Prior to getting started in Nimble and importing your contact, it's good to have a strategy in mind. This way, you avoid importing duplicates, contacts with incomplete information, personal contacts, and so on.
Nimble has created a list of strategies to consider before importing your contacts.
To start, meet with your team and establish the following:
Create a list of your contact sources
Determine what contacts should be imported and where you are currently storing them. Are they now in a spreadsheet, in Google, Microsoft 365, LinkedIn, or elsewhere?
Determine who should import contacts
You may not want everyone importing all of their contacts as this could lead to duplicates, incomplete information, or personal contacts being imported.
In Nimble, all users are able to import contacts so before adding team members, send a nicely worded email informing the team of who should and shouldn't add contacts and why.
Clean up your data sources
Wherever you are storing the contacts, make sure the list is organized prior to importing. This is your opportunity to get rid of duplicates, input data to contacts that are missing relevant information such as email or phone number, and weed out any personal contacts that may have slipped through the cracks.
Create a contact organization strategy
Come up with a plan as to how these contacts are going to be organized and identifiable in Nimble. You can use certain features such as custom fields, tags, and saved segments.
Delegate permissions to contact privacy
The account admin will be able to delegate permission or grant access to certain features within Nimble. Appoint a member of your organization to monitor and perform the upkeep of contact records.
Inform your team
Inform all team members who will be on the account about the strategy. You can add this to your meeting notes or the nicely worded email and share it with your team. This way, when they use Nimble everyone is on the same page.
If you have any questions, please write us at firstname.lastname@example.org, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.