March 28, 2017

How to Achieve Your Goals with Passion, a Plan and a Purpose. With Jon Ferrara. #417

Joining me once again on this episode of Accelerate! is my guest Jon Ferrara, Founder and CEO of Nimble.

KEY TAKEAWAYS

[1:49] Jon describes a pathway to achieve your passion, plan, and purpose in life — ideally by serving others.

[4:09] What is Dunbar’s limit of the relationships humans can maintain? What relationship stage takes the most effort?

[6:20] Jon discusses CRM, or, as he calls it, ‘Customer Reporting Management.’ What percentage of businesses use CRM?

[7:43] Jon describes how CRMs operate, and why he created GoldMine 30 years ago.

[10:57] Nimble unifies Office 365 or Google contacts, email, and calendar, and integrates them with your CRM.

[13:11] Nimble is a Microsoft launch partner for a Dynamics app exchange. Nimble can operate as a system on its own, or within whatever social sales and marketing system you use.

[16:53] Names put into Nimble are enriched with data, and a history of email, calendar, and social actions. You can build a manual cadence. A package for Q1 ‘17 automates cadences.

[19:08] Jon suggests how CRM will evolve. Salespeople want to manage relationships, not tools. Nimble’s CRM idea is to make the rep most effective as they engage with the customer.

[21:39] Simpler, smarter unifications of social, mobile, and big data will become the next generation of tools to help you achieve your passion, plan, and purpose.

[25:01] When the tools start to work for reps, in email, social, and mobile, then reps will use them to engage their contacts.

[26:38] Jon tells of his own experience preparing for a Microsoft 2015 conference using Nimble, and how it helped him win two bundling deals with Microsoft.

[30:55] Having automation doesn’t mean you should start spraying emails. Make the content count with added value, relevant to the prospects, even at scale.