Adaptive Business Services

MAY 1, 2024

1,000 calls per month = approximately 46 contacts per day. 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.

Appointment 71

Appointment Cold Call Sales CRM 71

Adaptive Business Services

MARCH 27, 2024

For example, let’s say that you wish to move contacts from an outside web-based source to Nimble. Generally, there will be at least two options … Export contacts as a.csv file for import to Nimble. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

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CRM Contact Represent Clients 71

Adaptive Business Services

APRIL 3, 2024

Once again, and I probably repeat myself, typically messages generated by these third-party platforms will not sync over to Nimble contact records. Because these will go out as individual messages via Gmail, they will attach to contact records in Nimble. These generally will have the features that Nimble will be introducing.

CRM 71

CRM X-functional Contact Consult 71

Martech

NOVEMBER 14, 2023

Identify repetitive tasks Keep a log of everything that’s done manually across the organization, including sales, marketing and customer service. “I Bringing back ghosted contacts It’s inevitable that some customers go silent. And if this strategy revives a contact and nudges them toward a sale, that’s a good return on investment.

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Contact Engineering Service Strategize 118

Adaptive Business Services

FEBRUARY 7, 2024

Delay send and drafts in message compose The availability of increased group message send limits Message Sequencing Tips on Managing Deals and Pipelines To recap from previous discussions … deal records are associated with contact records (although they do not have to be) and deal records are placed in a pipeline.

CRM 71

CRM Pipeline Contact Consult 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. How do we reassign accounts and ensure that the new rep has the materials needed to properly service that account? Who owns what account? Are they accurate?

CRM 71

CRM Commission Territory Repeat business 71

Adaptive Business Services

JANUARY 10, 2024

Field mapping a form applies to creating fields in contact records. When a new submission is received, it shows an “activity” in the contact record which includes all fields, mapped or not. 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.

CRM 71

CRM Pipeline Territory Represent 71

Adaptive Business Services

MARCH 6, 2024

A Nimble contact record is the nerve center of your CRM. You can, and you should , be leveraging these capabilities to provide better customer service and to increase your revenues! To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 62

CRM Follow-up Consult Networking 62

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? appeared first on Adaptive Business Services.

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Process Pipeline CRM Represent 77

Adaptive Business Services

NOVEMBER 1, 2023

I believe that the way responses are currently handled may be changing to allow for automatic contact creation with tagging. They differ in the following manners … Contact records are placed in workflows. Deal records, which are generally associated with one or more contact records, are placed in pipelines. Cold hard cash.

CRM 71

CRM Commission Contract Referrals 71

Adaptive Business Services

SEPTEMBER 6, 2023

Bye, bye birdie – Changes to X’s API (Twitter) have caused Nimble to discontinue an integration with this service. Additionally, these can be created in both contact and deal records. Events – You are scheduling an event with this contact. These are separate from Contact or Deal tags. Tasks WILL NOT.

CRM 71

CRM Contact Clients 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

SEPTEMBER 28, 2017

It does the 3 Cs (contacts, calendar, and communications) right and in a way that is actually usable. Nimble will create, and flush out social profiles, contact records for you and it will do so automatically. One of the biggest innovations of Nimble has been it’s Smart Contacts App. Or, as Nimble says … automagically.

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Contact CRM Price Follow-up 59

Adaptive Business Services

FEBRUARY 9, 2022

Prospector will allow you to view, create, or edit any Nimble contact record and can do so from any web page including your social networks. Your Nimble contact record can include a direct link to that person’s social profiles or , at least with LinkedIn, I could use that link to go directly to that person’s activity listing.

Networking 143

Networking CRM Contact Consult 143

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

DECEMBER 13, 2023

Key features include new form submission notifications as well as the ability to automatically create contact records and, if desired, add those to a workflow. Assuming that you have created a pipeline, you can convert a workflow contact to a deal record, if applicable. Nimble has just released an update to its web form offering.

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CRM Pipeline Contact Represent 71

Adaptive Business Services

MARCH 8, 2023

Nimble has two possible features that might be used in their project management capacity and each presents unique challenges … Workflows Deals Workflows are actually a part of a contact record (person or company. 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

JUNE 14, 2023

Everything below is part of a contact record in your CRM. The contact record is the literal heart of any CRM!! If you would like to learn more about Nimble CRM and my training services, please feel free to book a free 30-minute Zoom consultation with me. You will demonstrate the ability to keep your commitments.

CRM 62

CRM Clients Sales Contact 62

Adaptive Business Services

JULY 26, 2023

No Stats) appeared first on Adaptive Business Services. If you would like to learn more about Nimble and whether or not it might be the right choice for you, please book a free 30-minute Zoom consultation with me. The post Here’s HOW a CRM Will Increase Your Sales! (No

CRM 62

CRM Pipeline Contact Represent 62

Adaptive Business Services

AUGUST 23, 2023

Web forms (think contact forms for your website) are close to being released. The post Nimble CRM Updates Workflow and Deal Listing Options appeared first on Adaptive Business Services. Automations, and I have to think that they will be similar if not identical to workflow automations, should be out for deals shortly.

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CRM Pipeline Consult Contact 62

Adaptive Business Services

JUNE 23, 2021

To put it simply … Prospector allows you to access your Nimble contact database from anywhere on the web. This means that you can … Look up any contact record on Nimble. Edit any contact record on Nimble. Create new contact records and add those to Nimble. Send an email, Add a tag. Just about anything.

CRM 71

CRM Contact Business Services Service 71

Adaptive Business Services

AUGUST 24, 2022

How are you with things like privacy settings, connecting email and calendars, as well as importing contact records from Outlook or Google? . Every business that I have worked with has their own unique needs. How can you leverage Nimble to receive its maximum benefit for your business needs? The list goes on ….

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CRM Contact Consult Price 71

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

APRIL 19, 2023

Selling is a contact sport and that means being in front of the customer and building trust and relationships. Applaud their efforts to self-educate while offering your services to provide clarifications and to answer any questions. The post The “BBD” in Sales appeared first on Adaptive Business Services.

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Sports Education Sales Technique 71

Adaptive Business Services

AUGUST 4, 2020

Contact records – keep good notes, record activities, and organize your records. Enjoy and, if you are wowed but in need of some help, I would be more than happy to chat with you and to also discuss my paid services. Jon Ferrara , the CEO of Nimble calls these the 3 C’s …. Calendar – register events, tasks, and reminders.

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Referrals CRM Networking Gaming 113

Adaptive Business Services

FEBRUARY 16, 2022

Around this same time I was contacted by Jon Ferrara who was getting ready to introduce Nimble Social CRM. Before we had CRM we had contact managers. Someone came up with the bright idea that we should not be managing contacts, we should be managing our relationships with them … Customer Relationship Management … CRM. .

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CRM Contact Customer Relationship Management Relationship Management 77

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 CRM Cold Call 77

Adaptive Business Services

AUGUST 11, 2021

Contact record tags which can be named and created on the fly. Reorder, or hide, blocks of information on contact records. The post Customizing Nimble CRM for the Signage Industry [Video] appeared first on Adaptive Business Services. Customized lead pipelines. Customized lead detail options. Custom activities.

CRM 77

CRM Customers Electricity Manufacturing 77

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 Manufacturing 71

Adaptive Business Services

MARCH 3, 2021

Nimble will auto populate social networks, where it can, during contact record creation. . The Bing web page, found under “Integrations” , will conduct a search of that contact and it will discover most social networks in addition to other info. Signals, under this tab, will show Twitter interactions with this contact.

CRM 105

CRM B2B Sell Networking 105

Adaptive Business Services

JANUARY 13, 2021

A few months back, a gentleman that I know contacted me and asked if he could speak with me about CRM in general as well as Nimble CRM specifically. The correct answer was “It keeps contact records.” Your contact record is a history of engagement and it is the life blood of your CRM as a sales tool. I got it wrong. Stupid me.

CRM 83

CRM Contact Pipeline Follow-up 83

Adaptive Business Services

FEBRUARY 3, 2021

The 3 C’s of CRM stands for Contacts, Calendars, and Communications and they can all be found in the heart of your CRM, the contact record. Note that, in Nimble, your contact records can be either people or companies and each are associated with the other. Nimble CRM isn’t complicated. Master the fundamentals – The 3 C’s

CRM 87

CRM B2B Contact Referrals 87

Adaptive Business Services

SEPTEMBER 15, 2021

We used to call them Contact Managers, but should we really be managing our contacts? The post Selling Semantics appeared first on Adaptive Business Services. Let’s start with CRM (acronym), Customer Relationship Management. No, we should be managing our relationships. . Apparently managing is now a bad word. Idaho joke.

Sell 77

Sell Customer Relationship Management Consult Relationship Management 77

Adaptive Business Services

MARCH 1, 2023

When a client, or a potential client, contacts you they either have a question or a problem or maybe they even want to give you money. The post A Simple 3-Step Plan for Selling Success appeared first on Adaptive Business Services. Step #1 – Respond How simple does it get?! Team members. Significant others.

Sell 71

Sell Electricity Clients Up-sell 71

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

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 can also offer additional services on top of a customized CRM solution. Will I be correct?

CRM 87

CRM Strategize Networking Contact 87

Adaptive Business Services

MARCH 31, 2021

One such area of discomfort for salespeople is data entry and data entry is a key part of contact organization. Create a contact record. All contact information is neatly organized in one place, they can take it with them on their phones, and they can refer to past activities prior to their next call. 14-day trial !

CRM 90

CRM Referrals Contact Pipeline 90