Nimble Announces New CRM Integration with Microsoft Teams

Nimble Announces New CRM Integration with Microsoft Teams

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Nimble, a global leader in providing simple and smart services CRM for small businesses The team has announced a new CRM integration with Microsoft Teams. This integration is designed to enhance virtual business engagement for Nimble’s customers.



Nimble announces integration with Microsoft Teams

Light We recognize that customer data is at the heart of every business. Accurate data is required for successful customer relationship management.

One of the benefits of Nimble and MS Teams integration is that it provides teams with a shared detail view of all their customers within Microsoft Teams Meetings.

CRM provides companies with access to important information about each participant in a meeting, such as background, business insights, and communication history. Users can also create new CRM contact records for meeting participants.

Perform tasks remotely

As the number of remote workers grows, Microsoft Teams has become an indispensable tool for many small businesses, allowing them to perform many important tasks remotely. Nimble enables businesses to optimize their productivity when working remotely by making the Nimble for Microsoft Team meeting experience available to their users.

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

“Our customers rely on Microsoft Teams to work effectively across the organization and build and foster customer relationships. Easily access existing Nimble contact records and directly from the MS Teams interface. You need to be able to create new records.

“Winning big deals is fundamental, and we’re excited to make it easier for our customers to add notes and send timely and traceable follow-ups.”

Take notes and sync

Taking notes has long been considered an important way for people to better remember what happened during a meeting. It also means that you can share the minutes of the meeting with those who couldn’t attend.

CRM and Microsoft Teams integration allows users to take notes during Teams meetings and sync them directly to Nimble. As a result, integrity is guaranteed as well as the accuracy of the contact’s record history.

Follow-up and follow-through

Another feature of the new CRM is that businesses can send templated emails that can be tracked before, during, and after a meeting. In this way, they are better prepared to maintain their goals with their customers and prospects. This is what every business needs to maintain relationships with existing customers and foster business growth.

By automatically enhancing your contact records with personal and social information, Nimble users can get the information they need to be intelligent with the people involved in their business. At the same time, it saves research and data entry time, making these important business tasks more efficient and cost-effective.

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