CRM is 30 and Salespersons still hate it
We are now almost fourty years after the first CRM tools were introduced, initially as helpers for the sales force, but then with an ever increasing scope. We have seen ‘CRM’ systems start as point solutions that morphed into suites – and back to what is called ‘best-of-breed’ to witness the rebirth of the suite. We have seen CRM as a strategy, as a tool. There has been social CRM, and more recently we have seen customer engagement management (CEM), even customer experience management (CXM). Regardless of the name and scope, the goal has always been to help businesses and their representatives on one side and customers on the other side to build lasting and profitable relationships. Amazingly, many users, especially salespersons, still hate CRM. Why? And how can this be overcome? A little history of CRM In the early days we have seen activity management tools, contact management tools, and account management tools, the latter as a kind of shared electronic rolodex. One of the important tools at this time was Goldmine, that successfully combined activity-, account- and contact management for teams, as a first of a kind. Amazingly, founded in 1989, Goldmine is still around. Salespersons used some of these tools and hated the fact that they weren’t integrated. They had to use and live with many different tools, which improved some aspects of their lives – or not. As a consequence we have seen the emergence of sales force automation (SFA) tools that targeted at integrating and streamlining sales processes from lead to order and to establish a common repository of data that could get used...
Nimble Mobile CRM 3.0 – A Quantum Leap?
The News On February 14, 2018 Nimble announced the launch of Nimble Mobile CRM 3.0, their new powerful mobile contact, relationship and pipeline manager for Office 365 and G-Suite. The company also announced a bundling of PieSync’s B2B cloud integration platform to become an end-to-end social relationship management platform for all company contact records, regardless of where those records are stored. The new mobile app “unifies contacts from siloed mobile, cloud based and desktop records into a comprehensive relationship manager. It delivers the history of conversations and social context for everyone you meet, and it enables you to easily follow up and follow through on opportunities …” Besides introducing important features like business card scanning, the ability to send templated and tracked emails, and a mobile pipeline manager for tracking follow-through, Nimble Mobile 3.0 provides easy access to all company contact records, including social enrichment and history of email and Twitter interactions. In addition, the software introduces the ability to research new contacts on the fly via a deep integration with the iOS share menu. The latter enables users to stay within one app instead of toggling between them, which is a drag on mobile productivity. The ability to research new contacts on the fly gives teams and professionals valuable sales intelligence by using the iOS Share menu to “Nimble” a person, i.e. discover their social profiles, areas of influence, company, work description, etc. In other words, it is possible to build a Nimble record for contacts in your email, calendar and contacts apps, on the Internet or for a variety of other apps, in real time. The application...
More Nimble News
The News In the past 5 weeks or so, there have been quite a few news items about Nimble, with the biggest product news dated September 28 and the most interesting business development dated October 11. The headlines include Nimble’s deeper collaboration with Microsoft and its channel partners, as well as product innovations intended to increase the value delivered to Office 365- and G Suite users. In particular, Nimble: Now integrates with Circleback, an AI-powered contact capture and cleaning tool as well as their business card scanner. Nimble is now able to extract high quality contact information from email signatures and to add it to the Nimble contact record. This way it becomes easier to keep contact information current. Has partnered with NeoCloud. NeoCloud is a managed cloud services company that deploys and manages Office 365. The company now bundles Nimble into all its Office 365 deals and thus offers business applications on top of its infrastructure- and productivity-focused solutions. This is based on the (valid) assumption that Office 365 users benefit from having a simple and powerful contact management platform that resides on top of the productivity suite. Has become selected by Microsoft to join its Seattle Accelerator program. On the product front released Nimble Prospector, a ‘powerful email/phone and address discovery engine that enables Nimble users to build outbound prospects’. According to Jon, prospector draws upon dozens of sources (not LinkedIn, so much he volunteered) to deliver contact information based on a company or domain name. Nimble also introduced an Add-In for Outlook on Android and, not surprisingly, support for Microsoft’s Edge Nimble also continues to pursue...