Nimble vs. Workbooks

[Nimble] has been the best platform for us to manage contacts and information from the
contacts. Great dashboard, fast UI, and complete package with all features
helping us a lot. I would definitely recommend this software to other
businesses to have this in their ecosystem to be more productive.

Incentivized

Workbooks offers great support, as do ( in our experience) local partners. It works really well for our sales and marketing departments. Workbooks is really effective in tracking our marketing campaigns. It also keeps tabs on existing clients, and gives insight on how quickly potentials are turned to customers.

As with all CRM it strongly depends on how well it is being maintained and used by the user. We have found that with the ease of use of Workbooks its become much less of an issue. Where as before we didn't only look at the data produced but actually had to keep track of the system being used accurately. We constantly needed to keep tabs on the actual level of maintaining.

The fact that we see data being produced organically (naturally being updated and tracked) to me is a testament of the user friendly nature of workbooks.

• Nimble is the CRM solution used to strengthen business relationships with our frequent and potential customers.
• We like that it allows us to follow up with our customers.
• Its integration with email tools, social networks, and other programs allows me to keep in touch with customers and prospects.

Incentivized

• Sales process management from enquiry to delivery of product
• This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
• Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
• The FD loved it
• The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
• Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over

• I dont like the functionality aspect of how one of the controllers is always on standby, they dont load balance, meaning you can be on the same controller for the life of the appliance
• The 4.x firmware was pretty buggy and it gave off a lot of temp alarms

Incentivized

• We use it for support but find it difficult to easily link support emails that arrive to organisations, it requires a lot of manual input to open/close a case
• The flexibility can be a hindrance as it can be difficult to work out exactly what you wish to see, especially in reports. Sometimes a simple report is all thats required but it provides a lot of information
• Can sometimes be a little slow and goes down from time to time but this is fairly rare

Incentivized

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 product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.

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.

Incentivized

Workbooks CRM never let me down.

Nimble customer service is enjoyable. With great patience, they work tirelessly to help their customers. It was highly beneficial to employees to have access to remote support sessions. We decided to get in touch with them to learn more about any previously mentioned features. Because of this, Nimble has a strong foundation. I think it's a fantastic option.

Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..

I cannot regard Salesforce as a perfect tool for CRM. I found Salesforce lacks many important features that we were looking for. Moreover, [the] email marketing feature of Salesforce wasn’t working well and I didn’t like that feature. But on the other side, the email marketing feature of Nimble works excellently and Nimble is a complete package for CRM.

Incentivized

Workbooks is highly customizable, affordable, scalable, and a workhorse when it comes to being able to design a system to get things done. There is almost no limitations to what can be done with it, and even if you don't want to use their built in automation engine to design highly specific workflows, the functionality out of the gates is a tremendous asset for most businesses

• As the investment made with nimble is only 15 dollars per month, it is easy to return it and double profits in a short time, but this is totally relative to the number of people that are working on the platform account.
• Based on the above, it is easy to deduce that nimble is a little better suited to small businesses that require a smaller number of sellers, since it does not ensure that all sellers can cover their quota.

Incentivized

• Tracking of customers who are in active support or not has benefited the support team's time by not supporting non paying customers.
• Keeping track of why sales are won or lost has meant we can call upon times when new leads have the same characteristics as old wins/loses.
• Creating auto invoicing scripts has drastically cut the finance team's invoicing time.

Incentivized