Nimble Tips

4 Steps to a Nimble Daily Social Sales Routine

Effective social selling is a discipline. You’ve got to be consistent in your approach and continually update your timeline with useful content as well as strategically searching for key people to engage with. The best way to achieve this is to hone a system that works for you and then practice it habitually. In turn you’ll build your personal brand, craft valuable relationships, and outsmart your competition who are only dabbling with social selling.

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Seth David: How Nimble Helps Financial Professionals Manage Relationships

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?

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