Nimble Prospector - Manage Your Business Relationships - Tubblog: The Hub for MSPs

Nimble Prospector – Manage Your Business Relationships

Nimble Prospector – Manage Your Business Relationships image

Nimble Prospector-Friday Favourites with Richard TubbWouldn’t it be nice to be able to see insights into the people and companies you deal with every day, directly from within your web-browser? That’s what Nimble Prospector does!

Every Friday I share one of my favourite finds of the week — a website, tool or an app that has impressed me.

My Friday Favourite this week is Nimble Prospector – Manage Your Business Relationships.

What is it?

Nimble Prospector 2.0 is a web-browser extension that enables you to create new contacts or update existing contacts from anywhere you work.

How much does it cost?

Nimble Prospector 2.0 is part of Nimble CRM.

Nimble CRM costs from $19 per user per month.

The Nimble Prospector Web-Browser Extension

Every business needs a Customer Relationship Management (CRM) system, and my system of choice is Nimble CRM.

I like Nimble CRM because it’s a Social CRM for Small Businesses. It’s built for Small and Medium (SMB)-sized businesses who do a lot of prospecting online, using email and social media.

The new Nimble Prospect 2.0 web-browser extension has been a revelation in managing those online relationships.

It makes it easy to either add a new contact or update an existing contact, all without leaving the website you’re currently browsing.

For instance, you visit the website of a prospective client. Nimble Prospector immediately builds a live company insight that can tell you more about the business.

Another example would be visiting a Twitter or LinkedIn profile. The web-browser extension immediately gathers information about that contact and allows you to quickly see activity such as:-

  • The last time you contacted the individual via email or Twitter
  • A smart summary of who the person is and where they are influential
  • Any ongoing deals you’re currently working on with the contact
  • Upcoming meetings you have with the individual

… and more besides.

You can also edit any of the contact details of the person from within the web-browser. There’s no need to fire open a new CRM window.

From within the web-browser extension, you can also:-

  • Log Notes to the contact
  • Add tasks
  • Attach Files
  • Set Stay in Touch reminders
  • Tag contacts for quick list building

The Nimble Prospector tool also allows you to discover verified business details, including email address, telephone numbers and addresses. Useful if you’re in the discovery stage of prospecting.

All of the above features work for individuals, or you can share contact information across a team — allowing you to see any interactions your colleague had with contacts.

I’ve been a big fan of Nimble CRM for some time, but the new extension makes it easier than ever to dig the goldmine that is the data in your CRM.

I've been a big fan of @Nimble CRM for some time, but the new Nimble Prospector 2.0 extension makes it easier than ever to dig the goldmine that is the data in your CRM. Click to Tweet

How can I get it?

To use Nimble Prospector, you can start a 14-day free trial of Nimble CRM.

Once you have a Nimble CRM account, you can download the Nimble Prospector 2.0 extension from the Chome Web Store.

You can also visit the Nimble Facebook page, follow @Nimble on Twitter or visit the Nimble LinkedIn page.

Thanks to Jon Ferrara and Michaela Underdahl at Nimble for introducing me to Nimble Prospector 2.0 and for being such great partners to work with!

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RICHARD TUBB

Richard Tubb is one of the best-known experts within the global IT Managed Service Provider (MSP) community. He launched and sold his own MSP business before creating a leading MSP media and consultancy practice. Richard helps IT business owner’s take back control by freeing up their time and building a business that can run without them. He’s the author of the book “The IT Business Owner’s Survival Guide” and writer of the award-winning blog www.tubblog.co.uk

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