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Category Archives: CRM

Home / Archive Category: CRM
Nimble CRM for Solopreneurs

The Forest for the Trees

Jan 5, 2022Craig M. JamiesonArticles, CRMCRM

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

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Nimble CRM for Solopreneurs

Nimble CRM Introduces Workflows and You’re Gonna’ Love Them!

Nov 10, 2021Craig M. JamiesonArticles, CRMleads, Workflows

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

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Nimble CRM for Solopreneurs

Nimble CRM Mobile App and Contact Sync Updates [Video]

Sep 8, 2021Craig M. JamiesonArticles, CRM

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

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Now Offering Specialized Sales Related Services for the Signage industry

Sep 1, 2021Craig M. JamiesonArticles, Assessments and Behaviors, CRM, Hiring, Selling, TrainingSign CRM

Big news today! In an earlier article I spoke a bit about returning to my roots … selling. I tried marketing, I failed abysmally, and I hated every minute of it. I’m a salesperson to the bone. My roots also include the industry that I still consider to be the highlight of my almost 45

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Nimble CRM for Solopreneurs

Customizing Nimble CRM for the Signage Industry [Video]

Aug 11, 2021Craig M. JamiesonArticles, CRMNimble CRM, Signage CRM

One of the nicest things about Nimble CRM is that it can be highly customized in order to meet your specific needs including as a Signage CRM … A dashboard, which Nimble calls the Today Page, where you can choose from 10 plus widgets to show the information that is most important to you. Up

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Nimble CRM for Solopreneurs

Nimble CRM Introduces New Lead Pipelines [Video]

Jul 21, 2021Craig M. JamiesonArticles, CRMLead Pipelines, Nimble CRM

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

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