Supercharge Nimble - Accelerate your Sales directly from Nimble
ActiveDEMAND provides a bi-directional connection to Nimble and adds some excellent features to Nimble:
If you do not already have an ActiveDEMAND account you can try a free trial.
As Nimble forces assignment of a lead to a specific sales person in Nimble, you will require at least one sales person in Nimble to have an account in ActiveDEMAND.
ActiveDEMAND is used to market to prospects, nurture leads, and report on marketing/sales results. Not all data from ActiveDEMAND should go to Nimble ... there are many very early stage actions that a prospect may take that are not yet ready for sales engagement. Using Automation, you can determine which prospect activities are ready for Nimble and which are not. The base case: Data flowing to Nimble from ActiveDEMAND happens when a prospect does something that ActiveDEMAND is tracking. For example, a prospect fills out a form, this could create a new deal in Nimble.
If we can make the assumption that marketing 'assumes' a lot of things about a prospect, and that the sales people 'know' what is going on with a prospect, then we can assume that the data in Nimble is 'more accurate' than that in ActiveDEMAND. Thus, when a contact updates in Nimble, we should tell ActiveDEMAND about the contact.
The CRM Contact Update system sets up the connection between Nimble to ActiveDEMAND. It is not a scheduler ... there is a real-time update from Nimble to ActiveDEMAND whenever a contact is updated in Nimble.
Generate an API Token
The option to generate a new API token can be found in your Settings >> API Token. Select "Generate New Token" then describe your token. When you are ready, select "Generate".
You will be provided with an API token
Copy the API Token
Browse to Administration->Account Settings. Click on the 'Integrations' tab..
Whenever a contact is pushed to Nimble from ActiveDEMAND, the standard and custom fields in ActiveDEMAND can be mapped to the standard/custom fields in Nimble. You must set this mapping up for ActiveDEMAND to know which fields to update in Nimble. In the Account Settings (Administration->Account Settings), scroll down to the Integrations Tab.
You can map ActiveDEMAND fields to Nimble Fields:
In ActiveDEMAND, under Automation->Lead Processing you can customize your lead distribution and lead management. If you have access to the Sales Lead Notifications or Phone Call Sales Notification workflows, you now will see a new workflow item in the Workflow Actions.
This action will give you the ability to post/update a contact in Nimble.
Importing Contacts From Nimble -> ActiveDEMAND
After Nimble has been linked to your account, importing contacts is easy. In ActiveDEMAND, browse to Contacts->Import Contacts. You should see an option for pulling contacts from Nimble:
You will be given full control over what to do if contacts exist, what fields map to what, etc.
One of the more powerful features of the ActiveDEMAND-Nimble integration is the ability to update contacts in ActiveDEMAND automatically. To automatically push changes from Nimble to ActiveDEMAND, use the contact import scheduler (Contacts->CRM Contact Updates ). Nimble will update ActiveDEMAND on a scheduled basis. The import scheduler filter system allows you to have full control over what gets data and which contacts are automatically updated in ActiveDEMAND.
If you are looking to have marketing email sends and marketing email opens in Nimble, you will want to use the Activity Scheduler workflow item.
In any workflow you can use automation to schedule tasks in Nimble. Drag the Nimble Task onto the workflow.
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ActiveDEMAND Lead Insights for Nimble
To get the most out of ActiveDEMAND and Nimble, your first step should be to install the ActiveDEMAND Lead Insights Chrome extension. This adds outbound call tracking, prospect and account overlays into Nimble.
Buy at least on call tracking number. (Assets->Call Tracking Numbers).
You do not have to do a thing!! You are set. No magic. Purchase a call tracking number in ActiveDEMAND and you are set.
Read this article for all of the options: Click Here
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