Free webinar – “Nimble + AI: A New Way to Work With Your CRM” Tuesday, September 29 – 11:00 AM MDT Open to my clients, your team members, and if you are currently considering Nimble. A video will be supplied to all who have registered even if you are unable to attend. I had considered
We have no new Nimble updates to report today although I am expecting the hard release of AI sequences, hopefully, sometime in the next two weeks. So, how about a video! Customizing Contact Records Your contact records can be modified to show your most critical information higher on the page, place non-critical info lower or
Nothing new to report today other than I know that the dev team is working hard on AI Sequences in preparation for a formal hard release. So … let’s talk a bit about sales and my favorite sub-topic …. How to Give and Get Great Referrals! Let’s start with this. Great referrals are earned. They
I just got back from L.A. where I hooked up with my two best friends from elementary through high school. I have been in touch with one, but had not seen him in about 35 years. The other … no contact in 45 years. He had disappeared, but I finally found him. It was great
We have one new update to report. AI context has been added to settings. This will allow you to tell Nimble about you and your company and this information can then be used, pulled, in order to create more personalized messages. This is huge as previously, it was necessary and smart to place this information
I am only aware of one new update since our last newsletter. You can now export your email lists and I was just working with a client and came up with an interesting application. Note that, at least at this time, you are only able to export your total list. The export file includes full
