations saves me a great amount of time

Settings area could be setup better to link accounts and report setup could function a little better. Granted improvements have been made over the past year where it is much better than before.

Hey Dan! Thanks a bunch for your feedback and taking the time to review Nutshell. We are happy you find the system solid and we'll investigate your concern with the settings area. Many thanks, Amanda

ease of use. so easy to track customers and leads. Good canned reports. Easy to search data. relatively easy to add custom columns (still figuring out how best to use this feature).

Custom reports are a bit cumbersome; need to get support to work out a few custom reports. Not able to add appropriate custom fields (use for tracking customer feedback).

Hey Brian, Thanks a bunch for your feedback. Our support team can help you with your custom reports. Please do reach out when you have a few minutes. We appreciate you being part of the Nutshell community. Amanda

I like how information is captured and the navigation. I like how duplicate information is caught and managed along with updates to details on the account and customization.

I would like import more information, but it was not limiting to my work. I don't have much to criticize and enjoy it much better than salesforce.

Hi Adam, Thank you for coming over to Nutshell! We are happy to help you with the importing. Feel free to reach out to our customer support team. Amanda

Cloud subscription and integration with Microsoft Office365 means that I can work from anywhere using multiple devices (i.e. computer, tablet, smartphone).

Pro has features really needed by small business owner. I will eventually have to upgrade or find another CRM tool. I can only set up one sales process. Because my government and commercial customers do not follow the same buying process, I have two different sales processes.

Hi Jordan, Thanks for taking the time to provide us your feedback. You are correct- Pro is designed for the small business owner who needs full functionality. Starter is really for those who are just getting started with CRM and managing clients. Amanda

What I like most about Nutshell is the ease of use. From a sales team with varied computer skills (beginner to programmers) We can all be on the same page. Which is to stay involved with our customers.

The raw, raw when you get a sale.... Don't know that it is needed for an older sales staff.

It is very easy to use and helps manage sales leads

The reminders seem to get pushed to the back

Customizable for varying types of sales processes. Really love the mobile app.

It's small but to open with a Gmail account, you have to find it in the Gmail apps rather than there being a link on the login page of Nutshell that allows you to login through Gmail. Small but when I close my computer down it's a bit of a process to log back in.

Hi Gordon, Thanks for your feedback! We are very happy that you are all set up and running well. Thank you for being a Nutshell customer! Amanda