How Nimble CRM Works
As your authorized Boise Nimble CRM Solution Partner, we are available to assist you with all aspects of Nimble including determining if Nimble is the best possible solution for your needs.
What makes Nimble unique is that it builds itself from the data around your business – from your Google or Office 365 Contacts, calendar activities and social and email conversations. Your contacts are instantly enriched with background details from social networks and third party databases and kept up-to-date.
Nimble delivers sales intelligence by enriching company details including industry, company size, location, employee count, revenue and more to help target the right companies. Our segmentation feature allows you to drill down into subsets of your contacts to find specific people to take actions like sending Group Email Messages. Save time with email templates and custom merge tags to reach out to up to 300 people per day.
Track message opens and clicks to know exactly when your contacts interact with your outreach, making it easier to identify your hottest prospects. See desktop notifications and detailed analytics on the number of times a contact has opened or clicked on your message without leaving your Gmail inbox.
Nimble’s Mobile apps for iPhone and Android give you a smart calendar with insights, anywhere you work. Get reminders before and after meetings to make sure you never miss an important note and sync your phone book directly to Nimble.
As Nimble is constantly evolving, we recommend that you visit their website to stay up with the latest features and developments and then please be sure to follow up with us here to finalize your needs!
Personalized Nimble CRM Training
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.
Depending on how deep a person or a company wants to get into Nimble, my personalized training can be offered as a 6, 9, or 12 hour package and all will share these common elements …
- Training is conducted during Zoom meetings of one to two hour sessions each. We can do one or two sessions each week, your call.
- I will create a training folder for you on Google Drive. This folder contains subfolders for each session.
- Training sessions are video recorded and uploaded to the appropriate folder after each session.
- Each folder also contains Nimble support articles, converted to a PDF format, that pertain to what we will cover for that session.
- There is also a master session document which outlines what we will discuss each week as well as things for you to work on prior to our next session.
- Recently I added a set of Nimble customization worksheets, for the client to review prior to our getting started, which will allow us to make better use of our actual live training time.
Finally, as opposed to me showing you how to do this while looking at my Nimble account, you screen share your Nimble account with me and then grant me access to control it. In this way, we are customizing your account to meet your needs as we go along.
Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to www.calendly.com/craigmjamieson .
To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. Thank you!
If you have any questions you can leave a comment below, email us at craig@adaptive-business.com or tweet to us @craigmjamieson ! Use this link to get a free 14 trial on Nimble Business today!
