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Katherine Mays

Hi! I'm the manager of Customer Experience at Nutshell. I spend my time thinking about how to make your life easier. In my spare time, I like to take my dog on long walks, cook elaborate vegetarian meals, and practice my dance moves.

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Activity overview

Latest activity by Katherine Mays
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    Katherine Mays created an article,

    What do I get with Nutshell Pro?

    Learn more about how Nutshell Pro: how it will help you grow your business faster with enhanced features not found in any other plan. Signing up for Nutshell Pro is easy. To learn more about how t...

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    Katherine Mays created an article,

    Add your customers from QuickBooks to Nutshell

    Is your customer list stored in QuickBooks? Migrate them into Nutshell with just a few clicks! Importing your customer list into Nutshell is super simple using our direct-from-QuickBooks importer. ...

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    Katherine Mays created an article,

    June 19, 2018: More control over your data, more automation

    The summer heat and humidity is in full swing here in Ann Arbor, MI. We're pumped to announce another round of updates to make your sales game stronger 💪 and keep it cool. New features Available in...

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    Katherine Mays commented,

    These are great suggestions, fellas! Thanks so much for sharing these ideas for improving the email view tracking in Nutshell. We post updates about Nutshell regularly here, and you can opt in to n...

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    Katherine Mays created an article,

    Nutshell GDPR subprocessors

    To support delivery of our Services, Nutshell, Inc. may engage and use data processors with access to certain Customer Data (each, a "Subprocessor"). This page provides important informat...

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    Katherine Mays created an article,

    GDPR and Nutshell

    Our commitment to privacy and data protection Nutshell’s stance has always been that you own your data. Security has (and always will) come first as we build, develop, and support your CRM. We are ...

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    Katherine Mays created an article,

    How do I create an automated task list? [Nutshell Pro]

    Create automated reminders to ensure that your reps are completing tasks on time. Keep up the momentum in your sales process by creating automated to do lists for your team. Setting up an automate...

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    Katherine Mays created an article,

    What is sales automation?

    Nutshell’s sales automation eliminates mundane, repetitive data logging and allows your talented salespeople to focus on acquiring, nurturing, and closing leads. Winning deals shouldn’t be bogged ...

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    Katherine Mays created an article,

    How can I automate my email marketing with Nutshell? [Nutshell Pro]

    Leads can automatically enter and leave email marketing campaigns based on where they are in the buying process. Integrate your sales process with MailChimp to be sure that your prospects are rece...

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    Katherine Mays created an article,

    How do I automate a lead's progress using stage goals? [Nutshell Pro]

    Stage goals are the purpose of each stage. When met, your leads will automatically advance to the next stage. Learn how to set them up here. A great sales process has very specific goals for each s...