Nimble CRM Tips & Updates - May 1 2024 - Adaptive Business Services

The great graphic newsletter experiment is over. Thank God! What you see now is as good as it will get:) All things being back to normal, let’s get started. …

Updates

We do have a couple of interesting updates to report …

Web hooks – I have not personally tested this new feature but a web hook is used to connect one cloud-based application to another. For example, you can now create a web hook to connect Nimble to Mailchimp. Prior to web forms being introduced, I used web hooks to connect Wufoo contact forms to Mailchimp to Nimble.

Web hooks work in conjunction with web forms and a web hook counts against the premium web form allowance. In the aforementioned example, contact records created in Mailchimp could be automatically duplicated in Nimble, but not the other way around. In this regard, a web hook would differ from a Zapier connection(s).

Web hooks also can be managed and, if you wish, reviewed and assigned prior to a record being created in Nimble. This also differs from Zapier which does not offer this kind of intervention. Web hooks will give you the same level of control as is found in web forms. Get started by reading this article and watching this video.

Nimble API enhancement for deals. If you are a developer or if you are hiring a developer to design an integration that incorporates Nimble’s Deals, this is for you. On the other hand, if you are a mere mortal like myself, not so much:)

PhoneBurner – I attended a webinar last week with Nimble and PhoneBurner folks. I must say that the integration is impressive. Watch the replay and decide for yourself!

Still waiting …

Email Sequencing (update! released on 5/2)
Increased Message Send Limits (update! released on 4/29)
Group Message Scheduling (still waiting)

I know. I know, I sound like a broken record but, trust me, these releases are imminent. I have seen the interface. If not for Google, I could have tested it:(

How about we talk about some things that you can do to prepare. I am the farthest thing from an email marketing expert but, like you, I get plenty of them in my inbox and probably 90% of them flat out suck. Why is that?

They have not been personalized.
They don’t get my name right.
They don’t get my company name right.
Their offer is too general.
They claim to have researched me, but I know that they have not.
Their offer is not pertinent to my needs.
Hell, they don’t even know who I am or what I do!
Feel free to add your own reasons here.

You will want to do at least three critical things, in Nimble, prior to using any form of group messaging including message sequencing …

1st – Ensure that your contact records are complete, accurate, and up to date. You will likely be merging data from these records. For example you might personalize each message with their name and company name.

As examples, if someone has pulled data from my LinkedIn profiles … I show my name as being “Craig M. Jamieson”. LinkedIn does not have a field for a middle name or initial and neither does Nimble. “Craig M.” appears as my first name.

Any email or message that I get addressed to “Craig M.” is D.O.A. My website and LinkedIn page has a headline which says “Sales & Nimble CRM Training”. This is what I do, not my company name. D.O.A. No name? D.O.A. “Hey you!”. D.O.A.

2nd – Segment, segment and … segment. Organize your contacts into groups based on their specific interests and/or industry. This can be done with tags or key field searches. Once again, you will need to make sure that your contact records are accurate and complete in order to leverage this critical capability.

In this way, you can be pretty safely ensured that any pertinent messages sent to this group will be well received. For example, I have a tag that I use for my Nimble clients (this means you!). When I send you this newsletter, I’m pretty confident that it will be something that you are interested in. Hopefully:)

3rd – Start planning your messages and sequences. Since my background is 100% in sales vs. (email) marketing, I can’t be much help with that, but a simple Google search will return tons of templates, best practices, and how-to’s! Best get busy!

Final thoughts – If beautiful graphic newsletters are important to you, Nimble’s interface may not be your best choice. Connecting a newsletter marketing program like Mailchimp, and using web hooks to connect Mailchimp to Nimble might be the better option.

However, for message sequencing or drip marketing, I suspect that Nimble’s soon-to-be offered capabilities will be very well designed for these tasks and they may well eliminate the need to use (spend $ on) an additional application to do s

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. Thank you!

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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!