Colin T. Williams Articles by: Colin T. Williams

The Case for Using Nimble: A Financial Services Professional Speaks Out

The Case for Using Nimble: A Financial Services Professional Speaks Out
By October 2, 2013 Case Studies

Nimble is my #1 CRM system for professional services

In making the claim that Nimble is the #1 CRM for professional services, let’s start with a bit of background – I have a 25-year career in financial services as either as a financial adviser or managing financial advisers (along with a stint in marketing). I have been running my own business for two years — one that helps financial services firms protect and build their value with strategic thinking and implementation.

For as long as I have been involved with driving sales and creating relationships, until I found Nimble I was not able to find a CRM system that is effective for both management and the front line staff — at least not at a price that would make it a worthwhile investment. Read more ›