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How To Maximise Social Media & CRM To Increase Your Sales

Course Summary

Get all your contacts into one place, and start using Twitter, FaceBook and LinkedIn social media marketing to sell more

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    Course Syllabus

    • THE VISION & Getting Started
      • How to use this course
      • Why I chose Nimble CRM
      • Importing your contacts
      • Inviting team members to Nimble
      • Interface guided tour
      • Questions to cement your learning
    • YOUR PLAN For Social Selling
      • Why plan your social selling strategy?
      • What's your Position?
      • Create a fresh one-page business plan
      • Draft your 4+ stage sales pipeline
      • Keeping your data CLEAN
      • Using tags and descriptions
      • Questions to cement your learning
    • DAILY ACTION Within Nimble
      • Your daily social selling activity
      • Using the "Today" view
      • Using "Activities" to keep promises
      • Using "Messages" to engage
      • Using "Signals" to listen
      • Using Nimble everywhere you work
      • Questions to cement your learning
    • THE BALANCE Between Courage & Consideration
      • Why old-fashioned etiquette still applies
      • A worked example using Nimble
      • Advanced Search 1 - Get their email
      • Advanced Search 2 - Using exclusions
      • Export Nimble contacts to MailChimp
      • BONUS: Emailing from MailChimp
      • Questions to cement your learning
    • LISTEN To Your Tribe's Signals
      • The art of listening online
      • The Signals tab revisted
      • Searching & segmenting Signals
      • Getting external Signals into Nimble
      • Engaging with your prospects
      • Questions to cement your learning
    • SELL Them What They Want
      • Sell them what they want, give them what they need
      • (How) do I use deals in Nimble?
      • Deals stages example: Consultant
      • Restructuring your Deal flow
      • Deals stages example: Interviews
      • Questions to cement your learning
    • IMPROVEMENT and Advanced Features
      • Change is automatic, progress is optional
      • Customising contact data fields
      • Zapier: An introduction to "Zaps"
      • Zapier: Disqus comments to Nimble activities
      • Zapier: Web forms to Nimble activities
      • Exporting your data from Nimble
      • CONCLUSION & Next Steps

Course Fee:
USD 27

Course Type:


Course Status:



1 - 4 hours / week

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Awards & Accolades for MyTechLogy
Winner of
Top 100 Asia
Finalist at SiTF Awards 2014 under the category Best Social & Community Product
Finalist at HR Vendor of the Year 2015 Awards under the category Best Learning Management System
Finalist at HR Vendor of the Year 2015 Awards under the category Best Talent Management Software
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