Nimble announces new CRM integration with Microsoft Teams


Nimble, the global leader in providing simple, intelligent CRM for small business teams, has announced a new CRM integration with Microsoft Teams. The integration is designed to enhance the virtual business engagements of Nimble customers.



Nimble announces integration with Microsoft Teams

Nimble understands that customer data is at the heart of every business. Successful CRM depends on accurate data.

One of the advantages of Nimble and MS Teams integration is that it provides teams with a common breakdown of each customer within Microsoft Teams meetings.

CRM provides businesses with access to important information about each meeting participant, including resumes, business insights, and communication histories. It also allows users to create new CRM contact records for meeting participants.

Perform tasks remotely

With the advent of remote workforces, Microsoft Teams has become an essential tool for many small businesses, helping them perform many essential tasks remotely. Nimble empowers businesses to improve productivity when working remotely by enabling users to take advantage of the Nimble for Microsoft Team meeting experience.

John Ferrara, CEO of Nimble, explains how the new CRM integration with Microsoft Teams can help improve collaboration and build better customer relationships:

Our customers depend on Microsoft Teams to work effectively across their organizations and build and nurture customer relationships. It is essential that we enable them to easily access the records of existing Nimble contacts and create new ones directly from the MS Teams interface.

“It’s the basics that win big deals and we’re excited to make it easier for our customers to add feedback and send out timely and traceable follow-ups.”

Take notes and sync them

Taking notes has always been considered a vital way to ensure that people better remember what happened during the meeting. It also means that meeting minutes can be shared with people who were unable to attend.

With CRM integration with Microsoft Teams, users can take notes during Teams meetings and sync them directly with Nimble. Thus, the completeness is guaranteed, as is the accuracy of the contact log history.

Follow up and follow through

Another advantage of the new CRM is that companies can send trackable and measurable emails before, during and after meetings. This way, they are better equipped to stay on target with customers and prospects, something every business needs to maintain relationships with existing customers and promote business growth.

By automatically enriching contact records with personal and social information, Nimble users are armed with the information they need to intelligently interact with the people who matter to their business. At the same time, they will save time searching and entering data, making these basic business tasks more efficient and less expensive.

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