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Research shows that 60% of sales reps’ time is spent on non-revenue-generating activities like data entry, while only 18% of their time is spent on CRM.

The truth is that CRMs appear to be their biggest frustration. The same study found that “[p]rospecting tools that provide email and phone in a sales cadence and content management systems that offer storage for useful sales documents were rated the highest and most valuable.” Therefore, it’s essential to integrate these tools with CRMs in a more meaningful way. That’s precisely Nimble’s approach—a CRM built for Office 365 & G Suite.

Does your organization live in Office 365? So does Nimble. In this article, we’ll talk about why Nimble is a game-changer for CRM; we’ll also look at its seamless integration with Office 365 and why you should get on board.

Learn everything you need to know to resell Nimble

Why Nimble Is a Rockstar CRM

According to G2’s Top 20 Easiest To Use CRM Software, Nimble ranks as one of the market-leading CRMs for Office 365 and G Suite (for the seventh consecutive year!). Nearly 95% of users rated Nimble 4 or 5 stars for satisfaction, ROI, support, social Integrations, reliability, contact management, and general ease of use for doing business.

Nimble was the highest-rated CRM in the following categories: Social Network Integrations, Performance and Reliability, and Contact/Account Management. Moreover, it was voted the best sales intelligence tool for for small business teams and workgroups, as well as one of the best tools for email tracking.


Nimble’s Integration with Office 365

Nimble works in Office 365 and everywhere you go.

Nimble automatically builds your CRM by syncing your teams’ Office 365 contacts, emails, calendars, and social history into one unified relationship manager. This allows all team members to stay on the same page so they can work productively and close more sales.

“Providing contextual information about contacts helps business relationships flourish, so connecting that capability through the new Nimble add-in for Outlook is a logical step,” highlights Rob Howard, Director of Office Product Marketing at Microsoft Corp.


How Nimble Works

Nimble’s Smart Contact Manager provides your sales and marketing teams with insights right inside of Office 365, Microsoft Customer Manager, Skype, Microsoft Teams, Dynamics CRM, and Dynamics 365. The process is simple and straightforward; all you need is your customer’s email address or social media name, and Nimble will do all the work for you.


Benefits of Nimble CRM

  1. Access All Nimble Records from Outlook Inbox

Nimble creates a record for all contacts imported from your address book, storing them in one easily accessible location.

  1. Connect Multiple Office 365 Email Accounts 

By connecting your email accounts, you can sync messages, track past communication, and send targeted group messages to nurture your leads and customers.

  1. Automatically Connect Social and Public Profiles

Nimble delivers instant information on people and companies by building Live Profiles and giving users access to the most up-to-date customer information.

  1. Instant Business and Social Insights

Company insights include biography, industry, number of employees, year founded, keywords, company type, revenue, CEO name, business address, and phone number.

People insights include name, company name, title, biography, location, keywords, work experience, education, and social profiles.

  1. Identify Engagement and Follow-up Opportunities

Learn to sell smarter with Nimble’s email tracking and reporting tool, which lets you can see who opens your emails and track outbound cold emails. Plus, it allows users to assign follow-up assignments and schedule reminders to increase team productivity.

  1. Stay Up to Date with Important Events

Connect your calendar with Nimble to easily manage your tasks and upcoming events. Check out your most important meetings from the Today Page. Create recurring events and invite guests from inside Nimble.


Why Integrate Nimble with Office 365?

“We’re all over-connected and over-communicated by too many email messages. By putting Nimble’s powerful social contact insights right into Outlook, we will help millions of business users to no longer flying [sic] blind with relationships and engagement,” Jon Ferrara, CEO of Nimble.

Nimble helps Office 365 users “surface a customer’s history of interactions with a business and display the important signals that can help facilitate a genuine connection.”

Here’s how you and your business can benefit from Nimble’s Office 365 integration:

  • Nimble builds itself from your Office 365 data into one unified team relationship manager.
  • No more Googling new contacts and tab surfing—manage deals right from your inbox.
  • Stop wasting time on organizing info in a spreadsheet. Forget about data entry—Nimble does all the work for you.
  • Access accurate customer information, reducing data errors and streamlining team collaboration.

According to Ferrara, “The biggest cause of business communication failure is the lack of knowledge of who someone is or what their company is about.”

As a leader in SaaS-based CRM solutions for web and social media, Nimble directly addresses that problem. Thanks to its integration with Office 365, Nimble provides its users with the most relevant business information right at their fingertips, allowing them to spend less time logging data and more time on building strong relationships with their leads and customers.

Written by The Sherweb Team Collaborators @ Sherweb

As a value-added cloud solutions provider, Sherweb is dedicated to providing more for its partners, direct customers and extended network. The Sherweb Blog is just one example of how we make this happen, and our team members frequently collaborate on content to ensure it's as beneficial as possible for our readers. If you like what you see here, we strongly encourage you to subscribe!