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

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

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

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

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

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

DECEMBER 13, 2023

You will need to create custom fields for this data in Nimble prior to importing! We talked about the importance of creating custom fields, where necessary, in Nimble prior to any import. The post Nimble CRM Tips & Updates – December 2023 appeared first on Adaptive Business Services.

CRM 71

CRM Pipeline Contact Represent 71

Adaptive Business Services

JUNE 14, 2023

It seems as if I am always touting how simple CRM, and by extension selling, really is. Your customer outreaches will become personalized. You can then leverage your CRM to assist you with staying on track. Everything below is part of a contact record in your CRM. The contact record is the literal heart of any CRM!!

CRM 62

CRM Clients Sales Contact 62

Adaptive Business Services

JULY 26, 2023

I prefer to focus on results so we are going to ignore all of the statistics that tout the promised benefits of CRM. Part of it is that a CRM is viewed as data entry. Another aspect is that most often using a CRM is something that has been requested (dictated) by their company or sales manager. I represent Nimble CRM.

CRM 62

CRM Pipeline Contact Represent 62

Adaptive Business Services

MARCH 22, 2023

I’ve had the privilege of assisting many many companies with their Nimble CRM implementations. Some were just getting started while a large percentage of others had actually been using Nimble CRM for some time and they were finally tired of “flopping around”. Are you thinking about integrating your CRM with other applications?

CRM 62

CRM Consult Promote Business Services 62

Adaptive Business Services

MARCH 22, 2023

I’ve had the privilege of assisting many many companies with their Nimble CRM implementations. Some were just getting started while a large percentage of others had actually been using Nimble CRM for some time and they were finally tired of “flopping around”. Are you thinking about integrating your CRM with other applications?

CRM 62

CRM Consult Promote Business Services 62

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 31, 2023

Please note – While this article discusses Nimble CRM specifically, contact syncing between any two applications may raise similar concerns. I don’t know about you but, I have a ton of records that I have collected over the years via emailing and I only want a very small fraction of those in my CRM. The C in CRM is Customer.

Contact 71

Contact CRM Follow-up Consult 71

Adaptive Business Services

FEBRUARY 17, 2021

Nimble CRM has been designed to increase your effectiveness with both! You will first want to identify those who are most likely to do business with you or to refer you to those who will. You also need to be thinking about your existing customers. You could use a custom activity, a note, or a field to record these.

Referrals 127

Referrals CRM B2B Electricity 127

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

MAY 26, 2021

The unfortunate fact is that a large majority of CRM implementations fail. In this series of articles, we are exploring 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. How CRM can increase your sales.

CRM 77

CRM Pipeline Commission Contact 77

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

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

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

Adaptive Business Services

NOVEMBER 16, 2022

Two of the most beneficial features of Nimble CRM are workflows and deals. They don’t need to, they might represent entirely different aspects of our business, but they can. Handling an incoming customer inquiry would be a good example. Workflows & Deals in Nimble CRM appeared first on Adaptive Business Services.

CRM 71

CRM Represent Pipeline Contact 71

Adaptive Business Services

AUGUST 24, 2022

Nimble CRM is extremely easy to use, priced very attractively, and there are literally tons of how-to videos that are available on YouTube. Will you be needing to create custom fields in Nimble? You are going to invest $1,000 to $1,500 for my services and I will have you up and running after 4 to 6 sessions (on average).

CRM 71

CRM Contact Consult Price 71

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 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

FEBRUARY 16, 2022

As far back as 2010 (maybe even earlier), I was writing quite a bit about how CRM was not addressing the fact that people were now connecting, conversing, and developing relationships on the new social channels. Around this same time I was contacted by Jon Ferrara who was getting ready to introduce Nimble Social CRM.

CRM 77

CRM Contact Customer Relationship Management Relationship Management 77

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 6, 2022

This is not the first time that I have attempted to illustrate how easy it is to be successful with Nimble CRM, but I’m going to try to do so again. If you would like to learn more about Nimble CRM, please schedule a free 30-minute Zoom consultation with me. I have distilled it down to 10 easy steps that will increase your sales.

CRM 71

CRM Pipeline Contact Sales 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

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 Business Services 71

Adaptive Business Services

MAY 19, 2021

Today I am pleased to announce that I have made some significant changes to our complete online course on Nimble CRM. Help you to customize Nimble data fields, activities, pipelines, and dashboards. Develop custom searches. The post Exciting News About Our Nimble CRM Course! The course includes …. 18 lessons.

CRM 71

CRM Pipeline Consult Price 71

Adaptive Business Services

NOVEMBER 10, 2021

Relate Workflows to Contact Records – Associate workflows with people and companies to get a 360-degree relationship overview, including history of interactions, calendar events, attachments, custom field information. . The post Nimble CRM Introduces Workflows and You’re Gonna’ Love Them! Are you interested in learning more?

CRM 71

CRM Electricity Pipeline Manufacturing 71

Adaptive Business Services

JUNE 30, 2021

Nimble CRM continues to expand it’s tight integration with Microsoft products. The following has been reprinted with permission from Nimble … Business professionals rely on their favorite communication applications like Microsoft Teams to connect with prospects and customers and collaborate with their teams. .

CRM 62

CRM Meeting Contact Relationship building 62

Adaptive Business Services

MAY 16, 2018

In the past I offered open workshop s and lining up the people, the location, and the services drained 100% of the fun out of any session that I ever did. Certainly, I can develop custom workshops, provided that your needs match my expertise, for individual companies. My only goal is to introduce you to my services.

Business Services 48

Business Services Service CRM B2B 48

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 72

CRM Appointment Contact Manufacturing 72

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

JANUARY 31, 2024

This gave the customer an extra layer of confidence. The customer was ecstatic. The result … we secured all of their future business including their sandblasted signs. I vividly remember a customer coming in with a pair of Levi’s that I swear had been run over with a gas lawn mower. Are you thinking about a CRM?

Transportation 71

Transportation Commission Territory CRM 71

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

AUGUST 4, 2021

The impetus of this whole adventure was my creation of a complete online course for Nimble CRM. 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.

CRM 87

CRM Strategize Networking Contact 87