Nimble is for building relationships (social CRM)

10-second breakdown:

Nimble is one of the leading social selling platforms available, enabling you to track contacts, manage social communications and build relationships. Recommended for small and mid-sized businesses who use social media as their primary source of leads and customer interactions.

Nimble is used in small (0-50 employees) and medium (51-1,000 employees) companies.

The good:

Nimble connects with your email so you can track important communications with social leads, which I think is a major plus.

Social integration is well implemented and varied, it’s great to manage all social communication from just one place.

Recently rated no.1 in G2 Crowd’s CRM customer satisfaction report, the software gives you actionable insights on your social audiences and helps you build relationships with them.

A helpful support team as well.

The bad:

I’ve had some isolated issues with tagging and importing contacts that made my job harder.

The contact sorting function can also be improved, it’s one of the key aspects of having a CRM in the first place. The same goes for deals, I would like to have better filtering capacities, by timeframe, for example.

Since you have your email integrated with Nimble I think it’s a shame that it doesn’t also integrate tasks with Office 365.

How it works:

Nimble connects to all your social media and email accounts and allows you to manage, monitor, and message contacts directly. You can connect one social account from each network:

The tool is focused on building relationships. By collecting detailed information for every contact, it builds a record of that person’s social and email accounts and tells you how you can connect with them.

Nimble requires as little as a name and email address to fill out this detailed contact profile, saving you time from redundant research and data entry processes.

For each contact, you can see the complete history you share, every interaction and every click. Not only does it track these touch points, it also enables you to contact your prospects directly, from inside the app. You can send messages with Nimble, Gmail, Outlook or Hootsuite. Important interactions can be marked for future reference using a star system or a stay-in-touch reminder.

Nimble can help you monitor your contacts’ entire social streams on Facebook, LinkedIn, Twitter, and more. Use this to identify popular content that prospects are sharing and talking about. You can engage with them by referencing some of your own content assets or other relevant, useful resources.

Whenever someone references or mentions you, you’ll receive a notification in your social inbox.

Each message prompts a sidebar that details who the sender is and whether or not they are relevant to your business. If they’re not in your social CRM, you can import them on the spot. You can sort your inbox by channel or you can maintain an overview of all social networks. To follow-up on these messages, you can reply and also schedule future tasks, events and reminders.

The software also identifies and analyzes topics and keywords reflecting specific interests that you and your contacts share, giving you a basis to start a conversation. Furthermore, it looks at the connections you share in common with each contact and helps you identify industry influencers.

Nimble’s “today” page is where you can find actionable insights on engaging with your contacts. Here you have an overview of your tasks, your engagement opportunities for each social network, the deals currently in your pipeline and your milestones. These can be relevant events in your contacts’ activity such as birthdays or work anniversaries. The software’s smart insights helps you get a better understanding of prospects’ behavior. You can use this data to interact with them at their point of need, spot trigger events, and offer assistance.

You can organize your contacts by categories or groups, assigning them different segmentation tags. For example, you can filter your contact database by last contacted or recently contacted.

Nimble offers a click-to-call feature, that supports Google Voice, Skype, and other phone systems. You can use it to dial contacts directly from the platform’s contact record. For Google Voice, this feature will only work for phone numbers that have hyphens (-) or periods (.) separating the digits. For the US standard 10 digit phone number, Nimble will insert hyphens for you. For all others such as international numbers, you will need to manually input hyphens in them.

The tool’s sales automation feature enables your team to track all business opportunities. You can even write a note for a specific contact, detailing an important conversation. If you are trying to import notes from another CRM, you will need to upload it through the “description” field in a CSV file.

Connect team members to deals and sales tasks where they can track your sales pipeline and forecast revenue.

Through integrations with Wufoo and HubSpot you can import leads, create inbound campaigns and measure marketing performance across all channels. Nimble also integrates with ActiveCampaign and MailChimp to create powerful email marketing campaigns.

Another useful integration is with PieSync, allowing you to create a two-way sync between Nimble and Google Contacts. Every contact you add or update in Google Contacts is added or updated in Nimble, and vice versa, automatically.

Earlier this year, Nimble launched a smart contacts app for Gmail, Chrome, Safari, and Firefox, that automatically builds live contact and company profiles on anyone in email inboxes and every app in the supported web browsers.

To help you organize your workflows and activities, Nimble brings together all of your tasks, events and calendars, in the activities tab. In this tab, you’ll be able to see team assignments and deadlines.

Although shared internal calendars are not available, you can see another user’s tasks. You can also sync your calendar with Google. If you use Google Calendar, you can see team members’ calendars if they have their calendars set to public on your Google Apps Domain.

Overall, its a great software. It brings all your social communications in one place and allows you to keep detailed records of your social contacts, that integrate with your sales pipeline making it easy to drive conversions.

For complete rankings of all social media management companies, go here.

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