Nimble Tips

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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Are you using Nimble’s Customizable Data Searches to Identify Prospects?

Are you using Nimble’s Customizable Data Searches to Identify Prospects?
By September 14, 2012 Nimble Tips

You should be. Nimble’s custom fields and search tools help you drill down into your social media interaction. It’s easy.

You’ve probably already learned about how Nimble can unify your contacts’ social streams, giving you a comprehensive view of their online identities.

But as a salesperson, it’s important that you be able to sift through your entire database and find those individuals who are more likely to become customers than others. Nimble offers powerful, deep searches based on custom fields that you establish – and it only takes a few minutes to set up.

A Simple Process

First step: Build a new tab for your Contact pages. Click on Settings in the upper right corner, then on Data Fields in the vertical column on the left. You’ll see your existing tabs, Contact Info and Other. Click + New Tab.

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Friends of Friends: Using Nimble to Build Out Your Network

Friends of Friends: Using Nimble to Build Out Your Network
By May 13, 2012 Nimble Tips

You see glimpses of it every time you read a conversation stream on a social networking site: friends of friends. You reply to a status update or post a tweet, and you’re introduced to the people who are connected to someone in your social circle.

building your social networkThese far-reaching connections begin when you set up a profile for people you know – or want to know – in Nimble. You can take their names or email addresses and start researching them, often by letting Nimble find their Twitter and LinkedIn pages.

These two sites are probably the most productive places to start. Twitter, because most people like to build up their stable of followers, and LinkedIn, because many profiles are public. You can learn a great deal from both.

Armed with this information, you can approach those people who look like potential customers and begin to engage them.

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Social media lessons you can learn from sustainable gardening

Social media lessons you can learn from sustainable gardening
By April 4, 2012 Nimble Tips

A friend of mine manages the training department of a Midwestern insurance agency. Recently, he made a rather unusual request of his staff. He asked them to turn away from their computers and look out the window for at least ten minutes a day and think about anything but their work.

He’s a wise boss. We can get so bogged down in what we do during our working hours that we start spinning our mental wheels, spending more time on tasks than we’d need to – and not doing them as well as we might – because our brains are simply overtaxed and over-focused.

I’m guilty of that sometimes. My wife Arlene, who is a landscape designer here in southern California, knows this. So sometimes she drags me away from my office to see her more natural, more colorful world.

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Google App Shoppers Are Getting Nimble

Google App Shoppers Are Getting Nimble
By July 18, 2011 Nimble Tips

google apps marketplaceOUR STORY We have some exciting news! Nimble is now available in the Google Apps Marketplace, and has been selected as a “Featured” and “Notable” Google App! Now it’s even easier to find and benefit from the only Google App designed to help small companies turn business leads and social connections into sales opportunities.

Visit the Google App Marketplace to access Nimble and click on “Add It Now” in the upper right corner of the screen.

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