![]() We recommend using the Custom Data fields feature in Nimble to create uniform data instead of Tags because they can definitely get messy.įor 2. I want to address a few of the concerns you brought up in the Cons to help out.įor 1. Thank you for taking the time to review Nimble. 4) For some reason we thought that connecting people's linkedin would tell us if they changed their job but so far it hasn't. It was a nightmare when we couldn't get an excel of contacts to upload properly, I think my associate had to tweet at Nimble to get any response. We had to delete them and remake them.ģ) No customer service. There was no way to just flip them into companies. As well as the ability to check multiple boxes 2) A couple of smaller things, When we connected our twitter account in uploaded all of the companies as people which was a disaster. In summary, our perfect system would allow for broad macro categories that we could customize and subcategories. For now we rely on tags although its prone to human error and I don't feel comfortable making mail lists off of them. It would be an easy thing for them to be both. The disappointment is in that the system doesn't appreciate that more often than not, a Broker is often also a Buyer, an Attorney often dabbles as a Developer. We changed those to be subcategories of the lead type which we also customized. We have no use for "Hot Lead" we're not sales people, we're a capital source for the real estate world. ![]() Nimble also offers a range of email widgets, allowing users to view rich, contextual detail from their contacts’ Nimble profiles even from outside the system.ġ) Like I said we do appreciate the simplicity but the biggest disappointment / the thing that would make the system a slam dunk for us if improved is simply the dropdown customization for contact categorizations. These are generated by Nimble’s "Rules Engine," which learns from user behavior to prioritize social signals and predict which contacts and opportunities are most relevant. Nimble’s "Today Page" offers one comprehensive view of to-dos, key deals and engagement opportunities. This allows businesses to track which contacts are mentioning, following or engaging with them, or who are celebrating milestones such as birthdays-which in turn creates valuable opportunities for informed outreach and follow-ups. In addition to contact and pipeline management features such as deal tracking, task management, and alerts, Nimble also includes integrated social listening to keep customer profiles updated. The solution automatically populates customer profiles and interaction histories from contact lists, email conversations and social media activity across a range of popular platforms including LinkedIn. Synchronize your teams' contacts between all Microsoft 365 products.Nimble offers browser widget and mobile-based sales force automation and social CRM solution for small and midsize businesses.Create follow-up tasks or add meeting notes within Teams during a meeting.Have more productive meetings with Nimble's agenda and follow-up functionality. ![]() Know more about meeting participants with Nimble Data Enrichment. ![]() Access and update your CRM data within Teams channels.With Nimble Contacts, you can share contacts with your team and make them flow effortlessly between Microsoft Teams, Outlook, Calendar, and Edge while on the web or mobile. Nimble works for you by automatically combining your Microsoft 365 contacts, communication histories, email inboxes, and calendar activities with contacts from nearly 200 SaaS business apps and social media connections (including Linkedin, Twitter, and Facebook) into one unified team relationship manager. You will be able to find contacts from your database as well as build profiles on the fly. Nimble Contacts automatically creates rich data profiles based on existing contact information and previous interaction history - right from within Microsoft Teams chats. Access Nimble CRM’s business and social insights directly within chats on Microsoft Teams.
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