Adaptive Business Services

NOVEMBER 6, 2024

When I think of higher limit message sending, names like Mailchimp, Constant Contact, and Active Campaign come to mind. This means, unless there is some Nimble magic in play, that these messages would not be attached to contact records. Help to create content to share with contacts. We will see. Are you thinking about a CRM?

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CRM Contact Price Campaign 62

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. Being able to sync your contacts between Nimble and another source is something that is welcomed by most users. You can create groups of Nimble contacts via the use of tags.

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Contact CRM Follow-up Consult 71

Adaptive Business Services

NOVEMBER 29, 2023

Before there was CRM (Customer Relationship Management), there was CM (Contact Management). While Contact Managers were typically used solely by salespeople, CRM can be used by multiple departments in your organization. CRM can be very simple and it’s foundation remains the contact record. I’m only getting started.

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Contact CRM Customer Relationship Management Relationship building 71

Adaptive Business Services

OCTOBER 23, 2024

Let’s take a look at our … Nimble Toolkit Main Web App Contact Records Since we are talking about LinkedIn, you might be inclined to try to manage those relationships in LinkedIn. The contact record is the heart of any CRM. This also means that each message will be attached to the appropriate contact record.

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CRM Prospecting Contact Follow-up 62

Adaptive Business Services

FEBRUARY 9, 2022

Prospector will allow you to view, create, or edit any Nimble contact record and can do so from any web page including your social networks. Your Nimble contact record can include a direct link to that person’s social profiles or , at least with LinkedIn, I could use that link to go directly to that person’s activity listing.

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Networking CRM Contact Consult 143

Adaptive Business Services

JANUARY 15, 2025

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. Stay tuned! Are you thinking about a CRM?

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CRM Consult Contact Pipeline 62

Adaptive Business Services

MARCH 19, 2025

If your bounce rate exceeds 1%, Nimble may place you in an email marketing quarantine (not sure what this means, but you can out) and Im guessing that you will still be paying for the service during this time. Do not reuse sequences with the same contacts. Contact emails that either bounce or unsubscribe Lets start with this.

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CRM Contact Start-ups Service 71

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.

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CRM Click Through Rate Contact Service 71

Adaptive Business Services

NOVEMBER 27, 2024

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. on social media. Good grief. Thank you!

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CRM Contact Education Clients 62

Adaptive Business Services

FEBRUARY 2, 2022

Nimble CRM used to offer two-way contact synchronization between Nimble and Gmail or Outlook 365 via a third-party application called PieSync. Well, HubSpot bought PieSync, rolled it into their suite of services, and left the rest of us hanging out to dry. Google or Outlook should be where you manually add contacts. Method #4.

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Contact CRM Consult Business Services 62

Martech

NOVEMBER 14, 2023

Figure out how you want to segment and then reverse engineer that backwards,” said Ali Schwanke, founder of consultancy Simple Strat, in a presentation at The MarTech Conference. Bringing back ghosted contacts It’s inevitable that some customers go silent. But are marketers going about this the right way?

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Contact Engineering Service Consult 127

Adaptive Business Services

JUNE 4, 2025

Hopefully soon, you will be able to see specific link clicks by individual contacts! Any email that bounces, or unsubscribes, will automatically have this tag added to their contact record. This means, for bounces, if you wanted to, you could now easily export that list as a.csv file and upload it to a service for verification.

CRM 71

CRM Contact Consult Prospecting 71

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!

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CRM Real Estate Contact Follow-up 62

Adaptive Business Services

SEPTEMBER 15, 2021

We used to call them Contact Managers, but should we really be managing our contacts? In one cartoon the pointy-haired boss exclaims to Dogbert the Consultant who is trying to sell him an ISO 9000 program, to paraphrase …. Aren’t you the same consultant who sold me that worthless TQM program!?” Leading where? Idaho joke.

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Sell Customer Relationship Management Consult Relationship Management 77

Adaptive Business Services

JULY 3, 2024

Coming Soon There will be integrations with workflows, web hooks, and web forms allowing you to add contacts to sequences from these, probably this month. Branching, selecting more than just exit successfully or unsuccessfully, is on the roadmap as is the ability to add a contact to a specific step of a sequence.

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CRM Contact Consult Follow-up 71

Adaptive Business Services

JUNE 5, 2024

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.

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CRM Contact Consult Business Services 71

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.

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CRM Pipeline Contact Closing 77

Adaptive Business Services

AUGUST 11, 2021

Contact record tags which can be named and created on the fly. Reorder, or hide, blocks of information on contact records. Book a free 30 minute Zoom consultation with me to discuss those. The post Customizing Nimble CRM for the Signage Industry [Video] appeared first on Adaptive Business Services.

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CRM Customers Electricity Manufacturing 77

Adaptive Business Services

JUNE 2, 2021

These are the business process owners and they represent the end users. Project Lead – Primary contact for all project activity. Responsible for maintaining effective communication between users and consultant, scheduling and directing client subject matter experts, and ensuring smooth project progress.

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CRM Commission Repeat business Represent 96

Adaptive Business Services

FEBRUARY 26, 2025

As a Nimble CRM solution partner, I have a fairly extensive contact database. Better yet, it eliminates the need for a third-party application, two separate databases, and these messages are attached to contact records in Nimble vs. only in that separate application. Drip campaigns and email blasts were never a part of either.

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CRM Territory Contact Campaign 62

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. Send Data Send Data Send Data Send Data The post Key Takeaways – Using Nimble CRM in a Sales Coach Role appeared first on Adaptive Business Services. Here are the answers.

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CRM Referrals Pipeline Sales 77

Adaptive Business Services

MARCH 20, 2024

However, if you are currently using a third-party application like Mailchimp or Constant Contact, and you are paying for this, there could be a dollar trade off. This also eliminates the need to update contact records on two services … Nimble and your email marketing program. Say it ain’t so! Another video!?:)

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CRM Customer Relationship Management Contact Relationship Management 71

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.

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CRM Contact Pipeline Follow-up 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. I spent three years in sales before deciding to go into consulting full-time.

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Networking Referrals Cold Call CRM 77

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!

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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.

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CRM Represent Pipeline Contact 71

Adaptive Business Services

MARCH 23, 2022

Realized I didn’t want to do that forever, so I went back to school, got my MBA from the University of Minnesota Carlson School, spent 14 years in corporate marketing, 10 years with a small B2B-focused agency, then started my own consultancy in 2017. How about telling them a little bit about your business?

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Sell Objectives and Key Results Networking Pitch 101

Adaptive Business Services

NOVEMBER 10, 2021

For several years now Nimble has offered a way for you to create and to track business opportunities or deals. 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). Watch the video!

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CRM Electricity Pipeline Contact 71

Adaptive Business Services

JUNE 19, 2024

I think:) A behavior, or trigger, is something that the contact either does or does not do with a delivered message. These actions would be: deliver the next message or exit this contact from the sequence successfully or unsuccessfully. Checking fields in contact records can also trigger actions.

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CRM Contact Consult Service 71

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.

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CRM Pipeline Contact 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.

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CRM Contact Consult Business Services 14

Adaptive Business Services

OCTOBER 4, 2023

Reminders can be applied to existing emails from your message inbox or within existing contact records. Zapier will work with probably most 3rd party web form applications such as Contact Form 7. The post Nimble CRM Updates – October 2023 appeared first on Adaptive Business Services. That will do it for this month.

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CRM Contact Consult Up-sell 71

Adaptive Business Services

SEPTEMBER 6, 2023

Additionally, these can be created in both contact and deal records. Events – You are scheduling an event with this contact. They are the same as tasks with two exceptions … they have a specific custom name and you can specify whether or not to update your last contacted date (read on). Notes – Just what they say.

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CRM Contact Clients Consult 71

Adaptive Business Services

OCTOBER 2, 2024

Going the other way, you can choose to move a contact from a sequence to a workflow whenever a specific condition is met. 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. Read about these features here.

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CRM Contact Consult Networking 62

Adaptive Business Services

MARCH 27, 2024

For example, let’s say that you wish to move contacts from an outside web-based source to Nimble. Generally, there will be at least two options … Export contacts as a.csv file for import to Nimble. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

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CRM Contact Clients Represent 71

Adaptive Business Services

AUGUST 24, 2022

How are you with things like privacy settings, connecting email and calendars, as well as importing contact records from Outlook or Google? . Every business that I have worked with has their own unique needs. How can you leverage Nimble to receive its maximum benefit for your business needs? The list goes on ….

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CRM Contact Consult Price 71

Adaptive Business Services

MARCH 16, 2022

When I first started using CRM (Customer Relationship Management) software in the late 80’s, they were based on DOS, desktop only, and we called them Contact Managers. However, if for example you want inquiries from your website to go directly into your CRM via a connection with your contact form … good application.

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