thomas.wieberneit@aheadcrm.co.nz
How to get CRM for small businesses right

How to get CRM for small businesses right

There is one scary fact in the CRM world. Out of roughly 25 million businesses, only 1 percent has a CRM system. Imagine this! It is a huge waste on one side and a tremendous opportunity on the other side. If vendors find the way into the future of CRM. Nimble seems to have found a way. The CRMKonvos team discussed these and other challenges of CRM systems with Jon Ferrara, founder and CEO of Nimble. We are following his path for quite some time now, how he built Nimble from very small beginnings and always with the thought of enriching an ecosystem with his solution that is formed around simplicity and making life easier not only for the salesreps but for other employees, too. Learn how a philosophy of giving and sharing enables own growth by helping others to grow – from someone who achieved this repeatedly. And yes, Jon also knows why social selling and social CRM are not things anymore – if they have ever been. Jon is a true role model. Learn from him how to scale while being yourself, thinking...
CRM is 30 and Salespersons still hate it

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?

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

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...
Nimble News from Microsoft Inspire

Nimble News from Microsoft Inspire

MS Inspire, the annual Microsoft partner event, has just ended, wrapping up a flurry of news and announcements from Microsoft and its channel partners. Most announcements were interesting; some more than others, especially when considering these items together. I’ve been following Nimble CRM and its founder Jon Ferrara for a while now, so I was particularly interested in hearing about the launch of its global reseller program and its social relationships insights add-in for Microsoft Office 365 and Outlook Desktop/Mobile. Nimble made its announcements within the context of Microsoft’s increasing its emphasis on partner success, as evinced by its One Commercial Partner initiative to bring together partner-focused teams from across the company and its new ISV Cloud Embed services offerings for partners. Why is this interesting? Microsoft’s lifeblood is its partner ecosystem.  In all likelihood, the company has the biggest, most robust partner channel around. Microsoft basically sets, and resets, the gold standard with their constantly evolving partner strategies. A case in point is Microsoft’s announcement to incentivize its partner-focused teams to sell   3rd party partner solutions with Microsoft first party solutions, Microsoft is making it even easier for MSP/CSV and ISV partners to leverage synergies and add value to customers, profits to partners and stickiness to Microsoft products. We also see Microsoft’s Azure co-sell program taking further steps with ISV Cloud Embed. This new program allows partners to embed Dynamics 365, Power BI, Power Apps, and Microsoft Flow into their front- and back-office solutions. (I wouldn’t be surprised if LinkedIn were also integrated into this mix in the near future). If you think about it, this co-sell program...