Skip to main content

Microsoft Master VAR Velosio Signs Reseller Agreement with CRM Vendor Nimble

Today social sales and marketing CRM vendor Nimble, based in Santa Monica, California, announced that they signed Microsoft Partner Velosio as a global reseller for their cloud-based contact management solution.



I spoke to representatives at Nimble to learn why this is important news to the Microsoft channel.  Velosio is the result of the merge in December 2017 of Socius and SBS Group -- two of Microsoft's medium-sized U.S. resellers.

Nimble is a CRM product which is less expensive ($9-$19 per user/mo. for annual subscriptions) and less complex than Microsoft Dynamics 365 (formerly Dynamics CRM) and Salesforce.  Marketed as "Simple CRM for Office," Nimble is targeted to small and medium-sized businesses who are currently using spreadsheets to track their contacts and who have not yet adopted a CRM.  Nimble was founded by Jon Ferrara who was the founder of Goldmine, an early CRM for the PC released in 1990.

Although Nimble can run on its own, the product is integrated with Office 365, Google G Suite, and with popular browsers.  For instance, you can download the extension for Nimble Contacts to Microsoft's Edge browser.  Therefore, Nimble is cultivating the Microsoft reseller channel such as Velosio to offer their product as an alternative to Dynamics 365 when customers' contact needs are simple, and as a complement to Office 365.

Microsoft has offered contact management in Office for many years in several iterations, such as Business Contact Manager for Outlook in 2013 and its successor Outlook Customer Manager in 2016, but I have not seen wide adoption of these products among my customers (which tend to be larger enterprises).

Selling third party products through the Microsoft reseller channel is not news, but Microsoft's greater openness to third party software, even products that compete directly with Microsoft offerings, is part of a recent trend to openness.  Microsoft is promoting third party products through its online marketplaces for Azure, Office and Dynamics.  If they are successful in driving customers to these marketplaces it will create success not only for Microsoft but for third party vendors like Nimble and resellers like Velosio.







Popular posts from this blog

PowerApps Portal: The Successor to Microsoft Dynamics Portal

In case you have been reviewing Microsoft's new pricing for its Dynamics products which was released this month and have been unable to find Dynamics Portal, it has been rebranded as PowerApps Portal and shifted to the PowerApps side of the Microsoft product family.


Rebranding the portal product underscores the importance of app scenarios involving external users such as customers and suppliers.  It also provides a simpler interface than Dynamics 365 for occasional users.

The new portal pricing is based on the number of unique users who log into the portal each month (for authenticated users) and on the number of page views for anonymous users.  "A login provides an external authenticated user access to a single portal for up to 24 hours. Multiple logins during the 24-hour period count as 1 billable login. Internal users can be licensed either by the PowerApps per app or per users plans, or a qualifying Dynamics 365 subscription."

Pricing starts at $200/mo. for 100 dail…

The DATA Act Driving Grant Management Automation

The Digital Accountability and Transparency Act enacted in May 2014 calls for making spending data available in open, standardized formats to be published online.  It is a continuation of transparency initiatives and lessons learned with experiences such as grants.gov, the 2009 economic stimulus under the Recovery Act and the spending site USASpending.gov.

Government grantees will have significant new administrative responsibilities.  Many organizations that were tracking grants in spreadsheets or documents will have to adopt more sophisticated automated grant management systems such as Microsoft Grants Manager to keep up with reporting rules.

For profit companies will lose some privacy as a result of this law.  Grant recipients will be required to disclose information including officer salaries.

Continued improvements to publishing grant opportunities such as grants.gov may make it easier to find grants. These reforms together are designed to improve the effectiveness of grant prog…

ScreenMeet Remote Support Tool for Dynamics 365 Customer Service

I met Lou Guercia when he was president and CEO of Scribe Software, the leading CRM integration tool.  Scribe was acquired by TIBCO Software in 2018.  I recently reconnected with Lou and learned about ScreenMeet, the company he joined as chief operating officer.   The following is a description of the product provided by ScreenMeet:

ScreenMeet is a cloud-based remote support tool designed to integrate with Dynamics 365 Customer Service. By enabling customer service and IT support organizations to address critical technical issues directly from their CRM or ticketing platform, it streamlines the process and provides a fully browser-based support experience.

You can also use ScreenMeet with other CRM products or even on its own without a CRM.

Here is a short video demo of ScreenMeet with Dynamics integration:


ScreenMeet - Cloud-based Remote Support Integrated with Dynamics 365 Customer Support Once integrated with a Dynamics 365 CS organization, the ScreenMeet widget appears on Case pa…