Nimble: Best new tool for sales process and CRM management | The Whale Hunters

Barbara Weaver Smith writes  ..  Nobody trusts me with paper, least of all myself! I can lose stuff faster than you an put it on my desk. So I’ve always been an  early adopter of productivity software, especially of programs that live “in the cloud.”

Soooo, along comes Nimble!

Wow! Founder and CEO Jon Ferrara was a sponsor of the recent Sales Shebang meeting in Minneapolis and generously offered a one-year free trial to all participants. Although I wasn’t looking for a new CRM or sales management program, I took them up on their offer.

When I first logged in it looked like a “space,” and I didn’t know quite what to do with it. But there are intro videos and lots of help screens, so I started messing around and importing some things.

Basically, Nimble aggregates ALL of your social media/email/calendar activity in a single place, plus providing space and tools for deal tracking, relationship management (including reminders),  to-do list and calendar. You can import all your contacts from your email service (including gmail), Facebook, LinkedIn, etc. Each day the program will take you through a set of your contacts and ask you to determine their importance and to set a follow-up schedule if you wish. You can build your own whale hunting sales steps into the deal tracking section! And once you set up a deal–give it a name, assign it to you or someone else, and associate it with one or more contacts, all of your activities, emails, tasks, and other interactions automatically populate that deal!

I really love it, and I am learning more about it each day. I can see all of my LinkedIn and Facebook updates there. I can see my email in there if I want to. Just so simple. This tool is making work easier for me, helping me to focus, and saving all kinds of data entry time and email searches. Check it out! You can get a free trial. Great choice for a small company.