Since one size does not fit all, we are now offering three tiers of Nimble CRM training and implementation packages! Invest in one or even in all three!
Are you someone who just wants to get started and focus on the basics? We have you covered! You are an existing Nimble user, but you would like to up your game? Covered! Or, are you already comfortable with Nimble’s basic and intermediate features, but you want to maximize your investment? Come on down!
As a new Nimble user, you might want to start with our basic package, get comfortable with the platform, then move on to intermediate, and then maybe rinse and repeat before going to advanced. Of course, if you have specific needs, we will happily design a custom program to address those!
Basic, Intermediate, and Advanced Nimble CRM Training – 6 hours each
Basic – 6 hours
- Preparation
- Today page, Nimble overview
- Connect calendar, contacts, and email/signature
- Users and privacy settings
- Notifications
- Contact records – tasks, notes, tagging, and reminders
- Contact lists
- Message inbox
Intermediate – 6 hours
- Preparation
- CSV Imports
- Creating custom fields
- Creating custom activities
- Templates & Group Messaging
- Advanced segment searches
- Prospector and mobile
Advanced – 6 hours
- Preparation
- Deals and pipelines
- Workflows and automations
- Activity and sales reports
- Email message sequencing
- Web forms and web hooks
We are estimating up to 6 hours of training and consulting for each of these three packages. Each meets the necessary hours to secure our preferred hourly rate of $165 vs $185. We do request a 50% deposit with the balance due at completion.
We will never go over the allotted hours unless you specifically ask us to do so. For example, you decide to add additional features that are not included in these base packages. However, our goal is always to come in under quoted hours and you will only be charged for actual hours used (rounded off to the nearest quarter hour).
How about you? The investment in each package is only $990. What is your time worth to try to learn Nimble on your own? Well over 50% of my Nimble clients came to me after using Nimble for quite some time, in many cases years. They finally realized that they were just not getting the desired results from the system.
Now, I’m old fashioned. I haven’t used CRM for over 25 years because it keeps me better organized, on-track, and better able to build relationships with clients and prospects. Rather, because Nimble CRM does that and more, it makes me money! How many sales would you need to make in order to justify Nimble and my services?
We’re not stopping there! We are also actively exploring how we can integrate sales, LinkedIn/Social Sales, and AI into our offerings. All of these tools and skills, combined with Nimble CRM, creates a powerful revenue generating package! Stay tuned!
Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM 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.
In addition to Nimble CRM, I also offer sales training and training on LinkedIn as well as getting started with AI (Artificial Intelligence). I can even assist with hiring new salespeople with initial interviews and pre-hire DISC personality assessments.
I would also be happy to connect you to managed I.T. and telephony services or 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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