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. What are some of the general company benefits from a well managed CRM … Increased revenues.

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Adaptive Business Services

JANUARY 10, 2024

It is proving to be a much more detailed discussion than I had initially envisioned Are you thinking about a CRM? 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.

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CRM Pipeline Territory Represent 71

Adaptive Business Services

NOVEMBER 29, 2023

Before there was CRM (Customer Relationship Management), there was CM (Contact Management). Today’s CRMs are still based on their CM roots but they are now much much more than that. While Contact Managers were typically used solely by salespeople, CRM can be used by multiple departments in your organization.

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Adaptive Business Services

OCTOBER 4, 2023

Lots of Nimble CRM news to report this month! If you would like to learn more about Nimble and to determine whether or not it might be right for you, please schedule a free 30-minute Zoom consultation with me! The post Nimble CRM Updates – October 2023 appeared first on Adaptive Business Services.

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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. Do these few simple things and your CRM will keep you on track and make you money! The post Nimble CRM Updates – September 2023 appeared first on Adaptive Business Services.

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Adaptive Business Services

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. If you would like to learn if Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to www.calendly.com/craigmjamieson. The post Nimble CRM Tips & Updates – November 2023 appeared first on Adaptive Business Services.

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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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Adaptive Business Services

DECEMBER 13, 2023

Therefore, in order to map your form’s fields correctly, you will first need to make sure that you have fields in Nimble to accept that i 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 www.calendly.com/craigmjamieson.

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Adaptive Business Services

AUGUST 23, 2023

We do have a few minor updates to report on Nimble CRM. 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. All Deals Listing – This is kind of an interesting feature.

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Adaptive Business Services

FEBRUARY 8, 2023

The week between Christmas and New Years was spent closing a chapter of my professional life with the passing of one business to its new owner. Over the past couple of years, my Nimble CRM training and implementation consulting services have seen substantial growth. Now it was time to turn my attention toward 2023.

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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

MARCH 22, 2023

I’ve had the privilege of assisting many many companies with their Nimble CRM implementations. Some were just getting started while a large percentage of others had actually been using Nimble CRM for some time and they were finally tired of “flopping around”. Are you thinking about integrating your CRM with other applications?

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Adaptive Business Services

MARCH 22, 2023

I’ve had the privilege of assisting many many companies with their Nimble CRM implementations. Some were just getting started while a large percentage of others had actually been using Nimble CRM for some time and they were finally tired of “flopping around”. Are you thinking about integrating your CRM with other applications?

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CRM Consult Promote Business Services 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. The post Using Nimble CRM Deals for Project Management appeared first on Adaptive Business Services.

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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. I don’t know about you but, I have a ton of records that I have collected over the years via emailing and I only want a very small fraction of those in my CRM. The C in CRM is Customer.

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Contact CRM Follow-up Consult 71

Adaptive Business Services

JANUARY 11, 2023

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. I taught him about the business and every aspect of sign sales. He worked his CRM religiously. I began work in earnest. Bonus points. It’s always about results.

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Electricity CRM Sales Follow-up 71

Adaptive Business Services

NOVEMBER 16, 2022

Two of the most beneficial features of Nimble CRM are workflows and deals. If you would like to schedule a free 30 minute consultation to discuss Nimble and my services, please follow this link to do so. Workflows & Deals in Nimble CRM appeared first on Adaptive Business Services.

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CRM Represent Pipeline 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

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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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 …. I currently offer a complete video course on Nimble CRM. Book a free 30 minute Zoom consultation with me to discuss those. The course itself is available for only $99.

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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. My background is in B2B sales and management and I have personally used CRM since the late 80’s and I have been a Nimble Solution Partner since day one. There are several considerations.

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CRM Contact Consult Price 71

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. If you would like to learn more about Nimble CRM, please schedule a free 30-minute Zoom consultation with me. We’re not going to get deep into the weeds. These are the fundamentals.

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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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Adaptive Business Services

APRIL 10, 2024

I was a fairly early adopter of CRM (late 80’s) but have since avoided most sales enablement tools. Since I do not have the inclination to answer these questions, with the exception of imparting certain sales wisdoms as it pertains to implementing Nimble CRM with clients … I think that my sales training days may be over.

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Adaptive Business Services

APRIL 24, 2024

Are you thinking about a CRM? 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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Adaptive Business Services

MAY 19, 2021

Today I am pleased to announce that I have made some significant changes to our complete online course on Nimble CRM. I am offering a free, no obligation, 30-minute consultation to answer that question. The post Exciting News About Our Nimble CRM Course! appeared first on Adaptive Business Services. 18 lessons.

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Adaptive Business Services

NOVEMBER 10, 2021

Book a free 30-minute Zoom consultation with me. The post Nimble CRM Introduces Workflows and You’re Gonna’ Love Them! appeared first on Adaptive Business Services. There will always be a need for these where calculations are a necessary part of that sheet but, if not, they might be saying “hello workflows!”.

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CRM Electricity Pipeline Manufacturing 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. Book a free 30-minute Zoom consultation with me! I hope that this helps!

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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? If you have any questions about whether or not Nimble would be right for you, please feel free to schedule a free 30-minute Zoom consultation with me!

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Adaptive Business Services

FEBRUARY 14, 2024

Are you thinking about a CRM? appeared first on Adaptive Business Services. For the new sales hire, you are providing them not only with guidelines, but with a blueprint, a map, to ensure their success. The post It’s The Process, Stupid!

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Adaptive Business Services

FEBRUARY 28, 2024

My gift to both of us:) 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 www.calendly.com/craigmjamieson. appeared first on Adaptive Business Services. The post My Favorite Close is “What Do You Think?”

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Adaptive Business Services

MARCH 13, 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 www.calendly.com/craigmjamieson. The post High Value Deals Are Often Easier To Secure appeared first on Adaptive Business Services. Winner, winner.

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Electricity Price CRM Consult 77

Adaptive Business Services

JANUARY 17, 2024

Add two more groups and simultaneously develop side hustle #2 … consulting. I have decided to narrow my efforts to training and implementing Nimble CRM. The post Returning to My Roots … Networking appeared first on Adaptive Business Services. Time to pivot again. Now it was my only hustle. semi-retirement.

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Networking Cold Call Territory Construction 71

Adaptive Business Services

DECEMBER 28, 2022

My failed venture into providing an online course for Nimble CRM has been shut down. . I had spent a part of 2022 trying to break into electric signage (my background as an owner and a manager) as a vertical market for my consulting services. The post Time to Refocus in 2023 appeared first on Adaptive Business Services.

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Electricity Referrals CRM Consult 71

Adaptive Business Services

JANUARY 31, 2024

Are you thinking about a CRM? 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 www.calendly.com/craigmjamieson. The post Properly Handled Mistakes Create Stronger Relationships appeared first on Adaptive Business Services.

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Transportation Commission Territory CRM 71

Adaptive Business Services

JUNE 29, 2022

Now, I don’t know about you, but I’m going to need a CRM to keep track of all of these conversations. 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. . Here it is again. That’s a good thing!

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Adaptive Business Services

APRIL 20, 2022

My business name is Adaptive Business Services. How much is in my pipeline in my Nimble CRM and what are my closing ratios? If you would like to learn more about Nimble CRM, or just chat a bit about selling … please schedule a free 30-minute Zoom consultation with me. I am both old and old school.

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