Nimble CRM has been rapidly integrating AI within its platform. This is all well and good, however, in order to take full advantage of these capabilities, you are going to need to get your CRM house in order and consistently keep it that way.
In order to fully leverage the power of AI in Nimble these universal truths are non-negotiables …
- AI makes decisions on available data combined with what it has previously learned.
- Clear directions to your agent are critical in order to deliver the desired results.
My goals for integrating AI with Nimble are quite simple. Primarily, I want to be better prepared for client meetings and I also want it to provide me with solid strategies to secure more business. These things do not require brain surgery. I can do them myself now. They are, in order to do them correctly, extremely time consuming tasks.
So time consuming, in fact, that there is no way that the average individual can ever hope of doing these on their own let alone with the degree of effectiveness in which AI can complete them. AI thinks beyond my tiny little brain.
Where do you find AI in Nimble CRM today?
Right now, AI can be found in three areas in Nimble …
AI enhanced email messages – Based on your prompt, Nimble will create an AI generated message to send to a contact. Of course, you can and should edit these messages as needed. One of the main goals when working with any AI generated content is to ensure that it sounds like you!
AI email sequence creation – This combines AI generated messages with a sequence (drip campaign) automation. AI will create a series of messages along with the sequence steps itself and including whatever behavior you are looking for from the contact. I’ve created these messages and steps manually and it can take hours vs. minutes!
AI platform integration with Nimble via MCP (Model Context Protocol) connectors – You can now connect Nimble directly with your preferred AI platform (ChatGPT, Claude, or Gemini). Once done, AI can read your contact records and it can also update them! There are other capabilities in regard to what this integration can now do and even more are on the immediate horizon!
In order to maximize these capabilities, you will need to …
What does your AI platform know about you? – I’ve been using ChatGPT for quite some time now and it knows an awful lot about me, my business, my offerings, and my target market. It has learned not only how I think and write, it mimics me in this process.
Certainly, other platforms have this same capability. If you have not done so already, start teaching it. Upload documents. Point it to your website. Have conversations. It’s never too late to get started!
Fill out your AI context settings – In your Nimble settings, you will find AI Context. There are two boxes where you can tell Nimble about yourself as well as your company and your offerings. Add in your website domain. Nimble will refer to these when composing AI messages.
Keep your contact records fully up-to-date – If you have been remiss in keeping your contact records up-to-date, here’s a good reason to get started. Nimble will automatically attach emails and calendar events to contact records.
You will want to add notes, tasks, tags, anything to these records as well. When you assign a task to AI to tell you something about this contact, no data equals a short response.
Teach, tell, AI exactly what you need, what you want it to do – I have AI prepare a pre-meeting brief before I have a session with a client or a prospect. It automatically monitors my calendar and, if it sees a Zoom meeting, it will prepare this brief, send it to me, and add the brief to the contact’s record as a note.
It does so by reading the contact record, the contact’s LinkedIn profile, the company record, and the company’s website. I taught it to do this and what to include in the brief.
After our meeting, I feed it the meeting transcript, it creates a meeting summary, sends it to me, adds it to the contact record as a note, and then it suggests next steps. If I agree, it will create tasks to do so … in that contact’s record.
AI and Nimble will bring wonderful capabilities to the forefront, but you will have to do your part in order to maximize your leverage. There is no time like the present to get started! Don’t be left behind!
If you would like to explore whether or not Nimble CRM, my sales training, or Sales Coach Pro might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar.
To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.
I would also be happy to connect you to a marketing professional who I know and trust or to an automated yet personalized and human-to-human LinkedIn prospecting system. Please reach out to me at craig@adaptive-business.com for an introduction!
Craig M. Jamieson
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