Most CRMs, and Nimble CRM is no exception, have some levels of privacy controls. These can include … Who, besides yourself, can see your emails Who can see or edit your deals Who can see or edit your account contact records Typically, managers will have access to all of this information except maybe for email
The week between Christmas and New Years was spent closing a chapter of my professional life with the passing of one business to its new owner. Now it was time to turn my attention toward 2023. Over the past couple of years, my Nimble CRM training and implementation consulting services have seen substantial growth. I
Tips for a Successful Nimble CRM Implementation I’ve had the privilege of assisting many many companies with their Nimble CRM implementations. Some were just getting started while a large percentage of others had actually been using Nimble CRM for some time and they were finally tired of “flopping around”. CRM installations, on the whole, have
In October of 2021 I was contacted by an electric sign company where I had previously served as a partner during the 1990’s. They had lost one salesperson to COVID and another was returning home to the east coast. They also had lost their sales manager to another health issue. They needed help with replacing
A couple of years ago, and after years of encouragement from others, I decided to create an online course for Nimble CRM. I am a long-time Nimble Solution Partner. I had never done anything like this before. I did my research, determined my needs regarding acquiring the necessary hardware and software and … off I
This is not the first time that I have attempted to illustrate how easy it is to be successful with Nimble CRM, but I’m going to try to do so again. I have distilled it down to 10 easy steps that will increase your sales. We’re not going to get deep into the weeds. We’re
