Please note – While this article discusses Nimble CRM specifically, contact syncing between any two applications may raise similar concerns. Being able to sync your contacts between Nimble and another source is something that is welcomed by most users. It’s a great feature but, if not handled properly, it can create issues. There are a
Full disclosure. I’ve never been much of a big data guy. Nor have I ever required extensive reporting from my salespeople. I never spent my time building, crunching, and analyzing spreadsheets. The only numbers that I was ever interested in were … How much is in my/our pipeline? What are my/our sales for the month?
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 an absolutely abysmal track record when it
As a Nimble CRM Solution Partner, I work with companies on implementing, and customizing, Nimble for their business. One thing I have learned is that each business that I work with has unique needs. I’m working with a company right now who wishes to use Nimble for project management. They have a rather unusual set
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
