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Nimble CRM Introduces Workflows and You’re Gonna’ Love Them!

Adaptive Business Services

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).

CRM 71
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Nimble CRM for B2B Salespeople – Repeat and Referral Business

Adaptive Business Services

Lasting relationships = repeat business and referrals. You will first want to identify those who are most likely to do business with you or to refer you to those who will. Tags allow you to organize/filter ( focus on) your contacts. A contact record can have multiple tags. Match touch frequencies to tags.

Referrals 127