This tool is suitable for all sizes of organizations since it has the capacity to manage customer relations in the best possible way. Its features like task management, reports, social collaboration, and forecasting are always considered important for CRM and they all work without causing any trouble. But its Reports need to be more elaborate and its interface should be made easier and less tricky.
Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.
Would like to see each page be able to bring up more then 100 clients at a time.
It's truly a great system if you get it for the right reasons. Don't expect it to do everything a mid market organization would require but for any small business or mid to large organizations which would like to integrate to it for the social insights capabilities this is a leading solution which can add value immediately
The platform has more advantages and positives as compared to challenges or negatives in comparison to other comparable products and platforms available in the marketplace. It was extremely easy to get started with the initial deployment which makes the choice much clearer. Finally its tight integration not just with Microsoft O365 suite, but also with [the] most popular social media platforms available makes it a very favorable platform in its domain.
It was productive to be able to access remote support sessions from nimble employees, whom we decided to contact to have one of the features mentioned above explained to us. They were methodical and easy to explain solutions, so we recommend them for any kind of doubt.
Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.
Nimble has proven to be a positive and well-respected application within our company for setting us up for success at building personal and meaningful associations with decision makers. It has been a significant reason why we have gained acceptance and trust from those who we have introduced ourselves to over time. The ability to feel a true understanding of our prospects and customers as real human beings with unique interests and common aspirations opens up doors of valuable conversation. The other options that were reviewed and considered provided many of the common ways from the past that stored CRM information. This method was much more of a static representation of the real interactions made between a company or salesperson with the prospects and customers. Nimble has brought back what should never have been lost - being like neighbors who spoke to each other about more things than just business.
Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.
Time-Saving is one of the biggest ROIs for me. 30-60 minutes a day means I can focus on more marketing, sales, or client work.
A soft ROI is in better contact relationships. People are often impressed that I follow-up after meetings, and especially when they say to contact them in 6 months or next year.
