Updated: Jul 14, 2020
Nimble provides the perfect level of management capability for SMBs, giving them room to grow and expand while maintaining sufficient management at every stage of growth. Nimble offers a lot of great CRM features that will help SMBs manage their customer relationships. However, there are a few key features that really set Nimble apart in the CRM landscape. With that in mind, let’s take a look at the top five features of Nimble:
1. It’s Social
There is so much more than email when it comes to connecting with contacts today. Social media has taken it’s place as one of the most prominent methods businesses have of communicating with customers. It is also a goldmine of information and customer data, which is why Nimble has been designed to connect with customers’ social media presence and incorporate that data into your own customer database.
The social feature of Nimble allows you to integrate with and update customer information directly from social media. This includes information such as company name, title, experience, education, shared relationships, and shared interests. All Nimble contacts will include social media profile links and it even connects with customer social media posts on platforms such as Twitter and LinkedIn.
2. Easy & Smart Communication
Thanks to Nimble’s connectivity to social media and its integration with Office 365, you can manage all your customer communications with ease. That means it doesn’t matter where a conversation starts, whether that is email, a Facebook wall post (Facebook Messenger not supported) or Twitter direct message, or communication on another platform, you can carry on with it through the Nimble app.
In addition, Nimble pays attention to your communications so you don’t have to. It makes it easy to personalize communications with your customers and it let’s you know when you haven’t been in touch with certain contacts in a while. It’s even possible to customize the Rule Engine to let you know who you should contact and when, based on predetermined criteria, such as length of time since your last communication or what they have said on social media.
3. Update Your Status
Nimble doesn’t just connect you to your customers and what they’re doing on social media – it also allows you to stay active on your own social media profiles. If you want to post a status update, you can do it with ease. Located under the Signals tab, you can create a single status update post and it will be delivered to the social media profile you have linked with Nimble.
This is a huge time-saver, especially when you are trying to stay active on social media to make the biggest impact for your business. Plus, you can schedule posts in advance, so you don’t have to be on your computer making posts multiple times a day.
4. Scanning Business Cards
Even though so much communication and business take place online, there is still the face-to-face networking and meetings that take place in the brick-and-mortar world. And people still use the traditional business card. Nimble makes it easy to integrate the information on a business card with its database and it will even create new contacts.
All you need to do is scan the business card and voila! All the important information on the card will automatically be downloaded to your CRM database. It takes just a few seconds and saves a lot of potential headaches that come with managing piles of business cards from your contacts.
5. Advanced Search
With all the information you have on your customers in the Nimble database, how do you find the right customers for a specific need? Fortunately, Nimble makes this easy with its advanced search option. With this feature, you can include more than one filter option. So, you might want to target CEOs of medium-sized companies located in New York City. You might want to target businesses that are less than 5 years old that are run by women under the age of 30.
This advanced search option makes it so easy to find specific contacts based on very specific criteria. And once you have done the search, you can save it, so you won’t have to repeat it. That is another time-saver you can count on with Nimble.
How Camasan can help.
Camasan and our partners are well versed in Nimble and can assist you with your transition to Nimble setup, integration and support; contact us for more information and discuss how we can help.