#Nimble crm update
You can use Nimble to parse email signatures to quickly create and update contacts while you’re on an email thread. The first is Nimble’s ’email signature capture’. There are two little Nimble CRM features relating to contact capture which are worth flagging up due to their ‘niftiness’ value. It’s rather ‘big brother’ in nature – but judiciously and ethically used, the information the app provides can be extraordinarily useful, as the video below demonstrates.
You can also apply tags to the lead using Prospector.
The app also gives you the option to add that person or company to Nimble there and then (i.e., without having to go into Nimble itself) and update key information about them (lead source, status etc.). Think of it as an email identification tool like Voila Norbert, but built into your CRM. Whether you’re in your inbox, on a Facebook page, using LinkedIn or even on a website, you can just hover over a contact or company name and the Prospector App will automatically provide as much information as it can find about them.
#Nimble crm android
This is an extension that plugs into Chrome, Safari or Firefox (it’s also available as a mobile app, for both Android and iOS). One of the most useful things about Nimble is its ‘Prospector’ App. We respect your privacy, and you can unsubscribe any time. Sticking on the subject of contacts, lets take a look at something that’s possibly Nimble’s USP: it’s smart ‘Prospector’ app. This does give you a reasonably good ‘social view’ of your contacts.Īnd Nimble will still help you identify the social profiles of your contacts (when you add a contact, it scans the web to see if it can find a social media profile match) and then use the social data which is publicly available on the web to provide you – where it can – with potentially useful biographies on your leads and clients.
#Nimble crm plus
On the plus side, you can still integrate Twitter nicely into proceedings and you can import data from LinkedIn via a CSV file. So whereas you used to be able to link your Facebook and LinkedIn accounts directly with Nimble, access all your contacts from these platforms and message them from within the Nimble interface…you can’t any more.
However, for privacy and possibly competitive reasons Facebook and LinkedIn stopped sharing data with third party applications - significantly reducing the ‘social’ features of Nimble in the process. I could also view a history of any social interactions on any of these platforms that I’d had with them. I could pull up a contact and, assuming I was connected to them on Twitter, Linkedin or Facebook, could see a whole host of information about them in one spot – recent Facebook status updates, LinkedIn biographies, latest tweets etc. Now, when I first started using Nimble, this functionality was great. When it first launched, a strong selling point of Nimble was the way it allowed you to view the social media information associated with your contacts without having to leave your CRM tool. It makes segmenting your data a little bit more clunky within Nimble - but leads to better results and data that can be migrated more easily to other platforms or analysis tools. This can be slightly disruptive to workflow, but to be fair, it’s good practice from a data protection point of view (and something that got a lot more important with the introduction of GDPR rules on privacy).Īs mentioned above, if you plan to export data regularly from Nimble for use in another tool, you’ll need to be careful about how you categorise data – you won’t be able to make a huge amount of sense out of tags outside of Nimble due to the messy way that they’re exported.Ī workaround is to use custom fields within Nimble - you can create these easily and then just populate them with flags of your choosing. The plus side of this is that it’s a more secure way of letting you access your data the down side is that you may have to twiddle your thumbs for a bit while you wait for it to arrive!
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