Faster setup process
Finally, financial services-specific CRMs are more likely to require less time to set up and get started for your sales team. That’s because they’re configured with only those features you would need in the financial services industry.
With a general-purpose CRM, you may need additional time to configure your dashboard and set up industry preferences. However, this is not always the case with general CRMs, and some can be set up much faster than their industry-specific equivalents.
That’s why we’ve partnered with Import2 to make getting philippines telegram your company’s customer and sales data into Nutshell even easier.
You’ll be able to migrate data from your current CRM to Nutshell in just a few clicks—no CSV files, setup, or import assistance required! Then you can start testing Nutshell’s features for yourself using your real data.
What is Import2?
Import2 is data migration software that connects software and simplifies the importing process. With this partnership, Nutshell can offer a new one-click import service to make migrating your data from another CRM simpler than ever.
How will my import work?
When you begin the process of data migration (whether in a free Nutshell trial or during onboarding), you have several import options, including migrating data from:
CSV spreadsheet
Address book
Phone contacts
Another CRM
To use Import2, you’ll click “Another CRM” and select your current CRM from over 25 options Nutshell supports.
You can then follow the prompts to connect your existing CRM to Nutshell and begin the automatic import. Nutshell will first import a small sample of your data so you can ensure fields are mapped correctly and the import is accurate before completing the full migration.