Seth David Articles by: Seth David

Seth David: [video] How Nimble Helps Financial Professionals Manage Relationships

By March 18, 2013 Nimble Tips

Many financial professionals like myself are now using Nimble to manage our contacts and nurture customer/prospect relationships. Finding the right CRM seems to be a big challenge with companies. Everything in the business world is going the way of the cloud and CRMs are no exception. What are the basic parameters people look at when evaluating whether or not a CRM is the right one for them?

  • Price
  • Features
  • Ease of use
  • Ability to collaborate

 

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