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
One of the nicest things about Nimble CRM is that it can be highly customized in order to meet your specific needs including as a Signage CRM … A dashboard, which Nimble calls the Today Page, where you can choose from 10 plus widgets to show the information that is most important to you. Up
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
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
A few months back I did a full webinar on Nimble CRM’s Prospector extension. Prospector is a tool that comes free with every Nimble account. It is a browser extension that works with Chrome, Firefox, Safari, and Edge. The browser extension also works directly with your Gmail inbox. There is also an available add-on for
