Adaptive Business Services

DECEMBER 13, 2023

Speaking of automations … Nimble is heavily focused on building a more sophisticated automation engine that will power, among other things, messaging as well as deals/pipelines. Deal Records and Pipelines Last month, we talked about workflows. I would expect to start seeing these possibly as early as Q1 next year. Let’s convert.

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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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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

NOVEMBER 16, 2022

Two of the most beneficial features of Nimble CRM are workflows and deals. These records, while still associated with a contact record, are graphically displayed in a pipeline which is structured to represent your specific sales process. You can create multiple pipelines, but a deal can only reside in one pipeline at any time.

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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 …. Customized pipelines with deal stages including the maximum number of days in each stage. Customized pipelines with deal stages including the maximum number of days in each stage.

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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. It gives you a more realistic view of your total pipeline value – (included in step #7). I have distilled it down to 10 easy steps that will increase your sales. There you have it!

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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

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).

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Adaptive Business Services

FEBRUARY 14, 2024

Next let’s look at a simple sales process and it will be divided into two stages … a lead qualification workflow and a deal pipeline. Leads will be moved from stage to stage through the workflow and deals will do the same through their pipeline. Sales pipeline Active deals, or opportunities, reside in a sales pipeline.

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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. Help you to customize Nimble data fields, activities, pipelines, and dashboards. The course includes …. 18 lessons.

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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? Deal reviews, pipelines and forecasts … these are important. Nothing in their pipeline? A healthy pipeline and nothing is closing? I am both old and old school.

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Adaptive Business Services

MAY 4, 2022

Last, But Not Least … Sales Pipelines. A sales, or deal, pipeline should closely reflect the stages of your sales process. Your pipeline will have stages and each stage represents the next critical step in the sales process. As you evaluate your pipeline, be sure to ask yourself the following questions ….

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Adaptive Business Services

JULY 28, 2021

At night, I entered each into my CRM. . I spent three years in sales before deciding to go into consulting full-time. A business attorney, commercial lender, and a financial advisor = Professional Services Power Partners. An architect, general contractor, and a soil testing company = Construction Services Power Partners.

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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). WORKFLOWS Workflows (and Pipelines) represent a process. Individual deal records, generally associated with a contact record, are placed in your pipeline.

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Adaptive Business Services

JULY 25, 2018

Yes, forget that you have to fill up your sales calling sheets and follow-up on the sales deal pipeline. Just become a friend, a well-wisher, and a consultant to your prospects. The post An Effective Guide for Creating Your Outbound Sales Script appeared first on Adaptive Business Services. Don’t be a salesperson!

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PandaDoc

SEPTEMBER 2, 2020

Adaptive Business Blog. Adaptive Business Services focuses on B2B selling, primarily outbound, and that includes weaving social selling strategies and techniques into traditional selling methodologies. Check out Sales Pipeline Radio too – www.salespipelineradio.com. Heinz Marketing. Salesforce Blog. Score More Sales.

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Lead Fuze

AUGUST 5, 2021

Diagnose Your Sales Pipeline to Increase Performance. Adaptive Business Services. The focus is on helping businesses weave social selling strategies and techniques into their proven selling methodologies. Managing Member at Adaptive Business Services. is a CRM without the fluff. Rekener BizOps Blog.

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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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