How to Use CRM to Grow Professional Services Business

Thur, August 5, 2021 10am PDT/1pm EDT

Join our free webinar “How to Use CRM To Grow Professional Services Business” with Monroe Horn and Nimble CRM’s Michaela Underdahl to learn how to increase efficiency and drive higher profitability by using a CRM.

As a provider of professional services, you are “in sales” whether you like it or not. It’s crucial for professionals to be able to develop new business while managing your existing customers. However, many of the tools and CRM systems out there are geared more to dedicated salespeople. But Nimble is different. Nimble allows busy professionals to manage their contacts and business opportunities easily and with a high degree of automation.

What you will learn how to:

Quickly add important info about your leads and clients
Effectively organize contacts into lists for further outreach
Set reminders from where you work and prevent things from falling through the cracks
Use Nimble pipelines to manage leads and deals for professional services
Take it to the next level by using automation to streamline your process

Watch the replay of the webinar
on our blog.

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Monroe Horn

Principal | TransformITy Solutions

Monroe has spent his career selecting and building technology solutions that allow small organizations to compete successfully with places ten to fifty times their size. He has over twenty years of experience in legal technology leadership and has installed and managed the most popular legal CRM products. As the Principal of TransformITy Solutions, Monroe helps law firms and other professional services organizations use technology to increase efficiencies and drive higher profitability.

Michaela Underdahl

Marketing Lead | Nimble

Michaela heads up marketing at Nimble, a leading provider of simple, smart CRM for small business teams using Microsoft 365 or Google Workspace. Nimble combines the strength of traditional CRM, classic contact management, social media, sales intelligence, pipeline management, and marketing automation into one powerful relationship manager that delivers valuable company and contact insights – everywhere you work. Michaela is passionate about nurturing and growing Nimble’s community and teaching people how to become more productive and successful by using a CRM.

Jon Ferrara

CEO at Nimble | Founder of GoldMine

CEO of Nimble A pioneer in the CRM space, Jon Ferrara has been at the forefront of customer relationship management. With Nimble, he has created a tool that works directly in your email and across the web, enabling seamless follow-ups and workflow integration.