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...
Nimble 2018 – The Story continues

Nimble 2018 – The Story continues

The year 2018 is coming to an end, which means it is high time for some interesting product and roadmap news. Here’s some Nimble news (ok, not THAT fresh anymore, I have been incredibly busy recently). For starters, Nimble released its long awaited Mobile 3.0 for Android, complementing the iOS version that got released earlier this year. Nimble unifies contacts from teams’ mobile, cloud-based, and desktop records into an all-in-one relationship manager. With minimal taps, sales and marketing professionals can prepare for meetings by quickly scanning social insights, sales intelligence, and contact engagement history from their portal device. To keep the momentum going, Office 365 and G Suite users can send personalized responses using template, trackable emails, and monitor opportunities across all deal stages from their portable devices. “People buy from the people they know, like, and trust,” said Nimble CEO Jon Ferrara. “We therefore designed Nimble Mobile to give users the insights they need to build confidence, engage in productive discussions, and follow through promptly anytime, anywhere.” With this milestone, Nimble has now truly achieved a vision of being a simple, smart ‘CRM’ for MS Office and G-Suite users that works for the user. I put the CRM into quotes as this term for me and most other people relates to a stragegy or system that includes marketing, sales and service capabilities and not only Sales Force Automation (SFA). And SFA, particularly contact management, is what is at the core of Nimble. Still, Nimble combines key ingredients of the digital workplace that a mobile, sales person needs, into one single place. It provides the user with vital information about...
Here’s why Nimble is so successful

Here’s why Nimble is so successful

The News In the past few weeks there have been two interesting announcements by Nimble. First, on June 14, 2018 Nimble announced a partnership with Velosio, one of the largest Microsoft Dynamics VARs in North America. Velosio and Nimble entered into a global reseller agreement. As a part of this agreement Velosio’s 200 channel partners can purchase, manage and resell Nimble CRM bundled with Microsoft Office 365. Velosio is the latest prominent name in among the growing number of Microsoft/Nimble partners. One week later, on June 20, 2018 Nimble announced a revamp of its application homepage with the Nimble Today page. This dashboard page gives the user a clear and customizable view of their sales pipeline, calendar appointments, tasks and social signals with relationship insights directly embedded in the widgets. As a start the page offers 6 widgets Deals Events Tasks Highlighted Contacts Signals Stage Funnel that can get freely rearranged. The Today Page is also available for iOS users now and will be available to Android users soon. The Bigger Picture The enterprise CRM market is saturated. There are at least 4 tier one players for every major CRM function that are competing for supremacy. Customer demands have evolved from requiring transactional applications to getting high value solutions that allow the delivery of high-end customer (and user) experience. The market itself has morphed from a suite market to a best-of-breed application market, and now to a platform and ecosystem market. In this market it is important to excel in two, maybe three areas: Platform as a Service (PaaS). The platform itself must support current and future technologies that...
Salesforce Sales Cloud Supercharged – Einstein’s next Move

Salesforce Sales Cloud Supercharged – Einstein’s next Move

The News A few days ago Salesforce announced an update to its sales cloud that features Einstein powered predictions, insights, and productivity. The press release is linked above or alternatively you can read it below, along with some comments of mine. Salesforce is (again) addressing the three main issues that plague CRM implementations since Tom Siebel coined this term. Let me paraphrase them> Salespeople do not find the time to do their job, which is selling. Instead they are spending an inordinate amount of time entering data that supposedly only helps their management controlling them a little more. Sales managers do not have enough visibility into what is going on in their area of responsibility, what their team is doing (and why), whether they are doing the right thing. The same problem, of course, applies to the Head of Sales, just at a bigger scale. Sales operations is charged with creating meaningful reports that tell the one single truth. This they need to do using data that resides somewhere, data that is distributed, instead of some central consolidated place. Data that is essentially not fully trustworthy. Salesforce is doing this using a triple of features: The Salesforce resident AI: Einstein to help sales persons identify the most promising opportunities to work upon The Salesforce Inbox that increases productivity by attributing emails to the right accounts as well as connecting to the calendar Sales Analytics to help salespeople and their management to visualize, interpret, and use the available data   The Press Release Ask any rep what their favorite part of the day is, and chances are that their answers...
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...