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. Deal records and pipelines , like workflows, represent a process.

CRM 77

CRM Referrals Pipeline Sales 77

Adaptive Business Services

NOVEMBER 13, 2024

There are hundreds, if not thousands, of CRM systems out there and a very large number of them are very good. CRM, inherently, is not that complicated. However, if you really want to leverage the power of your CRM, respectfully, you probably will want someone like me to show you how to do that. I am not a CRM consultant.

CRM 62

CRM Consult Represent Service 62

Adaptive Business Services

JULY 31, 2024

Some folks that I speak with are under the impression that, as I am a Solution Partner for Nimble CRM, I sell Nimble. I have never attempted to talk anybody into choosing Nimble over any other CRM application. Are you thinking about a CRM? Are you thinking about leveraging AI or advanced marketing in your business?

CRM 71

CRM Sell Contract Consult 71

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. There are no reports for workflows.

CRM 71

CRM Represent Pipeline Contact 71

Adaptive Business Services

JANUARY 10, 2024

Workflows and Pipelines both represent processes. Workflows can represent any process, however, there are no dollar values that are associated with workflows that could be used to generate any sort of a dollar value report, at least not in Nimble. Continuing our discussion of workflows and pipelines … A bit of a review.

CRM 71

CRM Pipeline Territory Represent 71

Adaptive Business Services

SEPTEMBER 8, 2021

Let me say that I have never been a big fan of CRM mobile apps and that has included the offering from Nimble. I represent Nimble. The post Nimble CRM Mobile App and Contact Sync Updates [Video] appeared first on Adaptive Business Services. I love Nimble. Their mobile app … meh.

Contact 71

Contact CRM Represent Business Services 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

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

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

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. Both represent a process , a series of steps that takes us from the beginning of a specific task until its successful or unsuccessful conclusion. The post Nimble CRM Tips & Updates – November 2023 appeared first on Adaptive Business Services.

CRM 71

CRM Commission Contract Referrals 71

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). WORKFLOWS Workflows (and Pipelines) represent a process. Craig has proven to be an invaluable resource in helping me set up and effectively utilize Nimble CRM.

CRM 71

CRM Customers Pipeline Contact 71

Adaptive Business Services

DECEMBER 13, 2023

You may be asking the submitter to provide certain information on your form that will represent fields of information not currently present in Nimble. The post Nimble CRM Tips & Updates – December 2023 appeared first on Adaptive Business Services.

CRM 71

CRM Contact Pipeline Represent 71

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

Salesforce

MAY 5, 2025

Communication is key and can take the form of a dedicated email address for any questions, a ticket-and-response system, or a small business collaboration channel. AI Tools for Small Business Do More With AI CRM For Small Business What is Agentforce For Small Business? Here, CRM solutions can help.

CRM 64

CRM Trust Start-ups Represent 64

Adaptive Business Services

JUNE 29, 2022

Now, I don’t know about you, but I’m going to need a CRM to keep track of all of these conversations. I represent Nimble, but any CRM will come with the ability to take notes, schedule tasks for follow-ups, and it should also aggregate your email messages into that contact’s record. . Here it is again. That’s a good thing!

Clients 90

Clients CRM Pitch Represent 90

Adaptive Business Services

APRIL 18, 2018

This included Social CRM. I also predicted, and the jury is still out, that LinkedIn wanted to be a CRM. They started down that path by introducing CRM-like features which have since been removed (some are still available in one or more of their premium platforms). I happen to represent Nimble ( click here for how-to videos ).

CRM 48

CRM Contact Represent Business Services 48

Adaptive Business Services

JULY 17, 2024

Deploy your CRM I represent Nimble CRM but your existing CRM may also be up to the task. For example, I might have a lead qualification workflow that specifically represents that process. Are you thinking about a CRM? Continuously monitor and inform all parties regarding planned delivery dates.

CRM 71

CRM Education Represent Pipeline 71

Adaptive Business Services

APRIL 23, 2025

Designs and colors are verified with the client to be representative of their desired sign vision. 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.

Process 71

Process Electricity Government Manufacturing 71

Adaptive Business Services

FEBRUARY 14, 2024

The pipeline is very similar to the lead qualification workflow in that it represents a process , but it differs in the following three ways … A deal has a dollar value. Are you thinking about a CRM? appeared first on Adaptive Business Services. Sales pipeline Active deals, or opportunities, reside in a sales pipeline.

Process 77

Process Pipeline CRM Represent 77

Adaptive Business Services

APRIL 27, 2022

When I started as a B2B sales trainee in 1977, one of the senior representatives, Lance, shared with me his favorite sales technique. I represent a CRM, Nimble, and while it is the right choice for a lot of folks, it is not right for every business. We were selling expensive professional desktop calculators. .

Sell 71

Sell Represent Technique Up-sell 71

Adaptive Business Services

JULY 28, 2021

At night, I entered each into my CRM. . A business attorney, commercial lender, and a financial advisor = Professional Services Power Partners. An architect, general contractor, and a soil testing company = Construction Services Power Partners. I represent Nimble as an independent solution partner.

Networking 77

Networking Referrals Cold Call CRM 77

Sales Hacker

AUGUST 7, 2020

Orange Business Services. Nutshell CRM. Senior Sales Development Representative. Senior Sales Development Representative. Business Development Representative. Business Development Representative- Mid Market. VP of Business Development. Senior Sales Development Representative.

Territory 130

Territory Presentation Strategic partnership Inside sales 130

Adaptive Business Services

MAY 4, 2022

Your pipeline will have stages and each stage represents the next critical step in the sales process. A good CRM is helpful with these tasks. If you would like to learn more about Nimble CRM, and whether or not it might be right for your business, please book a free 30 minute consultation with me.

Process 71

Process Pipeline Sales CRM 71

Adaptive Business Services

JULY 12, 2023

I know for a fact that the CRM that I represent, Nimble, is keenly evaluating these possibilities. vs. Authenticity appeared first on Adaptive Business Services. Yes, LinkedIn is soooooo concerned about member privacy? I’m struggling with how to handle A.I. In other words, this will soon become a moot point.

Represent 62

Represent CRM Business Services Prospecting 62

Cience

JANUARY 6, 2020

If you develop a CRM for hospitals, you won’t need to contact restaurants, law firms, or any other entity except for healthcare organizations. You will most likely need to talk to the head of the marketing department or Chief Physician rather than an accountant, a guest service associate, or a facilities manager. Number of SDRs.

Lead generation 89

Lead generation B2B Appointment Networking 89

Adaptive Business Services

OCTOBER 18, 2017

Please note that I do not endorse, or represent, apps unless indicated. Spent precious minutes adding opportunities or leads to your CRM? Enter: CRM software. While I can’t do extensive research or a full review on each, hopefully you may find some gems for your own use that have been hidden inside this regular curation.

Sell 59

Sell CRM Up-sell Contract 59

Adaptive Business Services

AUGUST 23, 2017

Please note that I do not endorse, or represent, apps unless indicated. A person might represent just one type, or a combination of two (D vs Di). While I can’t do extensive research or a full review on each, hopefully you may find some gems for your own use that have been hidden inside this regular curation.

Sell 48

Sell B2B Represent Up-sell 48

PandaDoc

SEPTEMBER 2, 2020

Adaptive Business Blog. Adaptive Business Services focuses on B2B selling, primarily outbound, and that includes weaving social selling strategies and techniques into traditional selling methodologies. What to check out: The Remote Sales Playbook: 30+ Resources to Help Sell From Anywhere. Salesforce Blog.

Sales 98

Sales Technique Non-Profits Cold Call 98

Adaptive Business Services

JANUARY 24, 2018

As my area of expertise, assuming that I have one, is B2B selling (traditional and social) … LinkedIn is a natural part of this and further mastering it lends itself well to my consulting and training services. Sales consulting casts a pretty wide net including … selling, CRM, communications, and salesperson assessments.

Networking 48

Networking Consult Referrals Contract 48

PandaDoc

MARCH 16, 2021

And, without a Zapier connection, integration with essential business services is limited. Users on the PandaDoc Business and Enterprise plans can build web forms using the same great drag-and-drop tools that they currently use to create contracts and proposals. Pricing: Plans start at $59/month; free trial available.

Contract 52

Contract Price Healthcare Start-ups 52

PandaDoc

MARCH 16, 2021

And, without a Zapier connection, integration with essential business services is limited. Users on the PandaDoc Business and Enterprise plans can build web forms using the same great drag-and-drop tools that they currently use to create contracts and proposals. Pricing: Plans start at $59/month; free trial available.

Contract 52

Contract Price Healthcare Start-ups 52

Lead Fuze

AUGUST 5, 2021

Gillian Sontz, a Sales Development Representative at QuotaFactory, is responsible for tele-profiling target accounts for Sales Context in order to help her clients reach sales quota. Adaptive Business Services. Managing Member at Adaptive Business Services. is a CRM without the fluff. The Gist: .

Negotiate 98

Negotiate Sales Retail B2B 98

Salesforce

NOVEMBER 7, 2024

These smart, data-driven systems aren’t just tools for automation — they represent a paradigm shift in how we approach efficiency, quality, and profitability. When you connect the data from your manufacturing assets to your customer relationship management (CRM) platform , you can improve your operations and make better decisions.

Manufacturing 52

Manufacturing Contract CRM Represent 52

Adaptive Business Services

SEPTEMBER 5, 2018

Native integrations include a number of recognized CRM platforms. I happen to use and represent Nimble and that CRM is presently not listed (you could probably use Zapier ). Make sure that you have this customer in your CRM along with good notes and a record of your activities. are constructed, all is not lost.

Follow-up 48

Follow-up Campaign Sales CRM 48