Nimble is a social customer relationship management (CRM) system with features such as contact management and data-driven analytics.
$15
per month
Zywave Sales Cloud - Agency Management
Score 10.0 out of 10
N/A
BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.
N/A
Pricing
Nimble
Zywave Sales Cloud - Agency Management
Editions & Modules
Business
$19.00
Per User Per Month
No answers on this topic
Offerings
Pricing Offerings
Nimble
Zywave Sales Cloud - Agency Management
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
Nimble
Zywave Sales Cloud - Agency Management
Features
Nimble
Zywave Sales Cloud - Agency Management
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Nimble
8.5
30 Ratings
9% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Customer data management / contact management
9.529 Ratings
00 Ratings
Workflow management
8.428 Ratings
00 Ratings
Territory management
8.724 Ratings
00 Ratings
Opportunity management
8.128 Ratings
00 Ratings
Integration with email client (e.g., Outlook or Gmail)
9.429 Ratings
00 Ratings
Contract management
8.523 Ratings
00 Ratings
Quote & order management
6.621 Ratings
00 Ratings
Interaction tracking
9.227 Ratings
00 Ratings
Channel / partner relationship management
8.126 Ratings
00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Nimble
8.1
22 Ratings
6% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Case management
7.922 Ratings
00 Ratings
Call center management
8.220 Ratings
00 Ratings
Help desk management
8.321 Ratings
00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Nimble
8.7
27 Ratings
12% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Lead management
8.426 Ratings
00 Ratings
Email marketing
9.026 Ratings
00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Nimble
8.2
29 Ratings
7% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Task management
8.529 Ratings
00 Ratings
Billing and invoicing management
8.418 Ratings
00 Ratings
Reporting
7.725 Ratings
00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Nimble
8.9
27 Ratings
16% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Forecasting
8.923 Ratings
00 Ratings
Pipeline visualization
8.827 Ratings
00 Ratings
Customizable reports
9.023 Ratings
00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Nimble
8.6
29 Ratings
12% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Custom fields
9.029 Ratings
00 Ratings
Custom objects
8.322 Ratings
00 Ratings
Scripting environment
8.518 Ratings
00 Ratings
API for custom integration
8.820 Ratings
00 Ratings
Security
Comparison of Security features of Product A and Product B
Nimble
9.3
26 Ratings
11% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Single sign-on capability
9.424 Ratings
00 Ratings
Role-based user permissions
9.324 Ratings
00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Nimble
8.4
29 Ratings
12% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Social data
8.429 Ratings
00 Ratings
Social engagement
8.429 Ratings
00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Nimble
8.8
25 Ratings
17% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Marketing automation
8.725 Ratings
00 Ratings
Compensation management
8.919 Ratings
00 Ratings
Platform
Comparison of Platform features of Product A and Product B
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.
prospects easy to find; however not all current information is listed. The process for importing prospect lists into the agency management system could be streamlined.
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.
The Zywave Customer Support team is phenomenal! Never any complaints. They resolve things quickly. You can call and talk with a real person, submit a chat question, or email them. Their training videos are good—short and sweet. We still use multiple Zywave products in our Benefits, Commercial Lines, and Marketing departments. They are a great company to work with. The implementation/onboarding for all products has been amazing! Training for products has always surpassed the training we received from other vendor partners.
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.
We moved from BrokerageBuilder (BKB) to Epic in June 2019. Epic pros over BKB: You can use Epic for CL, PL, Bonds, and Benefits—one system for your whole agency has a lot of advantages. In Epic, you can drag and drop emails and documents to clients, policies, and activities. Epic has an auto-save feature. Reporting in Epic is better. Epic cons compared to BKB: The design aesthetic of Epic is not as nice as BKB. Navigating Epic is clunky—everything is in multiple layers. Epic is less flexible for custom fields. Epic is designed for CL/PL, so it's not ideal for a Benefits user, although they are improving/investing in the benefits side. BKB is just better for a Benefits user.
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.