Introduction to Nimble - Onboarding & Best Practices
Join us Tuesday - Friday
Join the Nimble Customer Care Team to learn best practices and get the most from Nimble. This is an in-depth product walkthrough to help with onboarding and product education.
Session Outline:
- 1. Importing Contacts and Connecting Email
- 2. Configuring Your Today Page Dashboard
- 3. Nimble Prospector App Workflows
- 4. Contact Management and Organization
- 5. How to Send Group Message Campaigns
- 6. Managing Activities and Calendar Events
- 7. Deal Pipeline Management and Reporting
- 8. Open Q&A
We look forward to seeing you soon!
Bi-weekly 45-minute Nimble 101
Webinars: Learning the CRM Basics
Join the Nimble Care Team as they cover the basics of Nimble during our bi-weekly training webinars
During this webinar series, one of our Nimble specialists will discuss what Nimble is, how to set up your CRM by connecting your emails and calendars, how to properly import and organize your contacts, and what you should be doing on a daily basis to ensure nothing is falling through the cracks.
We will also spend time at the end of the session to answer any questions you may have.
- August 30, 2023 - Contact Cleanup Strategies SIGN UP TODAY
- September 6, 2023 - Nimble CRM General Overview SIGN UP TODAY
- September 13, 2023 - Workflows, Deals, Reporting SIGN UP TODAY
See all webinars
- September 20, 2023 - Nimble CRM General Overview SIGN UP TODAY
- September 27, 2023 - Using Segmentation, Group Messaging, Custom Fields SIGN UP TODAY
- October 4, 2023 - Nimble CRM General Overview SIGN UP TODAY
- October 11, 2023 - Contact Cleanup Strategies SIGN UP TODAY
- October 18, 2023 - Nimble CRM General Overview SIGN UP TODAY
- October 25, 2023 - Workflows, Deals, Reporting SIGN UP TODAY
- November 1, 2023 - Nimble CRM General Overview SIGN UP TODAY
Can’t attend? Register for the webinar of your choice, and we’ll send you a recording after the presentation.
Past Nimble Webinars
Grow Your Voice Over Business with Marc Scott
In this webinar, hosted by Marc Scott, Voice Over Actor shares his insights on leveraging Nimble over the past eight years to grow his voice over and coaching business
Harness the Power of Nimble CRM's New Features
It's not too late to get a deep dive on Nimble's newest and latests features with Nimble's CEO, Jon Ferrara!
How to Develop a Customer-Centric Growth Plan for 2023
It’s not too late to learn “How to Develop a Customer-Centric Growth Plan for 2023” from our recent Nimble Education Webinar with VisionEdge Marketing founder Laura Patterson!
Grow Your Microsoft Reseller Practice in 2023 and Beyond with Nimble CRM
Sherweb’s IT Product Manager - Business Apps Nikhil Fernandes, Nimble CEO Jon Ferrara, dive deep into how partners and resellers can digitally transform their reseller practice by bundling Nimble with Microsoft 365 and increasing revenues.
3 Things You Need For Digital Sales Success in 2023
In this webinar hosted by Jon Ferrara, Tim shares his tips and tricks on how to improve your business by leveraging the possibilities of social media.
Subscribe to our YouTube channel to view past webinars
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Have questions or need help with onboarding? Contact [email protected]
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Have questions or need help with onboarding? Contact [email protected]
The Nimble Way to Grow Your BusinessEasily connect all of your contacts, calendars, communications and social conversations. Listen to and engage any individual in order to attract and retain the right customers. |
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