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.

CRM 122

CRM Pipeline Consult Business Services 122

Adaptive Business Services

AUGUST 4, 2020

As I am a Solution Partner for Nimble CRM, it only made sense to configure this application to assist me in my record keeping as well as to allow me to stay on top with this program’s suggestions. You can do all of this on paper, a spreadsheet, or even on a document, but if you have a CRM … why? .

Referrals 113

Referrals CRM Networking Gaming 113

Adaptive Business Services

MARCH 3, 2021

Nimble CRM is likely the most social CRM that there is! Engaging – There are multiple social channels and multiple ways to do this, but first focus on where your prospects and customers are. Where does Nimble CRM fit in with social selling? . First let’s talk about where social selling excels ….

CRM 105

CRM B2B Sell Networking 105

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.

CRM 77

CRM Customers Electricity Manufacturing 77

Adaptive Business Services

APRIL 9, 2025

Jamieson Position : Nimble CRM Trainer & Consultant Location : Boise Metropolitan Area Connections : 872 followers, 500+ connections Professional Role: Craig specializes in Nimble CRM training and implementation , focusing on solopreneurs and small teams.

Electricity 71

Electricity CRM Relationship building Clients 71

Adaptive Business Services

OCTOBER 30, 2024

As a customer, what do you admire most about salespeople who you have had the pleasure of working with and which abysmal behaviors have been exhibited by those who were not? Exceeding expectations is the only acceptable outcome … Not meeting customer expectations … say buh bye. Are you thinking about a CRM? Thank you!

Sell 62

Sell Angle CRM Repeat business 62

Adaptive Business Services

MARCH 26, 2025

They also lost a long-time customer as a result of this as well as a plethora of other avoidable shortcomings. Every interaction with a customer will result in one of three outcomes You did not meet expectations You met expectations You exceeded expectations Only #3 should be acceptable. Only #3 gains you a customer vs. a sale.

Clients 86

Clients Education CRM Service 86

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). CREATING CUSTOM FIELDS You can create up to 1,000 custom fields in a variety of formats. This is a $525 value.

CRM 71

CRM Customers Pipeline Contact 71

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. Standard and Custom Fields.

CRM 96

CRM Commission Repeat business Represent 96

Salesforce

NOVEMBER 11, 2024

But the right technology, like an artificial intelligence (AI) assistant, or agent, for small business, can make a world of difference. Imagine having a digital partner that keeps your tasks on track, boosts your customer service, and makes daily operations smoother. It adapts to handle more customers and complex processes.

Real Estate 105

Real Estate CRM Hospitality Retail 105

Adaptive Business Services

FEBRUARY 3, 2021

This applies equally to your use of Nimble CRM as well as to your selling skills and characteristics. 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. Nimble CRM isn’t complicated. Yes, it’s that bad.

CRM 87

CRM B2B Contact Referrals 87

Adaptive Business Services

JULY 10, 2024

While I am frequently implementing and training businesses on how to use Nimble CRM, I rarely (like never) have a chance to use it with a client in a practical application. As a part of coaching this individual, I also put them on Nimble CRM. Are you thinking about a CRM? Are they working this account consistently?

CRM 77

CRM Referrals Pipeline Sales 77

Adaptive Business Services

FEBRUARY 22, 2023

Most CRMs, and Nimble CRM is no exception, have some levels of privacy controls. I have always been of the opinion that CRM works best as a transparent and open database. This enables the entire team to maximize the common goal of exceeding customer expectations. Ideally, CRM is not just for salespeople.

CRM 14

CRM Contact Consult Business Services 14

Adaptive Business Services

JULY 3, 2024

The columns of information displayed, just like with contact lists, can also be customized by order as well as what is to be displayed. Maybe my emails don’t suck as bad as I had thought:) Are you thinking about a CRM? You can also drill down on the report via the top filters to just look at active, successful, unsuccessful, or errors.

CRM 71

CRM Contact Consult Follow-up 71

Adaptive Business Services

JUNE 5, 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.

CRM 71

CRM Contact Consult Business Services 71

Adaptive Business Services

MAY 15, 2024

You will have a complete record of all of your activities with each prospect, suspect, customer as well as a graphical overview of the leads that you are pursuing and the deals that you are hoping to close. Are you thinking about a CRM?

CRM 77

CRM Pipeline Contact Closing 77

Adaptive Business Services

MARCH 20, 2024

:) Before the introduction of Customer Relationship Managers (CRM), we had Contact Managers. Let’s explore how you can create and manage relationships with Nimble CRM … Watch the movie (at your own risk) – Rated PG-13 That will do it for this week. Are you thinking about a CRM?

CRM 71

CRM Customer Relationship Management Contact Relationship Management 71

Adaptive Business Services

FEBRUARY 14, 2018

Editors note – The following article is being reprinted with the permission of Nimble, On a personal note, I have always had a love-hate relationship with mobile apps and particularly for CRM. Nimble Launches Mobile CRM 3.0, Nimble today released Nimble Mobile CRM 3.0, Nimble today released Nimble Mobile CRM 3.0,

CRM 91

CRM Launch Pipeline Contact 91

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. Custom Activities – These are created in your settings. Tasks, custom activities, events, and calls are all available widgets for your Today Page. Message – Send an email. in two places.

CRM 71

CRM Contact Clients Consult 71

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.

CRM 71

CRM Commission Territory Repeat business 71

Salesforce

APRIL 23, 2025

As your small and medium-sized business (SMB) grows, your once-perfect customer relationship management (CRM) might start showing signs of strain. Because it can’t scale and meet your growing needs, its harder to manage customers, close deals, and keep your team happy. Here are a few benefits of upgrading your CRM.

CRM 59

CRM Growth Start-ups User Experience 59

Adaptive Business Services

FEBRUARY 7, 2024

First a few clarifications … Multi-value custom fields – You can actually use this feature on multiple field types! Are you thinking about a CRM? Happy February! Let’s get to it! Here is a video on the new compose window. Enough for today.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

APRIL 16, 2025

I have also created custom fields for personal interests, professional interests, and commonalities. 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. Instead Create the contact record.

CRM 62

CRM Contact Start-ups Up-sell 62

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. Let’s take a look at five reasons why your company needs a CRM to grow better.

CRM 78

CRM Appointment Contact Manufacturing 78

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. In this way, we are customizing your account to meet your needs as we go along. I’m evolving too.

CRM 71

CRM Consult Clients Contact 71

Adaptive Business Services

OCTOBER 4, 2023

Lots of Nimble CRM news to report this month! The post Nimble CRM Updates – October 2023 appeared first on Adaptive Business Services. Email reply reminder notes – Reply reminders were literally rolling out when I sent the last newsletter so here are some updated resources … Article.

CRM 71

CRM Contact Consult Up-sell 71

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.

Contact 71

Contact CRM Customer Relationship Management Relationship building 71

Adaptive Business Services

JANUARY 10, 2024

Another new update, and one that I had not heard of in advance, is the release of a new custom field type … multi-value fields. It is proving to be a much more detailed discussion than I had initially envisioned Are you thinking about a CRM? New field type! I call it “multiple checkboxes”.

CRM 71

CRM Pipeline Territory Represent 71

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.

CRM 71

CRM Contact Pipeline Follow-up 71

Adaptive Business Services

MAY 12, 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. Why salespeople hate CRM.

CRM 71

CRM Commission B2B Sell 71

Adaptive Business Services

JULY 21, 2021

Nimble CRM has just introduced Lead Pipelines! 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). The Leads Tab at the top of Nimble CRM will allow you to access the complete pipelines in either a graphic layout or as a list.

CRM 71

CRM Pipeline SQL Appointment 71

Salesforce

MARCH 20, 2025

Small and medium businesses (SMBs) like yours need the right tools to stay competitive. Many businesses are already using artificial intelligence (AI) to improve efficiency and customer relationships, while others are still unsure where to start. Consider a CRM tool to organize your data and your team’s productivity.

Growth 97

Growth E-commerce CRM Technology 97

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. Jump forward to 2022 and CRM has evolved to a cloud-based application and its primary use, at least for SMB or even solopreneurs, is still likely going to be sales.

CRM 71

CRM Customer Relationship Management Relationship Management Contact 71

Adaptive Business Services

SEPTEMBER 11, 2024

You work your CRM however you wish! That being said … I’m not a fan of … Integrations With Other Apps While I am generally not in favor of asking your CRM to do too much, and when you start connecting a variety of disparate apps … that’s too much, my main issue with integrations lies with client expectations. You may disagree strongly.

CRM 62

CRM X-functional Contact Price 62

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.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

MARCH 27, 2024

As a Nimble CRM Solution Partner, I am frequently asked by clients to assist them with integrating Nimble with one or more 3rd-party applications. With probably 100,000’s of business apps available on the web, the chances that I am familiar with your favorite application is probably close to zero. Are you thinking about a CRM?

CRM 71

CRM Contact Clients Represent 71

Adaptive Business Services

MAY 21, 2025

There is Another Process Besides the Sales and Buyer Processes I call it the Heres what happens next process and it includes what you will do, when you will do it, and what the customer should expect. Are you thinking about a CRM? They never told me that some amount of ice was normal.

CRM 71

CRM Consult Contact Business Services 71