NIMBLE APP UPDATE

You can also sync emails to your contact’s record and scan upcoming activities associated with that contact. Reference a history of interactions and trackable messages,įor instance, when working with the Nimble Prospector browser extension, you can easily access your relationship history with your contacts from any website or social platform.Tracking sales opportunities with deals and reports,.Creating follow-up reminders through tasks.Once you have added someone to your CRM, you can nurture that relationship further by:

NIMBLE APP UPDATE

Instantly build and update contact records with information including social insights, phone numbers, email addresses, company information, and more without disrupting your Office 365 workflow and needing to go in a different app. This helps you gain more social and business insights on pivotal leads and contacts that you intend to build mutually beneficial relationships with – from anywhere you work. The Nimble Prospector browser extension works within your browser. Social & business insights everywhere you work on the web A CRM can also eliminate the constant tab surfing by integrating within Outlook to automatically update contacts, access company and contact insights, and manage deals right from your inbox.įor instance, Nimble CRM can automatically combine your Office 365 contacts, communication histories, email inboxes, and calendar appointments with over 160 SaaS business app contacts and social media connections (from Linkedin, Twitter, and Facebook) into one unified team relationship manager. With CRM tools, teams using Office 365 can focus on selling more, quickly connecting with more prospects, and optimizing internal processes. How does a CRM work within Office and Microsoft 365 environments?

The ability to precisely identify problematic stages of interaction between your company employees and clients to improve the quality of service.

Analytical tools to measure the outcomes of business team’s efforts.

Client-based data that is easily integrated with a number of third-party web services (emails, calendars, documents, etc.).

An up-to-date, centralized access client base.

Some CRMs (such as Nimble) are even capable of providing a two-way synchronization, working back within your existing Microsoft Office 365 workflows and empowering teams to engage more effectively - everywhere they work.

We won’t just help you resell Nimble, check out all our value added services with the Sherweb guideĪ CRM (or Customer Relationship Management) unifies your customer information, calendars, inboxes, and office apps into one, easy to access, relationship manager. Nimble, the simple smart CRM for Office 365 and G Suite users, works within your favorite Office 365 apps to bridge the gaps within your workflows. How, you ask? Well, let us explain:

Nimble app