Adaptive Business Services

JANUARY 10, 2024

Once messaging automation is released, I still expect to see pipeline automation similar to what we now have with workflows. Continuing our discussion of workflows and pipelines … A bit of a review. Workflows and Pipelines both represent processes. Mind you, if you are running a sales team … PIPELINES.

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Adaptive Business Services

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. I wanted to start a discussion on workflows vs pipelines. Both represent a process , a series of steps that takes us from the beginning of a specific task until its successful or unsuccessful conclusion. A deal record can only be in one pipeline.

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Adaptive Business Services

DECEMBER 13, 2023

Speaking of automations … Nimble is heavily focused on building a more sophisticated automation engine that will power, among other things, messaging as well as deals/pipelines. Deal Records and Pipelines Last month, we talked about workflows. I would expect to start seeing these possibly as early as Q1 next year. Let’s convert.

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Adaptive Business Services

NOVEMBER 16, 2022

Two of the most beneficial features of Nimble CRM are workflows and deals. Both represent a graphical representation of a process. These records, while still associated with a contact record, are graphically displayed in a pipeline which is structured to represent your specific sales process. It’s deleted.

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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.

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Adaptive Business Services

FEBRUARY 14, 2024

Next let’s look at a simple sales process and it will be divided into two stages … a lead qualification workflow and a deal pipeline. Leads will be moved from stage to stage through the workflow and deals will do the same through their pipeline. Sales pipeline Active deals, or opportunities, reside in a sales pipeline.

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Adaptive Business Services

MAY 4, 2022

Last, But Not Least … Sales Pipelines. A sales, or deal, pipeline should closely reflect the stages of your sales process. Your pipeline will have stages and each stage represents the next critical step in the sales process. As you evaluate your pipeline, be sure to ask yourself the following questions ….

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