In the dynamic world of business, fostering strong and lasting customer relationships is a cornerstone of success. The ability to understand, engage and meet customers’ evolving needs is more important than ever.
Customer Relationship Management (CRM) systems have become indispensable tools for organisations seeking to foster strong and lasting relationships with their customers. A CRM system acts as a strategic tool designed to improve and streamline the way companies manage interactions with their customers.
In this context, the importance of CRM cannot be overstated, as it directly contributes to revenue growth, brand loyalty, feedback utilisation, customer retention, adaptability to change and effective reputation management.
A CRM system like Nimble acts as a central hub for storing and organising customer data. It allows you to maintain a comprehensive view of your customer interactions, including communication history, preferences and buying patterns. This consolidated information enables you and your organisation to deliver personalised and targeted interactions. This in turn increases customer satisfaction and drives growth.
The pros and cons of Nimble
As the name suggests, you use Nimble to quickly convert leads into customers. It focuses on communicating with your leads and customers. It comes with contact management, social media, sales intelligence and marketing automation; all the tools you need to build better working relationships in a multi-channel world.
Nimble is Goldmine CRM’s sibling. Unlike Goldmine, Nimble is cloud-based. As a hosted tool, all you need is a browser and an Internet connection.
Pros
- GDPR conform
- Simple and reasonable price
- Mobile apps with key features for you or your team working in the field
Cons
- Doesn’t work with all browsers
- Doesn’t resize to fit mobile devices (non-responsive)
- Surprisingly thin documentation
Who is Nimble for?
Nimble works well for small and medium-sized businesses (SMBs). It’s particularly useful if you want to stay in touch with your leads and customers across multiple channels and social media, and keep track of what you’re doing.
If effective customer relationship management is important to you, but you don’t want the complexity of larger enterprise solutions, you’ll love Nimble’s easy-to-use interface and feature-rich list.
Nimble caters to organisations in a wide range of industries, including marketing, sales and customer service.
How easy is Nimble to use?
Anyone can create an account and Nimble doesn’t ask for credit card details. It only takes a few moments for Nimble to get everything ready for you.
Nimble is very visual, with a clean and attractive interface. Even for those who have not worked extensively with CRMs, it should be a hurdle to overcome. By now it should be standard for a cloud-based service to have an interface that automatically resizes to fit different screen sizes. But Nimble doesn’t do this – it’s not responsive.
Perhaps this is nitpicking, as most people will want to see the full picture and will be working on desktops anyway. And if you’re on the move, you can use the mobile apps. These are limited to the most important functions, though.
Key features
Nimble is a CRM with lead generation, customer communication and social media management features. It lets you organise and segment your contacts, send group messages, create follow-up tasks and, of course, track deals.
At its core is contact management. Nimble only allows you to store up to 25’00 contact records. If you exceed this limit, you have to fork out another $10 per month for an additional 10,000 records.
As Nimble keeps track of your communications, it builds a history of your interactions with your customers. You can tell Nimble to use Google Workspace, Microsoft 365, or an IMAP email account to build the history.
Sales Pipeline
You can view your sales pipeline in the Deals tab in the left-hand menu. You can use the predefined sales stages or create your own. Then simply drag and drop the deal from one stage to the next.
Once you associate a deal with a contact, you can see all the activity with that contact by simply clicking on a deal. It also works the other way round, with Nimble updating the deal information for the contact. It’s nice to see that you’re not limited to just one pipeline, but can create and use multiple ones.
Nimble includes a deal forecasting and pipeline analysis feature. It predicts your expected revenue from these deals based on how likely they are to close. You can review your teams’ historical or projected revenue and see which teams have performed well (or not).
Workflows and task management
Nimble lets you manage your workflows in a similar way to your sales pipeline. Your workflows work in the same way, but you can use them for your various projects, such as recruiting, influencer marketing or event management. Just like the sales pipeline, you can assign tasks to users or link them to contacts and deals.
Nimble Workflow can help you automate some tasks. You can create triggers and define actions as you move a lead through different stages of a workflow.
Nimble Prospector
Nimble offers a browser plug-in and mobile app called Prospector. Nimble Prospector is a neat helper that automatically finds and adds new contacts directly into Nimble. Whether you’re in your inbox, on LinkedIn or on a website, just hover over a contact or company name and Prospector will automatically give you as much information as it can find about them.
You can then add the new contact to Nimble or get more details such as phone number, job title and email address. You can even add notes, send emails, attach files, set reminders for contacts and add tasks.
Reporting
Without analytics and reporting, you can’t find bottlenecks and areas that need more attention. You can see the historical and projected revenue of your deals right in the sales pipeline. From the Reports tab, you can generate a variety of data-driven reports on lead sources, projected revenue and sales pipelines.
Integrations
Probably the most important integrations are for Microsoft 365, Google Workspace and your email account. These integrations will automatically keep a history of all communications between your uses was contacts.
The Google Workspace and Microsoft 365 integrations go further in that Nimble can add anything it finds in Gmail and Google Calendar to the communication history tab. It syncs what it sees back and forth between Nimble and Google Workspace. It also automatically imports what it sees in Google Contacts. But it doesn’t sync Nimble contacts with Google Contacts.
Integration with Microsoft 365 takes the crown, with contacts and calendar events synchronised between Nimble and Microsoft 365 in two ways.
Other extensions on offer include integration with popular services such as Mail Chimp or Quickbooks. If that’s not enough, you can connect via Zapier and automate your work or, if you have IT skills, use the API to create custom integrations.
Nimble customer support
You can contact Nimble customer support by email or chat. The support team is available Monday to Friday from 09:00 to 17:00 PT. You can also browse their searchable but thin knowledgebase.
Nimble pricing
Nimble makes it easy for you. It offers just 1 subscription model. For $29.9 per user per month, you don’t have to pick and choose a plan that includes the features you want. You can choose to pay monthly or annually. If you pay annually, you can save 17%. You can try Nimble free for 14 days to experience all its features.
Is Nimble right for you?
Nimble allows you to store up to 25,000 contacts. If you have more contacts, you’ll pay an additional $10 per month for each additional 10,000 contacts. There’s no upper limit either. By now it should be clear that Nimble is targeting SMBs.
SMBs looking for an integrated CRM solution that meets their unique needs and helps them streamline communications, contact management and lead nurturing will find Nimble a valuable tool.
If you don’t mind paying the additional fee if you exceed the 25,000 contact limit, Nimble is also scalable. Nimble is not for you if you want a solution that grows with you, or if you need more storage than the measly 2GB per user. If you have complex needs or simply want the space to grow into, then take a look at Creatio.
Take a look at Vtiger. Although it doesn’t quite match Nimble in terms of design and ease of use, it’s in the same price range and comes with a lot more features.
Original post here: Nimble review
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