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
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
We do have a few minor updates to report on Nimble CRM. All Deals Listing – This is kind of an interesting feature. You can get a listing of all deals in all pipelines, but you also have the ability to filter certain fields in that list. I think that these may be the search
I’m a huge cynic when it comes to statistics. Why? Just watch the news. The simple fact is that statistics can easily be manipulated to present the preferred outcome for whoever is compiling the data. Political polling is just one great example. Inflation is coming down. Talk to my grocery bill. The economy is great.
Please note – While this article discusses Nimble CRM specifically, contact syncing between any two applications may raise similar concerns. Being able to sync your contacts between Nimble and another source is something that is welcomed by most users. It’s a great feature but, if not handled properly, it can create issues. There are a
The 5 R’s – Sales & CRM 101
It seems as if I am always touting how simple CRM, and by extension selling, really is. The entire secret to sales is creating, maintaining, and building client relationships. You do this by consistently exceeding expectations and by demonstrating R.U.M. characteristics. You are perceived as being remarkable, unique, and memorable. These 5 R’s will allow
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