Quote Roller + Nimble

In this world, it’s all about who you know — and who you know that knows someone else — which is true for sales more than anything. If you are just starting your company or are looking to grow fast, the Nimble and Quote Roller duo is just dynamic.

Nimble is a customer relationship manager (CRM) built to take full advantage of your social networks, including an integration with LinkedIn, Twitter, Facebook, Google+ and Skype. With Nimble and the Who that you know, you can break the cold-call ice, connect with more prospects and work your network easily. It keeps track of all client conversations via email and your social networks, and helps you plan your next sales steps.

Sync your sales leads across Quote Roller and Nimble. When you’ve moved your client relationship along enough that you are ready to show them all you’ve got, use Quote Roller to create and send them a persuasive sales proposal in a matter of minutes. Know exactly which actions your clients are taking within your sales quote the moment they are taking them with awesome analytics and automatic notifications. Schedule perfectly timed followup within Nimble. Then close the deal quickly with Quote Roller electronic signature.

Both Quote Roller and Nimble integrate with Google Drive, Harvest, Podio, FreshBooks, Xero, Quickbooks, SalesForce, Highrise, Nutshell, Zoho CRM, SugarCRM, RightSignature and PandaDoc document processing software, helping to complete your business life cycle from prospecting to sales to invoicing, all in one place, all on the go.

Here’s how to set up your Quote Roller + Nimble integration!

Meghan Phillips

Quote Roller’s completely changed the way we do business. We’re able to sell a really packaged proposal. A package that really looks good from start to finish that really sells Honey Agency.

Meghan Phillips, , marketing director, co-founder, The Honey Agency

Try Quote Roller for FREE.

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