How Nimble + Piesync Provide Social Enrichment to Microsoft Business Central and More

Nimble is the simple, smart CRM for Office 365 that enables teams to build better relationships — everywhere they work.

Our in-the-box integration with PieSync provides teams with a two-way synchronization platform, enabling customers to unify contact data from more than 160+ SaaS applications (including Microsoft Dynamics 365 Business Central, G Suite, MailChimp, Hubspot, Dynamics 365 Customer Engagement, Salesforce, and Quickbooks) into a single platform that’s easily accessible everywhere they work.

Nimble’s social business profiles, contact data discovery engine, and smart segmentation are also accessible within SaaS applications.  

Today, people struggle to manage critical business contacts because contact management is broken,” said Nimble CEO Jon Ferrara.Contact details and engagement history are strewn haphazardly across stacks of scribbled-on business cards, multiple email accounts, outdated email contact lists, fragmented social media streams, and siloed contacts in a sea of business apps. Employees waste time and inevitably miss sales opportunities.

“With Nimble, you spend more time cultivating the right relationships using a highly targeted list of prospects, leads, and customers.”

“Having the PieSync two-way data synchronization capability embedded in the Nimble platform delivers seamless connections between Nimble and over 160+ Saas based apps, which truly extends the power of Nimble CRM,” said Ewout Meyns, Founder and CEO of PieSync. “This ensures that users have the most up to date contact data information right with they need it most. Delivering the right data, at the right time, in the right apps deepens and strengthens relationships with end customers.”

Nimble Delivers a Company-Wide Relationship Management Platform

Nimble can either be used as a stand-alone CRM or to enhance the value of existing contact management, marketing automation, sales CRM, and accounting applications.

Specifically, when syncing Nimble with:

1. Microsoft Dynamics 365 Business Central & Dynamics 365 Customer Engagement

Users can easily incorporate Office 365 or G Suite contacts into their all-in-one business management solution.  Users can also discover social business insights about contacts in the system and access company contacts from everywhere they work.

2. Email Marketing Automation Apps such as MailChimp or Campaign Monitor

Users can bring segments of Nimble contacts into specific mailing campaigns.  They can also discover contact details for bounced emails and assign follow-up tasks based on signups, survey responses, and average email opens or click-through rates.

3. Marketing Automation Platforms such as Hubspot, Marketo, Pardot or Infusionsoft 

Users can translate a combination of marketing attributes such as lead scores, website visitor activities and form submissions into actionable Nimble tabs.  Based on these tabs, users can create daily call lists and follow-up tasks.

4. Customer Relationship Management platforms such as Salesforce or Dynamics 365 

Sales professionals can easily bring individuals’ email contacts into the CRM and follow up using CRM workflows. Nimble’s Smart Profile Insights reveals common interests, preferred communication channels, and missing contact details.  

5. Accounting Platforms such as Quickbooks or Xero

What Nimble Fans Are Saying

Unlock knowledge in accounting systems.  Sales can identify upsell opportunities, without having to open a separate bookkeeping application or re-enter data.

Nimble is the best prospecting tool I’ve ever used,” said Michael McKenna, principal consultant at Dublin-based cloud applications consultancy SmartCloud. “It builds profiles instantly so I immediately know who a person is, what interests him or her, and how to best to reach out, within context. Nimble is especially useful when working in an enterprise CRM, because it adds social profiles instantly to CRM contacts and provides missing contact details.”

As a real-world small business owner, it’s difficult to deliver the ‘personal touch’ when all my prospects, allies and customers are tied up in different business apps, including Constant Contact, Quickbooks, Gmail, Calendar and social media,” said Martin Brossman, executive and business success sales coach, Martin Brossman and Associates.  “Fortunately, Nimble and PieSync bring all these systems together into a single system of record that makes it easy for me to cultivate the one-on-one relationships that grow my business and my customers’ businesses.

Availability and Pricing

PieSync is available for two weeks on an unlimited basis, and with Nimble Business plans, 2,000 contacts can be kept in live sync on an ongoing basis. Upgrades for higher-volume data syncs are also available. Nimble Business available for $25/User/Month – provides a complete sales CRM for workgroups of up to 25 people. The all-in-one contact management solution has marketing automation and sales enablement built into it.

Getting Started

Learn how to get started on our FAQ page. Our Piesync integration is one of the many benefits available for all Nimble users! If you do not have a Nimble account yet, we invite you to try it for free for 14 days.

Stay tuned for more product announcements as we evolve Nimble into the best CRM for Office 365 and G Suite teams.

Listen to a video from our Nimble CEO Jon Ferrara as he shares more about our 2019 Roadmap Vision.

Copy link
Powered by Social Snap