Nimble, The Smart CRM, saves me time every day!
March 29, 2019
Nimble, The Smart CRM, saves me time every day!
Score 10 out of 10
Vetted Review
Overall Satisfaction with Nimble
Nimble is my most used app outside of Word and Excel, and it saves me at least 30-60 minutes a day. Why? Because when I am in my office and not doing follow-up from client meetings, I am still somehow connecting with people.
For me, it solves the problem of where to find out about people, what I am doing with them, when and how I have been in contact with them, and about what. Nimble saves me time by being available wherever I want it, regardless of what I am doing on the web in any tab or even if I'm on my mobile. Nimble's Smart Browser app is what helps me save time.
For me, it solves the problem of where to find out about people, what I am doing with them, when and how I have been in contact with them, and about what. Nimble saves me time by being available wherever I want it, regardless of what I am doing on the web in any tab or even if I'm on my mobile. Nimble's Smart Browser app is what helps me save time.
- The Smart Contact App for browsers (Chrome, Firefox, Safari, Edge) and within GMail and 365 Outlook. This enables you to add people to your Nimble database from say, LinkedIn. While it does so, it "automatically" builds their profile by retrieving information about their other online profiles in Facebook, Twitter, or Instagram. When the person is in a larger business it enables you to find contact information like emails and phone numbers (it gives a confidence rating). This feature is where a lot of my time saving comes from.
- The Group Messaging feature enables you to select a segment of your database based on tags and other filters, and send a personalized message to that group (much like a simple MailChimp). It provides you with open rates, click-through rates, and fail rates. This is awesome for improving engagement rates with your emails because it enables you to send more relevant communications to an audience you know is more likely to respond to it. Also, it makes it easy for you to follow-up.
- The search feature is another great tool for users. It is very simple to use. Not only does it enable you to search on standard and customized fields (did I mention you can add 5 tabs with 200 customized fields per tab!), it also enables you to base a search on customized 'tags" and on some social media profile data such as "Influenced Groups".
- You can save searches for reuse, which is great for your segment communications.
- The sales pipeline enables you to establish multiple pipelines. This enables you to manage prospects from different channels through different pipelines e.g. tradeshow leads and website leads. You set-up customized pipeline stages.
- You can also use the multiple pipelines to manage projects. For example, I use Nimble to manage contacts I make in relation to being a guest on a podcast or webinar, workshops, or speaking opportunities. It is not a full project management tool, but for simple projects, it is excellent to ensure the takes are done and people contacted.
- The sales pipeline reporting is very basic. However, for businesses wanting to ensure leads and quotes are followed up and have an idea of the pipeline, it is more than suitable.
- The email editor needs improvement. However, because Nimble works with Gmail and Outlook 365, you can send emails from them and it will still be stored and viewable in your Nimble database. I send most of my emails from Gmail.
- 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.
I haven't used another CRM for at least 8 years. While I keep up to date on key CRMs, I feel it would be unfair to Nimble and the other CRMs of me to compare them here.