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Category Archives: CRM

Home / Archive Category: CRM
Nimble CRM for Solopreneurs

NEW! Nimble CRM Customization Package

Jan 2, 2024Craig M. Jamieson1 CommentArticles, CRMNimble CRM

I have identified 20 distinct areas where we can customize your Nimble CRM account to meet your specific needs and we can do that in one to three meetings (3 hours total). I am making this package available for $450, paid in advance. This is a $525 value. A large percentage of my clients are

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Nimble CRM Tips & Updates – December 2023

Dec 13, 2023Craig M. JamiesonArticles, CRM, Nimble CRM UpdatesNimble CRM

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,

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Nimble CRM for Solopreneurs

I Just Want to Maintain Contact Records In My CRM

Nov 29, 2023Craig M. JamiesonArticles, CRMNimble 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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Nimble CRM Tips & Updates – November 2023

Nov 1, 2023Craig M. JamiesonArticles, CRM, Nimble CRM UpdatesNimble CRM

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

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Nimble CRM Updates – October 2023

Oct 4, 2023Craig M. JamiesonArticles, CRM, Nimble CRM UpdatesNimble CRM

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

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Nimble CRM for Solopreneurs

Nimble CRM Updates – September 2023

Sep 6, 2023Craig M. JamiesonArticles, CRMNimble CRM

Summer has come to an end, at least in my hemisphere, and so it is time to get back to work:) Here’s the latest news on Nimble CRM. Upcoming – We are still waiting on deal automations and deal email filters. The initial offering of web forms is very close to being released. I have

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