Adaptive Business Services

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. I wanted to start a discussion on workflows vs pipelines. Deal records, which are generally associated with one or more contact records, are placed in pipelines. A deal record can only be in one pipeline. This feature is expected soon for pipelines.

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CRM Commission Contract Referrals 71

Adaptive Business Services

MAY 26, 2021

The unfortunate fact is that a large majority of CRM implementations fail. In this series of articles, we are exploring the many reasons why salespeople seem, almost universally, to HATE CRM. Commission based, vs. salaried, reps. Our first article explored why salespeople hate CRM. How CRM can increase your sales.

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CRM Pipeline Commission Contact 77

Adaptive Business Services

MARCH 17, 2021

Selling has a well earned reputation of being a rollercoaster ride and, by default, so goes your paycheck especially if your earnings are based on commission. Nimble CRM can improve your sales and your bank account! Pipelines and Deals in Nimble CRM. Let’s look at a pipeline. Go to the “Deals” tab.

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CRM B2B Pipeline Commission 71

Adaptive Business Services

JULY 28, 2021

As a commission-only independent contractor, I was starting from scratch (no accounts or even leads), I needed to formulate a plan. At night, I entered each into my CRM. . A business attorney, commercial lender, and a financial advisor = Professional Services Power Partners. I was excited to do something fun for a change!

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Networking Referrals CRM Cold Call 77