Nutshell CRM vs. Xactly Forecasting®

Nutshell is very customizable making it a good fit for smaller companies with out huge budgets for these services. I would think in a larger scale business, you would want a system that is specifically designed for the particular industry.

Incentivized

I think TopOPPS is better suited for the larger sales team with shorter sales cycles. We have very long sales cycles and we have not truly seen it impact how we do business in terms of sales. I also think it's better suited for teams that have a true sales manager monitoring the reps and opps.

Incentivized

• Nutshell is great with reminders from calls, emails, meetings, and activities it helps you track all of the necessary every day must-do activities.
• The best thing about Nutshell CRM is that multiple team members can refer to it whether they are in the office or on the road. Nutshell is great on a PC, Mac, or pretty much any mobile device.
• One of the many things that I personally like about Nutshell is how user-friendly it is. Once you work with it for a day or two everything is super easy to manage.

Incentivized

• Provides a quick detailed over view of our pipeline. This will help us identify deals that need attention and to maintain a healthy pipeline
• being able to view our pipeline is also a motivational tool to help us drive success
• an aligned forecast helps us to be more confident in our sales numbers as well as providing more accurate information to our management team.

Incentivized

• SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance.
• Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison.

Incentivized

• Integrate with SFDC.
• The alerts need to be changed.
• Chat bot needs improving.

This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.

Incentivized

It's a good system! However, it's not industry specific so we don have some workarounds to make it work for our company

Incentivized

I have had an excellent experience so far with Xactly Forecasting®.

Incentivized

Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.

Incentivized

Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved

Incentivized

I did not select Nutshell CRM. My employer has that information, but as far as I feel, Nutshell has better uses than Zoho CRM and can be used just as effectively in B2B relations. We only use Nutshell for candidate data, so business contacts are not mixed.

Xactly Forecasting has a smart AI tool, this is what puts them ahead of the competition. With their smooth interaction with other apps and programs, it makes it seamless when using other apps and programs. I find that when it uses its forecasting skill it shows us exactly what we need to see for the future.

• Tracking - Nutshell allows us to track how many leads or coming for our prospecting or inactive account calling efforts, it has been great for showing results to our management team
• Organization - Nutshell gives us the opportunity to easily access account or contact history and make connections with the customers we interact with

Incentivized

• Saves Time
• Increases Efficiency
• Accurate Forecasting

Incentivized