thomas.wieberneit@aheadcrm.co.nz
Nimble Workflows for added value

Nimble Workflows for added value

The News I haven’t written about Nimble in a while. Probably a mistake, because there is always something interesting going on in the Nimble world. Already on October 19 2021, Nimble announced the availability of a workflow functionality that is targeted at enabling teams to replace spreadsheets with a when following through processes. Nimble workflows support Relating workflows to contact records with the objective of getting a complete overview of the relationship, including interaction history, attachments and custom fieldsManaging business workflows across departments to support more than sales and marketing needsPre-built workflow templates that are delivered by Nimble to already support a variety of common workflows for short time-to-valueCreating own workflows by modifying the delivered templates or creating new ones from scratchVisualization in a Kanban- or spreadsheet style with inline editing for making quick changesOffering the ability to add contacts to workflows from emails, websites, web forms, social media, business apps or via Zapier/Integromat and Nimble’s API In the words of Jon Ferrara, Nimble founder and CEO: “Repeatable processes are key to scaling a business, but managing external contact-related workflows across an entire company has historically been very difficult. Most CRM’s are built for salespeople while non-sales teams end up using spreadsheets to manage people processes. Since Nimble is in the business of relationship-building, we realize the importance of effective collaboration. With [Nimble] Workflows, every department in your organization can now manage all people-related processes within your CRM!” As part of the announcement, Nimble emphasizes on its enhanced positioning as being built for the whole company and “not just sales and marketing teams.”  The bigger picture Workflows are something...