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
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
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
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
Nimble CRM continues to expand it’s tight integration with Microsoft products. Nimble already provides a complete two-way synchronization with your Outlook 365 calendar and it also offers that same two-way synchronization with your Outlook IMAP enabled emails. Nimble Prospector is available as an add-in for your Outlook and Outlook 365 inboxes that allows you to
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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