Adaptive Business Services

MARCH 5, 2025

Even your current clients are running on top of a fine line. Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. These contacts are probably a mix of customers, prospects, vendors you name it.

CRM 71

CRM Click Through Rate Contact Service 71

Adaptive Business Services

MARCH 19, 2025

I made a boo boo with a client when I created a global condition to check for replies. Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. This is good!

CRM 71

CRM Contact Start-ups Service 71

Adaptive Business Services

JANUARY 15, 2025

Since one size does not fit all, we are now offering three tiers of Nimble CRM training and implementation packages! Well over 50% of my Nimble clients came to me after using Nimble for quite some time, in many cases years. Rather, because Nimble CRM does that and more, it makes me money! Are you thinking about a CRM?

CRM 62

CRM Consult Contact Pipeline 62

Adaptive Business Services

APRIL 9, 2025

I have always been a strong believer in doing research prior to engaging with a client or prospect. He provides customized, hands-on guidance to help clients make the most of Nimble CRM, targeting those who have struggled with the platform initially. I hope that you will find this interesting!

Electricity 71

Electricity CRM Relationship building Clients 71

Adaptive Business Services

MARCH 3, 2021

Nimble CRM is likely the most social CRM that there is! Prospecting – Based on your Ideal Client Profile, become a master of search on both the social networks as well as within Nimble. . Where does Nimble CRM fit in with social selling? . First let’s talk about where social selling excels …. Not your company … YOU.

CRM 105

CRM B2B Sell Networking 105

Adaptive Business Services

OCTOBER 30, 2024

Even better, I love to share that with clients and … most folks that I worked with during my 45 plus years of B2B sales experience have had very little knowledge of what they are thinking about buying. Are you thinking about a CRM? services including security, workflow, and telephony? It’s a win win for both of us!

Sell 62

Sell Angle CRM Repeat business 62

Adaptive Business Services

JUNE 4, 2025

Getting the Most Out of Nimble CRM 15+ Hidden Gems If you want to get the most out of Nimble CRM, you really need to dig below the surface. READ ON 5 Ways Nimble CRM Can Transform Your Solopreneur Business Lets start with this. READ ON 5 Ways Nimble CRM Can Transform Your Solopreneur Business Lets start with this.

CRM 71

CRM Contact Consult Prospecting 71

Adaptive Business Services

JUNE 2, 2021

The unfortunate fact is that a large majority of CRM implementations fail. In this series of articles, we’ll explore the many reasons why salespeople seem, almost universally, to HATE CRM. This is pretty easy to understand if your perception is that CRM will, at best, inhibit your selling. Dealing with CRM pushback.

CRM 96

CRM Commission Repeat business Represent 96

Sales Pop!

OCTOBER 20, 2021

If you own a business-to-business service, lead generation can be a time-consuming task, especially as your clients are business owners themselves. Your automated emails can then contain a link to your automated chatbot, where the prospective client can find out more details about your product or service.

Lead generation 246

Lead generation B2B Closing Cold Call 246

Adaptive Business Services

FEBRUARY 19, 2025

A real life example I have a webinar that I am doing in conjunction with one of my clients that is coming up next month that is specifically for commercial real estate brokers. I have not paid to be on any of these:) Are you thinking about a CRM? Of course, as always, this is subject to change.

CRM 62

CRM Real Estate Contact Follow-up 62

Adaptive Business Services

JUNE 29, 2022

Now, I don’t know about you, but I’m going to need a CRM to keep track of all of these conversations. I represent Nimble, but any CRM will come with the ability to take notes, schedule tasks for follow-ups, and it should also aggregate your email messages into that contact’s record. . That’s a good thing!

Clients 90

Clients CRM Pitch Represent 90

Adaptive Business Services

JULY 10, 2024

While I am frequently implementing and training businesses on how to use Nimble CRM, I rarely (like never) have a chance to use it with a client in a practical application. As a part of coaching this individual, I also put them on Nimble CRM. Are you thinking about a CRM? Are they working this account consistently?

CRM 77

CRM Referrals Pipeline Sales 77

Salesforce

NOVEMBER 11, 2024

For example, with Salesforce’s AI-powered customer relationship management (CRM) you’re getting your customer data ready to be used by an AI agent. This allows you to focus on what matters most — growing your business. In fact, 80% of customers value their experience with a company as much as the products or services they buy.

Real Estate 105

Real Estate CRM Hospitality Retail 105

Adaptive Business Services

NOVEMBER 27, 2024

When working with clients, and when writing, my focus is on educating. Lord help me:) Are you thinking about a CRM? Or are you considering leveraging AI for more effective LinkedIn prospecting, or perhaps using advanced marketing in your business, or are you looking at improving your managed I.T. The exact opposite of I and S.

CRM 62

CRM Contact Education Clients 62

Adaptive Business Services

FEBRUARY 22, 2023

Most CRMs, and Nimble CRM is no exception, have some levels of privacy controls. I have always been of the opinion that CRM works best as a transparent and open database. Ideally, CRM is not just for salespeople. A unified database allows sales, marketing, and customer service departments to care for your clients.

CRM 14

CRM Contact Consult Business Services 14

Adaptive Business Services

JULY 31, 2024

Some folks that I speak with are under the impression that, as I am a Solution Partner for Nimble CRM, I sell Nimble. I have never attempted to talk anybody into choosing Nimble over any other CRM application. Are you thinking about a CRM? Are you thinking about leveraging AI or advanced marketing in your business?

CRM 71

CRM Sell Contract Consult 71

Adaptive Business Services

SEPTEMBER 4, 2024

I hit a major one with a client this past week. My one client who is running a basic sequence right now … it appears to be operating as it should. My area of expertise is Nimble CRM (specifically sales), however, I would be happy to connect you to an AI, managed services, or marketing professional who I know and trust.

CRM 71

CRM Clients Business Services Service 71

Adaptive Business Services

AUGUST 28, 2024

Maybe you are tech savvy or you have a CRM background and how hard can it be? I have used CRM since the late 80”s and I have been a Nimble Solution Partner since before it was introduced in 2012. The fact is, a very large percentage of my clients came to me after using Nimble for quite some time. What is your time worth?

CRM 71

CRM Electricity Clients Consult 71

Adaptive Business Services

NOVEMBER 13, 2024

There are hundreds, if not thousands, of CRM systems out there and a very large number of them are very good. CRM, inherently, is not that complicated. However, if you really want to leverage the power of your CRM, respectfully, you probably will want someone like me to show you how to do that. I am not a CRM consultant.

CRM 62

CRM Consult Represent Service 62

Adaptive Business Services

JUNE 5, 2024

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 71

CRM Contact Consult Business Services 71

Adaptive Business Services

FEBRUARY 8, 2023

Over the past couple of years, my Nimble CRM training and implementation consulting services have seen substantial growth. I have developed a program that has worked well, and has been well received, by my clients. A few months ago, I had already begun sending monthly updates to my clients regarding new Nimble features.

CRM 71

CRM Consult Clients Business Services 71

Adaptive Business Services

SEPTEMBER 6, 2023

Summer has come to an end, at least in my hemisphere, and so it is time to get back to work:) Here’s the latest news on Nimble CRM. A stay in touch is a smart reminder to … stay in touch with this client. The frequency to stay in touch is selected on a per client basis. This is like a task only different. What’s next?

CRM 71

CRM Contact Clients Consult 71

Adaptive Business Services

JANUARY 24, 2024

As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. A prospective client had a 3×5 card, generally with their business card stapled to it, and this was used to keep track of activities. Revenues are the lifeblood of your business. Better customer relationships.

CRM 71

CRM Commission Territory Repeat business 71

Adaptive Business Services

AUGUST 21, 2024

Occasionally, I have had clients who free type and they still have issues. My area of expertise is Nimble CRM (specifically sales), however, I would be happy to connect you to an AI, managed services, or marketing professional who I know and trust. Copying and pasting from Word … always issues, so don’t.

CRM 71

CRM Contact Service Business Services 71

Adaptive Business Services

APRIL 13, 2022

It took me a while, but I have now created a standardized system for training businesses on the best use of Nimble CRM. Better yet, this system is easily customized for an individual business’s needs. A couple of years ago, with encouragement from others, I embarked on creating a complete online training course for Nimble CRM.

CRM 71

CRM Consult Clients Contact 71

Adaptive Business Services

JANUARY 1, 2025

For my clients who I love! One large contract and very few new clients. However, I made up for that with additional support for existing clients. What I need is new clients, existing clients, and another good hit and Im going to be taking a multi-point approach to all three. Are you thinking about a CRM?

Referrals 62

Referrals CRM Non-Profits Contract 62

Adaptive Business Services

MARCH 27, 2024

As a Nimble CRM Solution Partner, I am frequently asked by clients to assist them with integrating Nimble with one or more 3rd-party applications. With probably 100,000’s of business apps available on the web, the chances that I am familiar with your favorite application is probably close to zero. Are you thinking about a CRM?

CRM 71

CRM Contact Clients Represent 71

Adaptive Business Services

APRIL 3, 2024

Nimble CRM Tips and Updates April 1, 2024 How do you like the new look? Updates At this time, we have no new updates to report for Nimble CRM. Many of my clients have been using a third-party newsletter application like MailChimp or several others. This was more of an experiment than anything and it is far from perfect!

CRM 71

CRM X-functional Contact Consult 71

Adaptive Business Services

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. When we have completed the training, and the client has paid in full, I will immediately send you a check in the mail or make a deposit to your PayPal account. Any future business that I might do with this client is not eligible for commissions.

CRM 71

CRM Commission Contract Referrals 71

Adaptive Business Services

MARCH 8, 2023

As a Nimble CRM Solution Partner, I work with companies on implementing, and customizing, Nimble for their business. One thing I have learned is that each business that I work with has unique needs. In researching this for my client, I thought of two interesting applications. Of course, the email problem remains.

CRM 71

CRM Contact Pipeline Follow-up 71

Adaptive Business Services

JUNE 14, 2023

It seems as if I am always touting how simple CRM, and by extension selling, really is. The entire secret to sales is creating, maintaining, and building client relationships. You will consistently engage with clients and build relationships. You can then leverage your CRM to assist you with staying on track.

CRM 62

CRM Sales Clients Contact 62

Adaptive Business Services

MAY 8, 2024

My website and LinkedIn page has a headline which says “Sales & Nimble CRM Training”. For example, I have a tag that I use for my Nimble clients (this means you!). If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar.

CRM 71

CRM Contact Consult Service 71

Adaptive Business Services

SEPTEMBER 11, 2024

You work your CRM however you wish! That being said … I’m not a fan of … Integrations With Other Apps While I am generally not in favor of asking your CRM to do too much, and when you start connecting a variety of disparate apps … that’s too much, my main issue with integrations lies with client expectations. My best advice?

CRM 62

CRM X-functional Contact Price 62

Adaptive Business Services

JANUARY 2, 2024

I have identified 20 distinct areas where we can customize your Nimble CRM account to meet your specific needs and we can do that in one to three meetings (3 hours total). A large percentage of my clients are existing Nimble users. Moreover, Craig’s live training sessions on Nimble CRM were exceptional.

CRM 71

CRM Customers Pipeline Contact 71

Adaptive Business Services

MAY 21, 2025

It is used both during the sale and after the sale … READ ON Exceeding Client Expectations III This past winter, I had an issue with my heat pump freezing up. Are you thinking about a CRM? To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 71

CRM Consult Contact Business Services 71

Adaptive Business Services

MAY 31, 2023

Please note – While this article discusses Nimble CRM specifically, contact syncing between any two applications may raise similar concerns. There are ways to safeguard against mass record creation, but most of my clients don’t have the time to properly manage these. The C in CRM is Customer. I want those in Nimble.

Contact 71

Contact CRM Follow-up Consult 71

Salesforce

MAY 12, 2025

How AI enables proactive customer service for SMBs and startups Tools and platforms for proactive AI customer service Four best practices for implementing proactive AI solutions A real-world example of proactive AI service in action Be proactive for your small business service What is proactive customer service for small business?

Service 75

Service CRM Hospitality Appointment 75