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. Enough for today.

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CRM Pipeline Contact 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. This was our contact record. How does the right CRM make salespeople more money?

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CRM Commission Territory Repeat business 71

Adaptive Business Services

MARCH 6, 2024

For example, I follow news on selling and on CRM. A Nimble contact record is the nerve center of your CRM. You can, and you should , be leveraging these capabilities to provide better customer service and to increase your revenues! Are you thinking about a CRM?

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CRM Follow-up Consult Networking 62

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.

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CRM Pipeline Territory Represent 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. 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.

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CRM Contact Clients Consult 71

Adaptive Business Services

OCTOBER 4, 2023

Lots of Nimble CRM news to report this month! 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. They are not available within Gmail or Outlook interfaces.

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CRM Contact Consult Up-sell 71

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.

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Contact CRM Consult Business Services 62

Adaptive Business Services

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. 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. A contact record can be in more than one workflow at any given time.

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CRM Commission Contract Referrals 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. Nimble has just released an update to its web form offering.

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CRM Pipeline Contact Represent 71

Adaptive Business Services

JUNE 14, 2023

It seems as if I am always touting how simple CRM, and by extension selling, really is. You can then leverage your CRM to assist you with staying on track. Everything below is part of a contact record in your CRM. The contact record is the literal heart of any CRM!! characteristics.

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CRM Clients Sales Contact 62

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. 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 26, 2023

I prefer to focus on results so we are going to ignore all of the statistics that tout the promised benefits of CRM. Part of it is that a CRM is viewed as data entry. Another aspect is that most often using a CRM is something that has been requested (dictated) by their company or sales manager. I represent Nimble CRM.

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CRM Pipeline Contact Represent 62

Adaptive Business Services

AUGUST 23, 2023

We do have a few minor updates to report on Nimble CRM. Web forms (think contact forms for your website) are close to being released. If yes, Please book a free 30-minute Zoom consultation with me. The post Nimble CRM Updates Workflow and Deal Listing Options appeared first on Adaptive Business Services.

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CRM Pipeline Consult Contact 62

Adaptive Business Services

NOVEMBER 16, 2022

Two of the most beneficial features of Nimble CRM are workflows and deals. 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. Deals are a part of a contact record and deals are also their own unique records.

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CRM Represent Pipeline Contact 71

Adaptive Business Services

JANUARY 11, 2023

In October of 2021 I was contacted by an electric sign company where I had previously served as a partner during the 1990’s. This would include implementing Nimble CRM. This included putting him on Nimble CRM and teaching him how to leverage that platform to increase his sales. He worked his CRM religiously. Bonus points.

Electricity 71

Electricity CRM Sales Follow-up 71

Adaptive Business Services

AUGUST 11, 2021

One of the nicest things about Nimble CRM is that it can be highly customized in order to meet your specific needs including as a Signage CRM …. Contact record tags which can be named and created on the fly. Reorder, or hide, blocks of information on contact records. Customized lead pipelines. Custom activities.

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CRM Customers Electricity Manufacturing 77

Adaptive Business Services

JULY 6, 2022

This is not the first time that I have attempted to illustrate how easy it is to be successful with Nimble CRM, but I’m going to try to do so again. Create a contact record and fill out the basic information (name, company name, phone, email) – (under 1 minute). Add contacts to your leads workflow, if applicable.

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CRM Pipeline Contact Sales 71

Adaptive Business Services

JUNE 1, 2022

After working with so many companies on helping them to implement Nimble CRM, the one thing that I have learned is that there is almost always more than one way to skin a cat. Here are a few of my favorite Nimble CRM hacks because … every company has unique needs. Nimble CRM Today Page. Nimble CRM Contact Records.

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CRM Pipeline Contact Consult 71

Adaptive Business Services

AUGUST 24, 2022

Nimble CRM is extremely easy to use, priced very attractively, and there are literally tons of how-to videos that are available on YouTube. How are you with things like privacy settings, connecting email and calendars, as well as importing contact records from Outlook or Google? . appeared first on Adaptive Business Services.

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CRM Contact Consult Price 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.

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CRM Consult Clients Contact 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.

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CRM Commission Repeat business Represent 96

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!

CRM 71

CRM Electricity Pipeline Manufacturing 71

Adaptive Business Services

FEBRUARY 9, 2022

I had a chat with a gentleman recently who wanted to use Nimble CRM to monitor a contact’s social activity. If the social networks won’t come to my CRM, can my CRM go to them? 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.

Networking 143

Networking CRM Contact Consult 143

Adaptive Business Services

MAY 1, 2024

1,000 calls per month = approximately 46 contacts per day. Are you thinking about a CRM? Send Data Send Data Send Data Send Data The post Sales Math – Quality vs. Send Data Send Data Send Data Send Data The post Sales Math – Quality vs. Quantity appeared first on Adaptive Business Services.

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Appointment Cold Call Sales CRM 77

Adaptive Business Services

FEBRUARY 14, 2024

Stage #2 – The sales person researches for company and the key contact(s). Are you thinking about a CRM? appeared first on Adaptive Business Services. Let’s build a very simple lead qualification process (workflow) around BANT … Stage #1 – The lead is received and assigned to a salesperson.

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Process Pipeline CRM Represent 77

Adaptive Business Services

SEPTEMBER 15, 2021

Let’s start with CRM (acronym), Customer Relationship Management. 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 …. Instead we should be leading.

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Sell Customer Relationship Management Consult Relationship Management 77

Adaptive Business Services

JULY 28, 2021

At night, I entered each into my CRM. . 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. The proof is in the results. In Nimble I can ….

Networking 77

Networking Referrals CRM Cold Call 77

Adaptive Business Services

FEBRUARY 22, 2023

Most CRMs, and Nimble CRM is no exception, have some levels of privacy controls. So, if a manager wants to see ALL contact details and interactions, the simple answer is to make email messages public. I have always been of the opinion that CRM works best as a transparent and open database. Sure you have. No privacy.

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CRM Contact Consult Business Services 14

Adaptive Business Services

MAY 4, 2022

Contact the inquirer. A good CRM is helpful with these tasks. If you would like to learn more about Nimble CRM, and whether or not it might be right for your business, please book a free 30 minute consultation with me. Assign the lead. Research the inquiring person and company.

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Process Pipeline CRM Sales 71

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). EMAIL TEMPLATES You can create multiple email templates in Nimble and automatically merge (personalize) each email with fields found in the contact’s record.

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CRM Customers Pipeline Contact 71

Sales Hacker

AUGUST 7, 2020

Orange Business Services. Nutshell CRM. samsales Consulting. Chasse Consulting: Sales Strategies, Inc. Launch Consulting Group. Allied Contact Management. Empowering Coaches, Consultants & Solo-Entrepreneurs. Head of Sales – SMB New Business Acquisition. Uncensored Consulting.

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Territory Presentation Strategic partnership Strategize 121

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. Jump forward to 2022 and CRM has evolved to a cloud-based application and its primary use, at least for SMB or even solopreneurs, is still likely going to be sales.

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CRM Customer Relationship Management Relationship Management Contact 71

Adaptive Business Services

JUNE 30, 2021

Nimble CRM continues to expand it’s tight integration with Microsoft products. Nimble Prospector is available as an add-in for your Outlook and Outlook 365 inboxes that allows you to bring your Nimble contact database directly into those interfaces. Your Follow-ups Become Trackable and Timely.

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Score More Sales

JANUARY 9, 2011

Consulting. Recently we read about an amazing woman, Sramana Mitra , who launched a project to help one million business owners do a million dollars in annual revenues by 2020. Contact one of us at Score More Sales if you are interested in participating, or know of someone who is. Contact Me FREE Download FREE.

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Growth Non-Profits Consult B2B 69

Lead Fuze

AUGUST 5, 2021

Blogger Blurb: Peter Gracey is the CEO and Co-Founder of QuotaFactory where he is responsible for company vision, growth and success, and servicing client and partner relationships while focusing on product management. Adaptive Business Services. Managing Member at Adaptive Business Services. The Gist: .

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Negotiate Sales Retail B2B 98

Martech

FEBRUARY 25, 2022

They also integrate seamlessly with many third-party CRM and other point solutions to offer extended capabilities. Platform vendors offer extensive training programs, online communities and strategic consulting services to encourage more comprehensive platform use and create a higher return on marketing automation investments.

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E-commerce B2C Manufacturing CRM 120