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Category Archives: CRM

Home / Archive Category: CRM
Nimble CRM for Solopreneurs

If the Social Networks Won’t Come to Nimble, Nimble Will Go to Them

Feb 9, 2022Craig M. JamiesonArticles, CRMCRM, Nimble, Prospector

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

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Nimble CRM for Solopreneurs

4 Ways to Move Your Gmail or Outlook Contacts to Nimble CRM

Feb 2, 2022Craig M. Jamieson1 CommentArticles, CRMNimble

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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Nimble CRM for Solopreneurs

The Forest for the Trees

Jan 5, 2022Craig M. JamiesonArticles, CRMCRM

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

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Nimble CRM for Solopreneurs

Nimble CRM Introduces Workflows and You’re Gonna’ Love Them!

Nov 10, 2021Craig M. JamiesonArticles, CRMleads, Workflows

Let’s start by stepping back a bit. For several years now Nimble has offered a way for you to create and to track business opportunities or deals. This includes creating the deal, associating it to a contact or company record, tracking the deal through a pipeline (your process for closing this deal), and generating forecasts

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Nimble CRM for Solopreneurs

Nimble CRM Mobile App and Contact Sync Updates [Video]

Sep 8, 2021Craig M. JamiesonArticles, CRM

Let me say that I have never been a big fan of CRM mobile apps and that has included the offering from Nimble. I love Nimble. I represent Nimble. Their mobile app … meh. However, I also have the luxury of not having to be highly mobile. I can use the mobile app on the

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Nimble CRM for Solopreneurs

Nimble CRM Introduces New Lead Pipelines [Video]

Jul 21, 2021Craig M. JamiesonArticles, CRMLead Pipelines, Nimble CRM

This is big! Nimble CRM has just introduced Lead Pipelines! Nimble has long had a separate widget box in the contact record for lead details (source, status, etc.). We also have deal records (valid opportunities that we hope to close) and deal pipelines. However, my deal pipelines currently include stages that should actually be a

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