Streamline your data management process with the CSV Online File + Nutshell integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

Nutshell is an easy to use cloud-based CRM software, suitable for small businesses, that offers a contact management system and sales force automation applications. Implement a CRM and all its tools can be a tough and lengthy process. With Nutshell you will be up and running in less of 24 hours, thanks to a quite easy implementation process. Nutshell also provides a great customer support and onboarding assistance.

Nutshell offers a suite of user-friendly tools that help sales team to improve their performances, such as intuitive sales process management and collaboration tools, and email integration with Gmail and Outlook. By the way, Nutshell goes beyond tools and features like traditional CRMs. The main challenge it wants to solve, is motivating your sales team to use the CRM software, in order to get best results for your business. They do that with an automation system that will complete several boring admin tasks, avoiding manual data entry work. Your sales reps will love the CRM software and will be free to focus on the sales cycle.

Anyway, Nutshell also offers standard tools and features like Lead Tracking, a built-in to-do-list manager, advanced tracking and reporting systems that let you monitor all the team activities, obtain analytics, forecasts and create graphics and summaries. Last but not least, Nutshell is an affordable solution with no hidden costs.