It can be a real challenge to stay-in-touch with clients and prospects and manage LinkedIn contacts and relationships. This can be especially the case when our Home Feed is noisy, if we have very active people in our network, and when we’re busy. Having connected with people, especially those we know like and trust, and […]
In the digital age, in a multi-channel, multi-touch, multi-media environment it’s even more important that we have a clear Relationship Strategy. There are many benefits to using technology, apps and tools to enable us to gather and manage information, manage our time and prioritise activities, and execute by some form of communication. This section contains strategies, techniques, tips and tools to increase productivity and effectiveness.
Good CRM support for sales and marketing can increase productivity, lead generation, sales conversions and customer service.
But it is a challenge to find the right system from the thousands available. It takes more time than we imagine to go through the evaluation and selection. And then getting used to a new system, a different way of working, and then taking full advantage of all the functions available, is where good CRM support really makes a difference.
To make it easier for you to make an assessment of one of the leading systems available here is the support we provide for the Nimble CRM system. Our goal is to help you to identify what’s going to increase your sales productivity and effectiveness, to decide whether Nimble is a good fit for your business, and if so then to implement it quickly and start gaining benefits very soon.
We’ve been using Nimble since 2010, from before it was launched. And, to be up-front, we’re also been a reseller for the system since the early days, so we earn a few dollars if you go through and take a licence.
However, with CRM costs being so low, and people taking a DIY approach to implementation, we do need to charge for consultancy, advice and training.
We’ve aligned our support to the three main CRM selection phases and developed and offer support materials and telephone/skype contact to help people like you to reach a good decision, to save time, and then gain benefits quickly to grow your business.
I look forward to the opportunity to support you in future too.
1. Nimble CRM Support for the Consideration phase
If you’re a Consultant, Business Owner, or solopreneur involved with customer and prospect contact then at some stage you’ll benefit from a structured sales process and a CRM system to support that process. Nimble is incredibly good in this solo environment, and also for small teams.
a) Read our Nimble CRM Review here.
It’s a subtle distinction but we see Nimble as very good for sales led activity. Some CRMs are essentially marketing databases with a token sales front-end. Nimble is excellent at supporting sales led activity with sufficient database marketing built behind it.
b) CRM Selection Guidance Calls
If you’d like to have a chat about Nimble, or CRM for small business or Sales Process requirements then book a call with us. Because of the economics of CRM for small business we do need to charge for this.
It’s tempting to be attracted and entranced by ‘shiny objects’, and there are some very attractive point solutions (single task) applications available in the CRM sector. Choosing a solid benchmark system and evaluating others against it saves time and emotion. Nimble CRM is a very capable benchmark that takes some beating.
2. Nimble CRM Support for the 14 day trial phase
If you’ve short-listed Nimble CRM then then next stage is to undertake a more detailed evaluation. There is a 14 day free trial available for this very purpose. Click on the clink below to access the registration page, and this will carry with it our affiliate code.
a) The Nimble Evaluation Guide.
To help you make the most of the trial we’ve prepared a Nimble Evaluation Guide. This provides more information about positioning and functionality and potential show-stoppers to look out for. There is also advice about how to get organised for the evaluation and suggestions for sales processes to consider, in order to gain real benefit from a new CRM, whether that’s Nimble or not.
b) Telephone support for Nimble Evaluation.
If you’d like to have a chat about Nimble, before, during or after the evaluation then book a call below. This is a chargeable support activity.
Perfection comes at a price – in terms of money and time – and with packaged CRMs some compromise is needed to adjust ones business to the software. Being clear about MUST HAVE, NICE TO HAVE and IRRELEVANT is very important when evaluating packages. In business there are advantages of making a good decision and making progress. This particularly applies to CRM systems.
3. Nimble CRM Support for Implementation
If you’ve decided to go ahead and commit to using Nimble CRM then congratulations. Achieving a rapid implementation leads to early benefits realisation and we can help you focus your efforts.
- If you don’t have a CRM already getting started with Nimble is relatively straight forward. The challenge however is to actually use the system rather than the manual processes you currently use.
- If you already have a CRM then migration across, (or co-existing), is needed. We can help you review processes and make recommendations for an approach.
To assist you with implementation we’ve prepared a guide and we can provide telephone support. Nimble themselves are also available to provide support.
a) Nimble CRM Support – Implementation Guide
When implementing a new CRM system there are many things to think about. This guide will help you to identify and prioritise them. In particular it will highlight data structures and codes to set up so that you can make progress with a high degree of confidence that the fundamentals have been set up.
b) Telephone support for Nimble Implementation.
When tackling a new task such as a CRM implementation it’s really reassuring to be able to talk through the plan and have questions answered by an experienced specialist. To facilitate this I’m available for questions on a prearranged basis. Please book an implementation consultation with me below. This is a chargeable service, but it will save to time overall, and help you achieve results quicker.
A capable CRM that is well matched to the sales, marketing and business process is a joy to use. An ill-fitting CRM that is awkward to use will be ignored. It’s also about the journey – and who is leading the CRM development. Jon Ferrara, the CEO of Nimble, is at heart a salesman and a visionary. As sales changes with Social Selling it’s reassuring to have a wise and experienced pilot or captain in charge of the ship.
And I’d be delighted if you’d consider me to be the co-pilot – guiding you through your sales, linkedin, systems and entrepreneurial journey.
Please let me know how best I can help you.
If you’d like to be more organised and productive in your sales activities this Nimble CRM Review could provide the answers you’re looking for. Most sales tasks and processes in the modern, social selling environment require us to access multiple systems, usually via a web browser. I know all too well that disconnected systems make […]
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