a screenshot of adding people to skycam Productions page using Nutshell PeopleIQ
We launched VisitorIQ in 2023, giving you the ability to learn about your website visitors and add them in Nutshell to warm up your cold outreach. This quarter, we’re introducing PeopleIQ, the parent-product of VisitorIQ.
With PeopleIQ, you’ll get:
Suggestions of people who work for the companies already in your book of business
The ability to add those people to your CRM, right from the company page
PeopleIQ gets you in front of the right point-of-contact even faster, so reach out to the right people and start building relationships.
Notetaker
Q2 is also bringing a new AI feature, Notetaker. This feature will philippines mobile number capture and populate text as you speak, making it even easier to log your notes on a lead or customer. You’ll be able to voice record notes on your Lead, People, and Company timelines and in the pop-up that appears when logging an activity.
If your business has multiple locations or franchises, keeping leads and customers organized by location is critical for optimizing your chances of a sale.
That’s why another major update this quarter is parent-child relationships. Parent companies will be able to create a company hierarchy in Nutshell and use new filtering tools to better understand their overall data and data from child companies.
Nutshell SMS
You’ve asked, and we’re answering. We’re excited to share that Nutshell SMS is coming soon! Our product development team is hard at work designing an inbox in Nutshell where you can send and receive text messages with your clients and leads, so you can incorporate SMS in your process for nurturing customer relationships.
To improve insight into how your text messages relate to your sales process, we’re integrating SMS with Nutshell’s sales automation features to let you schedule text message drips and sequences. We’ll also display text messages on Lead, People, and Company timelines and include them in activity reports.
Zoom and phone call transcription enhancements
Logged zoom meeting with a customer in Nutshell
With this upgrade, you can automatically transcribe your Zoom and Nutshell phone calls. Transcriptions will be seamless and more accurate, cutting down on the steps you have to take to make the most out of Nutshell Power AI.