Happy holidays and all the best for the remainder of 2023! Let’s get started. Hot off the press! Nimble has just released an update to its web form offering. Read about it here – Web form automations. Key features include new form submission notifications as well as the ability to automatically create contact records and,
Never say never. While I have been hesitant to explore the sales related applications of AI, let alone adopt them, I have finally decided to dip my old wrinkly toe into the AI pool. What changed? Not much, however, I have been introduced to a fairly simple tool that will allow me to experiment with
We do have some interesting Nimble CRM news to report. First an update on some previously reported upcoming features (please note that, from experience, expected target dates are frequently changed) … I’m told to expect deal automations this quarter. Email filtering in deals has been delayed due to the focus on automations (although I am
I consider myself to be a student of history. I have an AA in History, my maternal grandfather was a university history professor, and I live on a diet of historical documentaries. The History Channel’s “The Men Who Built …”, and its offshoots, provide eye opening examples of men and women who have failed at
Lots of Nimble CRM news to report this month! Email reply reminder notes – Reply reminders were literally rolling out when I sent the last newsletter so here are some updated resources … Article. Video. Other quick notes … You can select how long to wait for a reply Reminders can only be applied to
I Just Want to Maintain Contact Records In My CRM
Before there was CRM (Customer Relationship Management), there was CM (Contact Management). Today’s CRMs are still based on their CM roots but they are now much much more than that. While Contact Managers were typically used solely by salespeople, CRM can be used by multiple departments in your organization. I’m rather fond of the principle
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