Ricochet360 vs Nutshell: Which is a better fit?

Nick: Hi, my name is Nick. I'm an insurance agency owner. I give Ricochet360 five stars, go ahead and click below. Prior to using Ricochet360, we're always bouncing around trying to find the right CRM and adding different pieces of technology towards tech stack. In a Facebook group that I have for other insurance agents, one of them recommended that we tried looking at Ricochet360. We went ahead, we did a demo and we found that Ricochet360 really filled the needs of what we were looking to do in terms of the marketing campaigns that we wanted to run. It's all encompassing, it was able to automate a lot of our tasks and the service people that we have working for us really enjoy using it. We chose Ricochet360 for one specific reason. In the insurance industry, it's all about lead generation and we wanted to run a specific marketing campaign using a dialer system that would be efficient all encompassing into one ecosystem and Ricochet360 really filled that need for us. Ricochet was very easy in terms of the onboarding process. Their team was very, very specific in terms of what we needed in order to begin with the onboarding process. So I was the point of contact with getting everybody set up. It was very easy, very streamlined. They walked us through the process. If we had any questions, they always made sure to answer our questions for us. However, there's a little bit of a learning curve and that goes to say for almost any piece of new software, Ricochet is very robust. There's a lot of features that you can utilize with the platform. So you need to keep using it. And the more you keep using it, the more you familiarize yourself with all the features, you'll learn to love it as much as we have. What I recommend before anyone signs up, not just with Ricochet, but any softwares, schedule a demo. It's really important. I know for us, when we scheduled a demo, I was able to pilot the software. We were very specific with what we wanted to do with our marketing campaigns. And I really wanted to see how the dialer system would work. So the representative, he walked us through exactly how that process works. As a visual guy, it really helped me understand what it is that we're signing up for. So definitely stress the demo. And the second part is join a Facebook group for Ricochet360 members. This will give you a chance to ask questions that you may never have thought of. You also will have the ability to find out a little bit about the cons of the system too. What people don't like about it, no system is ever perfect. However, it's important to hear both sides of things. So definitely I would recommend a demo and the Facebook group, and you'll be able to make an educated decision moving forward.

Andrew B.: Hi, my name is Andrew and I work in strategy and business development for a handful of consulting clients, mostly small businesses up to 50 to 75 employees. And I would give Nutshell a strong five-star rating, primarily because it's been a stellar resource in helping these companies get up and running to formalize their lead gen and sales and marketing processes and helping them stay on top of leads, not letting them fall through the cracks. We tried a few other software products, for example, HubSpot CRM and Salesforce and Pipeline and SugarCRM. And those tools were, although they were good tools, they were overly complex. They were overly too deep and too many bells and whistles, too many features and functionality that we really didn't need as a small company. The reason I chose Nutshell and then my clients chose Nutshell, and the reason that we've stuck with them is really because they not only helped us get up and running very quickly with very high-touch support, but they have a great ramping up process where they really help you get deeper and wider with the product as you grow and as your needs grow. It was incredibly easy, far easier than I thought, to get started with each of my clients. From getting their data in to massaging that data to get it to where we wanted it, to creating reports, to setting up notifications and reminders, it was all very, very easy and intuitive. For companies that are considering using Nutshell versus other software products, I would probably take a hard look at what you really need today and what you might need in six months or up to 18 or 24 months. I think that Nutshell has everything that a small company needs for really the foreseeable future, unless you're on a serious rocketship growth trend. But I think that most other software products probably have too much and you end up paying for a lot of that that you never use. So I would consider what you need today, and whether Nutshell has what you need for the foreseeable future. I think you'll find that Nutshell has what most companies need for that period of time.