Configuring Nimble CRM for Touch and Referral Tracking [Video]

I am currently spending some time each week investing in myself. While I am performing a number of initiatives, a big one is upping my game in the referral marketing (sales) arena by taking a course from a gentleman, Tom Gay, who I have known for over 10 years.

When he moved to Boise, Tom and I connected on LinkedIn and he also became a member of my networking groups, NetWorks! Boise. While I have been familiar with Tom’s teachings in these areas, I have never dug in deep into their fundamentals which are structured around building an effective referral network based on win-win-win relationships.

The main goal of this system is to find, create, and build relationships with those folks who are best positioned, and most interested, in a mutually beneficial association. This will require the repeat engagements that are necessary to get to know each and to build trust. As such, in order to maximize effectiveness, you need to be able to track these activities and results.

As I am a Solution Partner for Nimble CRM, it only made sense to configure this application to assist me in my record keeping as well as to allow me to stay on top with this program’s suggestions. You can do all of this on paper, a spreadsheet, or even on a document, but if you have a CRM … why?

The video below will demonstrate what I have done to Nimble in order to customize it for these tasks. Note that you can probably do something similar with most, if not all, CRMs. The focus is on what I believe to be the simplest, yet most critical functions of any CRM. Jon Ferrara, the CEO of Nimble calls these the 3 C’s …

Contact records – keep good notes, record activities, and organize your records.
Calendar – register events, tasks, and reminders.
Communications – log emails, phone calls, texts … whatever.

Enjoy and, if you are wowed but in need of some help, I would be more than happy to chat with you and to also discuss my paid services. I can be reached at craig@adaptive-business.com. Thank you! The actual Nimble video starts at 2:45 minutes.

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Craig M. Jamieson

Managing Member at Adaptive Business Services

Craig M. Jamieson is a lifelong B2B salesperson, manager, owner, and a networking enthusiast. Adaptive Business Services provides solutions related to the sales professional. We are a Nimble CRM Solution Partner. Craig also conducts training and workshops primarily in social selling and communication skills. Craig is also the author of "The Small Business' Guide to Social CRM", now available on Amazon!