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January 17, 2019

How Microsoft National Reseller NeoCloud Uses Nimble to Manage Channel Growth


About the Company NeoCloud  is a leading Microsoft managed cloud services provider based in Raleigh, North Carolina with over 1,500 customers. The company provides licensing, deployment, and support services for software and infrastructure solutions to help businesses be more secure, reliable, and efficient.

As a CSP tier 1 direct partner with Microsoft, NeoCloud offers customized solution bundles through a national reseller network of dealers. The Challenge NeoCloud works with 1,000 dealers representing a large, diverse, and growing group of value-added resellers, business consultants, infrastructure technology and solution partners, telecom agents, and freelance sales people.

The sheer number of people NeoCloud works with made it impossible to communicate and engage effectively with all of their constituents. Add to that the challenge of customizing solution bundles for each target audience– with 55 vendors and over 300 solutions. You can begin to understand the scope of the company’s complex operations and communications challenges.

To solve their operational challenges, NeoCloud began looking for a CRM solution that would allow them to scale sales operations to address its growing audiences, while building and managing those relationships to drive business growth. The Solution NeoCloud became a Nimble reseller to provide a simple, powerful, yet affordable CRM for Office 365 and G Suite to its channel and their customers.

Impressed by the popularity of Nimble, the company evaluated the solution for themselves. They were familiar with its capabilities, and knew Nimble offered the robust contact management, data enrichment, and social insights necessary to easily scale their network and operate more effectively. Without the bandwidth to handle customer engagement on a one-to-one basis, the ability to communicate effectively at scale by segmenting a large group of people was very appealing to NeoCloud.

Now, with Nimble, the team can easily use custom fields to create lists based on tag profile information, segment contacts based on custom tags as well as social and business data, and use group messaging to send customized emails to targeted contacts. Another important factor in the company’s decision was the ability to access Nimble anywhere; from directly inside their inbox, web browser, and from their mobile device.

NeoCloud considered this as revolutionary and crucial to increasing their efficiency. Deep integration with Office 365 and Gmail was also key in the selection of Nimble; not only for the company’s own use, but to enable their resellers to sell it more effectively.  Users can adopt it without much behavior change.

“We wanted a solution that would fit into our existing suite of products and solutions in place, and Nimble has done that very well. There are hundreds of CRM products out in the marketplace, but the level of integration and ease of use is really the differentiating factor,” explains Steve Slaughter, Channel Manager.

The Nimble Experience NeoCloud now uses Nimble to leverage the vast amount of information available to them in a central repository for more effective outreach and development of enduring relationships with their resellers. Using Nimble to walk in the social footprints of their partners and resellers is extremely valuable to NeoCloud.

By accessing their history of conversations and social media insights, the team can send more personalized outreach, allowing them to have meaningful conversations that are key to growing those relationships quickly and effectively at scale. “A typical CRM system gives you the basics – contact title, what they sell, where they live.