Nimble CRM is Designed to Build Relationships, Not Spreadsheets

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?
What was my/our closing ratio?
How much money do I have in my bank accounts?

That’s it! Serious as a heart attack. I’d rather spend my time maximizing my chances of securing new business than trying to figure out why I did, or did not, achieve my goals. That being said, there are others who would disagree with me and on multiple levels. I get that.

Working with folks on Nimble CRM, I run into both types of people. Some I can help. Some I can’t. If a lot of data is what you are looking for … you would be in the can’t help group. Nimble excels at building relationships. While it is getting better, It’s still pretty weak at reporting if big data is your bag..

Regardless, isn’t selling all about relationships? The last time I checked, people buy, not computers. Therefore, I would suggest that my model makes the most sense. Certainly I think it does for salespeople, solopreneurs, and small sales teams. No dough = no data anyway.

As someone who spent his entire career in sales management, I understand that data is sometimes necessary in order to pinpoint those areas where a rep might be struggling. If their sales are low is it because they are not making the calls, they struggle in the sales process, or they just can’t close a deal?

Having call data might be helpful in making this determination, however, I can look at their pipeline in Nimble and see the number of deals. their stages, and the dollar values. Selling skills … not a data item. All of this comes via coaching.

How to build relationships with Nimble

Get to know both your customers and your prospects – People buy from those who they know, like, and trust. You can’t buy these. You need to earn them. Identify commonalities. This includes both interests and people.
Listen and remember – Take good notes, set tasks for reminders, and review both prior to your next engagement.
Consistent engagements – Relationships are not built on a one and done formula. They require consistent nurturing, Nimble’s Stay in Touch Reminder is particularly helpful in this area!
Personalize your messaging to their interests and their needs – Personalization is becoming more important every day!

If you would like to chat with me to determine if Nimble CRM might be right for your business, please book a free 30 minute Zoom consultation with me.

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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!