Nimble vs Nutshell

• The ease of setting up and becoming proficient in using every aspect of Nimble's capabilities and continually adding new tools integrated within the program is a big winner at choosing Nimble for our company CRM product.
• The widget application works intelligently within Safari, Google Chrome and Mozilla Firefox to pull all the Social Media information about a key contact person or the company itself saves me tremendous time from having to go one-by-one to fill all fields manually with that specific information.

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• Customization - we are able to make Nutshell make the most sense for our company and processes
• Scheduling - the ability to set tasks allows us to never forget a follow-up call or email
• Tags - allow us to prioritize leads and segment our customers and potential customers
• Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page
• Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place

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• While I still love Nimble, the interface looks a little dated and it doesn't seem to resolve super well on high resolution (retina) monitors. They can make far better use of the width of modern day screens. Some parts of the system are a bit disjointed visually and could be smoothed a little.
• Although they now natively sync with Mailchimp (and other systems) through the embedded PieSync service, I would love to have the marketing components all in one place. We may change our minds on this depending on how well we find the Sync working for us.
• Visually related, we'd like better use of the screen real estate to see the history of interactions with clients. It's comprehensive now but requires a bit of scrolling. With some decent UI tweaks this can be handled far better.

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• SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance.
• Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison.

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• I have been using Nimble for years and it has been valuable. I get more frustrated by the ability to move data in and out and I want to have better communication with Linkedin.
• The positive impact has been to gather and review the contact information from your community. Also, being able to start the conversation follow up and keep up on your connections. We need Linkedin.
• Did I mention that I want better data from Linkedin?
• I would like to have a way to adjust the deals a bit more. I like what Nimble has done for the Listings. (Beta) Interesting direction.

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• Nutshell's mobility has provided significant ROI for me since we've started using the CRM. I've been able to provide immediate feedback to clients, schedule meetings from the field with confidence, and much more.
• Nutshell's tagging features have helped us craft custom mailing/email lists. We struggled to do this in the past.

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