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Nimble CRM Tips & Updates – June 18, 2025

Adaptive Business Services

This has not yet been announced, but I was looking at Nimble’s import routines in preparation for a client meeting and … there is now an option to “Import Resume”. Import Resume” represents step #1. The post Nimble CRM Tips & Updates – June 18, 2025 appeared first on Adaptive Business Services. It’s a resume.

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7 Ways to Show Your Client That You’re Listening

Adaptive Business Services

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. . A good CRM is your memory bank and your client will think that your memory is photographic. That’s a good thing! That’s a good thing!

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Nimble CRM Tips & Updates – May 7, 2025

Adaptive Business Services

However, I am now bringing on two new clients where this will be a necessity. Touching on segmenting I have a few clients where the motto has been I never met a tag I didnt like. I have tags for clients, my newsletter, and vertical markets that I am chasing. Pipelines look like workflows and they also represent a process.

CRM 71
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Nimble CRM Tips & Updates – December 18 2024

Adaptive Business Services

Workflows vs Pipelines The similarity between workflows and pipelines is that each represents a process and that process is displayed as stages (steps) on what is referred to as a Kanban board. The post Nimble CRM Tips & Updates – December 18 2024 appeared first on Adaptive Business Services.

CRM 71
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With So Many CRMs, Which One Do You Choose?

Adaptive Business Services

You and your business likely have unique needs. I have never worked with a client where this has not been true. I can answer for Nimble and I am sure there are others who can answer those same questions for whatever CRM(s) that they may represent. appeared first on Adaptive Business Services.

CRM 62
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If Your Salespeople Hate CRM, Here Are Some Implementation Tips!

Adaptive Business Services

Start with this … Pull together a design team that represents primary user roles. These are the business process owners and they represent the end users. appeared first on Adaptive Business Services. Project Lead – Primary contact for all project activity. See it here and watch the first lesson for free !

CRM 96
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Key Takeaways – Using Nimble CRM in a Sales Coach Role

Adaptive Business Services

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. Contact records are a complete depository of all data and engagements with this client including tasks, emails exchanged, and notes. Here are the answers.

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