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Nimble Adds Smart Summary to CRM

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Posted March 12, 2014 By Staff     Feedback

Nimble's new contact management feature adds instant context for more effective customer engagement.

Social CRM provider Nimble has added a new Smart Summary feature to its CRM platform and associated apps.

According to the company, the Smart Summary displays information about contacts, including bio, career background, company information, connections in common, educational background, geographic location, Klout influence score and investments, in a concise sidebar summary. The feature provides immediate and relevant context and helps create a more detailed picture of contacts.

Nimble updates the Smart Summary information daily to ensure information is current and accurate. Users can remind themselves of who a contact is and why they are important, and find points of commonality and interest.

Alongside the Smart Summary is an option to share the profile directly via email. This feature provides an easy way to introduce someone with context on that individual. It also provides sufficient background with which to begin a meaningful conversation. Nimble records profile sharing in the CRM software's Pending & History tab.

"We understand how important having context around individual profiles is to business success," said Nimble CEO Jon Ferrara in a statement.  "The ability to access Smart Summaries of contacts is a game changer. By giving our customers the insights they need, everywhere they work, Nimble is becoming the trusted go-to platform for business relationship success."

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