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
It took me a while, but I have now created a standardized system for training businesses on the best use of Nimble CRM. Better yet, this system is easily customized for an individual business’s needs. A couple of years ago, with encouragement from others, I embarked on creating a complete online training course for Nimble
This is big! Nimble CRM has just introduced Lead Pipelines! Nimble has long had a separate widget box in the contact record for lead details (source, status, etc.). We also have deal records (valid opportunities that we hope to close) and deal pipelines. However, my deal pipelines currently include stages that should actually be a
