Adaptive Business Services

OCTOBER 16, 2024

Re mystery unsubscribes … We submitted a support request to Nimble asking if there might be reasons for a contact to be unsubscribed from receiving emails when the contact has not done this themselves. Best Regards, Iryna Customer Success Associate | Nimble Wow!! appeared first on Adaptive Business Services.

CRM 71

CRM Construction Contact Service 71

Sales Pop!

OCTOBER 20, 2021

If you own a business-to-business service, lead generation can be a time-consuming task, especially as your clients are business owners themselves. So you build a list of profiles you want to contact, and the AI will then take over and contact these profiles using your email templates.

Lead generation 246

Lead generation B2B Closing Cold Call 246

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.

CRM 71

CRM Click Through Rate Contact Service 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 …. Up to 1,000 custom data fields in a wide range of field formats. Customized pipelines with deal stages including the maximum number of days in each stage. Customized lead pipelines.

CRM 77

CRM Customers Electricity Manufacturing 77

Adaptive Business Services

JANUARY 15, 2025

Of course, if you have specific needs, we will happily design a custom program to address those! and telephony services or to a marketing professional who I know and trust or to an automated yet personalized and human-to-human LinkedIn prospecting system. I would also be happy to connect you to managed I.T.

CRM 62

CRM Consult Contact Pipeline 62

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.

CRM 71

CRM Customers Pipeline Contact 71

Martech

NOVEMBER 14, 2023

Reverse engineer segmentation Customer segmentation is something marketers frequently do to improve marketing automation and make sure the right messages are sent to the right group of customers. Too often, marketers break down their customers into segments by role or demographics. As a result, you’ll know your customers better.

Contact 124

Contact Engineering Service Consult 124

Adaptive Business Services

AUGUST 4, 2020

The video below will demonstrate what I have done to Nimble in order to customize it for these tasks. Contact records – keep good notes, record activities, and organize your records. The post Configuring Nimble CRM for Touch and Referral Tracking [Video] appeared first on Adaptive Business Services.

Referrals 113

Referrals CRM Networking Gaming 113

Adaptive Business Services

FEBRUARY 5, 2020

This is not to say that they are not valuable and appropriate for use with any recognized customer or with a prospect in progress. I no longer answer my home phone or my cell phone unless you are recognized as being in my contact lists and … I like you. Away we go, but first … . This article is more a request for your opinions rather.

Cold Call 121

Cold Call Campaign Education Prospecting 121

Adaptive Business Services

MARCH 3, 2021

Engaging – There are multiple social channels and multiple ways to do this, but first focus on where your prospects and customers are. Nimble will auto populate social networks, where it can, during contact record creation. . Signals, under this tab, will show Twitter interactions with this contact.

CRM 105

CRM B2B Sell Networking 105

Hubspot

SEPTEMBER 26, 2012

Research released earlier this year by Sabio and the Customer Contact Association showed that anywhere between 25% and 40% of the calls that are being handled by UK contact centers are unnecessary or avoidable. Customers calling to clarify complicated pricing and other terms and conditions issues.

Service 78

Service Customers Education Legal 78

Adaptive Business Services

FEBRUARY 3, 2021

To be highly successful in selling, you must be able to consistently exceed customer expectations and you do that by being Remarkable , Unique, Memorable, and Responsive. If you can stand out from the pack, be responsive and proactive, you will then earn their business and their referrals! We’re going to talk about both. Today Page.

CRM 87

CRM B2B Contact Referrals 87

Martech

FEBRUARY 25, 2022

Target customers. Some key customers are Cuisinart, Harlequin, PayPal, Republic Services, USO and Wiley. Automated journey programs enables marketers to execute at scale automated, multi-step campaigns across the entire customer journey (email, SMS, mobile push, social, web). Product overview. Click here to download!

E-commerce 120

E-commerce B2C Manufacturing Hospitality 120

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.

CRM 71

CRM Contact Consult Follow-up 71

Adaptive Business Services

JUNE 5, 2024

To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. Send Data Send Data Send Data Send Data The post Nimble CRM Tips & Updates – June 5 2024 appeared first on Adaptive Business Services. Watch the video!

CRM 71

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.

CRM 77

CRM Pipeline Contact Closing 77

Adaptive Business Services

AUGUST 4, 2021

While LinkedIn has long since removed access to it’s site for CRMs, one of the nice features of Nimble is their Prospector extension that will allow me to create contact records from anywhere on the net including social networks and web pages. I.e., offering a customized solution for specific industries. Creating a template.

CRM 87

CRM Strategize Networking Prospecting 87

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. An Implementation Workshop addressing the following should be performed to define how Nimble will be set up and configured for your business. Standard and Custom Fields. Usage Protocols.

CRM 96

CRM Commission Repeat business Represent 96

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!?:)

CRM 71

CRM Customer Relationship Management Contact Relationship Management 71

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? Work on your fundamentals, ignore the semantics, and avoid the acronyms (particularly with your customers) before venturing out further! Instead we should be leading.

Sell 77

Sell Customer Relationship Management Consult Relationship Management 77

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.

CRM 71

CRM Contact Pipeline Follow-up 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. Custom Activities – These are created in your settings. These are separate from Contact or Deal tags. Last contacted date/time – This is a system generated field.

CRM 71

CRM Contact Clients Consult 71

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. Custom fields can be created and used for data that is important and unique to this company and their industry. Are they working this account consistently? Here are the answers.

CRM 77

CRM Referrals Pipeline Sales 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!

CRM 71

CRM Pipeline Contact Sales 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.

CRM 14

CRM Contact Consult Business Services 14

Adaptive Business Services

FEBRUARY 14, 2018

A Powerful Contact. Build Relationships, Manage Deals and Grow Your Business The Nimble Way to Connect, Engage, Nurture and Close Customers While Mobile. Nimble unifies contacts from siloed mobile, cloud-based and desktop records into a comprehensive relationship manager for you and your team.

CRM 91

CRM Launch Pipeline Contact 91

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 Contact 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.

CRM 71

CRM Represent Pipeline Contact 71

Adaptive Business Services

SEPTEMBER 11, 2024

Contact Syncing I used to be a huge proponent of contact syncing. That was until I found a s__t ton of crap contacts being imported from my Google account and into my CRM. Team contact syncing and/or mobile device syncing will compound this issue. Team contact syncing and/or mobile device syncing will compound this issue.

CRM 62

CRM X-functional Contact Price 62

Adaptive Business Services

JUNE 1, 2022

Nimble CRM Contact Records. When you look at a contact record on Nimble, the left side of the record is composed of boxes that show specific sets of data. A couple of the newer ones include converting a company record to a person record or vice versa and also placing a notice on the contact record. Let’s first talk about tags.

CRM 71

CRM Pipeline Contact Consult 71

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.

CRM 71

CRM Contact Consult Up-sell 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. Maintain complete contact records on customers, prospects, and power partners.

Networking 77

Networking Referrals Cold Call CRM 77

Adaptive Business Services

JULY 21, 2021

Nimble has long had a separate widget box in the contact record for lead details (source, status, etc.). You can also specify what default data (including custom fields) you wish to have displayed on the lead card (what you will see in the lead pipeline). Please feel free to contact me to discuss. This is big! There you go!

CRM 71

CRM Pipeline SQL Appointment 71

Adaptive Business Services

FEBRUARY 7, 2024

First a few clarifications … Multi-value custom fields – You can actually use this feature on multiple field types! Deal records have two “log activity” sections – The one on the left below is virtually identical to the options found on contact records. Happy February! Let’s get to it!

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

AUGUST 24, 2022

Will you be needing to create custom fields in Nimble? While you can do this at any time, if you are moving data into Nimble and a standard field to accept that data is not already in place, you will need to create a custom field(s) first. Every business that I have worked with has their own unique needs.

CRM 71

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, CRM is now being touted as a single-source application for sales, marketing, customer service, and more.

CRM 71

CRM Customer Relationship Management Relationship Management Contact 71

Hubspot

JANUARY 3, 2020

Did you know a customer relationship management system (CRM) is the fastest-growing software on the market today? A CRM is a central location where you can organize the details related to your customers, across all departments at your company. Resolve the challenges of customer-facing teams. Create workflows to save you time.

CRM 78

CRM Appointment Contact Manufacturing 78