Case Study: Selling from the Heart saves an hour a day and streamlines lead management with Nimble CRM

How Selling from the Heart Saves an Hour a Day with Nimble CRM

Selling from the Heart is a California-based, 2–10 person B2B sales training firm run by Darrell Amy and Larry Levine that helps sales teams unstick complex deals by building authentic relationships. While Kajabi handled their content, lead capture and basic automation, they lacked a CRM for enriching contact data, managing deals, setting follow-up reminders and tracking engagement—resulting in inbox overload, manual data entry and lost time.

They integrated Nimble via Zapier so Kajabi leads are automatically “zapped” into Nimble with social enrichment, tags, saved dynamic segments, email templates/tracking and multiple deal pipelines. The setup streamlined qualification and booking, centralized engagement history, reduced research and admin work (saving about an hour a day), eased inbox burden and improved visibility into opportunities and long-term nurturing.

Selling from the Heart

Darrel Amy

Growth Strategist