Skip to main content

Nimble strengthens its ability to be where the user is

I haven’t written much about Nimble recently; actually I haven’t written too much about anything lately. Now it is time to have a look into some interesting news that hit my desktop.

The News

On June 30, 2021, Nimble announced an integration with Microsoft Teams to streamline workspace collaboration.

The integration offers Nimble users to prepare meetings and provides the tools to help getting information on meeting participants from their contact records, the ability to take notes that will be synched to Nimble as well as the ability to send trackable follow-up emails.

The capability will be delivered via an add-in to MS Teams.

For your convenience, the press release is also copied below.

Nimble Integrates with Microsoft Teams to Power Virtual Business Meeting Engagements

Nimble Offers Microsoft Teams Add-in to Help Teams Thrive in The Hybrid Workspace

SANTA MONICA, Calif. -- June 30, 2021 -- Nimble, the simple CRM for Microsoft 365 and Google Workspace teams, announced today that they have integrated with Microsoft Teams to give teams a shared view of every customer, and to streamline collaboration between teams.

Improve Collaboration and Build Better Customer Relationships

Customer data is the most important asset for every organization. The success of every customer relationship management application lies in the data accuracy. Business owners and professionals rely on Nimble to offer a 360 view into the relationships with their customers.

Integrating with collaboration applications and seamless synchronization of information and the history of conversations is crucial to improving customer relationships and team productivity.

“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 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.

Streamline Workflow and Close More Deals with Nimble and Microsoft Teams

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.

“It’s your job as a business professional to find out everything you possibly can about the people you are meeting with. Coming into the meeting prepared shows your prospects and customers that you value them and their time. This part is crucial, but what’s even more important is a timely and proper follow-up. Our Microsoft Teams add-in allows you to achieve all that before, during, and after your meetings directly from Teams,” says Jon Ferrara, CEO of Nimble.

 The screenshot below gives a good idea of Nimble's new capability.

Nimble MS Teams Integration - Expanded Contact Record
Image source: Nimble

The bigger picture

Virtual meetings have become extremely important for salespeople since the Covid 19 pandemic hit. Initially, the main winner was Zoom with stellar growth numbers. This was soon countered by Microsoft beefing up its Teams software to something that became actually useful.

And teams is widely available, as it comes with Microsoft’s office suite and as said, it has become an essential tool for businesses.

Also, having conversational capabilities as part of the CRM system becomes more and more important. Cases in point are Salesforce having acquired Slack last year or Oracle having entered a strategic partnership with Zoom.

At the same time, accurate data becomes increasingly important. This is, where the automated takeover of data into the CRM system that feeds the ability to provide information that is aggregated from multiple sources, becomes important.

My analysis and point of view

Microsoft’s Dynamics software of course has an integration with Teams. Nimble understands itself as an entry point for small and growing businesses into the MS business software. With its prospector toolset it integrates into MS Outlook for quite some time already.

This move to integrate into MS Teams is a pretty important one as it caters for the increasing importance of virtual meetings and follows Jon Ferrara’s mantra of the CRM software being available where salespeople are working; and they are by far not only working in their CRM software but use e-mail, office documents, web sites and, of course, MS Teams. It covers some main use cases by providing information on meeting participants and enabling note taking and follow-up mails right out of MS Teams. This provides users with an efficient way to take and meeting minutes immediately, thus increasing accuracy and reducing the number of mistakes.

With this ability Nimble addresses two of the levers that are important for the acceptance of CRM systems: The CRM system must be available where the users are actually working, which is not always within the frame of the CRM system. Consequently, the CRM system needs to embed itself into other applications. With MS Teams, Nimble now addressed another crucially important external application.

I would expect the ability to create and manipulate further business objects in the next months, too. An upcoming integration with PowerApps & Flow will likely enable this.



  1. Implementing a CRM software consultant system does not only increase your sales by improving relationships with customers, it also streamlines all activities and save your data in one place. It does not matter if your company has hundres or just a couple employees, a CRM system can help entrepreneurs manage everything. Read on ISETech insights why your one man operation needs a CRM system.


Post a Comment

Last Year's Top 5 Popular Posts

SAP CRM and SAP Jam - News from CRM evolution

During CRM Evolution 2017 I had the chance of talking with Volker Hildebrand and Anthony Leaper from SAP. Volker is SAP’s Global Vice President SAP Hybris and Anthony is Senior Vice President and Sales GM - Enterprise Social Software at SAP. Topics that we covered were things CRM and collaboration, how and where SAP’s solutions are moving and, of course, the impact that the recent reshuffling in the executive board has. Starting with the latter, there is common agreement, that if at all it is positive as likely to streamline reporting lines and hence decision processes. First things first – after all I am a CRM guy. Having the distinct impression that the SAP Hybris set of solutions is going a good way I was most interested in learning from Volker about how there is going to be a CRM for S4/HANA. SAP’s new generation ERP system is growing at a good clip, and according to the Q1/2017 earnings call, now has 5,800 customers with 400 new customers in the last quarter alone. Many

SugarCRM explains how the third wave of CRM adds value

The news On October 4 and 5, 2023, SugarCRM held its Connected event followed by an analyst summit in London. The first day – Connected – was targeted mostly at customers while the second day focused on analysts.  The event started off with an intense speech by Katherine Grainger, DBE , a British rowing champion. Her core messages were about team bonding, the importance of communication, continuous improvement, and perseverance (well, at least that’s my take). This was followed by information about what is new in the software and, more importantly, a customer panel.  The main sponsor, Mobileforce , placed some words about the partnership. In addition, the analysts had 1:1s with customers, partners, and Sugar executives. The second day was filled with information targeted at analysts. CEO Craig Charlton and his executive team shared about financial status, strategy and more in-depth product news. Sugar being a privately held, VC backed company, the financials are of course under NDA, s

How to play the long game Zoho style

The news On February 7 and 8 2024, Zoho held its annual ZohoDay conference, along with a pre-conference get together and an optional visit to SpacX’s not-too-far-away Starbase. Our guide, who went by Chief, and is probably best described as a SpaceX-paparazzi was full of facts and anecdotes, which made the visit very interesting although we couldn’t enter Starbase itself. The event was jam-packed with 125 analysts, 17 customer speakers, and of course Zoho staff for us analysts to talk to. This was a chance we took up eagerly. This time, the event took place in MacAllen, TX, instead of Austin, TX. The reason behind this is once more Zoho’s ruralization strategy, transnational localism.  Which gives also one of the main themes of the event. It was more about understanding Zoho than about individual products, although Zoho disclosed some roadmaps. More about understanding Zoho in a second.  The second main theme was customer success and testimonials. Instead of bombarding us with presenta

Relevance, reliability, responsibility are key for AI – the SAP way

The News A lot is going on in the SAPverse during October and the early days of November 2023. First, SAP conducted its CXLive event with CX-related announcements, then the company reported good Q3/2023 figures, a new version of its CX software that includes new generative AI capabilities got released and lastly, it executed its SAP TechEd event with a good number of AI-, BTP-, and ERP related announcements. As this is quite a lot, I covered the CX world in a previous post and will cover the TechEd related news in this post.  So, what is new at SAP TechEd ? For one, it is enough to fill a 17-page pre-event news guide that SAP sent out. SAP certainly is able to stack up the news for major events. I took the liberty to ask ChatGPT for a summary of the document, which I slightly edited afterwards. Here we are: AI and Development Environments: ·       SAP introduces SAP Build Code with generative AI, improving application development and testing, while new AI capabilities are integrate

The Generative AI Game of Thrones - Is OpenAI toast?

The News This has been an exciting weekend for the generative AI industry. On Friday November 17, OpenAI announced that the company fired its figurehead CEO Sam Altmann and appointed Chief Technology Officer Mira Murati as interims CEO in a surprise move. The press release states that Altmann “ was not consistently candid in his communications with the board .” Surprised was apparently not only Sam Altmann, but also the till then chairman of the board Greg Brockman who first stepped down from this position and subsequently quit OpenAI. Investors, notably Microsoft, found themselves blindsided, too – or flat footed depending on the individual point of view. Satya Nadella was compelled to state that Microsoft stays committed to the partnership with OpenAI in a blog post that got updated on November 19, 11:55 pm. All hell broke loose. Microsoft shares took a significant hit. A number of additional senior OpenAI personnel quit. Both, Altman and Brockman, voiced the idea of founding anoth