Nimble CRM continues to expand it’s tight integration with Microsoft products. Nimble already provides a complete two-way synchronization with your Outlook 365 calendar and it also offers that same two-way synchronization with your Outlook IMAP enabled emails.
Nimble Prospector is available as an add-in for your Outlook and Outlook 365 inboxes that allows you to bring your Nimble contact database directly into those interfaces. Their new integration with Microsoft Teams is a continuing evolution of this technology!
As an independent Nimble Solution Partner, please feel free to reach out to me with any questions pertaining to Nimble. In fact, please feel free to follow this link to my calendar to schedule a free 30-minute Zoom consultation with me!
The following has been reprinted with permission from Nimble …
Business professionals rely on their favorite communication applications like Microsoft Teams to connect with prospects and customers and collaborate with their teams.
That’s why we are excited to share that we have built an in-app add-in for Microsoft Teams to enable business professionals to prepare before meetings, log key details during a meeting, and most importantly follow up after meetings.
We are big believers that CRMs need to work with and for you, wherever you work, so you don’t have to leave the places where you are prospecting or interacting with customers. Nimble works directly in your inbox and anywhere on the web via our Nimble Prospector browser extension. As part of our continuous effort to streamline collaboration and allow our customers to focus on what really matters—relationship building—we have integrated with Microsoft Teams!
“Knowing exactly what our customers are all about, when was the last time we talked to them, what was discussed and what the next steps are is crucial to developing and sustaining successful business relationships. This is why we are so excited about our integration with Microsoft Teams,” said Jon Ferrara, CEO of Nimble. “Nimble customers can now view key customer records, take notes, and send follow-ups directly from the Teams interface.”
Make Your Meetings as Powerful as Possible
As we all ease back into normalcy and we start traveling and meeting people in person more, we need to be able to easily access our customer information from anywhere and at any time.
The Nimble add-in allows users to properly prepare for meetings by accessing information about the people they are meeting with before, during, and after calls. It’s also easy to take notes, and send trackable and templated follow-up emails.
“It’s your job as a business professional to find out everything you possibly can about the people you are meeting with. Coming into the meeting prepared shows your prospects and customers that you value them and their time. This part is crucial, but what’s even more important is a timely and proper follow-up. Our Microsoft Teams add-in allows you to achieve all that before, during, and after your meetings directly from Teams,” says Jon Ferrara, CEO of Nimble.
Access Nimble Contact Records from Microsoft Teams Boost your productivity by bringing Nimble into the Microsoft Teams meeting experience with you. The Nimble add-in for Microsoft Teams provides users with the tools they need to prepare for meetings. This add-in makes it easy to create new contact records and add them to Nimble, as well as to access existing, rich contact records within the MS Teams interface.
Nimble automatically enriches contact records with personal and social information, arming Nimble users with the information they need to engage intelligently while saving time on research and data entry. Users can create new contact records, open up existing ones, and read through people’s biographies to learn more about their experience, work history, and their areas of interest and influence.
This is especially useful for getting a quick refresher on who the person is before launching the meeting, making it easier to show them that they matter to you by demonstrating that you have taken the time to learn more about them and their business.
Your Notes Will Sync Directly to Nimble
Another crucial part of relationship building is making sure that we keep a record of everything that was discussed. The Nimble Microsoft Teams integration enables you to take notes during meetings and sync them to related contact records in Nimble.
As long as all meeting attendees have been added to Nimble, the notes will display on all their records.
Your Follow-ups Become Trackable and Timely
Never forget to send follow-up emails with next steps again! You can now send follow-up emails right after the meeting and have them synced to your CRM.
To save you even more time, the title of the event will be the name of the subject line and the details you’ve added in the follow up section will be in the message body. All attendees will be added to the message as well.
The Future of Work Requires You to Be Nimble or Be Left Behind
The hybrid work model is here to stay and business professionals expect their apps to adapt along with them. Microsoft is aware of this and announced their plans for opening programming interfaces, components, and tools to third-party developers during their annual developer conference, MS Build.
“The new reality of hybrid work requires structural change to how we build and interact with applications. We need a new class of applications centered around collaboration versus individual productivity. Apps that enable synchronous and asynchronous modes of collaboration with real time meetings, ad hoc messaging, content creation, automation of business processes. All in a single organizing layer. Microsoft Teams was built for this very purpose of enabling collaboration,” said Jeff Teper, CVP-Microsoft Collaboration with Teams, SharePoint, OneDrive, during his opening keynote.
With over 145 million people using Microsoft Teams daily, it has become THE digital platform for work and learning. That’s why we developed this add-in— to help YOU collaborate and grow, wherever you work, the Nimble way.
Here’s How to Add Nimble to Microsoft Teams
For detailed information about how to add the Nimble add-in to your Microsoft Teams account, follow the steps in this support article.
Messages sent from Nimble are done from your connected email accounts. Ensure that you have connected an email account to Nimble prior to taking this step. Learn more here: Get Started: Connecting Your Email and Social Accounts To Nimble
Additionally, when you send messages from Nimble, you get the option to track the message for Open/Clicks as well as send templated messages. For more information about this, please take a look at the following: How To: Send Tracked Messages With Nimble.
Not a Nimble User? Try Nimble for free for 14-days! If you do not have a Nimble account yet, we invite you to try it for free for 14 days.
Stay tuned for more product announcements as we evolve Nimble into the best CRM for MS 365 and Google Workspace teams!
Craig M. Jamieson
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