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Category Archives: CRM

Home / Archive Category: CRM
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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Nimble CRM Updates Workflow and Deal Listing Options

Aug 23, 2023Craig M. JamiesonArticles, CRM, Nimble CRM UpdatesNimble CRM

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

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Nimble CRM for Solopreneurs

Here’s HOW a CRM Will Increase Your Sales! (No Stats)

Jul 26, 2023Craig M. JamiesonArticles, CRMNimble CRM

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.

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Nimble CRM for Solopreneurs

The 5 R’s – Sales & CRM 101

Jun 14, 2023Craig M. Jamieson1 CommentArticles, CRMNimble CRM

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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Nimble CRM for Solopreneurs

Nimble CRM Contact Syncing – Best Practices

May 31, 2023Craig M. JamiesonArticles, CRMNimble CRM

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

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Nimble CRM for Solopreneurs

Nimble CRM is Designed to Build Relationships, Not Spreadsheets

May 3, 2023Craig M. JamiesonArticles, CRMNimble CRM

Full disclosure. I’ve never been much of a big data guy. Nor have I ever required extensive reporting from my salespeople. I never spent my time building, crunching, and analyzing spreadsheets. The only numbers that I was ever interested in were … How much is in my/our pipeline? What are my/our sales for the month?

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