Free Excel Spreadsheet Templates For Small Business

Ready-to-Use Workflow Templates Advice Teams Administer Processes Above Sales, including HR, Marketing, Support, Finance, and More

SANTA MONICA, Calif., November 09, 2021–(BUSINESS WIRE)–Nimble, the relationship-focused CRM for your absolute team, appear today that they accept launched Workflows to advice companies administer repeatable people-related business processes. Workflows accredit teams above all departments to canal spreadsheets and administer processes in graphical boards and account views, extenuative time and accretion efficiency.

Manage People-Related Business Workflows As a Team

Repeatable processes are key to ascent a business, but managing alien contact-related workflows above an absolute aggregation has historically been way too hard. Acquaintance accoutrement from Microsoft and Google aren’t advised for aggregation acquaintance administration or workflows, and best CRMs are congenital for sales bodies to administer affairs so the blow of the aggregation ends up application spreadsheets to administer bodies processes.

Nimble’s Workflows break this by creating a abode to clue and administer aggregate that is bare to move contacts and companies through the processes all-important to abound a business. Workflows are advised to be acclimated above all departments in a aggregation including sales, marketing, chump service, accounting, business development, and more.

Nimble Workflows Advice Teams Administer Acquaintance Processes

“Most companies don’t use any CRM or a aggregation acquaintance administrator and still administer chump interactions in spreadsheets and email,” said Jon Ferrara, CEO of Nimble. “Nimble’s new Workflows accredit teams to administer people-related business processes with a relationship-focused CRM that is advised to be the accomplished company’s acquaintance manager.”

Ready-to-Use Workflow Templates for Any Business Use Case

Nimble created ready-to-use Workflow templates for any blazon of repeatable business interactions that teams perform, including chump support, adjustment management, accounts receivable, hiring, PR, influencer marketing, fundraising, and more. Workflow templates are calmly customizable to clue the stages and fields that fit different assurance processes.

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As an example, stages can be authentic for recruiting purposes to appearance how candidates are affective through the hiring action by acceptance all stakeholders to bound admission all important advice about applicants.

“What I adulation best about Nimble is that it’s congenital for the accomplished company, not aloof salespeople. I accept that the accomplished aggregation should allotment and administer a accepted acquaintance database that advance the interactions and chase ups bare to abound a acknowledged company,” says Jeff Sheehan, Integrated Business Consultant and Speaker. “By abacus Workflows, Nimble now enables everybody above the aggregation to administer the people-related processes that they charge to absolutely calibration a business.”

Streamline Workflow Processes and Abound Your Business with Nimble

Relate Workflows to Acquaintance Records – Associate workflows with bodies and companies to get a 360-degree accord overview, including history of interactions, agenda events, attachments, custom acreage information.

Manage Business Workflows Above Departments – Think above sales and actualize assorted workflows to clue repeatable business processes from a array of outreaches, including; hiring, influencer marketing/PR, fundraising, able arrangement building, etc.

Use Pre-Built Workflow Templates or Actualize Your Own – Save time by utilizing ready-to-use workflow templates with pre-defined stages and fields advised for abounding accepted business use cases. Templates can be calmly adapted and/or new ones can be created from scratch.

Visualize Acquaintance Workflows in Spreadsheet/Board Angle – Progress leads and contacts from one date to the abutting either in lath or spreadsheet account views. Use in-line alteration to accomplish quick changes to the advice you’re tracking on your contacts.

Manage Workflows from Anywhere You Assignment – Streamline processes by abacus contacts to workflows from your email inbox, any website, web forms, amusing media, business apps, or via Zapier/Integromat or Nimble’s API.

Additional resources

ABOUT NIMBLE – Nimble is a arch all-around provider of simple, acute CRM for baby business teams application Microsoft 365 or Google Workspace. It combines the backbone of acceptable CRM, archetypal acquaintance management, amusing media, sales intelligence, activity management, and business automation into one able accord administrator that delivers admired aggregation and acquaintance insights—everywhere you work. Nimble has been called “Market Arch CRM for Chump Satisfaction and Ease of Use” for nine after years, CRM Watchlist Winner for three after years, and has been accustomed as a Top Performer by Capterra and has placed on six Capterra Shortlists this year.

View antecedent adaptation on businesswire.com: https://www.businesswire.com/news/home/20211109005539/en/

Contacts

NimbleMichaela Underdahl(310) 438-5362michaela@nimble.com

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