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Toolkit: Nimble Social CRM

By September 6, 2012May 13th, 2019Uncategorized
Nimble is a social CRM that allows you to manage all of your online business relationships. Using Nimble you can easily manage your contacts, calendars, social conversations and emails all from one place.I was intrigued with Nimble because it was a “social CRM”. These two words didn’t seem to go together in my mind, so I decided to explore this new product.

Nimble is unique because it is the only social integrated CRM for SMB businesses.

Social CRM for small business

I imported my Gmail contacts into Google, and suddenly I could see the social conversations of all my freinds and business contacts. It was like going from a black-and-white photo to rich color photos. There was more “depth” in my knowledge of each person.

NOTE: I don’t recommend you import all of your GMail contacts — we share Nimble across our entire agency, and I spent hours pulling out my personal contacts. The best plan for importing contacts from Gmail is to setup Contact groups first, and then import only your Business group, or whatever.

Of course, you can import contacts from a variety of sources, not just Gmail.

You get a full view of your contact information, and all activities, emails, notes, and social conversations related to that contact, in one clean and simple screen.

You can send messages, add tasks and events, edit or download the contact profile. . . right from the contact’s profile window. Nimble will automatically identify each contact’s social profiles on Facebook, LinkedIn, and Twitter so that you and your team can easily connect, listen, and engage with your most important business associates.

Social listening

My favorite part of Nimble is the ability to get an immediate glance into a contact’s social conversations. Sure, you can this in HootSuite or other tools, but not this easily. The social conversations and your email history with that contact are all grouped together right on the contact’s page!

Or you can select a different view and connect with your community from one unified inbox.

Nimble unifies your social streams and conversations from Facebook, LinkedIn and Twitter. Now you don’t have to go to three different places to listen, engage, and build trusting relationships. With all of the latest social conversations on one screen, you can easily search for keywords and terms, & find people of interest to your business. Then, once you or your team have identified relevant contacts, you can quickly import them into Nimble, and interact with them across multiple social streams.

Calendar integration and task management

Nimble will even sync your calendar with Google Calendar and any 3rd party calendaring system that connects to it. Once set up, events you create in those tools will automatically appear in Nimble and vice versa. Access and view all of your tasks, events and calendars — and delegate tasks to your team members.

Integration with Hubspot

Nimble also integrates smoothly with Hubspot, so can have a fully social CRM with all
nuturing and analytic tools of Hubspot working together. HubSpot scores leads based on analytical data, such as when and how often that lead has visited your site. This information is automatically imported into Nimble along with the lead’s contact information.

Once in Nimble, you can complete each lead’s profile by connecting it to their social backgrounds on Twitter, Facebook and LinkedIn. This way your sales team can quickly identify and engage key sales prospects from one central location, track opportunities, and close deals faster.

We love Nimble. . . so we became a Nimble Solution Partner

Want a demo of Nimble? Need some training? Would you like help with integrating MailChimp, HubSpot or Worpress with Nimble? Just have questions about whether this is a good solution for you? Please give us a call at 480.359.5501, or email me at We’re happy to talk Nimble with you because we find it so valuable ourselves.

Take away: Nimble is the world’s first Social Relationship Manager. It easily connects all of your Contacts, Calendars, Direct Communications plus Social Listening and Engagement into and simple, affordable web based platform for individuals and teams. Nimble integrates LinkedIn, Facebook, Twitter, Google & Email contacts and conversations into one seamless environment. Nimble empowers small businesses in today’s socially connected world to collaborate more efficiently, to listen and engage with their community in order to attract and retain the right customers.

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Larry Levenson

Larry is passionate about inbound marketing and is a HubSpot Certified Trainer. He's learned the "secrets" of leveraging HubSpot to make marketing hyper-effective and customizes that information to help our clients meet their goals. Larry lives in Prescott, AZ, and when not at work, he is hiking or hanging out with teenagers as a volunteer with Boys to Men USA.