Nimble CRM Tips & Updates - June 18, 2025 - Adaptive Business Services

This has not yet been announced, but I was looking at Nimble’s import routines in preparation for a client meeting and … there is now an option to “Import Resume”. Interesting:) I decided to test it out to see what it might do.

What is a LinkedIn profile? It’s a resume. So, I created a PDF of a person’s profile and I uploaded it. Nimble parsed that information, via AI, and created a perfect contact record! Nice! Name, title, employment history, all there.

While this new feature does appear to have some settings/options, I have not yet seen a support article so we’ll probably have to wait for that before exploring those.

Nimble has already made some AI related public announcements about what they have been working on including using AI to identify prospects that might meet your ICP (Ideal Client Profile) and maybe even your TBP (Target Buyer Persona). “Import Resume” represents step #1.

What I have been working on …

I continue to modify my AI powered Nimble cleanup routines. Not quite ready for wide release yet, but closer. I have, however, finalized a routine where AI analyzes LinkedIn profiles and creates a Pre-Call Synopsis Report.

Phase I is a set of simple instructions that you can copy and paste into your ChatGPT. Please email me at craig@adaptive-business.com if you would like a free copy. If your version of ChatGPT supports file uploads, you can just upload the PDF itself! I am now working on Phase II which will be to develop an actual app to perform this function.

This may become available in two or more configurations with different levels of capabilities. Don’t ask me to explain this … yet. I venture into uncharted waters for me and in areas that are definitely nowhere to be found in my existing skill sets:) Stay tuned! No promises, but hopefully I can get this done.

Bonus tips! My AI pre-call synopsis works off a PDF of a LinkedIn profile. In some cases you can just use the profile URL. I then take the generated report and paste it into a Google doc, download that as a PDF, and attach that to the contact’s record in Nimble. In most cases, ChatGPT should be able to create the PDF on its own.

Of course, you need to create a record first. Take that PDF and import it into Nimble as a resume. My AI generated report may even include an email and a phone number providing that this information is publicly available.

Welcome to the ABS Sales Corner …

I write extensively on my website about selling as well as leveraging Nimble to achieve maximum results. Here are three articles that you may wish to review.

With So Many CRMs, Which One Do You Choose?

The answer is pretty simple. It’s the one you will use. Which one will you use? The one that meets your needs and the one you have been properly trained on how to use. There are hundreds, if not thousands, of CRM systems out there are very good. READ ON

My Six Selling Mantras

Mantra – a word or phrase that is repeated often or that expresses someone’s basic beliefs – The Britannica Dictionary – The following are the six simple business (selling) rules that I live by … You must be perceived as being different … It’s crowded out there. READ ON

Small CRM Talk – I’m Not a Fan of …

These are my personal feelings only. You may disagree strongly. That’s ok. You work your CRM however you wish! That being said … I’m not a fan of … integrations with other apps and not in favor of asking your CRM to do too much. READ ON

That will do it for today!

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 pre-hire DISC personality assessments.

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!