SANTA MONICA, Calif. Nimble, the relationship-focused CRM for your entire team, announced today that they have launched Workflows to help companies manage repeatable people-related business processes. Workflows enable teams across all departments to ditch spreadsheets and manage processes in graphical boards and list views, saving time and increasing efficiency.

Manage People-Related Business Workflows As a Team

Repeatable processes are key to scaling a business, but managing external contact-related workflows across an entire company has historically been way too hard. Contact tools from Microsoft and Google aren’t designed for team contact management or workflows, and most CRMs are built for sales people to manage prospects so the rest of the company ends up using spreadsheets to manage people processes.

Nimble’s Workflows solve this by creating a place to track and manage everything that is needed to move contacts and companies through the processes necessary to grow a business. Workflows are designed to be used across all departments in a company including sales, marketing, customer service, accounting, business development, and more.

Nimble Workflows Help Teams Manage Contact Processes

“Most companies don’t use any CRM or a team contact manager and still manage customer interactions in spreadsheets and email,” said Jon Ferrara, CEO of Nimble. “Nimble’s new Workflows enable teams to manage people-related business processes with a relationship-focused CRM that is designed to be the whole company's contact manager.”

Ready-to-Use Workflow Templates for Any Business Use Case

Nimble created ready-to-use Workflow templates for any type of repeatable business interactions that teams perform, including customer support, order management, accounts receivable, hiring, PR, influencer marketing, fundraising, and more. Workflow templates are easily customizable to track the stages and fields that fit unique engagement processes.

As an example, stages can be defined for recruiting purposes to show how candidates are moving through the hiring process by allowing all stakeholders to quickly access all important information about applicants.

“What I love most about Nimble is that it’s built for the whole company, not just salespeople. I believe that the whole team should share and manage a common contact database that tracks the interactions and follow ups needed to grow a successful company,” says Jeff Sheehan, Integrated Marketing Consultant and Speaker. “By adding Workflows, Nimble now enables everybody across the company to manage the people-related processes that they need to truly scale a business.”

Streamline Workflow Processes and Grow Your Business with Nimble

• Relate Workflows to Contact Records - Associate workflows with people and companies to get a 360-degree relationship overview, including history of interactions, calendar events, attachments, custom field information.
• Manage Business Workflows Across Departments - Think beyond sales and create multiple workflows to track repeatable business processes from a variety of outreaches, including; hiring, influencer marketing/PR, fundraising, professional network building, etc.
• Use Pre-Built Workflow Templates or Create Your Own - Save time by utilizing ready-to-use workflow templates with pre-defined stages and fields designed for many common business use cases. Templates can be easily modified and/or new ones can be created from scratch.
• Visualize Contact Workflows in Spreadsheet/Board Views - Progress leads and contacts from one stage to the next either in board or spreadsheet list views. Use in-line editing to make quick changes to the information you're tracking on your contacts.
• Manage Workflows from Anywhere You Work - Streamline processes by adding contacts to workflows from your email inbox, any website, web forms, social media, business apps, or via Zapier/Integromat or Nimble’s API.

Source: https://www.nimble.com/blog/workflows/

SANTA MONICA, Calif.--Nimble, the simple CRM for Microsoft 365 and Google Workspace teams, announced today that they have launched a new lead pipelines feature to help their customers accelerate lead qualification and sales conversions.

Declutter Sales Pipeline & Streamline Lead Qualification

Leads are the lifeblood of all businesses and improving conversions of leads to customers is key to growing revenue. That’s why Nimble created Lead Pipelines: a place to store, manage and qualify leads before moving them into the sales pipeline. Best practices for modern sales processes dictate separating lead qualification from deal engagement to declutter sales pipelines, maximize sales time and close more deals.

“Nimble’s new lead pipelines enable sales teams to manage their pre-qualified leads in a separate, beautifully-designed pipeline dedicated to lead qualification,” said Jon Ferrara, CEO of Nimble. “There’s a lot that needs to happen before leads are properly qualified and can be turned into prospective deals. The ability to visualize the qualification process of leads is crucial as a cluttered sales pipeline can lead to a loss of potential business.”

Lead Pipelines are for More Than Prospects and Selling

Nimble’s new lead pipelines are great for qualifying sales prospects but they can also be used for other types of engagements including hiring, PR, influencer marketing, fundraising, and more. Customized lead pipelines can be set up for many different use cases in a company to support the unique outreaching that companies engage in. For example, you can define stages for recruiting purposes and see how candidates are moving through the hiring process by allowing all stakeholders to quickly access all important information about applicants.

“Tracking your lead qualification processes separate from the deals pipeline is a great way to make salespeople more productive and effective. The early stages of traditional sales pipelines tend to get backed up by unqualified leads resulting in cluttered deal pipelines and lost opportunities. Nimble’s lead pipelines accelerate sales success by decluttering deals with a separate, visually appealing and modern-looking pipeline board dedicated to qualifying leads.” says Timothy Hughes, CEO and Co-Founder of DLA Ignite.

Nimble allows its customers to create an unlimited number of lead pipelines and customize stages to fit their sales process. Leads can be added manually or imported from web forms, in bulk via spreadsheets, or via API integration. The data displayed on each lead card is customizable and leads can be turned into deals with a click of a button.

Streamline Lead Qualification Process and Grow Your Business with Nimble

• Declutter Sales Pipeline - Track unqualified leads on a separate Kanban board and declutter the early stages of your sales pipeline.
• Visualize Lead Qualification Process - Separate qualified and unqualified leads and visualize how leads move through the qualification process.
• Automatically Import Leads - Streamline your processes by importing leads from web forms, uploading leads in bulk using spreadsheets or via Nimble’s API.
• Track Qualification Processes on Multiple Pipelines - Create multiple pipelines to track leads from a variety of outreaches including; hiring processes, PR, Influencer Marketing, Fundraising, professional network building, etc.

Source: https://www.nimble.com/blog/nimbles-new-lead-pipelines

SANTA MONICA, Calif.--Nimble, the simple CRM for Microsoft 365 and Google Workspace teams, announced today that they have integrated with Microsoft Teams to give teams a shared view of every customer, and to streamline collaboration.

Improve Collaboration and Build Better Customer Relationships

Business professionals rely on their favorite communication applications like Microsoft Teams to connect with customers and collaborate with their teams. Nimble’s new in-app add-in for Microsoft Teams enables business professionals to prepare before meetings, log key details during a meeting, and most importantly follow up after meetings.

Nimble Works Where You Work, Inside Microsoft 365 Inboxes and Teams!

The Nimble team believes that CRMs need to work with and for you, wherever you work, and especially where you work most. You shouldn’t have to leave the places where you are prospecting or interacting with customers to prepare for and follow up after meetings. Nimble works directly in your Microsoft 365 inbox and anywhere on the web via the Nimble Prospector browser extension. As part of their continuous effort to streamline collaboration and allow Nimble users to focus on what really matters—relationship building—Nimble has integrated with Microsoft Teams!

“Our customers rely on Microsoft Teams to work effectively across their organizations and to build and nurture relationships with customers. It’s necessary that we enable them to easily access existing Nimble contact records and create new ones directly from the MS Teams interface,” said Jon Ferrara, CEO of Nimble. “It’s the basics that win big deals and we are excited to make it easy for our customers to add notes and send timely and trackable follow-ups.”

Nimble allows its users to be productive while preparing for events by utilizing the Nimble add-in for Microsoft Teams meeting experience. This integration provides Nimble users with the tools that they need to successfully prepare for meetings, take notes, and ensure proper follow-ups.

Streamline Workflow and Close More Deals with Nimble and Microsoft Teams

Prepare for Meetings – Access information on meeting participants from existing contact records including their bios, history of communication, and business insights needed to engage effectively with prospects and customers.

Take & Sync Notes – Take notes during Microsoft Teams meetings and sync them directly to Nimble to ensure completeness and accuracy of contact record history.

Follow-up & Follow Through – Send trackable and templated emails before, during and after meetings, and stay on target with prospects and customers.

“It’s your job as a business professional to find out everything you can about the people you are meeting with. Coming into the meeting prepared shows your prospects and customers that you value them and their time. This part is crucial, but what’s even more important is a timely and proper follow-up. Our Microsoft Teams add-in allows you to achieve all that before, during, and after your meetings directly from Teams,” said Sergey Shvets, Head of Product at Nimble.

Source: https://www.nimble.com/blog/nimble-microsoft-teams-integration-2021/

How to Create a Community of B2B Micro-Influencers with Jon Ferrara, CEO at Nimble

What is a Micro-Influencer?
Jon defines micro-influencers as the “trusted advisors” of your target prospect. They may not be the obvious influencers in terms of high social followings or an established media presence like a blog or podcast, but they are active participants on social platforms and receive consistent engagement in your defined category. It’s likely your target prospect is over-messaged by vendors, so Jon suggests finding out who their influencers are, who they trust and where they turn for advice and suggestions. Jon gives the example of a small business owner: “The best way to access them would be through a trusted adviser,” said Jon. “It could be their lawyer, accountant, technology reseller or broker. It could be a lot of different people. You want to be able to access the core prospect or customer and understand who their trusted advisor is.”

How to Build Relationships with B2B Micro-Influencers
Jon follows a simple yet impactful formula when building relationships with B2B micro-influencers. The first step is to identify which platform the influencer engages and is active on, which is typically some form of social media. Jon suggests reading and listening to the micro-influencer’s content to gain a better understanding of what inspires them and their audience. The next step would be to engage with the influencer. In addition to commenting on their posts with your perspective, be a resource to the influencer when they post a question or need a recommendation. Start sharing the influencers’ content on your own platforms with your spin and commentary, tagging them for visibility. You want to demonstrate to the influencer you agree with their basic philosophies, principles and stance — without hawking your product. “If you do share content regularly, you will build this community around you of prospects, customers and, ideally, their influencers,” said Jon.

When and How to Make Direct Outreach
If you’ve put the time into building a relationship with an influencer, Jon emphasizes that your name should be familiar when you finally reach out and ask for a meeting. In that first meeting, you simply discuss your joint interests, learn more about each other’s current needs and how you can add value to each other. This approach produces a much more natural value exchange where you can offer something to help them, and they offer something that helps you. Whether that is giving them your product for free so they can provide feedback, asking for them to contribute to a webinar or speaking at a user conference, there are many ways a micro-influencer can add value to your B2B brand without paying them a fee. Jon believes if you make outreach to an influencer and they ask for a payment, it’s because you haven’t put in the upfront work to build a relationship. In Jon’s two successful SaaS companies, he has never once paid an influencer — despite having thousands of micro-influencers in his network. “Those influencers will open the door for you to have those conversations where you don’t have to pay them,” said Jon. “You could build a relationship with them, where they will in-kind help you achieve your dreams.”

Jon follows a simple yet impactful formula when building relationships with B2B micro-influencers. The first step is to identify which platform the influencer engages and is active on, which is typically some form of social media. Jon suggests reading and listening to the micro-influencer’s content to gain a better understanding of what inspires them and their audience.

Next step: Engagement with the influencer
In addition to commenting on their posts with your perspective, be a resource to the influencer when they post a question or need a recommendation. Start sharing the influencers’ content on your own platforms with your spin and commentary, tagging them for visibility. You want to demonstrate to the influencer you agree with their basic philosophies, principles and stance — without hawking your product. “If you do share content regularly, you will build this community around you of prospects, customers and, ideally, their influencers,” said Jon.

When and How to Make Direct Outreach
If you’ve put the time into building a relationship with an influencer, Jon emphasizes that your name should be familiar when you finally reach out and ask for a meeting. In that first meeting, you simply discuss your joint interests, learn more about each other’s current needs and how you can add value to each other. This approach produces a much more natural value exchange where you can offer something to help them, and they offer something that helps you.

Whether that is giving them your product for free so they can provide feedback, asking for them to contribute to a webinar or speaking at a user conference, there are many ways a micro-influencer can add value to your B2B brand without paying them a fee. Jon believes if you make outreach to an influencer and they ask for a payment, it’s because you haven’t put in the upfront work to build a relationship. In Jon’s two successful SaaS companies, he has never once paid an influencer — despite having thousands of micro-influencers in his network. “Those influencers will open the door for you to have those conversations where you don’t have to pay them,” said Jon. “You could build a relationship with them, where they will in-kind help you achieve your dreams.”

Nimble CRM Partners with Reliance to Amplify Sales Engagement

Nimble Turns Leads from Reliance Network into Fully Enriched Contacts in Seconds

Nimble, the simple CRM for Microsoft 365 and Google Workspace teams, announced today that they have partnered with Reliance Network, a website design agency and custom software developer for leading independent real estate brokerages. Reliance Network empowers many of the world’s most prestigious luxury brands with designer websites, marketing automation, and CRM.

Nimble CRM Personalizes Real Estate Sales Outreach to Help Close Deals

Reliance Network helps real estate agents build designer websites, as well as capture and nurture leads from various sources. Nimble is an award-winning CRM that makes it easy to build and nurture client relationships by building rich and automatically enriched contact records. All communications and calendar appointments are automatically tracked and can be accessed inside of agent’s inboxes, mobile phones, and everywhere on the internet via Nimble’s inbox and browsers extensions.

“We set out to locate a class-leading CRM for our power users that was easy to use, personal and flexible. What we found was Nimble and its abilities to deliver business lead enrichment that turns every agent’s database into a sales prospecting engine,” said Sean McRae, CEO of Reliance Network. “Reliance Network + Nimble is a joint effort to help every agent and team generate more lead opportunities, cultivate stronger relationships, and meet their GCI goals in less time.”

Nimble CRM enables a more personalized approach to engaging leads acquired through the Reliance Network platform by enriching contact records with the business insights needed to send highly targeted, trackable emails at scale while still appearing as a one-to-one personalized communication that is sent from work/personal email address.

Supercharge Your Real Estate Business Growth with Nimble + Reliance Network

Unify Contacts – Nimble automatically builds and updates itself by combining contacts across platforms into one unified relationship manager enriched with the business insights needed to take action.

Enrich Leads – Nimble enriches leads discovered through Reliance Network with details about who they are, where they work, where they’re from, their interests, and their complete social profile.

Access CRM Everywhere – Nimble makes it easy to access all the important information about contacts directly from inbox, anywhere on social media or on the web, as well as in cloud-based apps.

Prospect New Leads Smarter, Better, and Faster – Nimble automatically captures new leads from anywhere on the web and syncs them with Reliance to make the most out of every opportunity.

Leverage Group Email Marketing, Tracking, and Analytics – With Nimble, it is much easier to further nurture relationships with leads acquired through Reliance Network by sending personalized, trackable outreach to groups or individuals based on targeted segments built by using social and business insights.

Successfully Manage Your Sales Pipeline – Users of Nimble can create unlimited pipelines and hone in on reports to track the opportunities uncovered through Reliance Network.

Stay up to Date with an Intuitive Relationship Dashboard – Nimble’s Today Page dashboard allows individuals and teams to scan their sales pipeline, tasks, calendar appointments, and track priorities to build relationships with the contacts that matter the most.

“The best real estate agents research prospects before engaging to better prepare to solve customers’ needs. Unfortunately, most agents don’t prepare because it’s too much work,” said Jon Ferrara, CEO & Founder of Nimble. “Nimble helps Reliance Network Real Estate Agents close more business by making sales prospecting and engagement fun and easy!”

“I needed a CRM that would help me ensure that all my important real estate contacts from Reliance and their information are in one place to help me ensure proper, timely follow-ups. Nimble does not only that, but it also finds additional social and contact information for my contacts,” said Jason Decker, Real Estate Agent at RE/MAX United.

Source: https://www.martechcube.com/nimble-crm-partners-with-reliance-to-amplify-sales-engagement/