Nutshell CRM
17 Case Studies
A Nutshell CRM Case Study
Human Element, a Michigan-based tech consultancy that shifted into building and running eCommerce stores, was growing quickly but had no formal sales process. Sales relied on whoever initiated contact to follow up and close deals, which prevented team collaboration and let leads fall through the cracks.
They implemented Nutshell CRM for its simplicity and transparency, creating a customized sales process, shared tags/notes, and a custom lead-source field to track marketing ROI. The system smoothed team handoffs during a key employee’s absence and helped drive sustained results: about 20% annual growth for three years and consecutive Ann Arbor SPARK FastTrack Business Awards.
Dree Ziegler
Director of Marketing