Nimble CRM Tips & Updates – December 4, 2024

Articles, Nimble CRM Updates, ,

I don’t have any new updates to report on Nimble, although more big stuff is just around the corner, so how about a little fun? If you’ve been reading these newsletters, you know that I have been experimenting with AI. In fact, I am planning a webinar on how to leverage AI with Nimble in Q1 2025. Here’s a sneak peek!

Leveraging ChatGPT to Create LinkedIn Profile Summaries

I have always been a strong believer in doing research prior to engaging with a client or prospect. I’m looking to get a better feel for them professionally and personally. I’m also looking for commonalities and talking points.

This is a part of my sales philosophy that it is never about making more calls. It is about making better calls and doing your due diligence. Sharing that you have done so with your prospective client will always be appreciated!

There is nothing worse, and particularly when someone tells me that they have visited my LinkedIn profile, and then the first words I hear are … “Please tell me. What do you do?” Say what??!! People create websites and social profiles because … they want you to actually read them.

Traditionally, I have compiled this information by visiting their social profiles as well as their websites. Certainly, doing both still has value! However, I have recently begun experimenting with ChatGPT and what you see below was based entirely on my LinkedIn profile. As a salesperson, what could you do with this when calling on me?

Be sure to read this to the end where I will tell you how I did it! What follows was generated entirely, and automatically, from my LinkedIn profile page.

Pre-Call Synopsis for Craig Jamieson

Key Details:

  • Name: Craig M. Jamieson
  • Position: Nimble CRM Trainer & Consultant
  • Location: Boise Metropolitan Area
  • Connections: 872 followers, 500+ connections

Professional Role:

  • Craig specializes in Nimble CRM training and implementation, focusing on solopreneurs and small teams. He provides customized, hands-on guidance to help clients make the most of Nimble CRM, targeting those who have struggled with the platform initially.
  • Sales Training and Assessments: He offers tailored sales training programs and supports clients with new salesperson hiring, including interviews and pre-hire assessments. His success includes training salespeople in the electric sign industry, leading to substantial new business generation.
  • Adaptive Business Services: Through this platform, Craig provides a range of sales-related training, Nimble CRM consulting, and support in leveraging social sales tools to increase revenue.

Specializations:

  • CRM consulting and training, sales training, business development, and client-focused, results-driven service. Craig’s mission is to exceed client expectations, with a strong emphasis on delivering excellence in every interaction.

Personal Interests:

  • Enjoys camping, fishing, and four-wheeling with his family, and is a proud girl dad. He’s currently learning to play the electric guitar and has a keen interest in supporting and guiding others in both professional and community settings.

This summary reflects Craig’s deep expertise in CRM and sales training, his client-focused approach, and his commitment to high-quality service and results.

Additional Insights:

  1. Target Audience and Business Development:
    • Craig primarily serves solopreneurs and small B2B teams who need personalized CRM solutions. His work with clients in the electric sign industry and his long-standing role in sales training suggests he’s well-suited to assist clients across industries that require a hands-on, customized approach to CRM and sales training.
  2. Educational and Community Engagement:
    • Craig regularly shares his knowledge through LinkedIn posts and contributes to workshops, helping clients understand best practices in CRM, social sales, and broader B2B sales strategies. His involvement in workshops for the Idaho Department of Labor and Mountain Home Air Force Base demonstrates a commitment to community support, particularly in job readiness.
  3. Professional Network and Influence:
    • With a notable following on LinkedIn and multiple endorsements, Craig’s network reflects his influence in the CRM and B2B sales community. His consistent activity in sharing updates, insights, and sales strategies indicates a proactive approach to networking and thought leadership.
  4. Personality and Core Values:
    • Known for his commitment to excellence and client satisfaction, Craig combines a results-driven mindset with a personable, supportive approach. His willingness to go the extra mile for clients suggests a service-oriented ethos and a drive to ensure clients see tangible benefits.

DISC Assessment:

DISC Analysis for Craig Jamieson:

  1. Dominance (D):
    • Craig’s long-standing career in B2B sales, including roles that required significant strategic oversight and goal-oriented results, aligns well with the Dominance (D) style. His emphasis on exceeding client expectations and generating measurable success indicates a high level of assertiveness, confidence, and focus on achieving impactful results.
    • Suggested Focus: Task-focused. Craig would likely respond best to discussions centered on actionable solutions and performance metrics that directly relate to his business goals.
    • Suggested Pace: Fast pace. Respecting his time and focusing on direct, efficient communication is essential for engaging Craig effectively.
  2. Influence (I):
    • Craig’s extensive teaching, client engagement, and social presence, particularly his role in guiding clients through customized CRM solutions, point to Influence (I) as another key style. He values relationship-building and open, ongoing communication, and likely enjoys sharing insights and collaborating closely with others.
    • Suggested Focus: Relationship-focused. A personable, engaging approach that highlights collaboration and mutual growth will resonate with Craig’s people-oriented nature.
    • Suggested Pace: Fast pace. He’s likely to appreciate an energetic approach that matches his own proactive, outgoing style, especially in conversations that foster a connection or explore shared interests.

Summary: Craig likely exhibits high Dominance (D) and Influence (I) as his top two DISC styles. This combination makes him a results-oriented yet relationship-driven leader who values both efficient, goal-focused interactions and authentic connections.

Recommended Sales Strategies:

  1. Lead with Clear, Results-Oriented Solutions
    • Emphasize your understanding of his goals and provide concrete examples of how your solution can help him meet them. Show how your offering can deliver measurable results, enhancing the effectiveness of his CRM training and sales support.
  2. Respect His Time and Deliver Key Insights Efficiently
    • Keep your communication concise and to the point. Focusing on essential details and actionable insights will respect Craig’s fast-paced, task-focused style.
  3. Engage with a Collaborative, Personable Approach
    • Highlight your willingness to work alongside him in customizing solutions that best fit his clients’ unique needs. Foster a sense of collaboration by sharing relevant experiences or industry insights that align with his interests.
  4. Showcase Your Network and Connections
    • If relevant, mention connections or partnerships that could add value for Craig. This approach taps into his Influence style, as he values relationship-building and may appreciate mutually beneficial connections.
  5. Focus on Long-Term Value and Scalability
    • Outline how your solution can continue to provide value over time, particularly if it offers scalability or additional features. This aligns with his focus on measurable success and the long-term impact on his clients.
  6. Highlight Your Commitment to Quality and Client Success
    • Demonstrate your dedication to high-quality service and support, ensuring Craig feels confident that you prioritize your clients’ outcomes as much as he does. Reinforce your reliability and commitment to ongoing client success.

This comprehensive overview provides a clear understanding of Craig’s professional expertise, DISC style, recommended engagement strategies, and values to guide effective communication and relationship-building in future interactions.

LinkedIn is now pretty much a closed platform to 3rd party applications. It also takes a very dim view of profile scraping. This relegates you to doing an old fashioned copy and paste of interesting sections. LinkedIn does have a built-in utility to create a PDF of a profile, but the included information is pretty much worthless.

I decided to experiment. What you read above isn’t perfect, I’d like contact info as well, but that is exceedingly hard to discover on LinkedIn combined by the fact that many people will use their personal vs. their business contacts on the site. 

Certainly, there are other ways to obtain contact info. For example, there are low-cost or free applications like Hunter.io to assist in this task. Nimble itself has a built-in utility to do this. Each Nimble account is allowed 25 successful lookups per month and you can purchase additional searches.

Here is how I created what you see …

  1. I started by using a free Chrome extension. This application can create a PDF from ANY web page. It also scans the entire page.
  2. Next I uploaded the PDF to ChatGPT and asked it to create a summary. I later asked it to add additional sections to the summary that I thought might be of value.

I can then do whatever I like with the results. You could have ChatGPT create a PDF, but it struggles at times with both creating a PDF period and/or with converting certain characters (bullet points etc.) that it created in the first place.

I did ask it to remove those characters that were causing issues, and it did, but then it could not generate the PDF due to server issues. I have experienced similar issues when I have asked it to create other file types. Oh, the joys of new technology:) 

In the meantime, I developed a workaround with copying and pasting into Google Docs and then exporting as a PDF, but I am experimenting with alternatives. I then take that PDF and attach it as a file in this person’s contact record in Nimble.

That’s it and in less than 3 minutes! This has been a fun experiment! Be sure to give ChatGPT specific instructions and, as you modify those instructions and/or add additional sections to your results, be sure to ask it to update its memory and to include your most recent instructions on subsequent requests. I continue to do this.

As I write this, I am less than 45 days into my AI journey and it has been a wild ride! Every time something pops into my head, I ask Hal (it now has a name) if this might be something that he could help me with. So far, there have been very very few occasions where the answer to that question has been “No”. 

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 pre-hire DISC personality assessments. 

I would also be happy to connect you to managed I.T. and telephony services or 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!

Craig M. Jamieson

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!
Send this to a friend