Name: Nimble - The CRM for All Employees
Uploaded: 2024-08-07T19:29:01.000Z
Duration: 44 min 2 s
Description: Nimble is a social sales and marketing CRM designed to help businesses build and nurture customer relationships.

nimble comp logo.webp

Nimble

Nimble - The CRM for All Employees

In this video you will learn how to use Nimble, a simple CRM that gathers your contacts, emails, calendars, and social media into one place. You’ll see how to connect your Microsoft 365 or Gmail account, import contacts from CSV files or Twitter, and set up your Today page with widgets for tasks, deals, and events. You’ll also watch demos of the Nimble Prospector browser extension, Outlook and Gmail add-ons, and the Nimble mobile app. Nimble helps you keep track of all your customer interactions and stay organized.

Introduction, greeting participants, and outlining today’s agenda: a tour of Nimble’s app and mobile demonstration. Ask attendees to submit questions for Q&A at the end.

Welcome & Webinar Overview

Overview of Nimble as an easy-to-use CRM integrated with Microsoft 365, Google Workspace, social media, and 200+ SaaS apps—combining contacts, email, calendars, and communication histories automatically.

What Is Nimble?

How to connect IMAP email providers, Microsoft 365 and Gmail—to sync inboxes, calendars, and import contacts with one click or customizable options.

Connecting Email Accounts

Connect Twitter directly to view conversation history. Work around API closures for Facebook, Instagram, and LinkedIn using the Nimble Prospector browser extension and CSV import for LinkedIn contacts.

Integrating Social Media

Import lists from spreadsheets or other CRMs. Map fields manually or use saved mappings, tag imports for tracking, and access import options from the Contacts menu.

Importing Contacts via CSV

Introduction to the Today dashboard, how it populates after connecting accounts and importing contacts, and how to manage and rearrange widgets to suit your role.

Customizing the Today Page

Use the Calls widget to track interactions and outcomes. Display pending and overdue custom activities. View and manage deals directly from the Deals widget.

Calls, Custom Activities & Deals Widgets

Monitor your sales funnel with the Stage Funnel widget. Use the Pipeline chart to visualize deal amounts by stage and time frame, and filter for your deals or your team’s deals.

Stage Funnel & Pipeline Charts

Manage to-dos with the Tasks widget and view calendar events in the Calendars widget. Use Signals to track social interactions and Highlighted Contacts suggestions based on keywords.

Tasks, Events & Signals Widgets

Overview of the Contacts page: view all contacts, companies, important or recently viewed contacts, and those with stay-in-touch reminders.

Navigating the Contacts Page

A relationship-focused CRM that simplifies customer management and social selling for small to mid-sized businesses.

Nimble offers a single pricing plan: $24.90 per user per month when billed annually, or $29.90 per user per month when billed monthly. They also provide a 14-day free trial. ([techrepublic.com](https://www.techrepublic.com/article/nimble-crm-review/?utm_source=openai))

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Nimble stands out by integrating seamlessly with popular tools like Microsoft 365 and Google Workspace, allowing users to manage customer relationships directly within their existing workflows. Its user-friendly interface and comprehensive features make it accessible for small to medium-sized businesses. 

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Nimble is designed for small to medium-sized businesses, typically ranging from 10 to 500 employees. Common users include sales representatives, marketing managers, customer service agents, business owners, and team leaders. Industries that benefit from Nimble include technology, marketing, consulting, finance, and real estate.

company_icp

Nimble is a company that makes software to help businesses keep track of their customers and sales. Their main product is a tool called a Customer Relationship Management (CRM) system, which helps companies manage their contacts, sales, and marketing all in one place. 

company_summary

- **Lead Generation**: Capture and manage potential customer information from various sources.
- **Sales Pipeline Management**: Track and manage sales opportunities through different stages.
- **Email Marketing**: Send targeted email campaigns to engage and convert leads.
- **Customer Follow-Up**: Set reminders to maintain regular contact with clients.
- **Team Collaboration**: Share customer information and communication history across teams.

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Nimble serves a variety of customers across different industries. Specific customer success stories are not provided in the available sources.

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- **Stay-in-Touch Reminders**: Set automatic reminders to follow up with important contacts on a regular basis. ([techrepublic.com](https://www.techrepublic.com/article/nimble-crm-review/?utm_source=openai))
- **Email Sequences**: Send a series of personalized emails to nurture leads and engage customers. ([techrepublic.com](https://www.techrepublic.com/article/nimble-crm-review/?utm_source=openai))
- **Workflow Templates**: Use customizable templates to automate and visualize sales processes. ([techrepublic.com](https://www.techrepublic.com/article/nimble-crm-review/?utm_source=openai))
- **Web Forms**: Create forms to capture leads from your website and automatically add them to your contact list. ([techrepublic.com](https://www.techrepublic.com/article/nimble-crm-review/?utm_source=openai))
- **Integrations**: Connect with over 140 apps, including Microsoft 365, Google Workspace, QuickBooks, and social media platforms. 

Nimble - The CRM for All Employees

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