Nimble CRM - Please Remind Me! - Adaptive Business Services

I just started working with a new Nimble CRM client and one of his key goals is to “not have things fall through the cracks.” Awesome! This is, and should be, CRM 101 at its best!

When I first got started in B2B sales in 1977 we used a tickler file. Basically, this was a shoebox (I still have mine) with 12 dividers for months and 31 dividers for days. A prospect or customer’s business card was stapled to a 3×5 card which was then used to log notes and activities.

The card was then placed in the month, or month and day, when the next touch was to occur. I had contact records, task reminders, and even portability:) Today’s CRM is an electronic version of this exact same process, but Nimble CRM does so much more to remind you to reach out. How critical is this?

Prospects and clients will, to a very large extent, gauge your value based on your demonstrated ability to keep your word and to keep in touch. Not keeping your promises or … not following up and staying in touch, will likely result in no sale now and/or no sales in the future! Let’s take a look at Nimble.

We’ll start with your Today Page which is your dashboard. There are a number of widgets available to give you a quick view of, for example …

Upcoming tasks and activities
Birthdays
Highlighted contacts based on important keywords (as defined by you)
Stay in Touch reminders

Stay in Touch reminders are designed to work in conjunction with the system “date last contacted” fields. You can set a reminder for a contact to me any combination of days, weeks, months, etc.

Nimble will then monitor your engagement with this contact and alert you when you are on track (green), coming due (yellow), or past due (red). These status icons will appear on contact records as well as on all contact list views. Emails exchanged, events held, and calls logged successfully will reset the reminder.

Tasks and Custom Activities are used to either log or schedule a task to be performed at a future date and time. Tasks do not reset the stay in touch reminder. However, custom activities, as defined by you can be set to reset this. Deal records can have their own specifically assigned tasks.

Workflows represent the stages in a process and that process could be anything that occurs in your business. In sales, that might be a lead qualification workflow. You can also specify the maximum number of days that a contact should stay in any one stage. Go past that and a red “Stuck” will appear on the contact card.

Workflows can also include automations. When a contact card is moved, as defined by you, from stage x to stage y, this will trigger an automated action. Per our discussion in this article, that action could be to create a task or custom activity.

With Search you can look for records that match, or do not match, any field or fields found in a contact record. As examples, you could look for contacts who have not been contacted in the last 6 months or for all contacts whose birthday will come up in the next 3 months.

Activity Reports can be filtered by tasks, custom activities, events, etc. They can also be set to show only completed, coming due, or past due tasks. You can also receive a daily recap of your tasks etc. delivered to you via email each morning.

I’ll have to admit, that as much as I liked my shoebox, Nimble has it beat!

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!