A wide variety of Nimble CRM training and support is available at all phases of your Nimble experience. Some of these services are free, while others are fee based. Services are available either through Nimble or from one of Nimble’s Independent Authorized Solution Partners such as myself.

What Nimble does and does not offer

All support through Nimble is free with your subscription to the service. In fact, most of these services are free even before you choose to sign on with Nimble. This includes:

Nimble presently does not offer:

  • Personalized one-on-one demos of Nimble.
  • Any sort of fee-based maintenance agreement for enhanced support.

As your Solution Partner, I offer the following free and fee-based services

Once again, I do not work for Nimble. I am a self-employed consultant with many years in the industry and have worked with Nimble since the very early days prior to it’s introduction. I am sure that you recognize that Nimble is extremely competitively priced and, even if you add me as the solution partner to your account, while I very much appreciate that, I only receive a very tiny fraction of your monthly subscription and that is for the first year only. I make my living by augmenting Nimble services or offering services that they do not.

What I can offer for free:

Pre-Nimble consultation – I am willing to spend 30 minutes on the phone (Zoom for international clients outside of the U.S. or Canada) with you or to reply to your email outlining your questions regarding Nimble. I can do one or the other and one-time only. If you have a clear understanding of your CRM needs and expectations, and can convey those to me, we can probably make an immediate determination as to whether or not Nimble would be a viable option for you. Additional support of this nature would be fee-based.

Paid Nimble CRM Training & Implementations 

At Adaptive Business Services (ABS), we know Nimble CRM. We have been an independent Nimble Solution Partner since before Nimble was even released to the public.

ABS is wholly owned and operated by Craig M. Jamieson. My experience includes over 45 years of B2B sales, sales management, and ownership positions. All of our Nimble CRM related services are provided directly by myself.

My approach to training users on how to best leverage Nimble CRM to increase their efficiencies, and their sales, is based on my real-life experiences including working with CRMs dating back to the late 80’s. I only represent Nimble. My training style is conversational, application focused, and it is designed to address your specific wants and needs.

I start by assisting companies in preparing to use Nimble including moving their data from another CRM or their email client such as Google or Outlook. I help you to set user permissions and privacy options, create custom fields, customize your workflows and pipelines to meet your specific needs, and to connect your email(s) (IMAP) and calendar (Google or Microsoft).

I have standardized and organized our training based on my experiences although the content can be further modified to meet your specific needs.

Here’s how I do it …

  • A folder is created for your company on Google Drive. You do not need a Google account in order to access this folder.
  • This folder contains a master training schedule and Google Sheets that can be used to brainstorm your configurations.
  • Under the main folder there are sub-folders, one for each training session. Each session folder contains PDF articles from Nimble’s support site that pertain to that session.
  • Training is conducted on Zoom and these sessions are recorded and uploaded to the appropriate session folder. These can be viewed for review, by team members who may have missed the session, or by new employees as a part of your onboarding process.

Every company that I have worked with has had their own unique needs. Nimble is very flexible but you may have needs that it cannot meet and you will know that before contracting for my services. However, based on my detailed knowledge of Nimble and how it thinks and works, I can often create a workable solution.

Session lengths range between 1 and 2 hours and can be held once or twice a week. It’s best if we can set specific days and times for each week. My hours are 3 AM to 3 PM MST M-F.

I pride myself on three things …

  1. Being highly responsive, always on time, and never missing a deadline.
  2. Providing detailed answers to all of your questions as well as detailed training.
  3. Exceeding your expectations. Anything less is unacceptable to me.

Rates – My hourly rate is $175 per hour. On training programs of 6 or more hours, I will reduce that rate to $150 and I do ask for a 50% deposit before we get started with the balance due at completion based on the actual accumulated hours used (rounded off at 15 minutes). 

The average full training program is 9 to 12 hours. I do offer a free 30-minute consultation and, during this meeting, I will be able to make a better determination of the time needed to complete the training. I have done abbreviated programs in as little as 6 hours, but that is not the norm. Probably 50% of my clients have used Nimble for some time but not effectively.

You can also choose to use my time whenever you wish based on that $175 per hour rate and that fee is due at the completion of each session. There is a minimum of 1 hour per session.

NEW! I am now offering a 3-hour package where we can customize Nimble CRM, in approximately 20 areas, to meet your specific needs and goals. Read all about it here!

Here is what recent clients had to say about my services …

“Craig Jamieson is an excellent consultant who knows Nimble inside out. I hired him to help me set up my CRM system, and I was blown away by the quality of his training and customization advice. He was patient, understanding, and always willing to go the extra mile to ensure that I was satisfied with the outcome. His “homework” assignments helped me to put what I learned into practice, and I now have a CRM system that is perfectly suited to my business needs. I would highly recommend Craig to anyone looking for a Nimble consultant who is knowledgeable, responsive, and genuinely interested in helping your business succeed.”

J.L. Nave III, Principal  (he/him)

One-on-One Coaching | Customized Timesavers | Strategic Planning

P: 260-416-2050   w: NaveStrategies.com

“I am delighted to offer my wholehearted recommendation for Craig Jamieson. Craig has proven to be an invaluable resource in helping me set up and effectively utilize Nimble CRM. His expertise and dedication have been instrumental in my success with this powerful customer relationship management tool.

Craig provided me with one-on-one set-up guidance for Nimble CRM, ensuring I started on the right track from the beginning. His approach was highly professional, bringing a wealth of experience and skill. It was evident that he possesses a deep understanding of Nimble CRM and how to tailor it to individual needs.

Moreover, Craig’s live training sessions on Nimble CRM were exceptional. He conveyed a comprehensive understanding of the software and ensured that I grasped its nuances. His dedication to providing insightful, practical, and effective training was impressive.

What sets Craig apart is his punctuality and commitment. He consistently delivered on his promises and appointments, respecting my time and ensuring that I received the best possible guidance.

In conclusion, I wholeheartedly recommend Craig Jamieson for his expertise in Nimble CRM. Craig is the ideal choice if you’re seeking a professional who can help you maximize the benefits of this CRM tool. His skills, experience, and dedication make him a valuable asset, and I am immensely grateful for the support he provided.”

Michael Sloopka – Negotiating Coach

What else do you get? 

As an added service, I provide clients who have previously invested in one of my training packages with certain free and discounted services …

  • A free monthly newsletter that updates you on new Nimble enhancements. I am also free to answer your quick questions via email at any time at no charge.
  • Private 1-hour checkup monthly – $375 per quarter paid in advance ($125 per hour).
  • One-on-one support as needed, one hour minimum and rounded to the nearest quarter hour, at a reduced rate of $135 per hour, due on completion.

What other services do I offer? 

I also provide sales training and salesperson hiring assistance. This can include conducting initial interviews with sales applicants as well as selling skills and behaviors assessments.

In November 2021, I assisted a local sign company with hiring a new sales representative and then I trained that same person in selling as well as Nimble. In his first full year, and despite having no experience in the industry or even with direct selling (he was a banker) … his sales exceeded $1,000,000 (w/o a manager). We hired him based on his attitude.

Would you like to discuss your needs and determine if we are a match? Please go to calendly.com/craigmjamieson to book a free 30-minute consultation. Thank you!