Pioneered #CRM as Co-Founder of GoldMine - @Nimble CEO. Interests: #SocialSelling, #InfluencerMarketing #MSInspire Speaker #IStandWithUkraine
Santa Monica
Joined July 2008
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CRMs have evolved from simple contact lists to AI-powered relationship hubs.
Loved diving into 30+ years of CRM innovation in G2’s spotlight.
Insights from early days with GoldMine to Nimble’s AI-driven future 🔮
pulse.ly/8qvxxpxzq0
Most CRMs fail for one reason: nobody keeps them up to date.
It isn't that people don't care. After a great call, the next meeting starts, the notes never get logged and the follow-up slips. The record goes stale, and the relationship pays for it.
That's the problem we set out to fix with Nimble MCP. It plugs Nimble into Claude or ChatGPT, so your AI assistant reads and updates your CRM for you. In the video:
→ After a call: paste the transcript and say "Update Nimble." It logs the summary, assigns next steps to your team, sets reminders and drafts your recap email for you to send.
→ Before a meeting: "Brief me on Dana." You get how you met, what you last discussed, what's still open and her latest news.
→ Keeping it current: "Check my top clients for anything new." It catches job changes and company news, cleans up duplicates and flags who you haven't talked to in 90 days.
→ Growing: "What do our best customers have in common? Find me ten more like them." It adds them to Nimble when you approve.
It drafts, you send. It asks before it changes anything. And it's included in every Nimble seat, with no AI add-on.
The more digital we get, the more human we need to be. Let AI do the CRM busywork, so you can show up for the people.
Watch the 90 seconds, then connect in two minutes: nimble.com/mcp
#CRM #AI #SmallBusiness
Here's how to set it up in about two minutes, plus what it can and can't do today: nimble.com/mcp/?utm_source=l…
It works with Claude on any plan, including Free, and with ChatGPT Pro, Business, Enterprise and Edu. It's included in every Nimble seat.
Want a head start? Here are 82 prompts you can copy and paste: nimble.com/mcp/mcp-recipes/
Jon Ferrara retweeted
Congrats to @Nimble on the ongoing success of your AI-Powered email for the platform. ow.ly/Jmlb50Xo5N3 @Jon_Ferrara and his team have been "pushing the envelope" in CRM solutions for many years. So great being an Ambassador for a lot of this journey!! #Nimble #CRM #EmailMarketing
For more than 50 years, I could never throw away a concert ticket. 🎟️
A shoebox became a drawer. The drawer became boxes. Each stub was a night I didn't want to lose.
So I finally did something with them — I tracked down every show I could remember and built them into one place. 554 performances across 288 shows and 14 festivals, from a 1972 Howlin' Wolf gig to last month:
👉 jonferrara.com/concerts
Here's where YOU come in. My memory isn't perfect. There are openers I can't name, nights I can't remember who I was standing next to, and shows that aren't even on the list yet.
If we were at any of these together, open the show and hit "👋 I was there" to add yourself. Tell me what I forgot. Help me fill in the gaps.
Because the best part of a great show was never just the band — it was who I was with. Let's bring some memories back. 🎶
37 years ago we pioneered CRM and email marketing with GoldMine — before Salesforce, HubSpot, or Mailchimp existed.
The goal was simple: one place for every person whose business mattered to our team.
Today we shipped the last piece of that vision. 🧵
Read the full story → nimble.com/blog/engagement-p…
Try Web Chat → nimble.com/web-forms/
Webinar registration → us06web.zoom.us/webinar/regi…
The person who started a chat at 9am Tuesday is the same record your team is following up with on Friday — with the whole conversation right there.
Capture, engage, nurture, close. The loop finally whole.
Nimble customers with Web Forms: Web Chat is already in your account at no extra cost.
New here? Start free for two weeks.
Webinar Thu May 21, 1pm EDT.
nimble.com/blog/engagement-p…
35 years ago I built GoldMine because I wanted one database for every relationship that mattered to my business.
Today, Nimble Web Chat ships — and the loop is finally complete. 🧵
The visitor who started a chat at 9am Tuesday is the same record your team follows up with on Friday — with the whole conversation right there.
One database. Every conversation. Every follow-up.
If you're a Nimble customer with Web Forms, Web Chat is in your account today.
If you're not, the first two weeks are free.
Read the full story → nimble.com/blog/nimble-web-c…
Who else is excited about todays NASA's Artemis II Crew Launches To The Moon?!
youtube.com/watch?v=Tf_UjBMI…
30 years in this industry, and the biggest mistake I still see? The fact that your tools don't talk to each other. nimble.com/blog/integrated-c…
I've been building CRMs for 30 years. The #1 problem has never changed: Your tools don't talk to each other. nimble.com/blog/integrated-c…
10 Tips to Scale Your Sales:
✔️ Design for context (capture intent)
✔️ Automate data entry (no more copy-paste)
✔️ Send instant, personalized replies
✔️ Auto-route leads to pipelines
✔️ Smart notifications for the team
✔️ Segment leads on submission
✔️ Enrich with historical data
✔️ Trigger internal workflows
✔️ Track ROI, not just submissions
✔️ Work from your inbox or mobile
nimble.com/blog/sync-contact…
When marketing asks sales, "What kind of leads do you actually need to be successful?" everything changes.
Instead of fighting over lead quality, both teams start winning together. It creates a completely different energy where success breeds success and the whole company starts killing it.
I joined @anthonyfranco and @stephaniehayes_ on the How To Founder podcast to talk about how to get that alignment right.
Full episode here: youtube.com/watch?v=AFr1ZH3I…
