2025년 Nimble CRM을 활용한 영업 성공 전략

Ever feel like you’re drowning in a sea of contacts, to-dos, and deals?

It’s easier to keep track of everything and grow your sales with the right tools.

그곳이 바로 그곳입니다. CRM system like Nimble comes in.

Nimble helps you organize your contacts, manage your sales, and connect with your email client.

It’s like having a super-efficient assistant for all your sales management needs.

In this article, we’ll show you how to use Nimble CRM to meet your business needs and boost sales.

님블 CRM

Stop letting disorganization hinder your sales performance. Nimble CRM provides the tools you need to streamline your workflow, nurture leads, & close more deals.

Try Nimble for free

Getting Started with Nimble CRM

Okay, so you’re ready to dive into Nimble?

멋지네요! 계정을 설정하고 바로 사용해 볼 수 있도록 준비해 드릴게요.

가입은 아주 간단합니다.

Head over to Nimble’s website and sign up for an account.

They have different plans, so pick the one that fits your needs best.

Don’t worry; they usually have a free trial so that you can test it out first.

Making it Yours

로그인하시면 대시보드가 ​​표시됩니다.

This is like your home base in Nimble. You can customize it to show the things you care about most.

Think of it as decorating your room – you get to arrange it however you like it!

Bringing in Your Crew

If you have a sales team, now’s the time to invite your team members to Nimble.

It’s easier to work together when everyone’s on the same page.

Gathering Your Contacts

Now, let’s get those contacts into Nimble.

You can import them from a spreadsheet, your email account, or even 소셜 미디어.

Nimble can also help you find missing contact information, such as phone numbers or social media profiles. Pretty cool, huh?

Supercharge Your Contacts

Nimble lets you add custom fields to your contacts.

These are like extra boxes where you can put important stuff. For example, you might want to track a customer’s favorite sports team or their birthday.

It’s all about keeping track of the details that help you build relationships.

Hooking Up Your Email

Connect your email account to Nimble so you can see all your emails inside your CRM.

This saves you a ton of time jumping between different apps.

Syncing Your Calendar

Remember to connect your calendar too!

This way, you can schedule meetings and set reminders without leaving Nimble.

Capturing Leads with Forms

Nimble has these nifty things called “lead capture forms.”

You can put these on your website to collect information from people interested in your products or services.

It’s like having a signup sheet that automatically adds people to your Nimble account.

Storing Your Stuff

You can even connect Nimble to Google Drive to keep all your essential files in one place.

생각하다 프레젠테이션, proposals, contracts – everything you need to close those deals.

That’s it! You’ve got the basics down. Now, you’re ready to start using Nimble to organize your contacts, manage your sales, and grow your 사업.

다음 단계로 넘어가 볼까요!

Managing Contacts and Deals Like a Pro

Alright, you’ve got Nimble set up and ready to go.

Now, let’s learn how to use it to manage your contacts and deals like a proper sales superstar.

Building Super-Detailed Contact Profiles

Think of each contact profile in Nimble as a mini-dossier on your customer.

You can add all sorts of information, like their:

• Contact details: Phone number, email address, social media links – the works!
• Company info: Where they work, their job title, even the company’s address.
• 참고: Did you have a calm conversation with them? Jot it down here!
• Social media: See what they’re up to online and get to know them better.

The more info you have, the better you can understand your customers and build strong relationships.

Tagging and Grouping

To keep things organized, use tags to categorize your contacts.

Think of tags like labels. You could have tags for “hot leads,” “potential clients,” or “loyal customers.”

You could also create groups of contacts called segments.

This is super helpful for sending targeted emails or keeping track of specific groups of people.

할인

Nimble helps you keep track of all your deals in one place.

You can create a new deal for each potential sale and move it through different stages, like:

• 잠재 고객 발굴: I’m just starting to talk to them.
• Qualifying: Figuring out if they’re a good fit.
• Proposing: Sending them a proposal.
• Closing: Sealing the deal!

This helps you see where each deal stands and what to do next.

Staying in Touch

Nimble makes it easy to communicate with your contacts. You can:

• 이메일 보내기: Right from Nimble! There is no need to switch to your email client.
• 전화를 걸다: Yep, you can do that too!
• 템플릿을 사용하세요: Save time by using pre-written emails for everyday situations.

Plus, Nimble tracks when people open your emails and click on links, so you know what’s working.

Connect Your Email for Superpowers

Remember how we talked about connecting your email in the last section? This is where it comes in handy.

You can see all your emails with a contact right in their profile. This helps you remember past conversations and stay on top of things.

Using these tools, you could build strong relationships with your contacts, manage your deals effectively, and close more sales.

Ready to take your sales game to the next level?

Let’s talk about automation!

Automating Your Sales

Imagine automatically sending a welcome email to every new lead or reminding yourself to follow up with a client after a week.

That’s the power of automation!

Nimble has some cool features that can save you time and help you improve your sales performance.

Why Automate?

Think of automation as setting your sales process on autopilot.

It takes care of repetitive tasks so you could focus on what matters: building relationships and closing deals.

Nimble’s Automation Superpowers

Nimble lets you create “workflows.”

These are like recipes that tell Nimble what to do automatically. For example, you could create a workflow that:

• Sends a welcome email to every new contact.
• Adds a task to follow up with them after a week.
• Move them to a different group if they reply to your email.

꽤 괜찮지 않나요?

Building Your First Workflow

Creating a workflow is like building with LEGO blocks.

You drag and drop different actions to tell Nimble what to do.

It’s super easy, even if you’re not a tech whiz.

Templates and Triggers

Nimble also has templates and triggers.

Templates are pre-written emails that you could use for different situations, like welcoming new leads or following up after a meeting.

Triggers are like alarms that tell Nimble when to do something.

For example, you could set a trigger to send an email when a contact clicks on a link in your email.

점들을 연결하기

You can connect Nimble to other apps, like your email marketing tool or calendar.

This lets you automate even more tasks and keep all your data in one place.

By using automation, you can streamline your sales process, save time, and focus on what you do best: selling!

It’s like having a robot assistant who handles all the boring stuff. Now, let’s see how Nimble can help you with social media…

Social Media Superpowers

These days, social media is a big deal for sales.

It’s where you can connect with potential customers, build relationships, and show off what you offer. And guess what?

Nimble can help you do all that!

Linking Your Accounts

First things first, connect your social media accounts to Nimble.

This lets you see what your contacts say and do online, all in one place.

You can connect to 링크드인, Twitter, and Facebook.

Keeping an Eye Out

Nimble helps you track what people say about your company and your industry.

This is called “social listening.” It’s like having a radar that picks up essential conversations.

Joining the Conversation

When you see someone talking about something relevant to your business, jump in! Share your expertise, answer questions, & be helpful.

This is how you build relationships and get your name out there.

Finding New Leads

Social media is a goldmine for finding new leads.

You can use Nimble to identify people interested in your products or services.

Maybe they’re talking about a problem that you can solve, or they’re following your competitors.

Tracking Your Progress

Nimble helps you track your social media interactions to see what’s working and what’s not.

You can see how many people engage with your posts, click on your links, and mention your company.

Providing Awesome Service

Social media is also a great place to provide customer service.

누군가 가지고 있다면 질문 or a problem, you can address it quickly and publicly.

This shows that you care about your customers and are responsive to their needs.

Managing your social media presence with Nimble can help you build stronger relationships, find new leads, and provide better service.

It’s like having a social media sidekick that helps you stay connected and engaged.

Now, let’s see how Nimble can help you track your sales performance…

Nimble CRM의 대안

다음은 몇 가지입니다. Nimble CRM 대안 각각에 대한 간략한 개요와 함께:

• 고하이레벨: 대행사와 기업을 위해 설계된 올인원 마케팅 및 영업 플랫폼으로, 퍼널 구축, 이메일 마케팅, SMS 자동화, 고객 관리 등 포괄적인 도구를 제공합니다.
• 파이프드라이브: 영업 중심의 CRM으로, 직관적인 시각적 영업 파이프라인을 통해 팀이 거래를 관리하고 진행 상황을 효율적으로 추적할 수 있도록 지원합니다.
• 킵: 중소기업을 위한 자동화 솔루션 전문 기업으로, CRM 기능과 이메일 마케팅 및 영업 파이프라인 관리를 결합합니다.
• 액티브캠페인: 마케팅, 영업 및 전자상거래 기능을 통합하여 개인화된 커뮤니케이션과 자동화된 워크플로우를 지원하는 고객 경험 자동화 플랫폼입니다.
• 허브스팟: 널리 인정받는 플랫폼으로, 영업, 마케팅, 고객 서비스, 콘텐츠 관리 및 운영을 위한 다양한 "허브"를 제공하며, 통합 솔루션을 찾는 기업에 이상적입니다.
• 클릭퍼널즈: 주로 판매 퍼널 및 랜딩 페이지 건축업자잠재 고객 확보 및 기본적인 이메일 마케팅 기능을 갖추고 있으며, 전환율 향상에 중점을 둔 온라인 캠페인을 진행합니다.
• 사람들: 영업 파이프라인, 이메일 캠페인, 연락처 관리, 워크플로 자동화 등의 기능을 갖춘 간편하고 통합적이며 능동적인 CRM입니다.
• 곧: 이 회사는 잠재 고객 발굴에 집중하고 있습니다. 콜드 이메일 아웃리치, 고객 관계 관리, 잠재 고객 추적 및 판매 프로세스 자동화를 제공합니다.
• 클릭업: 다양한 기능을 갖춘 업무 관리 플랫폼으로, CRM처럼 활용할 수 있도록 맞춤 설정이 가능하며, 연락처 관리, 영업 파이프라인 보기, 이메일 통합, 맞춤형 대시보드 등의 기능을 제공합니다.
• 월요일 CRM: 스프레드시트와 유사한 구조로 되어 있어 맞춤 설정이 매우 용이하며, 잠재 고객 관리, 판매 예측, 이메일 동기화 및 활동 추적 등 전체 마케팅 주기 관리가 가능합니다.
• 캡슐 고객 관계 관리(CRM): 간편함을 염두에 두고 설계된 성장 지향적인 CRM으로, 여러 파이프라인 및 작업 관리와 같은 기능을 통해 기업이 연락처를 관리하고, 판매 거래를 추적하고, 고객 관계를 유지할 수 있도록 지원합니다.
• 통찰력 있게: 연락처 및 프로젝트 관리, 워크플로 자동화, 강력한 기능을 제공하는 중소기업에 적합한 CRM입니다. 보고사용자 친화적인 인터페이스와 함께 제공됩니다.
• 프레쉬세일즈 CRM: 영업팀을 위한 광범위한 기능을 제공하는 비용 효율적인 옵션으로, 잠재 고객 커뮤니케이션, 전환 도구, AI 기반 잠재 고객 점수화 및 강력한 통합 기능을 포함합니다.
• 세일즈포스: 업계를 선도하는 강력한 CRM 플랫폼으로, 영업, 마케팅 및 서비스를 위한 광범위한 기능을 제공하며, 특히 대규모 기업에 적합한 높은 맞춤 설정 기능과 확장성으로 잘 알려져 있습니다.
• 젠데스크: 주로 고객 서비스 및 지원 플랫폼이지만, 강력한 CRM 기능도 제공하여 고객 상호 작용 관리 및 분석을 처음부터 끝까지 지원합니다.

결론

We’ve covered a lot! From setting up your Nimble account to automating your sales and using social media, Nimble is your sales superhero sidekick.

It helps you stay organized, build relationships, close deals, save time, and grow your business.

Play around with Nimble and see what works best for you.

Remember those lead capture forms to gather info from potential customers.

Connecting your email is a game-changer, so set that up. Automate to save time, and use Nimble to manage your social media.

Nimble has what you need, whether you’re a solopreneur or a big team.

Try it for free! Head to Nimble’s website and start your free trial today.

Now, crush those sales goals! You got this!

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