While the social integrations in Nimble are awesome the CRM really focuses TOO much on social. I'm a technology entrepreneur, but phone calls are still critical to building relationships.
Nimble needs to realize that users have no mental model of an "activity"...I make phone calls. PLEASE get serious about adding a phone call concept. It could just be an activity type for phone calls...or something.
I made the mistake of using a past-dated "event" for a call (since calls are a time based event)...only to cringe when my call ended up as a "meeting" on my contact's calendar with my description/notes included. Luckily it wasn't too embarrassing...but it easily could have been.
Another suggestion: Ask 5 new users to show you how they would record a phone call for a contact and watch them. Your team's eyes will be opened.
Lyle
While the social integrations in Nimble are awesome the CRM really focuses TOO much on social. I'm a technology entrepreneur, but phone calls are still critical to building relationships.
Nimble needs to realize that users have no mental model of an "activity"...I make phone calls. PLEASE get serious about adding a phone call concept. It could just be an activity type for phone calls...or something.
I made the mistake of using a past-dated "event" for a call (since calls are a time based event)...only to cringe when my call ended up as a "meeting" on my contact's calendar with my description/notes included. Luckily it wasn't too embarrassing...but it easily could have been.
Another suggestion: Ask 5 new users to show you how they would record a phone call for a contact and watch them. Your team's eyes will be opened.