Adaptive Business Services

FEBRUARY 21, 2024

Updates In our last post, Nimble CRM had just released the ability to add delay send and message draft saves in the new compose window. That’s a lot of drilling:) Are you thinking about a CRM? 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

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

MAY 3, 2023

I’d rather spend my time maximizing my chances of securing new business than trying to figure out why I did, or did not, achieve my goals. Working with folks on Nimble CRM, I run into both types of people. The post Nimble CRM is Designed to Build Relationships, Not Spreadsheets appeared first on Adaptive Business Services.

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Adaptive Business Services

JANUARY 10, 2024

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

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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

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. Bye, bye birdie – Changes to X’s API (Twitter) have caused Nimble to discontinue an integration with this service. The initial offering of web forms is very close to being released.

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Adaptive Business Services

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. A common example would be a Lead Qualification Workflow which is used to qualify people who have expressed an interest in your products or services. If you refer me, and these folks contract for my services , I will pay you a 20% commission on that full contract value.

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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

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

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

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

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

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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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

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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Adaptive Business Services

NOVEMBER 16, 2022

Two of the most beneficial features of Nimble CRM are workflows and deals. When somebody contacts our company about our services, we need to assign this inquiry for someone to handle. They have expressed an interest in our services but they do not yet represent an opportunity. In some cases, they are directly related.

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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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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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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

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

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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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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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 1, 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. For $175 you will be receiving $449 worth of services! The post Exciting News About Our Nimble CRM Course! 18 lessons.

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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. It will also work with a variety of other IMAP enabled mailing services.

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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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Adaptive Business Services

FEBRUARY 14, 2024

Lead qualification workflow When someone inquires about your product or service, one of the first things that you will need to determine is if there will be a match between their needs and your offering. Budget – Do they have the necessary funds to invest in your services? Are you thinking about a CRM?

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Adaptive Business Services

FEBRUARY 28, 2024

If I have followed my buyer-centric sales process correctly and I have built a relationship with that client and my services match their needs … “So, what do you think?”. appeared first on Adaptive Business Services. It’s not the end of the deal. It’s everything that happened during the deal. That’s about it.

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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

MARCH 13, 2024

Providing that you and your firm are capable of servicing them, high value deals are often much easier to secure than are smaller ones. Less capable firms will generally not be invited to compete Not every firm has the ability to service larger accounts. They are also easier to keep, but you have to continue to work to ensure that.

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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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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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