Adaptive Business Services

MAY 7, 2025

Previously, you would add contacts to a group message from the contact lists. Now when you open up a group message that you wish to send, you can add these people directly from this interface including doing a custom search for contacts. More contacts means more storage. We do have one new update to report today.

CRM 71

CRM Contact Pipeline Clients 71

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. We have run into occurrences where Nimble has identified that a contact has more than one email and you do need to select one.

CRM 71

CRM Construction Contact Service 71

Adaptive Business Services

APRIL 9, 2025

I have always been a strong believer in doing research prior to engaging with a client or prospect. His success includes training salespeople in the electric sign industry, leading to substantial new business generation. Certainly, there are other ways to obtain contact info. I hope that you will find this interesting!

Electricity 71

Electricity CRM Relationship building Clients 71

Adaptive Business Services

NOVEMBER 6, 2024

When I think of higher limit message sending, names like Mailchimp, Constant Contact, and Active Campaign come to mind. This means, unless there is some Nimble magic in play, that these messages would not be attached to contact records. Help to create content to share with contacts. We will see. Thank you!

CRM 62

CRM Contact Price Campaign 62

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

MARCH 19, 2025

If your bounce rate exceeds 1%, Nimble may place you in an email marketing quarantine (not sure what this means, but you can out) and Im guessing that you will still be paying for the service during this time. Do not reuse sequences with the same contacts. Contact emails that either bounce or unsubscribe Lets start with this.

CRM 71

CRM Contact Start-ups Service 71

Adaptive Business Services

NOVEMBER 27, 2024

First I asked if it would like a name and it was enthusiastic about the prospect and asked what name I would like to use. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. services including security, workflow, and telephony? on social media.

CRM 62

CRM Contact Education Clients 62

Lead Fuze

OCTOBER 1, 2021

What Does Prospecting Mean? Sales prospecting techniques are important matters in sales but before we dive directly into them, let’s get to know what prospecting means first. Historically, prospecting refers to the hunt for resources such as gold. 25 Prospecting Techniques In Sales . Likewise, for prospecting.

Technique 95

Technique Prospecting Cold Call Sales 95

Adaptive Business Services

JANUARY 15, 2025

I havent used CRM for over 25 years because it keeps me better organized, on-track, and better able to build relationships with clients and prospects. How many sales would you need to make in order to justify Nimble and my services? The post Announcing Tiered Nimble CRM Training Packages appeared first on Adaptive Business Services.

CRM 62

CRM Consult Contact Pipeline 62

Adaptive Business Services

FEBRUARY 5, 2020

I have spent a lot of time recently contemplating the state of outbound prospecting. I also need to make it very clear that, as we discuss these methodologies, we are looking at them for use in cold prospecting. 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.

Cold Call 121

Cold Call Campaign Education Prospecting 121

Adaptive Business Services

MARCH 3, 2021

Prospecting – Based on your Ideal Client Profile, become a master of search on both the social networks as well as within Nimble. . Engaging – There are multiple social channels and multiple ways to do this, but first focus on where your prospects and customers are. , these will demonstrate your expertise.

CRM 105

CRM B2B Sell Networking 105

Adaptive Business Services

JUNE 4, 2025

Hopefully soon, you will be able to see specific link clicks by individual contacts! Any email that bounces, or unsubscribes, will automatically have this tag added to their contact record. This means, for bounces, if you wanted to, you could now easily export that list as a.csv file and upload it to a service for verification.

CRM 71

CRM Contact Consult Prospecting 71

Adaptive Business Services

AUGUST 7, 2024

Also just released is the ability to bulk update fields in contact records. For the longest time you could bulk update things like tags and contact ownership. Now, if you want to change a specific field(s) in selected contact records … no problemo. Read more here.

CRM 71

CRM Contact Business Services Trust 71

Adaptive Business Services

FEBRUARY 19, 2025

I.e. group messages, email sequences, and even one-off emails to an individual contact. My issues with using these 3rd party apps with Nimble was that I had two separate apps and two separate contact databases with a record of regular emails in one, Nimble, and email marketing messages in the other. This is important! It was awesome!

CRM 62

CRM Real Estate Contact Follow-up 62

Adaptive Business Services

MARCH 31, 2021

I should have been coaching them one-on-one, reviewing deals with them, and looking at their prospect records. One such area of discomfort for salespeople is data entry and data entry is a key part of contact organization. Create a contact record. I should have been more of a teacher and less of a manager. Not to monitor them.

CRM 90

CRM Referrals Contact Sell 90

Adaptive Business Services

AUGUST 4, 2021

Therefore, I am going back to direct prospecting. 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. Your prospects are more easily identified.

CRM 87

CRM Strategize Networking Prospecting 87

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

MARCH 23, 2022

But if one out of ten becomes a solid business prospect, or better yet a client, the process is working well. The classic “discovery questions” don’t work as well any more; prospects expect sales people to know a lot of that information before the first conversation. Do you have regular routines?

Sell 101

Sell Objectives and Key Results Networking Pitch 101

Adaptive Business Services

FEBRUARY 26, 2025

As a Nimble CRM solution partner, I have a fairly extensive contact database. Better yet, it eliminates the need for a third-party application, two separate databases, and these messages are attached to contact records in Nimble vs. only in that separate application. Drip campaigns and email blasts were never a part of either.

CRM 62

CRM Territory Contact Campaign 62

Adaptive Business Services

AUGUST 25, 2021

Prospecting – The ability to go out and to find new business. While there are a number of ways to improve your prospecting skills, all are entirely contingent on … you first making the calls. Steps to take having identified a potential prospect. to find key contacts, What are their interests?

Sell 87

Sell CRM Referrals Up-sell 87

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. Are they call-ins, referrals, or the result of the individual rep’s prospecting activities? Better yet, I can access all of this information/data at any time, any place, and from any of my devices.

CRM 77

CRM Referrals Pipeline Sales 77

Adaptive Business Services

AUGUST 21, 2024

Migrate contacts to specific steps in sequences. If, for any reason, you wish to place a contact in a specific stage of that sequence, now you can. Are you thinking about leveraging AI for more effective LinkedIn prospecting, or perhaps using advanced marketing in your business, or are you looking at improving your managed I.T.

CRM 71

CRM Contact Service Business Services 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

JULY 28, 2021

My solution was to tear up the entire list (not joking) and pursue a completely different prospecting strategy. I still had contacts in this industry although it had been several years since I had actually worked in it. A business attorney, commercial lender, and a financial advisor = Professional Services Power Partners.

Networking 77

Networking Referrals Cold Call CRM 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! There you have it!

CRM 71

CRM Pipeline Contact Sales 71

Adaptive Business Services

JANUARY 24, 2024

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. This was our contact record. Of course, things can get complicated when you are juggling 100’s of clients, prospects, and active deals. More and better prospects. By territory.

CRM 71

CRM Commission Territory Repeat business 71

Adaptive Business Services

AUGUST 28, 2024

Where I came from, the electric sign business, that would be one or two sales at most. What would it be worth to you to be able to … Have all of your contact information and a record of your previous, and future, engagements in one convenient record? Take Nimble anywhere on the web and prospect for new business opportunities?

CRM 71

CRM Electricity Clients Consult 71

Adaptive Business Services

OCTOBER 2, 2024

Going the other way, you can choose to move a contact from a sequence to a workflow whenever a specific condition is met. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. services including security, workflow, and telephony? Thank you!

CRM 62

CRM Contact Consult Networking 62

Adaptive Business Services

MARCH 17, 2021

Part of this problem might be based on a lack of consistent prospecting. You can also associate this deal with multiple contacts . Note that deals can be created from a contact record, from within your pipeline view, and even from the “Deals” widget (providing you have added this) that is found on your “Today Page”.

CRM 71

CRM B2B Pipeline Commission 71

Adaptive Business Services

SEPTEMBER 18, 2024

Now you can also send a personalized email to this contact after form submission. I was encouraged by another good friend, Youthea Pich of ProActive who provides a LinkedIn prospecting system, to write an article on “integrating” Nimble with LinkedIn. services including security, workflow, and telephony? Here’s another tip!

CRM 62

CRM Contact Service Consult 62

Adaptive Business Services

APRIL 23, 2018

Communicate authentically with contacts and easily update team members directly from the dashboard. Nimble’s Today Page enables users to organize your day, focus on key relationships, and take progressive actions to close business more effectively. More Today Page widgets are in the works! More Today Page widgets are in the works!

CRM 11

CRM Launch Appointment Pipeline 11

Adaptive Business Services

APRIL 16, 2025

Web forms are configured to create contact records in Nimble. Instead Create the contact record. Conduct a Bing search in their Nimble contact record (Integrations Tab). Take notes while doing this and these to the contact record. The first is where people will sign up for your newsletter. Heres the best part!

CRM 62

CRM Contact Start-ups Up-sell 62

Martech

FEBRUARY 25, 2022

Mobile app messaging campaigns capture mobile insights in real-time and drive personalized mobile experiences (push notifications and in-app messages) to each contact. Social campaigns enable marketers to reach existing segments in social channels or to expand to reach new contacts that resemble existing profiles.

E-commerce 120

E-commerce B2C Manufacturing Hospitality 120

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. You can do that.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

SEPTEMBER 22, 2021

Be proactive – The absolute last thing that you want to see happen is for the customer to contact you to check on the status of anything and particularly if it is a problem. You need to be able to read that and be able to mirror your prospects. Do you want to be viewed as remarkable, unique, and memorable? Start here. .

Manufacturing 77

Manufacturing Technique Up-sell Education 77

Adaptive Business Services

JUNE 30, 2021

Nimble Prospector is available as an add-in for your Outlook and Outlook 365 inboxes that allows you to bring your Nimble contact database directly into those interfaces. Coming into the meeting prepared shows your prospects and customers that you value them and their time.

CRM 62

CRM Meeting Contact Follow-up 62

Hubspot

JANUARY 3, 2020

CRMs work for a plethora of business types across a variety of industries including technology, business services, retail, banking, manufacturing, security, communication, and media. Keep reading to learn more about the reasons why CRMs are beneficial and important to the success of all types of businesses.

CRM 78

CRM Appointment Contact Manufacturing 78