Nimble CRM Tips & Updates – March 18, 2026

Articles, Nimble CRM Updates

Not yet released, but a couple of weeks ago I was asked to test A.I. generated sequences! These will be pretty cool beans. I provided the system with a prompt telling it what services I was offering, who I was targeting, and the number of messages in the sequence and … voila! 

The messages and the basic sequence were created for me … automagically! From there I just edited the details for triggers and results. I suspect that there will likely be additional enhancements to the preview that I tested. No release date yet, but I’m thinking sooner rather than later.

Let’s talk about workflows …

Workflows are one of my favorite Nimble features. Workflows represent a process, the stages that you go through from start to finish and that process can represent anything. If, for example, you currently depict a process on a spreadsheet, that’s a workflow. Things to keep in mind …

  • Contact records are added to a workflow and a contact (person or company) can be in more than one workflow at any given time.
  • There are multiple ways to add contacts to workflows: from a contact record, when at the workflow itself, in bulk from a contact list, during an import, as a part of a sequence as an action, and from the response to a web form.

Workflows also include automations. You set the trigger such as when I move this contact to a specific stage and then you set the action. Popular actions include: creating a task, sending a template email, adding a tag, or even adding this contact to a sequence. Your standard Nimble account includes 25 active automations at any given time.

A great workflow application would be for lead qualification. Used properly, this ensures that any lead is a valid opportunity prior to being moved to a pipeline. Furthermore, from within the workflow, you can simultaneously remove this contact from the workflow, create a deal record associated with this contact, and add that deal to a pipeline. #Awesome!

Here is how a workflow might work. A prospective client fills out your website contact form. A contact record is simultaneously created and that contact is automatically added to your qualification workflow. They are then sent a confirmation email directing them to a page detailing your services. A workflow automation creates a task for your to follow-up with them. Nice!

My Sequence Test

I’m a salesperson, not a marketer. While I am only in the middle of my first sequence, from what I have been told, my open rates and click through rates have both been excellent. While I don’t have any takers yet, I have only had one bounce and one unsubscribe. Here is what I have been able to deduce thus far …

  • I started with a clean email list
  • My subject line apparently has driven opens
  • The content has generated interest
  • This campaign, while a cold outreach, is highly targeted

About the targeted part. While I did my best to generate a good email list, my efforts fell woefully short. There were a lot of folks that should not have been there. However, having a better understanding of how to do this, my subsequent lists are expected to be substantially better.

My plan to take things slowly, in smaller groups, has proven to be a good one. Woe unto me had I instead chosen to shoot off 2,000 vs. less than 200 in this first attempt. Had I not done this … I’d be pretty much dead in the water. I plan to continue on this path and gauge the results as I go. Read more about my prep here!

That will do it for today! Thank you again for placing your trust in my services!

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. 

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!

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