Who wants to be constantly bouncing back and forth on sites and browsers to find information? This kind of “'Contact fragmentation” is completely unproductive.
What you want to do is know your contact—get a feel for their personality. Knowing them better and communicating with them in a genuine way builds trust. To that end, it helps to know how you’ve interacted over time, know when you last talked to them, when you’re next meeting them. It helps to be able to see what they’re talking about on their social networks, too, so you can pick the right times to step in and offer relevant, meaningful information or advice.
It’s a new way to think about managing contacts by putting everything important about your contact into a single view of the past, present, and future of your relationships.
Why does Nimble put such an emphasis on this single view? We believe that contact management is not really about contacts. It's about relationships. Your Contact is so much more than a business card. Nimble gives you a holographic image of each Contact, in real time. What are they doing NOW, what are they talking about? They come to life—from a 2D paper doll to a richly-detailed 3D person.
“People want to connect with real people, and they want to like the people they do business with. It's through an emotional linkage with customers that we gain trust, really engage, and feel good as we succeed. Making the connections among contacts, communications, and activities—including social channels—turns a 2-D image into a fully developed person. With that view, you can begin to deepen the relationship. Social CRM is the glue that will help your business become a true social business.”
The Nimble Contact Record is where you gain easy access to the past, present, and future of your relationships. Here you will find:
At your fingertips, in one screen, is the entire history of your relationship. As with most of the features in Nimble, contact management starts automatically—with less data entry! Records are populated with all the data Nimble can find about each given contact. You can start with as little as a name and an email address.Nimble goes out hither and yon and collects useful information about your Contact—including their social sites. All your Contact's public activities on their social networks are visible to you. Nimble automatically identifies social profiles on Facebook, LinkedIn, Twitter, and Google+ and lets you add the accounts to their Nimble profiles. Knowing what they are saying and doing, who they know and follow—this is intelligence that you can use to develop a complete view of them.
Choose from the dropdown menu and communicate any way you like: email, Twitter, Facebook, LinkedIn, and more. Nimble lets you choose your communications strategy quickly to match where it will have the best chance of being seen, read, or acted upon.
There are also a host of productivity tools underneath Take Action menu—all of which tie the Contact to Deals, Activities or meetings you have planned, or serve as a logging device (Note or Activity) for a recently completed call or meeting.
As you add any of these messages or actions, Nimble adds them all into the Interactions history. A key concept here is as you go about the natural activities of building a relationship with a contact, Nimble is archiving your interactions and bringing it all into the Contact Record.
The very desirable outcome of all this is Nimble serving as a 2nd brain… you don’t need to try to remember everything about your interactions, because it’s all saved in one contextually-relevant place that you can access quickly.
One screen for all. View contact information and all activities, emails, notes, and social conversations related to that contact right in their profile window.
Last Contacted. With the Last Contacted feature, Nimble insures that you know when you should reach out to your prospects and customers so you can monitor your outreach and strengthen your relationships. Never mismanage a relationship again.
One up-to-date view for all. Richly-detailed Contact Record in Nimble allows all team members to see all engagement channels—what was said, who contacted this customer, date of last contact, etc
Your Contact, everywhere they go online. See not only contact information, but also Facebook, Twitter, LinkedIn, FourSquare, Google, and IMAP email clients (Gmail, AOL mail, Web-based Outlook).
Social, Calendar, Email. Nimble combines your social networks, Google Mail and Google Calendar into one dashboard (reminding you of what you need to do and who you should be connecting with) so you can focus on listening, engaging, and nurturing the relationships that matter most to your business.
Tags, Saved Search, and Advanced Search. Sort and segment your Contacts every which way, making contact management super efficient.
Tell us who’s important to you. Designate your Contacts as Important or Not Important and keep the most important people, activities, and opportunities top of mind.