Hot off the presses! Yesterday, Nimble launched their redesigned Today Page, an intuitive, all-in-one dashboard that delivers clear views of the pipeline and the people you plan to engage during today’s meetings, on tasks and via social media. You can communicate authentically with contacts and easily update team members directly from the dashboard.
The key to sales (and success in general) is following up with the right people at the right time. We are only human; as we scale our businesses, it’s critical to use technology to stay on top of these things for us. The same is true for your digital marketing strategy and management of your social media. Following up with the right people at the right time is critical. The beauty of Nimble is that it lets you skillfully manage your contacts, deals, tasks and more, while keeping up with your contacts’ social media activity all in one place.
Now, Nimble’s Today Page allows users to carpe every diem like never before by identifying key prospects and close more business.
Today Page Dashboard Overview
- Follow-Up On Tasks: Always stay on top of today’s to-do’s and delegate tasks to team members straight from the Today’s Page.
- Track Deals: Track the status of deals and your pipeline while taking strategic action directly from the dashboard. Enjoy one-click access to engagement history and up-to-date insights on prospects. You can also update deal status, divide and conquer by assigning tasks to team members, add notes, or create new deals.
- Network With Highlighted Contacts: Nimble identifies key prospects to enrich your network based on customized variables such as title, location, company or interests.
- Scan Prospects’ Engagement Signals: Tune into unique engagement opportunities such as social media updates, birthdays, career changes and more. Access detailed dossiers on each prospect, including who they are, how to reach them, links to their social profiles, their interests, prior conversations with you and your team, notes and tags. (More Today Page widgets are in the works).
- Prepare For Meetings: Stay on top of all your appointments while preparing for them by gathering valuable social insight. Simply click on a prospect’s social profile to access sales intelligence or communication history.
“For years, Nimble has been on a mission to develop a simple contact relationship manager that helps small business teams and individual professionals realize ambitious goals by enabling them to treat every prospect and customer like valued individuals,” said Nimble CEO and CRM pioneer Jon Ferrara. “Our core values have guided a rapid stream of powerful innovations, including the visualization of business intelligence and customer data to help them understand and take steps to close more deals at scale.”
Nimble Mobile 3.0
Use Nimble and the new Today Page on your desktop. And, when you’re mobile, tap into Nimble 3.0.
Nimble Mobile 3.0 is a mobile CRM that helps unify the information on your contacts from email, your calendar, social media and other sources. If you’re like many business owners, entrepreneurs, managers, and other professionals, you have many contacts listed in various places. When you bring up names, it can be difficult to find out additional information about these people such as their location, company, and even the reason you’re connected with them. With Nimble Mobile 3.0, you have a simple solution that lets you quickly find out everything you need to know about your contacts. Let’s look at the features of this innovative CRM application.
Leading Features of Nimble Mobile 3.0
Here are some of the features and benefits that make Nimble Mobile 3.0 such a useful tool for managing your business contacts.
- Helps you prepare for meetings, interviews, and pitches. The more you know about the people with whom your meeting, the more effectively you can communicate. With Nimble Mobile 3.0, you can bring up crucial information on your contacts wherever you are.
- Look up contacts’ information on every channel on which you’re active, such as email, LinkedIn, Twitter, Calendar, and websites. All in all, you can access more than 100 cloud-based apps and social media sites. Using the iOS Share Menu, you can use Nimble to quickly create comprehensive dossiers on individuals and companies.
- Scan business cards. Nimble includes a business card scanner that lets you efficiently enter new contacts into your phone. This feature makes it easy to take a picture of any business cards and enter useful digital information that you can bring up whenever you need it such as name, company, phone number, email, and more.
- Access communication or meeting history with anyone. If you have lots of contacts, it can be difficult to recall details and context. Nimble instantly reminds you of any prior contacts so you can resume conversations without missing a beat.
- Segment new and existing contacts. The Smart Segmentation feature helps you identify prospects based on criteria that are relevant to you. Update contact information to help you engage more effectively with existing contacts. Nimble provides Quick Filters based on criteria such as name, company, location, job title, tags, and bio.
- Manage tasks and delegate to team members. Bringing up contact details makes it easier to identify the right team member for the job. Depending on your Nimble plan, you can add 5 users (for Nimble Contact) or unlimited users (for Nimble Business).
- Send emails from your phone with customized templates. Writing emails on your phone can be a tedious process. Nimble makes it possible to import professional and customized templates to send to your clients and prospects. For ongoing conversations, your emails will retain formatting, tags, attachments, and CC’s. This feature lets you send important emails on the go from your phone without having to return to your desktop.
Nimble Mobile 3.0: A Valuable Mobile Relationship Management Tool
As people conduct more and more business from their mobile phones, it helps to have an efficient CRM application such as Nimble Mobile 3.0. Whether you’re already using an earlier version of Nimble or you’re discovering it for the first time, you now have a simple way to manage your contacts wherever you are. Nimble Mobile 3.0 is equally helpful for working on your own or sharing contact information with your team.
Nimble’s pioneering social sales and marketing CRM helps teams and professionals turn relationships into revenue, without the busy work. Everyday, people use Nimble to successfully nurture their personal and business relationships across email, social networks, and more than 100 cloud-based business applications. The smarter, social CRM has been named best CRM in Market Leadership, Ease of Use, and Satisfaction by many experts including: CRM Watchlist Winner for three consecutive years, #1 CRM for Small Businesses by G2 Crowd for the fifth consecutive time, #1 Sales Intelligence Tool for Customer Satisfaction by G2 Crowd for the fifth consecutive time, and #1 Small Business Sales and Marketing CRM by Fit Small Business. Nimble combines the strengths of traditional CRM, classic contact management, social media, sales intelligence, and marketing automation into one powerful relationship management platform that delivers valuable relationship insights - everywhere you work.
To learn how The Friedman Group can help you take advantage of Nimble and assist with all aspects of your inbound and social media marketing, contact us.
Do you want to learn more from Nimble CEO Jon Ferrara? Listen to my podcast interview with Jon. He shares his “10 Growth Hacking Strategies For Small Businesses With Small Budgets.”
