As a Nimble CRM Solution Partner, I work with companies on implementing, and customizing, Nimble for their business. One thing I have learned is that each business that I work with has unique needs. I’m working with a company right now who wishes to use Nimble for project management. They have a rather unusual set
Most CRMs, and Nimble CRM is no exception, have some levels of privacy controls. These can include … Who, besides yourself, can see your emails Who can see or edit your deals Who can see or edit your account contact records Typically, managers will have access to all of this information except maybe for email
The week between Christmas and New Years was spent closing a chapter of my professional life with the passing of one business to its new owner. Now it was time to turn my attention toward 2023. Over the past couple of years, my Nimble CRM training and implementation consulting services have seen substantial growth. I
Two of the most beneficial features of Nimble CRM are workflows and deals. In some cases, they are directly related. They even share some common features. However, they also differ in a number of ways. While I won’t go into every feature of each in this article, let’s take a quick look. Both represent a
A couple of years ago, and after years of encouragement from others, I decided to create an online course for Nimble CRM. I am a long-time Nimble Solution Partner. I had never done anything like this before. I did my research, determined my needs regarding acquiring the necessary hardware and software and … off I
Why not? Nimble CRM is extremely easy to use, priced very attractively, and there are literally tons of how-to videos that are available on YouTube. There is nothing wrong with saving a few bucks! That being said, is it the best route for you and your company? There are several considerations. Let’s start with getting
