Nimble CRM Tips & Updates - September 4 2024

Everything these days, in one way or another, is tied to … sequencing, so let’s get started.

Status Check

Where am I today on deploying sequences? I am not 100% there yet. No matter how hard I try, I seem to keep running into roadblocks. I hit a major one with a client this past week. Fortunately, the Nimble team got right on it and made a same day fix but … it’s been frustrating:(

Message sequencing, which is totally tied to automation, is extremely complex in itself. Nimble, and they should be applauded for this, is taking it many steps further with upcoming integrations with other existing automations like those that are found in workflows and web forms.

This is a huge undertaking and any little thing can upset the apple cart. Personally, I want to see things settle in a bit before taking a huge dive into the deep end of the pool. I would also like to first test and evaluate new features as they are being rolled out.

That being said, and I have stated this before, if you want to get your feet wet, keep it simple and don’t panic if you run into some challenges. My one client who is running a basic sequence right now … it appears to be operating as it should.

Coming Soon

Sequencing Integrations with workflows and web forms is imminent. Furthermore, workflows and sequences will work both ways … workflows to sequences and sequences to workflows.

Branching, selecting a different path than just exit successfully or unsuccessfully or move to the next message, is also planned. I have no dates on this, but I like to keep things simple anyway:) I would not wait for these if you wanted to use sequences now.

There are a number of exciting completely new features on the Nimble roadmap! As I have no idea of exactly when or if these will come to fruition, I’ll be keeping these close to the vest for now. Let’s just say that the future looks bright! OK, here is a little one. Watch for a UI update to your messages inbox on Nimble! You’re welcome:)

Recommended Reading

I’ve decided to add a section on this newsletter for recommended reading from outside sources. Since, with sequences, we are focused on email marketing …. Here you go!

15 Accurate LinkedIn Email Finders for Lead Gen

Here’s How to Know When is the Best Time to Send Marketing Emails

How to Build Relationships through Email Marketing

50 Email Practices for Email Marketers

20 Email Best Practices That Actually Drive Results

Best Practices for Email Bounces

Are you thinking about leveraging AI for more effective LinkedIn prospecting, or perhaps using advanced marketing in your business, or are you looking at improving your managed I.T. services including security, workflow, and telephony? With so many people talking about these things, it’s tough to figure out who to talk to.

My area of expertise is Nimble CRM (specifically sales), however, I would be happy to connect you to an AI, managed services, or marketing professional who I know and trust. 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!