Joseph on March 4 you wrote :Hi Dan,

Thank you for sharing your thoughts about our current privacy feature in Nimble. "We definitely understand that this feature has a lot of value and we plan to add it in Q3 of 2013."

But in Sept you wrote: "At this point in time, we do not plan on adding this feature to Nimble in 2013. We have other feature requests that are higher in priority at this time, and we look forward to bringing this feature to Nimble in the future."

We were just in the process of implementing Nimble in our company and it has come to a halt over this one foundational team based CRM element. We can live without the rest of our wish list, but not this one since it is business critical. We are curious based upon the two quotes above what direction this is taking? It seems that it was on the roadmap in early 2013 and now has been taken off for the foreseeable future. Could you just give us a bit more insight into where this is going. If we knew it was going to be implemented Q1 2014 we might stick it out...but if it is just going to be an ambiguous we'll get around to it, we are going to move on at this time.

Thanks for any insight into this foundational team feature.

This is a deal killer...you cannot let sales reps have access to all of your company's contacts and customers. I would really like to use Nimble but the idea of giving all of my sales reps access to my company's customers is mind blowing. How can you build a sales force when a sales rep can leave with all of your sales reps customers? Administrator must have control of what customers/contacts can be seen and what information can not be seen by individual, groups and company wide. I will have to look elsewhere until this is corrected!!!

This is a must feature, I'd love to get Nimble to my 15 sales people but we cannot have the contacts shared for all !

In addition to this feature before I can use nimble, I would also need the ability to set which of our team members have the ability to hide contacts and conversations.

We have been demo-ing Nimble and the team really loves it. Our COO does not because this feature does not exist, and his need will prevent us from buying. So I hope for an update soon on the status of this feature and that you add it in.

Very important to be able to segment contacts or share with a member of the team...
Without this I cannot assign contacts or opportunities to my team members, I do not want all members to see all contacts...

How are you progressing in regards to implementing privacy/permissions for sales teams and individuals? Are you to still on track to deliver this quarter as mentioned below? We're getting ready to switch to a new CRM but would need to see this feature in order to consider Nimble. Thanks!

Hi Dan,

Thank you for sharing your thoughts about our current privacy feature in Nimble. We definitely understand that this feature has a lot of value and we plan to add it in Q3 of 2013.

With regards to the four requests submitted in your comment, one of them is an existing feature request that I have linked to below:

Add Follow-up reminders - http://nimble.uservoice.com/forums/126687-nimble/suggestions/2829691-add-follow-up-reminders-when-you-send-an-email-l

For your other three suggestions, total business transactions for a company, connecting all parties involved to a deal, and auto-reminders to follow-up with contacts, could you please submit these as separate feature requests on this forum?

This would be very helpful for us to separate the issues and for other users who might want to vote and comment on these issues.

Best regards,

Joseph

We need to switch from SugarCRM soon but my Tech Director says "no way to Nimble" without having Admin control over our commissioned sales reps lead/account/contact view. I agree with Chris.

We have been searching for a "broker" style CRM, but most are designed around the manufacturers style of selling. For example, we sell private jets, but think of a real estate agent. One person has the listing, the other has the buyer - when a sale is complete there is no way to trace that transaction or connect the two accounts to one another - everyone walks around asking - who did you sell that too or which file do I attach the invoice too the buyer or the seller? Imagine 50 of these transactions happening simultaneously and keeping track of who has the other end.

And what about referrals - the life line of a broker. Those referral sources need to be paid at closing, but there's no way to associate it with the account?. And there is no way for me to track/remember who I sent a referral to so that I can be paid.

Everyone agrees that referrals are the best source of business and that Social CRM can dramatically improve those numbers - so where's the referral tracking mechanism?

You want to appeal to sales people and increase their sales? 1. Help them relate the buyer and seller together and 2. help them track their inbound and outbound referrals - it's half their income.

I know you can't be everything to everyone, and since I "complained" I will put some suggestions in the suggestion box: 1. Put a dollar figure under every contacts name that relates to the amount of total business or referrals they provided (versus the amount relating to just one specific transaction). 2. Auto-Reminders that periodically check on the progress of the client you referred to another person until the opportunity is closed. 3. Give the opportunity a field that allows you connect all the parties involved in a sale (ex. accounts, sales reps, referral sources, industry partners, clients) so that you can click that reference number (ex. #3587) and recreate who was involved in that transaction and see the big picture. 4. Add the Google "boomerang" option that allows you to schedule an email to be sent at a later date (also available in Outlook and other email products), because a 6 month follow up listed on your calendar reminders and scheduled tasks is just more stuff in the "to do" pile (not to mention having to go back and piece together a situation you have forgotten about). Instead, write the message while it's fresh on your mind and have the pleasant surprise of receiving 4 or 5 emails from clients responding to follow up emails that were sent 6 months ago.

Thanks for listening.

Hi Greg,

We do not intend to add this feature until the second half of 2013. Our best recommendation is to have your founder use a separate instance of Nimble to track his contacts in an environment where your other team members can't see them.

Please email us at care@nimble.com and we will be able to provide additional advice on how to get around this limitation until we have a more permanent fix.

Best regards,

Joseph

We really need to have this ability in order to keep our Founder's contacts separate from the rest of the team. It's important that he be able to use the Nimble tools to track his private contacts.

It is 100% a key feature. As much as we like to have an "open house" when it comes to contact sharing witihin our team, as much does this policy create confusions with well known clients/people who do not want their contact details to be shared with everyone. I also agree with @Chris: When it comes to use freelance staff you only want them to see the contacts they are hired to work with and not pay for some cheeky freelancers new contact database. Making Contacts private and viewable to groups only would be a great feature I would very much like to see in Nimble.

This is the key feature stopping me from using Nimble. We use freelance sales staff and want to restrict their permissions, for example preventing them from exporting contacts.
We also have three different services and would like to be able to restrict access to contacts depending on what service sales staff are selling. Karma does this well with 'groups', with new users being given permission to access different groups and each new contact having the option of being made open or assigned to a group. Would be great to see this is Nimble.

Administrator control of user/group access to contacts is the biggest feature missing from many of my clients before they will open Nimble to team users. (view/edit access, view only, no viewing or editing) This has been on the development roadmap for some time, and I know they are working on it. Many are anxious for this release.

This is a critical feature, especially for limiting the accidental sharing of internal communications within the company. Here's a use case:

It's a small company, so we share all emails by default. My business partner and I both have records in Nimble, since we're both on meeting invites, etc, and that info gets pulled in automatically.

However, as a result all of our "private" conversations will be available to anyone we give access to. I don't want our emails about salesforce salaries showing up in the publically available feed for our sales guys to see!!

Great idea. Was just about to add it myself.

I agree - I'm hesitant to begin using Nimble department wide because Nimble is currently my central hub for tracking all my interactions (both personal and business). Without this, I feel like I am revealing to much of my personal life to my business colleagues - which just seems inappropriate.

I love the idea of having all my contacts in one place, both personal and business, but I can't do it now because I can't make the personal contacts private. It is great to have the ability to hide the messages but I have many other items in the contact fields that I don't want everyone to view. It seems that having a button to make the ENTIRE contact private would make sense, even if only for the administrator.