The Status-Quo … Each year U.S. companies spend millions of dollars on sales training for their salespeople. And, by sales training we are talking about sales skills training not product training. An equal amount is spent on product training as well.
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As a long-time Nimble Solution Partner, I speak with businesses all the time who are hoping that Nimble will perform as the Swiss Army Knife of applications that will address literally all of their sales, marketing, customer service, and a multitude of other company needs. I get it. We are a more is better society. Why not supersize me?
Still, I also have to wonder if there might be a disconnect between want and need or the willingness to overlook the primary focus of an application, and maybe even compromise its effectiveness, for the sake of coveting … more? Let’s focus on what Nimble is and not on what it is not. I would rather do an awesome job with one task rather than have middling success with a bunch.
What Nimble is
In my opinion, Nimble Social CRM is a tool that is best designed for solo salespeople and small sales teams (mind you, the role of the salesperson is often reflected in several business capacities). Not sales managers, not marketing, not customer service, and certainly not for larger businesses. This might change as Nimble matures but, for right now at least, that’s it and I think that’s enough.
If you are a larger business, your needs, your available resources (personnel and dollars), and your options will change. In this case you will have a choice of many CRMs that have been designed to address the varied requirements of your multiple departments but, Nimble will not be one of these.
Even then, there is a good possibility that you will still be able to integrate Nimble into that CRM solution via our Chrome Contacts Extension (read on) or via one of the increasing numbers of applications that are including Nimble as a part of their offering. Yes, in some cases, we are talking about finding Nimble within another CRM.
Your salespeople need your love and your help
Nimble helps salespeople to do what they do best, what they are paid to do, and that is to discover and then to convert opportunities into revenues. Since no revenues = no profits = no jobs = no company, isn’t that enough of a reason to invest in a CRM? I should think so and this is regardless of the size of your business. Nimble does this in the most innovative ways, ways that are both easy to use and intuitive, that I have yet to see duplicated.
When you really think about it, who in your company has the most need for a tool that will make them more effective at what they do? It’s your salespeople. Love them or hate them, they are typically the organizational equivalent of chaos. I can say this since I have been a salesperson all of my life and, left to my own devices, I’d be a hot mess. Think file folders filled with scraps of paper and post-it notes. How about we give them one dedicated tool that is simple to use, one that they will use, and one that helps them to earn more commissions? #Score!
Today I wanted to focus on what I consider to be the very nucleus of Nimble and that is the individual contact record. While contacts can be companies or individuals, we are going to look at the latter. Much of what Nimble does is automagic meaning that not only do you not have to remember to do something, it must be magic since we don’t even know how Nimble knows to do what it does it’s just … magic. Without ever leaving your contact’s record, you can …
1. Mark contacts as being important. Marking a contact as important is just one of the ways that you can tag (group, look below Jon’s picture) your contacts for follow-up or segmentation.
2. Set recurring reminders to stay in touch. These are smart reminders that automagically reset themselves whenever a touch is made. Consistent multiple touches are a sales essential!
3. Nimble automagically displays when the last time was that you or your team engaged with this contact.
4. Add a lead or check a lead status.
5. Create a deal and check deal status.
6. Quickly create a task or an event or log a touch.
7. Create and send an email or a direct message on Twitter or Facebook.
8. Add a note to the record.
9. Create and assign a deal or call up existing deals for review.
10. Attach a file to the record via Google Drive or Dropbox.
11. View the complete pending and history of account activity including a unified inbox showing emails as well as social network messaging. Even @messages via Twitter! All of these are added automagically to the Nimble record regardless of what device or application was used to create them. Refresh your memory prior to your next touch.
12. Take a closer look at contact details including custom tabs and fields.
13. Call up their social profiles and update streams.
14. Look at shared connections on your social networks.
15. Use Quick Lookups to automatically perform Bing searches on contact names, Bing Maps on addresses, and on other services such as About.me.
16. View attachments only.
17. View the automagically generated Smart Summary on this contact. The Smart Summary is automagically generated by Nimble based on intelligence that it has gleaned from multiple web resources including: background, professional career, education, interests, investments, location, influence, and more. Nimble even suggests to you if you should mark this person as being important.
18. Place a phone call to the contact via Skype or Google Voice.
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Keeping your contacts in sync within your CRM is crucial to staying organized. Whenever I hear from a prospective or current user of Nimble, I’m often asked, “Will Nimble stay in sync with my contacts from my email, MailChimp, and other CRM?”
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According to a study by Pew Research Center, 80% people use the internet when they are looking up symptoms for sick loved ones or themselves. A PwC study also shows that social media is favored by 1/3rd people to get immediate and quick answers to their ailments. Initially, medical professionals weren’t sure how social media could benefit them but the above figures clearly show that it is an underutilized tool. It can be used to connect with patients and build relationships with them much more easily than traditional options. Let’s take a look at how this can be done –