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
This is not the first time that I have attempted to illustrate how easy it is to be successful with Nimble CRM, but I’m going to try to do so again. I have distilled it down to 10 easy steps that will increase your sales. We’re not going to get deep into the weeds. We’re
After working with so many companies on helping them to implement Nimble CRM, the one thing that I have learned is that there is almost always more than one way to skin a cat. Here are a few of my favorite Nimble CRM hacks because … every company has unique needs. Some of these you
It took me a while, but I have now created a standardized system for training businesses on the best use of Nimble CRM. Better yet, this system is easily customized for an individual business’s needs. A couple of years ago, with encouragement from others, I embarked on creating a complete online training course for Nimble
