Archive for 'CRM'

The Nimble Smart Contacts App Just Got Smarter – Introducing Prospector!

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The Nimble Smart Contacts App Just Got Smarter – Introducing Prospector!

If you are not already familiar with Nimble, Nimble is a Social CRM that has revolutionized CRM in a number of ways …

  • It does the 3 Cs (contacts, calendar, and communications) right and in a way that is actually usable.
  • Nimble will create, and flush out social profiles, contact records for you and it will do so automatically. Or, as Nimble says … automagically.
  • Emails sync ...
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Nimble Social CRM Smart Contact Segmentation [Video]

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Nimble Social CRM Smart Contact Segmentation [Video]

We are pleased to announce today that Nimble Social CRM has released an awesome new capability for its CRM offering. Smart Segmentation brings an entirely new level of search that will allow you to effectively leverage Nimble’s advanced social integrations. More on this later.

In a traditional search routine, you are typically limited to user-editable fields like name, city, tag, etc. Well, not anymore! In a Nimble contact record, ...

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The CRM Features That Are Most Wanted by Users

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The CRM Features That Are Most Wanted by Users

An article on eMarketer entitled “Social Integration Tops CRM Users’ Wish Lists” was recently brought to my attention. The publication cites findings from Capterra’s “CRM Users Industry Research Report” which was conducted in June of 2015. This is a very complete study and I would suggest that you might want to read it. Among other things, the report identified that 25% of respondents wanted Continue Reading →

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Bad News for Social CRM – Facebook Pulls a LinkedIn

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Bad News for Social CRM – Facebook Pulls a LinkedIn

The latest news is that, effective April 30, Facebook will be cutting off it’s API access to CRM and SCRM programs.  Does this apply to all such applications? That I cannot say for sure but it certainly does apply to my SCRM of choice, Nimble. This shutdown has already begun. When completed, this means (in the SCRM) …

  • Aggregation of Facebook profile information will no longer occur
  • Your contact’s Facebook social stream will be gone
  • You will no longer have the ability to ...
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How to Build Sales Intelligence for Social CRM [G+ Hangout]

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How to Build Sales Intelligence for Social CRM [G+ Hangout]

This morning I had the honor to be the guest of Richard Young who is the Managing Director for the U.K. and Ireland for Pipeliner CRM. I have known Richard for some time now and let me say that he and his company are both top notch. Not only is their product innovative, they are actively taking it on themselves to provide some really great education outreach to the sales and marketing world via Continue Reading →

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A Small Business CRM Integration Checklist

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A Small Business CRM Integration Checklist

Let’s start with the disclaimer … I am a small business guy and I don’t even pretend to comprehend the needs, let alone the implementation requirements, of even medium size businesses. With the exception of managing divisions for some larger corporations, I have never exceeded 65 employees and maybe 7 or 8 salespeople. As my areas are sales and sales management, I have very strong feelings that, for most small businesses, CRM or Social CRM is a sales-first application.

Want vs. ...

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