Nimble crm private contact software#
Nimble crm private contact trial#

Now, go ahead, the urge will be irresistible…retweet something. To do so, drill down to the contact, click the Twitter icon in the right side bar, and then click Follow. Nimble advises you to immediately follow anyone who matters to you on Twitter, for example. In Nimble, go to Settings | Email Signature and paste the image link that is returned to you into the HTML edit box, along with the text that you want to include.Ĭlick the linked names in the Social stream to drill down into a person’s contact information.įollow your contacts on as many social networks as you can. To do so, first upload any images you want to include on one of the many image-hosting sites, e.g. You can professionalize the signature in your message by adding your own contact information and logo.

This leveraging of parallel communications is Nimble’s strength. You can send Mike a message from within Nimble. Take a moment to catch up on what’s new with your network, noticing promotions, and job changes, articles posted, etc.įor example, let’s say you notice your old friend Mike McTavish has just connected with the VP Sales at a company in your vertical that you have not yet contacted. The only data entry the Nimble salesperson will need to undertake is in making the actual communications – email, FB posts, tweets, 4Square check-ins, etc.

Nimble captures that schmooze and makes it easy to organize. However, sales people also like to schmooze. Let it be noted without any disrespect that sales people are notorious for a lack of keeness about data entry. Current LinkedIn activity for contacts displays immediately. Note that different data are collected for these two contact types.Īfter everything is in Nimble, the model sales person will click Social in the toolbar, and then, for example, the LinkedIn tab. The tours are always well-written, brief, and to the point. You can turn off this option, but don’t do it until you’ve taken the proffered tour. With Advanced search, you can create multiple filters, narrow by existing views, and save your searches.Īll of Nimble’s features, including this one, initially open with a pop-up offering to take you on a tour of the functionality. There is Search functionality as well, including Advanced Search functionality.

People – alphabetical by first name (no Companies).

This view represents All Contacts sorted alphabetically by first name/company name, but you also have the option to sort by Creation Date or Last Contacted Date. After the first viewing, Nimble defaults to “Recently Viewed” Contacts.įigure 2 shows what a populated Contacts page looks like with the Sort options opened.

The more social network you have, the more Nimble can do for you. These imports are Nimble’s heart, soul, and eyeballs, so do not leave any source of contacts untapped. If you have contacts in desktop-based Outlook 2007 or Outlook 2010, you can import CSVs from them into Nimble or you can visit and grab the Nimble 4 Outlook app to launch Nimble from your Outlook toolbar. In Figure 1 you can see the four source systems I imported my contacts from. Click Import Contacts on the dashboard to get to the Import screen and select a source. Gmail, AOL mail, Web-based Outlook, etc.), or desktop-based Outlook (the only POP account supported) as well as Contacts CSVs.

The first thing to do is import your contacts from your Facebook, Twitter, LinkedIn, 4Square, Google, IMAP email clients (e.g. Onsite chat opens up and you can dialog with a friendly, knowledgeable customer service representative, if you like, while Nimble collects your name, email, password, a subdomain, and lets you opt-in to receiving Nimble news.

Nimble crm private contact trial#

Go to com and download the free business trial version.

Nimble crm private contact software#

Nimble software is intended to help you manage your contacts, customers, partners and sales activities from a single dashboard, albeit one that integrates with the crème de la crème of cloud-based business apps. Nimble’s value proposition – and that of all social CRM - starts with the identification of one’s social networks with one’s lead pool.