Skip to main content

Nimble 2018 - The Story goes on


The year 2018 is coming to an end, which means it is high time for some interesting product and roadmap news.
Here’s some Nimble news (well, not so fresh anymore, I have been too busy lately).
For starters, Nimble released its long awaited Mobile 3.0 for Android, complementing the iOS version that got released earlier this year.
Nimble unifies contacts from teams’ mobile, cloud-based, and desktop records into an all-in-one relationship manager. With minimal taps, sales and marketing professionals can prepare for meetings by quickly scanning social insights, sales intelligence, and contact engagement history from their portal device. To keep the momentum going, Office 365 and G Suite users can send personalized responses using template, trackable emails, and monitor opportunities across all deal stages from their portable devices.
“People buy from the people they know, like, and trust,” said Nimble CEO Jon Ferrara. “We therefore designed Nimble Mobile to give users the insights they need to build confidence, engage in productive discussions, and follow through promptly anytime, anywhere.”
With this milestone, Nimble has now truly achieved a vision of being a simple, smart ‘CRM’ for MS Office and G-Suite users that works for the user. I put the CRM into quotes as this term for me and most other people relates to a stragegy or system that includes marketing, sales and service capabilities and not only Sales Force Automation (SFA). And SFA, particularly contact management, is what is at the core of Nimble.
Still, Nimble combines key ingredients of the digital workplace that a mobile, sales person needs, into one single place. It provides the user with vital information about the next person to interact with.
The ongoing redesign around the contact person and the Nimble Today page, that makes Nimble more enterprise ready helps, too. It is targeted at making it even easier to view, edit, enter, and report on data.
All this is recognized by a good number of well-reputed analysts.
The re-hosting from AWS to Azure is completed and Nimble now embeds PowerBI and PowerApps as well as the ability to significantly customize the various screens using PowerApps. This is an important capability for enterprise support.

So, what comes next, Jon?

In brief: A lot! And it is mainly geared towards enterprise support.
Nimble did already offer some marketing and campaign management elements, which will be extended into offering more marketing automation. There will be automation capability on segments/profiles that enables triggering workflows on entering or leaving defined segments. This allows for real-time interaction that works in the customer’s or prospect’s context. This has become an extremely important capability in the past years. As this is also necessary to support multi step campaigns it would be interesting to see this in detail.
Nimble is also slated for scaling into larger teams, therefore closing the gap between Nimble’s SMB focus and Microsoft’s enterprise focus. The goal here is to allow customers a seamless growth from small to enterprise, while using the same CRM tool that grows together with them.
Further, Nimble will be fully ported to the Azure stack. That way the app will be able to take full advantage of the power of Microsoft’s extensibility capabilities and later on also the full power of it’s AI stack.
Additionally, there is an ambitious plan of adding more Microsoft resellers to the ones that are selling Nimble as part of their Microsoft reselling agreement.
The for me most fascinating news is that there finally will be an embedded version of MSDynamics that adds Nimble functionality to the MS Dynamics contact person and puts the Nimble UI on top of MS Dynamics.

MyPoV and Analysis

Founder Jon Ferrara has continuously and skillfully evolved Nimble from a simple contact management application to a serious SFA application with enterprise ambitions. Doing this he followed the blueprint he created himself during his Goldmine days: He embeds Nimble deeper and deeper into the Microsoft ecosystem with the goal of offering an integral value proposition for both, resale partners and Microsoft. Being of value for other parties increases the value of Nimble. This outside-in approach creates a virtuous circle.
One of the key strengths of Nimble is that it can be run as a layer on top of other business applications as well as inside a larger, already existing social sales and marketing application itself. That makes it extremely versatile and almost the perfect tool to start off with and grow.
Both, Microsoft and Nimble have an MS Outlook add-in that gathers and provides users with additional information about persons they are interacting with: Microsoft’s Outlook Smart Contact add in and Nimble’s Sidebar. Given the strength of Nimble and the strength of the Nimble – Microsoft partnership I suggest replacing the Outlook Smart Contact add-in with the Nimble Sidebar. Two tools are one too many and the Nimble sidebar seems to be far more powerful than Microsoft’s own Smart Contacts add in. In addition the Nimble Sidebar is available for more platforms than just Outlook.
Using Nimble here would also increase the probability of getting more customers as a great user experience, as the Nimble side bar offers it, is always convincing. By using Nimble this way Microsoft, with the help of Nimble, can cover the entry levels of CRM up to enterprise class CRM. This is a very powerful value proposition that none of the other tier one players can or does offer. Neither can the other ones. Having said this, it might be interesting for at least SAP, Salesforce, and Oracle to have a closer look at Nimble as they also cannot offer (yet) the power of Nimble’s integration into Outlook.
I have said times and again that Nimble needs more marketing capabilities. In times of account-based marketing this becomes even more crucial. So, here we are. Adding some lead-scoring mechanisms that assures a smooth handover from marketing qualified leads to sales out of the box will be a good next step.
I have also said a couple of times that Microsoft should acquire Nimble, e.g. here and I cannot but repeat this assessment. Nimble is the perfect complement for Microsoft to cover the small business end of the SFA market.
This also makes Nimble a perfect target for the other (aspiring) tier one vendors. Looking at it this way, it is paramount for Microsoft to cover its flank.
Just a thought from Down Under, of course.


Comments

Last Year's Top 5 Popular Posts

You are only as good as your customer remembers

As you know, I am very interested in how organizations are using business applications, which problems they do address, and how they review their success. In a next instance of these customer interviews, I had the opportunity to talk with Melissa Gordon , Executive Vice President, Enterprise Solutions at Tidal Basin about their journey with Zoho. You can watch the full interview on YouTube. Tidal Basin is a government contractor that provides various services throughout the government space, including disaster response, technology and financial services, and contact centers. Tidal Basin started with Zoho CRM and was searching for a project management tool in 2019. This was prompted by mainly two drivers. First, employees were asking for tools to help them running their projects. Second, with a focus on organizational growth and bigger projects that involved more people, Tidal Basin wanted to reduce its risk exposure and increase the efficiency of project delivery. This way, the compa...

SAP Draws a Perimeter around Agentic AI and What That Means for the Rest of US

The most consequential enterprise AI governance document published this year arrived in late April with surprisingly little fanfare. SAP's updated API Policy, version 4/2026 , is a short document in plain English. The clause that is most interesting is Section 2.2.2. It restricts how autonomous and generative AI systems are permitted to interact with SAP APIs. Read literally, it has the potential to change the architecture of agentic AI projects across every SAP customer landscape. Read carefully, it is also more interesting than the lock-in headlines suggest. The policy targets a specific category of AI behavior, not AI as such. It connects to commercial mechanics that go well beyond API stability. And the literal text, in its current form, will probably not survive the next two policy revisions intact. There is a lot to unpack. I will walk through what the policy actually says, how the SAP-watching community is reading it, what the rest of the major enterprise vendors are doin...

The Illusion of Value: Why Salesforce’s Agentic Work Unit is the New "Bad Query" of the AI Era

The News On February. 25, 2026, Salesforce announced a pricing and metrics update . During the company’s Q4 FY2026 earnings call, CEO Marc Benio ff, together with CMO Patrick Stokes , unveiled the Agentic Work Unit (AWU). Positioned as a metric to quantify the labor performed by autonomous digital systems, Salesforce defines an AWU as one discrete task accomplished by an AI agent. According to Salesforce, this discrete task represents the exact moment " raw intelligence is converted into real work ". It is not a fixed unit but measured as a processed prompt, a completed reasoning chain, or an invoked tool. Salesforce explicitly designed the AWU to move the industry conversation away from the raw consumption of Large Language Model (LLM) tokens. As Benioff noted, tokens only measure "how much an AI talks," whereas the AWU is intended to measure actual business execution. The scale of this rollout is massive. Salesforce reported that its platform has already processe...

LLM Showdown: Comparing ChatGPT, Gemini, and Grok for Automated News Research

The analyst’s day is full of research. Now, this is the age of AI and AI is here to help, isn’t it? As everyone is talking about copilots and AI agents, why not using the tools at hand to do a little research on research. NB., no one really has a good definition of an AI agent, so this might become an additional topic for research. But I digress. Imagine the following project at hand, which is not only interesting for analysts, btw, but also for a variety of roles in the corporate world. Let’s call it vendor (competitor) monitoring. The job is the following: Research reputable sites for news about a number of vendors, relating to a set of keywords. Reputable sites are high quality news sites, high quality tech publications, high quality analyst sites and, of course the news pages of the vendors in question. Limit the time frame of the search matching to the cadence of my information requirement, e.g., “yesterday” for a daily update or “last week” for a weekly update. Provide a summary ...

CPQ, Meet Price Optimization: Your Revenue Lifecycle Just Got Serious

The news On October 1, 2025, Conga announced its intent to acquire the B2B business of PROS , following PRO’s acquisition by Thomas Bravo . At the same time, ThomaBravo and PROS announced that PRO’s travel business segment will be run as a standalone business . The bigger picture Revenue operations, revenue management and revenue lifecycle management have become a thing in the past years, as evidenced by the number of specialized companies that solve parts of the overall problem of optimizing revenue. It also got abused to some extent (e.g., surge pricing models) when the users of the corresponding capabilities consider optimizing being the same as maximizing. Reality check: It is not. While optimizing involves a bit of identifying how much a customer is willing to pay, it also involves the thought of repeat business, or in other words customer loyalty, even without a formal loyalty program. And that involves the customer experience, part of which the speed of creating a quote with mat...