After working with so many companies on helping them to implement Nimble CRM, the one thing that I have learned is that there is almost always more than one way to skin a cat. Here are a few of my favorite Nimble CRM hacks because … every company has unique needs. Some of these you
It took me a while, but I have now created a standardized system for training businesses on the best use of Nimble CRM. Better yet, this system is easily customized for an individual business’s needs. A couple of years ago, with encouragement from others, I embarked on creating a complete online training course for Nimble
As far back as 2010 (maybe even earlier), I was writing quite a bit about how CRM was not addressing the fact that people were now connecting, conversing, and developing relationships on the new social channels. I was lamenting more than writing. Around this same time I was contacted by Jon Ferrara who was getting
I had a chat with a gentleman recently who wanted to use Nimble CRM to monitor a contact’s social activity. There was a time when we could do that, but only to a limited extent, on Twitter, Facebook, and LinkedIn. We can still do that, in some fashion, on Twitter. Facebook and LinkedIn would be
What I am is a sales guy. What I am not is a “big data” guy. I’m a small business and I measure my success by the balance in my checkbook. Hell, I don’t even balance my checkbook. My focus is on making sales. Period. The rest takes care of itself. Of course, I am
4 Ways to Move Your Gmail or Outlook Contacts to Nimble CRM
A wee bit of history first. Nimble CRM used to offer two-way contact synchronization between Nimble and Gmail or Outlook 365 via a third-party application called PieSync. Well, HubSpot bought PieSync, rolled it into their suite of services, and left the rest of us hanging out to dry. I really loved PieSync, but whatcha’ gonna’
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