Adaptive Business Services

MARCH 5, 2025

We enter uncharted territory Should you decide to utilize Nimble to do email marketing, in all likelihood you will be sending these emails to contacts who are already in your Nimble database. These contacts are probably a mix of customers, prospects, vendors you name it. You are working with your contact records.

CRM 71

CRM Click Through Rate Contact Service 71

Martech

NOVEMBER 14, 2023

Bringing back ghosted contacts It’s inevitable that some customers go silent. What about contacts that don’t show at a sales meeting or haven’t responded in a long time to your business’s outreach? And if this strategy revives a contact and nudges them toward a sale, that’s a good return on investment.

Contact 124

Contact Engineering Service Consult 124

Adaptive Business Services

MARCH 3, 2021

LinkedIn and Facebook have closed member data to almost all third-party applications like Nimble CRM. Nimble will auto populate social networks, where it can, during contact record creation. . Signals, under this tab, will show Twitter interactions with this contact. If appropriate, move these folks to Nimble contact records. .

CRM 105

CRM B2B Sell Networking 105

Adaptive Business Services

FEBRUARY 5, 2020

I no longer answer my home phone or my cell phone unless you are recognized as being in my contact lists and … I like you. I have filters and services which are sending the bulk of your daily email newsletters either to the trash (75%) or to a digest (15%). I don’t have a mailing list of a gazillion or anything even remotely close.

Cold Call 121

Cold Call Campaign Education Prospecting 121

SBI

DECEMBER 28, 2020

Nasdaq: TTGT), the global leader in B2B technology purchase intent data today announced the closing of the previously announced acquisition of BrightTALK Limited, a private company incorporated in England. The Company expects to close the transaction by the end of the year, subject to the satisfaction of customary closing conditions.

Closing 54

Closing Finance Contract Cross-sell 54

Adaptive Business Services

MAY 15, 2024

Monitor your Today Page daily for upcoming tasks and reminders as well as for leads in your workflow and deals in your pipeline – (5 minutes per day) Create a contact record and fill out the basic information (name, company name, phone, email) – (under 1 minute) Tag record and set stay in touch reminder to build relationships.

CRM 77

CRM Pipeline Contact Closing 77

Adaptive Business Services

FEBRUARY 19, 2025

I.e. group messages, email sequences, and even one-off emails to an individual contact. My issues with using these 3rd party apps with Nimble was that I had two separate apps and two separate contact databases with a record of regular emails in one, Nimble, and email marketing messages in the other. This is important! It was awesome!

CRM 62

CRM Real Estate Contact Follow-up 62

Adaptive Business Services

JULY 6, 2022

Create a contact record and fill out the basic information (name, company name, phone, email) – (under 1 minute). Tags allow you to organize your contacts and the stay in touch reminder will remind you to, are you ready? Use tasks to set tickler reminders for the next date of contact needed. Here we go!

CRM 71

CRM Pipeline Contact Sales 71

Adaptive Business Services

NOVEMBER 16, 2022

Workflows are populated with contact records (people or companies). You can have multiple different workflows and a contact can appear in more than one at the same time. Nimble offers a variety of workflow templates, for all different aspects of your business, that can be modified, or you can build your own from scratch.

CRM 71

CRM Represent Pipeline Contact 71

Adaptive Business Services

NOVEMBER 10, 2021

This includes creating the deal, associating it to a contact or company record, tracking the deal through a pipeline (your process for closing this deal), and generating forecasts based on your pipeline(s). A percentage chance of closing that is used to calculate the weighted deal value. A projected close date.

CRM 71

CRM Electricity Pipeline Contact 71

Adaptive Business Services

AUGUST 25, 2021

Prospecting – The ability to go out and to find new business. Closing is overrated. The close is the natural culmination to a selling process performed correctly. What kind of returns (dollars or otherwise) as a result of investing in your services? to find key contacts, What are their interests?

Sell 87

Sell CRM Referrals Up-sell 87

Adaptive Business Services

MARCH 8, 2023

Nimble has two possible features that might be used in their project management capacity and each presents unique challenges … Workflows Deals Workflows are actually a part of a contact record (person or company. This means that … Notes for this project will be mixed in with all other notes related to this contact record.

CRM 71

CRM Contact Pipeline Follow-up 71

Adaptive Business Services

MARCH 20, 2024

I have been told that the following are VERY close to release (maybe even this month) … Group message send limit availability will be increasing Message sequencing Group message scheduling Now, and this is strictly a guess, I suspect that these may be premium (extra cost) features. Coming very soon! Say it ain’t so! Another video!?:)

CRM 71

CRM Customer Relationship Management Contact Relationship Management 71

Adaptive Business Services

JULY 10, 2024

Contact records are a complete depository of all data and engagements with this client including tasks, emails exchanged, and notes. What is the rep’s closing ratio and what is their average deal size (won, loss, or total)? Better yet, I can access all of this information/data at any time, any place, and from any of my devices.

CRM 77

CRM Referrals Pipeline Sales 77

Adaptive Business Services

MARCH 17, 2021

Set a projected close date. Assign a percentage chance of closing. You can also associate this deal with multiple contacts . Your percentage chance of closing is used to calculate a “weighted value”. When you move a deal to another stage, you will need to edit that deal to update the percentage chance of closing.

CRM 71

CRM B2B Pipeline Commission 71

Adaptive Business Services

AUGUST 21, 2024

Migrate contacts to specific steps in sequences. If, for any reason, you wish to place a contact in a specific stage of that sequence, now you can. As I have no idea of exactly when or if these will come to fruition, I’ll be keeping these close to the vest for now. Updates … New! For example, maybe you wish to skip a step.

CRM 71

CRM Contact Service Business Services 71

Adaptive Business Services

AUGUST 4, 2021

While LinkedIn has long since removed access to it’s site for CRMs, one of the nice features of Nimble is their Prospector extension that will allow me to create contact records from anywhere on the net including social networks and web pages. While they might not be exactly the same, they are going to be close. Will I be correct?

CRM 87

CRM Strategize Networking Prospecting 87

Adaptive Business Services

FEBRUARY 7, 2024

Delay send and drafts in message compose The availability of increased group message send limits Message Sequencing Tips on Managing Deals and Pipelines To recap from previous discussions … deal records are associated with contact records (although they do not have to be) and deal records are placed in a pipeline. I could go on, but I won’t.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

JULY 28, 2021

I still had contacts in this industry although it had been several years since I had actually worked in it. My plan was to contact each and every one of the key people who I knew who were in the best position to refer me to potential clients. Read that closely and let it sink in. My closing ratio was well in excess of 80%.

Networking 77

Networking Referrals Cold Call CRM 77

Adaptive Business Services

JUNE 1, 2022

Nimble CRM Contact Records. When you look at a contact record on Nimble, the left side of the record is composed of boxes that show specific sets of data. A couple of the newer ones include converting a company record to a person record or vice versa and also placing a notice on the contact record. You can do that.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

FEBRUARY 14, 2024

Stage #2 – The sales person researches for company and the key contact(s). A deal has a projected closing date. A deal has a percentage probability of closing successfully. Variables such as deal amount and predicted closing dates should be monitored and modified as needed. The question is why?

Process 77

Process Pipeline CRM Represent 77

Adaptive Business Services

FEBRUARY 14, 2018

A Powerful Contact. Build Relationships, Manage Deals and Grow Your Business The Nimble Way to Connect, Engage, Nurture and Close Customers While Mobile. Nimble unifies contacts from siloed mobile, cloud-based and desktop records into a comprehensive relationship manager for you and your team. Sales pipeline manager.

CRM 91

CRM Launch Pipeline Contact 91

Martech

FEBRUARY 25, 2022

Mobile app messaging campaigns capture mobile insights in real-time and drive personalized mobile experiences (push notifications and in-app messages) to each contact. Social campaigns enable marketers to reach existing segments in social channels or to expand to reach new contacts that resemble existing profiles.

E-commerce 120

E-commerce B2C Manufacturing Hospitality 120

Adaptive Business Services

NOVEMBER 1, 2023

I believe that the way responses are currently handled may be changing to allow for automatic contact creation with tagging. They differ in the following manners … Contact records are placed in workflows. Deal records, which are generally associated with one or more contact records, are placed in pipelines.

CRM 71

CRM Commission Contract Referrals 71

Adaptive Business Services

JANUARY 2, 2024

EMAIL TEMPLATES You can create multiple email templates in Nimble and automatically merge (personalize) each email with fields found in the contact’s record. These templates can be used for group messages (same email but personalized for each recipient) or sent to individual contacts. We will discuss all of this when we meet.

CRM 71

CRM Customers Pipeline Contact 71

Adaptive Business Services

MAY 1, 2024

Presentations to closed deals. If I make one presentation and that results in a sale, my closing ratio is 100% but I doubt it will allow me to reach my monthly targets. Instead, I might need to make 20 presentations each month and close 60% of those presentations. 1,000 calls per month = approximately 46 contacts per day.

Appointment 77

Appointment Cold Call Sales CRM 77

Adaptive Business Services

SEPTEMBER 6, 2023

The initial offering of web forms is very close to being released. Additionally, these can be created in both contact and deal records. Events – You are scheduling an event with this contact. These are separate from Contact or Deal tags. Last contacted date/time – This is a system generated field.

CRM 71

CRM Contact Clients Consult 71

Adaptive Business Services

FEBRUARY 22, 2023

These can include … Who, besides yourself, can see your emails Who can see or edit your deals Who can see or edit your account contact records Typically, managers will have access to all of this information except maybe for email messages (depending on your CRM). The post Privacy and Nimble CRM appeared first on Adaptive Business Services.

CRM 14

CRM Contact Consult Business Services 14

Adaptive Business Services

JULY 21, 2021

Nimble has long had a separate widget box in the contact record for lead details (source, status, etc.). We also have deal records (valid opportunities that we hope to close) and deal pipelines. In some cases this information could replace Nimble’s lead details widget (which you could then hide) in the contact record.

CRM 71

CRM Pipeline SQL Appointment 71

Adaptive Business Services

JANUARY 10, 2024

Field mapping a form applies to creating fields in contact records. When a new submission is received, it shows an “activity” in the contact record which includes all fields, mapped or not. In this case … the workflow is used to determine whether or not this person or a company, and what they want, is a good match for your services.

CRM 71

CRM Pipeline Territory Represent 71

Adaptive Business Services

MARCH 27, 2024

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. For example, let’s say that you wish to move contacts from an outside web-based source to Nimble. The reasons for this are more detailed.

CRM 71

CRM Contact Clients Represent 71

Adaptive Business Services

APRIL 23, 2018

Communicate authentically with contacts and easily update team members directly from the dashboard. Nimble’s Today Page enables users to organize your day, focus on key relationships, and take progressive actions to close business more effectively. Today Page Dashboard Overview. More Today Page widgets are in the works!

CRM 11

CRM Launch Appointment Pipeline 11

Adaptive Business Services

MAY 4, 2022

Contact the inquirer. Close the lead as either not qualified or qualified and assigned to an account executive or, if that is you, convert it to a valid opportunity (deal). Simply put, this process is designed to ensure that you are not chasing opportunities which have little to no chance of closing successfully.

Process 71

Process Pipeline CRM Sales 71

Adaptive Business Services

OCTOBER 9, 2024

For instance, if a company needs to sell $100,000 monthly, and the sales team can only close around 50% of their monthly sales, the sales team will require at least $200,000 in good active deals. The post Unlocking Synergy Between Sales and Accounting appeared first on Adaptive Business Services.

Profit margin 71

Profit margin Contract Teamwork Sales 71

Adaptive Business Services

JULY 17, 2024

The close is the natural result of a process done correctly. Contacts are placed in the workflow and they move through the process stages. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 71

CRM Represent Education Pipeline 71

Adaptive Business Services

DECEMBER 13, 2023

Key features include new form submission notifications as well as the ability to automatically create contact records and, if desired, add those to a workflow. Assuming that you have created a pipeline, you can convert a workflow contact to a deal record, if applicable. Read these closely! Form field mapping is also improved.

CRM 71

CRM Pipeline Contact Represent 71

Adaptive Business Services

JANUARY 24, 2024

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. This was our contact record. Ask a sales rep what they will close this month and, without some intensive research, they may be hard pressed to give you an answer. Template emails.

CRM 71

CRM Commission Territory Repeat business 71