Nimble CRM Unveils Today Page to Enable Next Best Actions Based on Sales and Marketing Triggers

Customer Visualization Tool Helps Small Businesses Make Better Decisions, Work More Effectively Using Contextual Relationship Insights

Nimble, a leading social sales and marketing CRM for Office 365 and G Suite, today launched the Today Page. The customer data visualization tool helps teams and professionals understand and take next best actions based on sales and marketing triggers, as well as project management milestones. The customizable dashboard consolidates critical business signals, including deals pipelines and sales funnels; appointments and to-dos; and social signals into one encapsulated, actionable panel available to all Nimble users, out-of-the-box and at no extra charge.

The Today Page in Nimble CRM- Better Business Decisions, More Effective Communications

In minutes, small business teams (especially those managing contact relationships via email and retaining customer information on spreadsheets) can begin making better business decisions and nurture key relationships far more effectively. Specifically, users can —

Manage Deals in the Pipeline.

Click to access engagement history and current insights on the people involved in all of your deals, update deal status, assign tasks, add notes, or create new deals.

Track the Sales Funnel.

Monitor prospects, leads, and opportunities in each stage. Effortlessly gauge whether there are enough deals in the pipeline to meet your goals. Zoom into any deal to view actionable insights and take next steps.

Follow-Up on Tasks.

Click to follow through on to-do’s to cultivate the right deals and connections, both one-on-one and at scale.

Prepare for Meetings.

Glance through appointments and find out more about the people you’re meeting. Click on their profiles to discover social insights including interests, social media accounts, history of conversations, notes, and more.

Scan Business Signals.

Discover engagement opportunities with customers and prospects such as Twitter conversations, birthdays, and more. Easily access detailed dossiers on people in the network; learn who they are, how to reach them, their interests, history of conversations with team members, account notes, and more.

Network with Highlighted Contacts.

Nimble’s dashboard engine utilizes AI-driven contact data to recommend people to connect with based on preferences such as job title, company, or areas of interest.

Nimble CRM Enables to Treat Every Prospect and Customer like Valued Individuals

“For years, Nimble has been on a mission to develop a simple contact relationship manager that helps small business teams and individual professionals realize ambitious goals by enabling them to treat every prospect and customer like valued individuals,” said Nimble CEO and CRM pioneer Jon Ferrara.

Jon added, “Our core values have guided a rapid stream of powerful innovations, including the visualization of business intelligence and customer data to help them understand and take steps to close more deals at scale.”

Top Sales and Marketing Influencers Love Nimble’s New Today Page

“Nimble’s data visualization dashboard gives me a powerful, holistic overview of my sales signals and pipeline activities,” said Wes Schaeffer, CEO of The Sales Whisperer.

Wes added, “By accessing Nimble’s incredibly rich, auto-generated profiles within the deals pipeline, sales funnel, activities and calendar, I can connect authentically with each individual customer and prospect impacting the success of my business.”

“With Nimble’s Today Page, I have a clear understanding of the lead generation and sales tasks I need to prioritize in order to close more deals,” said Shane Barker, Digital Strategist, Brand & Influencer Consultant.

Shane added, “Single-click access to contacts’ enriched profiles helps me communicate personally and more effectively with all my customer and prospective buyers.”

“I used to think I was always on top of EVERYTHING for my business — but with Nimble I actually am!” said Marcy Massura, President of MM+CO and Convince & Convert analyst.

Marcy added, “Nimble’s new customizable dashboard unifies all the important information about my business including my calendar appointments, follow-ups, social signals, and pipeline signals. Immediately after logging in, I know the most critical actions I need to take.”

Currently, Nimble’s pioneering social sales and marketing CRM helps teams and professionals turn relationships into revenue, without the busy work. Nimble combines the strengths of traditional CRM, classic contact management, social media, sales intelligence, and marketing automation into one powerful relationship management platform that delivers valuable relationship insights – everywhere you work.