Videos and Screenshots
Nimble: The Simple, Smart CRM for Office 365 and G Suite Teams
By: James Adams
The CRM industry continues to grow at a staggering rate and is becoming complex day by day. Enterprises want real-time access to consumer data, with mobile and cloud applications leading the way. They now need to be able to link apps and technology with consumer data, creating a more personalized experience. Founder and CEO Jon Ferrara understands this need as he faced a similar situation, which motivated him to establish Nimble in 2009. He believes “CRM should really stand for ‘customer reporting management’ because, in reality, CRMs don’t work for you — you work for them.” Through Nimble, he is transforming the CRM industry by delivering a CRM that is dominating the world of social selling today.
The Notion behind Nimble
Jon founded GoldMine Software Corp in 1989. During the 90’s — when business use of the Internet was just beginning — he grew the first modern CRM into a $100 million dollar enterprise. At that time, he used Influencer Marketing to do it, without an ad budget, access to social media, or smartphones.
Jon’s personal struggle to build relationships in the new age was the inspiration for founding Nimble. He started to use social media in its infancy and immediately saw how it was going to change the way businesses work, play, buy, and sell. Then, he started searching for a CRM that would allow him to effectively manage his contacts within social networks.
“The funny thing is that I never wanted to be a salesperson,” explains Jon. “I studied computer science. After two years of working at Aerospace, I decided I wasn’t an Aerospace guy. After that, I got a job at a tech startup and they put me in sales. I quickly realized I was struggling with growing relationships at scale, collaborating with my team, and achieving my business goals.”
However, Jon quickly realized that there wasn’t one in the market because CRMs weren’t about relationships – they were about reporting. He firmly believed that the best CRM crosses department walls as well as makes sure that everyone in the company is on the same page. As a result, Nimble came into existence and has since evolved into the simple, smart CRM for Office 365 and G Suite.
“Now, this was before Outlook or Salesforce existed,” says Jon. “There wasn’t any type of contact management platform or a way for teams to easily collaborate with each other. There wasn’t a tool that integrated email, contacts, calendar, sales, and marketing automation into one unified platform. That’s how I got started on the career path of pioneering CRM, contact management, and relationship tools.”
He further adds, “I really love to build these tools because they not only empower me, but they also empower others. It aligns with my philosophy in life that we’re here to grow other people. I build relationship management tools and teach people how to build relationships at scale. I believe if you teach someone to fish, they will eventually learn that you sell fishing poles. That’s what I do — I sell relationship fishing poles.”
As a people-centric leading company, Nimble empowers people that are connecting with other people. It mainly serves professionals in the fields of real estate, financial advisors, mortgage bankers, headhunting, and more.
Offering A Convenient Integrated CRM
Headquartered in Santa Monica, California, Nimble is the industry-leading CRM for Office 365 and G Suite that builds award-winning contact management solutions for teams and individuals. Its primary focus is to simplify CRM; therefore, it offers a CRM system that combines the power of relationship management, unified conversations/communications, social media tools, and team collaboration under one roof.
The company keeps clients and their teams organized, which allows for more effective communications between the companies and their contacts from one centralized SaaS platform regardless of what they are using: Facebook, Twitter, LinkedIn, Microsoft Teams, or email. Most importantly, the CRM system has the ability to follow up with the client’s follow-through; schedule the next meeting, log notes, and add tasks to turn their business relationships into goldmines. Now, Nimble has experienced notable growth, with more than 100,000 registered users and more than 10,000 paid customers across the globe.
Unique Features of Nimble CRM
For businesses, being innovative or outperforming the competitors is crucial for growth and success. Nimble has adopted a new technique that differentiates itself from others. It is the first CRM that “automatically” builds itself and updates records to always keep them up-to-date for clients. Clients can access CRM from anywhere at any time to complete their work. Since most CRMs just cover the relationship management aspect, they don’t really cover sales intelligence, sales enablement, or sales automation.
To address this, Nimble has built-in intelligence, SFA (Sales Force Automation), and templated email tracking. The CRM developed by Nimble is not only for relationship management, lead-flow, and reporting but also to empower those customer-facing business team members.
One of the most unique and powerful aspects of Nimble is that it works for you everywhere you work (within your inbox, on social platforms, your favorite apps, and on any webpage) via the Nimble Prospector browser extension.
Nimble users can manage relationships wherever they engage (including prospecting new contacts, enriching leads with business details including email and phone, logging activities, viewing contact and company details for existing contacts, sending trackable email templates, applying tags, and more) right from Nimble Prospector.
How Jon Used Nimble to Connect with Disney
In the fall of 2017, Tiffani Bova (a former Gartner analyst and current Global Customer Growth and Innovation Evangelist at Salesforce) tweeted that “CRM isn’t about managements ‘command/control’ – it’s about empowering front-line resources to serve customers better and that there is a need for improving customer experience.”
Disney’s Global Public Policy Systems Analyst Theo Rand reacted to Tiffani’s tweet by mentioning Jon Ferrara and Nimble. He posted that he was impressed with Nimble but was not sure if sales managers would loosen their grip. This immediately got Jon’s attention. He believed most CRMs fail to empower their customer-facing customers to successfully engage with their prospects and customers and are instead reporting tools for their managers. Keen to learn more about Theo, Jon turned to Nimble‘s Smart Contacts App to “auto-magically” build a record about who Theo is, where he works, and what he does. To Jon’s surprise, Nimble discovered that Theo is the head of CRM and Data at Disney.
Jon next used Nimble Prospector to find Theo’s contact information; after he commented on the Twitter stream, he decided to send Theo an email. Jon explains that he felt that Theo gave him permission to reach out on email by talking about him the way he did. “It was intimate. He knew who I was. He knew what my passion was, what my business was about, and I felt comfortable reaching out to thank him for shouting me out. I also asked to connect with him to learn more about him,” he adds. “This is the way you should reach out to people. You should reach out with a purpose to connect to learn more about the other person and find values to add value to their journey,” continues Jon.
Pioneering Personal CRM
Nimble has pioneered social CRM and social selling before people understood social media’s impact on business. The company progressed beyond focusing on social media when it saw the masses embracing social selling and social media became omnipresent. It is also encouraging people to use CRM to build their own brand and network.
Jon asserts, “Now, what we move towards is pioneering simple, smart CRM for the rest of us; essentially evolving CRM from being complex and difficult to being something that people really love to use. And not just the sales team — the whole company.” In the upcoming future, the CRM industry is going to be transformed drastically. Jon predicts that the future of CRM will be centered on empowering better relationships for a better future.
Focusing On Building A Great Team, Managing Other Responsibilities
Jon believes that great companies are led by great teams. Great teams are led by passionate innovators.
He says, “If you think about companies like Ford or Edison, they were all led by innovators with great ideas. The leaders of these companies were able to build teams of smart people that believed in their vision, empowered them to do what they do best, and then got out of their way. Leaders who try to do everything end up achieving nothing.”
Therefore, a great team strives to build a product or company that performs at an optimal level. Likewise, the Nimble team is putting in their best effort to create a novel solution that can help the business grow and thrive. At Nimble, Jon tries to maintain a balance between achieving huge growth and the overall happiness of the team.
Jon comments, “Some people think ‘CEO’ stands for Chief Executive Officer, but I think it stands for Chief Evangelical Officer.” He comes up with great ideas, build great teams, and then he continues to evangelize the brand story. He ensures that his stories get to other people and doesn’t consider himself an executive but just another part of the team. Jon asserts, “I believe that a company’s brand is built on the promises they make and the experiences they deliver; most of those experiences are done through your customer-facing business team members. Empower your team to build their brand in order to build the company brand — ideally, this will also humanize your brand as well.”
Jon has a life lesson quote that he came up with himself. He calls it the “three P’s of life success:” passion, plan, and purpose. Jon believes that if you exercise and identify these three P’s, you will transform yourself through and through. Maybe not exactly how you imagined, but the journey you will have and the places you’ll go to will transform your life for the better.
His other favorite life lesson quote is that “you can get whatever you want by helping people get whatever they want.” Jon believes service is the new sales, which is why he builds the tools people need to build better relationships at scale. “We’re on this planet to grow our souls by helping other people to grow theirs,” explains Jon. “The more people you help grow, the more you will grow in turn.”
Jon is a firm believer that there is a higher purpose for us on this planet. In the brief time that you’re here, Jon thinks you should be as present as you can. By being present with other people, you will get more out of life. He says, “The value of not spending your day ruminating about the past, worrying about the future, holding on too tight to the things you cherish or averting the pain you might feel from dealing with whatever you need to deal with.”
Interview: Yield Social Insights to Gain Better Sales Intelligence with Jon Ferrara, CEO of Nimble
By: Jon Rivers
If you’re like most of the Microsoft partners that I work with, you probably feel like you’re always walking on a tightrope. It’s a balancing act between the need to market your software and services and the need to do so with the limited marketing dollars at your disposal. A third factor is the need to justify the dollars you’re spending on marketing by showing a reasonable ROI.
I recently had the opportunity to interview Nimble CEO Jon Ferrara, and it is my hope that you will enjoy his story.
JR (Jon Rivers): We want to focus on Social Insights, but first, please tell us a little about the Nimble story.
JF (Jon Ferrara): The Nimble story is really centered around relationships because relationships power the world. In order to build and nurture good relationships, you really need to know who someone is and what they’re all about and, ideally, share what you have in common with this person. This helps to develop the trust needed to open up about their business needs, which you, as a professional, can then solve. This is as old as time. Nimble’s roots are centered in my original startup, Goldmine, which was Outlook and Salesforce combined before either existed. We pioneered CRM and contact management in (dare I say) the 90’s.
I got back in the business with Nimble when I started using social media and saw how it was going to change the way we work, play, buy, and sell. I wanted to start building my personal brand and a larger network. I wanted to be able to manage that network effectively, so I started to look for a contact management platform that was integrated with social media. I couldn’t find it. And then I was looking at CRM and realized that they weren’t really for nurturing relationships; they were more so for reporting.
The reason why they call it Salesforce is that you have to force salespeople to use it. I saw a business opportunity to create the first CRM that works for you by building itself from the contacts you already have around you (from G Suite, Office 365, business apps, and social platforms) and then enriches them with the people and company data you need to engage effectively. That’s your job: you need to know who somebody is and what their business is about before you even walk in the door. Most people try to Google people before they meet with them, and its too much work. Nimble’s story is really rooted in my past in pioneering relationships and our team’s insight on how the way social media was going to change the way we work.
JR: What are the essential elements of Social Insights?
JF: Social insights are simply the concept of understanding someone’s background. In the old days, when I wanted to get to know somebody, I went into their office and looked at their walls to see what books they were reading, what degrees they had, what school they went to, what knick-knacks they like to collect. All of these things gave me a clue about who they were. Ultimately these things are relationship insights. You need to know these things to determine how you can add value to this person because that’s really our job. Our job is to grow; we do that best by helping other people grow. So finding ways to add value is the easiest way for human beings to have success interacting with others. I often say this, but it’s true that people don’t buy great products -- they buy better versions of themselves. So you should be selling people better versions of themselves, and you can’t do that without people and company insights. I have an acronym called the “five f’s of life”: family, friends, food, fun, and fellowship. These are things that go beyond the business persona and connect those human beings with others through the good and the bad.
JR: Why should Social Insights be an integral part of CRM software applications, or is Nimble unique in this regard?
JF: Nimble is unique in its application of social insights within CRM. We pioneered social selling 10 years ago, back when every CRM was a basic database that was essentially only what the salesperson manually typed into it. There are two reasons why CRMs fail: lack of usage and bad data. Lack of use is because you work for the CRM, and you have to go to it to type in all your data manually, and nobody wants to do that. Even if you type that data in, it decays rapidly over time. The beauty of Nimble is that we maintain your data for you over time. That’s really what you need to have in a good, clean database.
JR: Can you tell us a little more about how Social Insights are integrated into Nimble CRM?
JF: When you put a name in Nimble, we will automatically map that person and the company’s background data to enrich that contact. If you give Nimble a first name, last name, social handle, or email address, it’ll go out and use AI to find the identities of that person or that company, map that data, and then bring it down into that contact record. You don’t even have to lift a finger. As I said, the biggest cause for CRM failure is lack of use because you end up having to work for it. You spend 60% of your time researching someone and then manually entering data into a system. I just think a computer should be doing that for you.
JR: What are the high-level benefits of Social Insights when prospecting?
JF: Going back to what I said before, it’s your job to know who someone is before you begin to engage with them. If you’re on a company website, or on social media, or reading a news article about a person or company, if you want to reach out to them effectively, you need to understand who they are so that when you do reach out, it feels like a meaningful 1-to-1 engagement. That’s the only way you can break through the clutter of today’s overcommunicated world. And social insights are invaluable to any type of prospecting.
JR: What role do Social Insights play in clients’ marketing strategies?
JF: If you have records that are enriched with people and company data (like in Nimble), we call that social insight. It’s contact and company data enrichment. When the data is enriched, you can then segment the records that are unique to the topic of outreach. When you blast 10,000 names with a generic email, you’re going to have terrible open rates. But if you take 10,000 names and break them into segments of a couple of hundred people that share unique traits (maybe experts in sales and marketing) and you reach out with a clear message on what value you can add to their business, then you’re going to get fantastic results. Any type of effective marketing requires 1-to-1 communication; that 1-to-1 communication can happen in a 1-to-many manner through segmentation, templated email outreach, and data enrichment. All of this is built into Nimble.
JR: How do Social Insights improve your clients’ ability to close sales?
JF: It’s irresponsible to approach a business person without knowing anything about them. Insights enable you to understand who someone is and what their business is about in order to engage with them to learn more about how you might add value and then propose your solution. They’re critical to every sale.
Here’s the deal: if you buy a CRM, you’re also going to have to buy your sales team sales intelligence software because you don’t want them Googling people. Then you’re going to have to buy outreach software for templated email outreach. Each of those tools can be a couple of hundred dollars per user per month. These tools won’t talk to each other, so then you’ll have to hire someone to manage it all. I think it’s critical that your marketing includes social insights for effective segmentation and outreach.
There are two types of marketing outreach: high-level outreach that might be a blast to a large database, but once someone starts to bite, there should be a 1-to-1 outreach from your sales rep. Think of a battlefield as your prospect community; the marketing automation platform your team uses is sort of like the bomber that flies over the battlefield and drops bombs at scale. But then, in order to win that war (or the heart of your prospects), you need boots on the ground (your sales reps). They need sales intelligence and email tracking, which are the maps and the rifles if you will.
JR: How do Social Insights improve your clients’ return on their CRM investment (ROI)?
JF: A CRM is just a dead database that you’re relying on your sales reps to put the data in; we all know human beings hate to type. Social insights improve the ROI of CRM by auto-populating data and keeping it up to date, so it’s more effective when the sales team picks up the phone and engages or when the marketing team tries to segment an outreach.
A CRM without social insights is just a dead database.
JR: What kinds of critical information can we learn by utilizing Social Insights?
JF: Social insights provide the critical details you need in order to create an effective outreach, deeper relationships, and a proposal that makes sense for the business. Without insights, you’re effectively selling blind.
JR: Can you give us an example of how a Channel Partner is using Social Insights to their advantage? Is there one real-life story that stands out in your mind?
JF: Eamon Moore is a Channel Partner in Ireland. He punches above his weight. He is a global SMB partner with Microsoft. He sits on Partner Advisory Boards (PACs). He’s been named partner of the year. I think all of that was possible because he used social insights to build his brand, his company’s brand, to build relationships with key Microsoft team members, and to maintain that brand. Without insights on people and companies he’s engaging, he wouldn’t be able to accomplish the success that he has.
JR: Can you tell us something about you than most people wouldn’t know about you, Jon?
JF: I’m a history nut. I really love digging through old maps and stories and even graveyards. I really believe that if you understand the past, you can better understand the present, and maybe even predict the future. I’m a bit of a bookworm.
As a technology-focused marketing agency that provides digital marketing services to channel partners, Marketing Monarchs walks the same tightrope that you do. And then I found Nimble. I’ve worked with and evaluated a dozen CRM systems in my day, and Nimble rises to the top because it’s reasonably priced, easy to set up, easy to use, and yet fully functional. Nimble has given many Microsoft channel partners, for whom most CRM solutions were beyond their needs and beyond their reach, the ability to have a great CRM system to help market their software and services to their clients and prospects. We even use Nimble internally and can assist you in configuring your system.
Nimble Prospector – Manage Your Business Relationships
By: Richard Tubb
Wouldn’t it be nice to be able to see insights into the people and companies you deal with every day, directly from within your web-browser? That’s what Nimble Prospector does!
Every Friday I share one of my favourite finds of the week — a website, tool or an app that has impressed me.
My Friday Favourite this week is Nimble Prospector – Manage Your Business Relationships.
What is it?
Nimble Prospector 2.0 is a web-browser extension that enables you to create new contacts or update existing contacts from anywhere you work.
How much does it cost?
Nimble Prospector 2.0 is part of Nimble CRM.
Nimble CRM costs from $19 per user per month.
The Nimble Prospector Web-Browser Extension
Every business needs a Customer Relationship Management (CRM) system, and my system of choice is Nimble CRM.
I like Nimble CRM because it’s a Social CRM for Small Businesses. It’s built for Small and Medium (SMB)-sized businesses who do a lot of prospecting online, using email and social media.
The new Nimble Prospect 2.0 web-browser extension has been a revelation in managing those online relationships.
It makes it easy to either add a new contact or update an existing contact, all without leaving the website you’re currently browsing.
For instance, you visit the website of a prospective client. Nimble Prospector immediately builds a live company insight that can tell you more about the business.
Another example would be visiting a Twitter or LinkedIn profile. The web-browser extension immediately gathers information about that contact and allows you to quickly see activity such as:
- The last time you contacted the individual via email or Twitter
- A smart summary of who the person is and where they are influential
- Any ongoing deals you’re currently working on with the contact
- Upcoming meetings you have with the individual
… and more besides.
You can also edit any of the contact details of the person from within the web-browser. There’s no need to fire open a new CRM window.
From within the web-browser extension, you can also:
- Log Notes to the contact
- Add tasks
- Attach Files
- Set Stay in Touch reminders
- Tag contacts for quick list building
The Nimble Prospector tool also allows you to discover verified business details, including email address, telephone numbers and addresses. Useful if you’re in the discovery stage of prospecting.
All of the above features work for individuals, or you can share contact information across a team — allowing you to see any interactions your colleague had with contacts.
"I’ve been a big fan of Nimble CRM for some time, but the new extension makes it easier than ever to dig the goldmine that is the data in your CRM.I've been a big fan of @Nimble CRM for some time, but the new Nimble Prospector 2.0 extension makes it easier than ever to dig the goldmine that is the data in your CRM."
How can I get it?
To use Nimble Prospector, you can start a 14-day free trial of Nimble CRM.
Once you have a Nimble CRM account, you can download the Nimble Prospector 2.0 extension from the Chome Web Store.