Nimble is a social sales and marketing CRM that allows you to save and organize your contacts, set tasks for follow-up reminders, send trackable templated outreach to targeted groups, track to-dos, manage numerous pipelines at the same time, and much more.
Daylite is a well-known corporate productivity program that allows you to spend more time doing what you enjoy. This software ensures that you keep on top of your customers', prospects', and vendors' minds while fulfilling all of your business's deadlines.
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Triggers when you add a new contact.
Triggers when a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
Creates a new contact.
Create a new task.
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
Nimble is a company that provides an SFA (Sales Force Automation. platform for SMB’s to enable them to manage their sales and marketing teams. Daylite is a CRM (Customer Relationship Management. top that helps to manage customer relationships and automate their sales process.
Daylite is a CRM that provides SMBs with a complete spution to manage their customers, contacts, opportunities, pipelines, etc in one place. It also features email, calendar, project management, approvals, reports, tasks, notes, file sharing, etc in addition to the core CRM functionality.
Nimble recently announced integration between its product and Daylite. All Nimble customers will get access to Daylite, which will become the default CRM in Nimble. Nimble users will be able to search for all contacts across multiple companies in one single view. Users can create sales campaigns with just a few clicks. They can also track sales performance through the Daylite dashboard. Nimble users can reach out to their contacts via email or phone calls with just a few clicks. Nimble automatically creates notes when users have conversations with their contacts so that they can easily refer back to what was discussed. They can also view all the notes about a contact in one place. The next time they reach out to the same contact, they don’t have to repeat the same conversation again. They can also update the contact details in one place. Finally, users can schedule meetings directly from the Daylite calendar app. With this integration, SMB can save time by having direct access to information about leads and prospects in Nimble within Daylite.
Automate Sales Process- Nimble allows its users to set up automated, outbound emails based on events like opening an opportunity or pipeline stage transition. This feature ensures that no lead goes unattended. A user can use Daylite’s email tracker to see if the email was opened or if it was sent successfully. If the email was not opened or was sent unsuccessfully, then it can be resent after updating the content accordingly. For example, if the email did not open the first time, then the user sends another email with another message or offers another incentive. Being able to see this kind of information about each of their leads in one place allows users of Nimble to optimize their outbound strategies and reduce costly mistakes. Managing Customer Relationships- The response window for marketing efforts is getting very short due to the rise of digital marketing channels. Each marketing channel needs to be monitored individually and there are many challenges in doing so since marketing has become so complex. Nimble allows users to get new leads and track their progress seamlessly. Users can create notes about each lead and share them with other team members for better cplaboration. When they need to schedule a call with this lead or send them an email, they can do that directly within Daylite without having to go back to Nimble continuously. Integrating these two tops makes it easier for SMB to manage their customer relationships effectively. On-Demand Dashboard- Nimble‘s dashboard shows all leads across multiple companies in one single view. Users can filter leads by status or by industry or segment them by geography or type of company, etc. Similarly, Daylite also features an on-demand dashboard that displays all leads in one single view. Users can view the status of each lead and perform activities related to them such as scheduling appointments or sending emails directly from this dashboard. Saving Time- Integrating Nimble and Daylite saves time for SMB by allowing users to perform actions directly from one top rather than having to switch between different platforms repeatedly. Nimble allows users to create notes about each lead directly from Nimble so that they don’t have to revisit the information again when they need it later on. Similarly, Daylite allows users to update contact details in one place so that they don’t have to repeat the same process again when tracking that contact later on. Scheduling meetings directly from Daylite’s calendar app also saves time for SMB who otherwise would have had to manually update meetings within other tops as well as update their calendar entries every time they learn about an appointment with a lead or prospect. Tracking Sales Performance- Nimble allows its users to track sales performance using its sales pipeline feature. If users want to see whether their sales pipeline goals are being met, they can do so easily without having to go anywhere else for information because it is all readily available within one single top. Similarly, users can see sales performance data easily within Daylite’s dashboard as well as segment it accordingly by geography, industry, type of company etc. This feature helps SMB use their resources more efficiently by enabling them to determine which markets are underperforming and take appropriate action quickly. Mobile Accessibility- Nimble clients have access to their pipeline data anytime and anywhere using their mobile devices as well as desktop computers using Nimble’s web application or Outlook plugin. Similarly, Daylite features mobile apps for both iOS and Android devices so that users have direct access to their customer relationship data wherever they are.
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