One of the best features of Kixie’s Nutshell integration is dialing from a list view. Dialing is simple and fast (via click) and updating CRM data via Kixie PowerCall® is efficient compared to editing within Nutshell proper. As you can see in the example below, I have opened up a list view in Nutshell.

NutshellList

By utilizing the blue Kixie click-to-call icon beside each number, I can dial down the list very efficiently, click by click! Additionally, whenever I make a call, my Kixie PowerCall® will populate with the caller’s information and give me the opportunity to:

  1. View an enhanced Caller ID with one-click access into the contact and its most recent lead in Nutshell
  2. Edit the contact’s basic information without having to go into the contact
  3. Compose a note that will sync into the contact
  4. Schedule a future activity with the contact
  5. Log a Call Disposition regarding the outcome of the call with the contact

NutshellListPC

This way, I can dial down a list with with click-to-call, and when I do need to click into the actual contact or deal, make edits, log notes or schedule activities, I can do that efficiently without slowing down or breaking my workflow.

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Categories: Nutshell

1 Comment

How Kixie Syncs Your Call Activities with Nutshell - Sales Productivity · April 4, 2016 at 11:03 am

[…] tool. It functions as an enhanced, Nutshell-driven caller ID, as well as a shortcut into Nutshell. See this article for a more in-depth look at the ideal utilization of this key Kixie feature. It provides […]

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