Contacts to Clients - Using Nimble CRM to Close More Deals

Effective use of Nimble CRM, or any other tool, is rooted in your ability to establish a rhythm, a flow, that you can perform with consistency. Practice makes permanent so, if you practice the right things, you will consistently generate the desired results.

Since I have always identified as a salesperson, let’s say that your goal is to make more sales. Tools aside, you know that in order to do that you must be able to …

Stay in touch with your clients regularly.
Have a good record of all of your engagements.
Demonstrate that you can follow-up and follow through.
Be able to refresh your memory of previous engagements.
Monitor your opportunities to make sure that they are moving forward.
Juggle multiple clients and opportunities simultaneously.
Make sure that things don’t fall through the cracks.
Exceed customer expectations.

Nimble CRM is a powerful yet extremely simple sales tool. Still, salespeople traditionally struggle with CRM because … they have not developed a rhythm in its use. The steps have not become reflex. Scraps of paper in a manilla folder, struggling to find the right piece of paper or that message in their inbox, becomes the norm.

The Nimble contact records are the nerve center for any successful sales effort. Within that record you will find …

Complete contact information.
Emails associated with this contact, regardless of where they were created, are automatically synced to that record.
A chronological listing (including filters) of all notes and activities such as tasks or calendar events.
A history of deals that have been associated with this contact.
A history of workflows that this contact occupies or has occupied.
Documents that have been attached to this record via upload or a cloud storage service (Google Drive, OneDrive, or Dropbox).

Even better, you don’t have to lug a file box along with you if you leave the office. Nimble’s mobile apps give you access to all of this info from anywhere in the world where you have internet or cell access.

Back to rhythm. Here is a proven roadmap to exceeding customer expectations and increasing your sales. I’m keeping this simple. Nimble does offer even more advanced ways to accomplish these goals.

Create the contact record completely. There are a number of ways to do this quickly and easily from within Nimble or even from your Google or Outlook inbox.
Research the company and your client and make a note in their contact record in Nimble of what you find. This information can even be updated to the contact record from outside of Nimble. Look for clues, commonalities, and interests.
Prior to engaging with the contact, review your notes and refresh your memory. Mention what you last discussed at the start of your next engagement.
Following engagement, make a note of what was discussed and set a task for follow-up.
Rinse and repeat step #3 and step #4. That’s it!

Your Today Page dashboard will highlight upcoming tasks and reminders. Notifications are also available in a variety of formats including a daily email digest and pop ups in Nimble or even in your browser. Recurring reminders to engage, two clicks, are also available. Set and forget!

If appropriate, for example if this is a new lead, you can add this contact to a lead qualification workflow (one click) and track its progress from there. If qualified, create a deal record and manage that in your sales pipeline. Done correctly … predictable revenues!

Practice, practice, practice. Soon these steps will become reflex. Congratulations. You got rhythm!

Please be sure to check out these top 100 sales blogs on Feedspot. I am honored to be one of them!

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

In addition to Nimble CRM, I also offer sales training and training on LinkedIn as well as getting started with AI (Artificial Intelligence). I can even assist with hiring new salespeople with initial interviews and training.

I would also be happy to connect you to a marketing professional who I know and trust or to an automated yet personalized and human-to-human LinkedIn prospecting system. Please reach out to me at craig@adaptive-business.com for an introduction!

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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!