Nimble vs Workbooks

• 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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• 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

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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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• There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
• While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
• I am sure that would increase productivity even further (if it's of the same standard as the main environment).

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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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• Allows us easy management of leads and clear visibility of opportunities for the sales team
• User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
• Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations

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