Wizard Systems

Nimble CRM announces integration with HootSuite for enhanced social relationship management

Nimble today has announced integration with HootSuite, the number one Social Network application.

The Nimble-HootSuite integration will help you identify, engage, and nurture stronger relationships in order to drive more business opportunities.

Key Benefits and Applications:

• Viewing Nimble contact details from the HootSuite dashboard
• Importing new contacts into Nimble from social streams in HootSuite

 

For more information on Nimble and the integration please contact Wizard Systems.

 

Does your business forecasting involve too many spreadsheets?

When forecasting time comes around, do you find yourself gathering spreadsheet data from every department then spending hours integrating it and applying confusing formulas?

A lot of managers do. And as if that wasn't annoying enough, at the end of the laborious and manual process they don't end up with one overall insight into the business that lets them make accurate forecasts for the future; which seems like a complete waste of time to us.

The Right CRM System:

• Joins up marketing, sales and accounts processes so you can easily see the true timeand costs spent on turning a lead into a customer. 
• Gives you data at your fingertips about which marketing campaigns turned the most leads into sales. 
• Transforms meaningless figures into easy to understand management information.

For more information on Workbooks and other CRM systems which manage your opportunities, contact Wizard Systems for a discussion. 

Coordinate Your Activities with Context with Nimble CRM

Too often when you assign a task to someone on your team, it drops into a black hole of obscurity. Does the person you assigned it to understand the request? Has the work been completed or reassigned? In Nimble, tasks are a boon for team productivity because they can be easily linked to contacts and deals. Now with task notifications in Nimble, teams are even more effective. Notifications can now go straight to your inbox to alert you when a team member assigns, comments on, or completes a task. Soon these notifications will appear in the web application as well.

 

Nimble Integrates With foursquare!

Introducing foursquare integration with Nimble! In addition to Twitter, Facebook, LinkedIn, and Google+, you can now add foursquare profiles to your contacts in Nimble CRM to see their check-ins and mayorships!

You can also import your contacts in foursquare into your Nimble CRM database.  It's easy!

New Rich Text for emails from Nimble and New Social Profile Mapping feature

Nimble CRM now includes two new great features when you next login:

1) Rich Text Editing for Nimble's email composer

When you create a new email in Nimble, you can now bold, italicize, underline, indent, and use bullet points.

2) Automatic Social Profile Mapping

Let's say you imported a group of contacts into Nimble from Google. Nimble will search those contacts on your Facebook and LinkedIn networks - and when it's confident that it has found matching profiles, Nimble will automatically append LinkedIn, Facebook, or both profiles to the contact record.

Coming soon is a similar capability for Twitter!

If you would like a trial of Nimble CRM please let us know!

 

Advanced Search capability announced for Nimble CRM

The advanced search in Nimble helps you find contacts that match very specific criteria. The filters you create only apply to the current search. 

This functionality is located in the Contacts tab, next to the search bar on the top right of Nimble. When it is not in use, the the word "Advanced" is defaulted to grey. Click on "Advanced", and it will turn green indicating it's turned "on". Use as many filters as you want; the more filters you use, the fewer results are returned.

You can build your search criteria around:

1) Contact type - persons or companies

2) Fields with specific data using the following:

         - contains
         - does not contain
         - is
         - is not
         - is empty
         - is not empty

3) Creation date is (within or in the last) ___ (days/weeks/months)

4) Custom fields (NEW!) - for custom fields, simply scroll down in the popup box (shown below) to select a custom field (custom fields are listed at the end of the list) or type in the search box the name of your custom field. Then enter/select the value for the field so Nimble can search on it.

 

 

For more information on how Nimble can make you more social connected with your customers and business contacts, contact Wizard Systems.

 

Nimble announce more options on Field look up values #crm

Nimble have made the default fields even better!  You now have the ability to edit, add or delete the field look-up values within Lead Type, Lead Source and Lead Status.  Check out this new feature by visiting your Settings then clicking on Data Fields.

Click here to regsiter for a free trial of Nimble for CRM integrated with your Social Networks.

 

5 Key benefits of pushing your business applications into the cloud #crm #cloud #saas

With the growth of cloud computing, businesses must take a strategic long-term view of their application footprint—understand how applications and business processes cross departments and lines of business, and optimise their applications architecture around collaboration and process.

5 Key benefits of pushing your business applications & systems into the cloud are:

(First of all, just to confirm the jargon:  'Cloud' means your system is available from your provider, via the web.  Nothing is normally installed on your own PC.  'On premise' is the opposite and means the application is installed normally in your offices, and so you have to provide a file server and hardware to run it.)

Cost of ownership: The cost of initial start-up may be the most well-known in cost savings with cloud. Because the subscription model for licensing provides predictable costs (sometimes not possible with licensed software), budgeting and planning is easier and more reliable. In addition, with modular product availability, companies do not pay for functionality they do not need or want to use.

Faster time to run live: The time to deploy an application determines just how quickly the organisation can benefit from it. Unfortunately, large and complex on premise implementations can take months or years to complete, especially when IT professionals are in short supply, users are located around the world, and disparate new business units must be brought on-line. Organisations often find that are they simply cannot upgrade infrastructures, adopt and deploy new technology fast enough to keep pace with their business needs. A cloud solution is instantly available to you. There’s nothing to install. No hardware considerations to plan for.  You’re up and running as quickly as possible.

Better security: In general, the cloud provider has far more resources to provide thorough and extensive data security options than a single company can provide for itself. In addition, the computer centres where your valuable data is stored are guarded and secured from the casual access that employees may have to on premise data sites. 

Better management:  As a business owner, you don’t want to manage your systems you want to manage your business.  The responsibility of the provision of the system, performing upgrades, doing backups, is all taken away from you, allowing you to concentrate on more important things.

Reliability and remote access:  Cloud providers offer guarantees on availability and up time and quite often openly publish these stats on their websites for everyone to see. Very rarely are these systems unavailable, and even upgrades they carry out are done out of normal business hours to avoid disruption.  Of course, because you’re accessing your system via the web, you can be anywhere in the world, and use multiple devices like tablets and smartphones.

 

What do you want to invest in to grow your business?

- Your people?  Answer: YES
- Industry-specific technology that can differentiate you from your competition?  Answer: YES
- Your on-premise IT infrastructure and staff to support it?  Answer: NO!

For more information on our cloud based business solutions, including NetSuite CRM, please contact Wizard Systems on 01454 316800.

 

Nimble #CRM Webinar Friday 9th 10am UK - How to find leads on Social Networks

Nimble is a social CRM that can help you find leads, nurture them, and convert them into lifelong customers.

In this free demo on Friday 9th at 10am UK (GMT), we’ll show you:

•How to import new leads into Nimble
•How to identify new leads on social networks
•How to track social conversations and sales deals

At the end of the demo, we’ll answer all of your questions.

It’s FREE so sign up today and learn how to build deeper customer relationships using Nimble!

For more information on how Nimble can help you integrate your social media activities into your company CRM strategy, talk to Wizard Systems on 01454 316800.

 

Strengthen your business relationships with Social Discovery in Nimble #CRM

Each day, it’s hard to know where to start strengthening your relationships.  Nimble makes this easy. Every morning Nimble sends you an automatic email full of new engagement opportunities. This could be for example any Job Changes of a LinkedIn Contact of yours. You’ll also find one unified stream of all your incoming messages, requests, likes and more in the Notifications section under the Social tab.

To find out more, see how easy it is to set yourself up with Nimble with our trial.  To register, please click here.