Getting nimble with Nimble
January 11, 2019

Getting nimble with Nimble

Russ Johns | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Nimble

We use Nimble as a traditional CRM and also tracking out leads and deals. One of the best features we use is to have Nimble improve the quality of the data.

I have found this is to be OK for many applications. I would like to see the accuracy of the data improve and the number of integrations to increase.

Pros

  • Collecting users and connecting with my contacts using templates and my google mail accounts.
  • I do like the ability to get the signals and watch what is happening on my social stream (It can and will improve).
  • I like the email updates I receive every day to let me know where I can connect and reach out to my community. Why no LinkedIn?
  • I like the ability to create a few custom fields.

Cons

  • Not all of the social feeds are included… Hello. Linkedin? Where are you?
  • I really get frustrated that I don't have more API connections and the ability to populate Nimble with outside websites and forms. CTA captures information from other sources. Access - we need access!!!
  • I would love to see tools like Slack and Asana or other project management tools allowed into the platform.
  • 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.
Every CRM has about 80% of what I need so there is always a few details that don't work exactly how we need them.
I recommend the platform based on the number of people that are using social media and the need to create simple processes to get started. This is a basic solution that can grow with the user. I am using nimble in 3 companies that I have and it solves about 80% of the CRM functionality that I need. I still have to use several other platforms for projects and communication and I would like to see a better feature set for the Nimble API for data exchange.

Nimble is easier to get started than a full implementation of Salesforce. It's a decent product for the small business owner to track their clients and prospects. Deals could have a bit of enhancement. I'm sure that is will happen.

Nimble Feature Ratings

6.6
Customer data management / contact management
8
Workflow management
6
Territory management
5
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
3
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
8
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
6.0
Lead management
7
Email marketing
5
7.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
6
6.3
Forecasting
7
Pipeline visualization
7
Customizable reports
5
6.3
Custom fields
8
Custom objects
8
Scripting environment
Not Rated
API for custom integration
3
7.0
Role-based user permissions
7
Single sign-on capability
7
7.5
Social data
8
Social engagement
7
2.0
Marketing automation
2
Compensation management
Not Rated
7.0
Mobile access
7

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