Nimble Announces New CRM Integration with Microsoft Teams
Nimble announced that they have integrated with Microsoft Teams to give teams a shared view of every customer, and to streamline collaboration. Improve Collaboration and Build Better Customer Relationships Business professionals rely on their favourite communication applications like Microsoft Teams to connect with customers and collaborate with their teams. Nimble’s new in-app add-in for Microsoft […]
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Nimble announced that they have integrated with Microsoft Teams to give teams a shared view of every customer, and to streamline collaboration.
Improve Collaboration and Build Better Customer Relationships
Business professionals rely on their favourite communication applications like Microsoft Teams to connect with customers and collaborate with their teams. Nimble’s new in-app add-in for Microsoft Teams enables business professionals to prepare before meetings, log key details during a meeting, and most importantly follow up after meetings.
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Nimble Works Where You Work
The Nimble team believes that CRMs need to work with and for you, wherever you work, and especially where you work most. Nimble works directly in your Microsoft 365 inbox and anywhere on the web via the Nimble Prospector browser extension. As part of their continuous effort to streamline collaboration and allow Nimble users to focus on what really matters—relationship-building—Nimble has integrated with Microsoft Teams!
“Our customers rely on Microsoft Teams to work effectively across their organizations and to build and nurture relationships with customers. It’s necessary that we enable them to easily access existing Nimble contact records and create new ones directly from the MS Teams interface,” said Jon Ferrara, CEO of Nimble. “It’s the basics that win big deals and we are excited to make it easy for our customers to add notes and send timely and trackable follow-ups.”
Nimble allows its users to be productive while preparing for events by utilizing the Nimble add-in for the Microsoft Teams meeting experience. This integration provides Nimble users with the tools that they need to successfully prepare for meetings, take notes, and ensure proper follow-ups.
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Streamline Workflow
Prepare for Meetings – Access information on meeting participants from existing contact records including their bios, history of communication, and business insights needed to engage effectively with prospects and customers.
Take & Sync Notes – Take notes during Microsoft Teams meetings and sync them directly to Nimble to ensure completeness and accuracy of contact record history.
Follow-up & Follow Through – Send trackable and templated emails before, during and after meetings, and stay on target with prospects and customers.
