Nimble CRM Tips & Updates – April 15 2024
Adaptive Business Services
APRIL 17, 2024
Send Data Send Data Send Data Send Data Send Data Send Data The post Nimble CRM Tips & Updates – April 15 2024 appeared first on Adaptive Business Services.
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Adaptive Business Services
APRIL 17, 2024
Send Data Send Data Send Data Send Data Send Data Send Data The post Nimble CRM Tips & Updates – April 15 2024 appeared first on Adaptive Business Services.
Adaptive Business Services
MARCH 20, 2024
This also eliminates the need to update contact records on two services … Nimble and your email marketing program. Before the introduction of Customer Relationship Managers (CRM), we had Contact Managers. Are you thinking about a CRM? Say it ain’t so! Another video!?:)
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Adaptive Business Services
APRIL 3, 2024
Nimble CRM Tips and Updates April 1, 2024 How do you like the new look? Updates At this time, we have no new updates to report for Nimble CRM. Please keep in mind that I can’t even draw stick people:) Are you thinking about a CRM? This was more of an experiment than anything and it is far from perfect!
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?
Adaptive Business Services
MARCH 6, 2024
For example, I follow news on selling and on CRM. 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! Are you thinking about a CRM? Are you thinking about a CRM?
Adaptive Business Services
FEBRUARY 21, 2024
Updates In our last post, Nimble CRM had just released the ability to add delay send and message draft saves in the new compose window. That’s a lot of drilling:) Are you thinking about a CRM? To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.
Adaptive Business Services
FEBRUARY 7, 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.
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.
Adaptive Business Services
JANUARY 10, 2024
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. It is proving to be a much more detailed discussion than I had initially envisioned Are you thinking about a CRM? You for them and them for you.
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.
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.
Adaptive Business Services
NOVEMBER 1, 2023
We do have some interesting Nimble CRM news to report. A common example would be a Lead Qualification Workflow which is used to qualify people who have expressed an interest in your products or services. If you refer me, and these folks contract for my services , I will pay you a 20% commission on that full contract value.
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. Bye, bye birdie – Changes to X’s API (Twitter) have caused Nimble to discontinue an integration with this service. The initial offering of web forms is very close to being released.
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.
Adaptive Business Services
JUNE 14, 2023
It seems as if I am always touting how simple CRM, and by extension selling, really is. 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!! characteristics.
Adaptive Business Services
DECEMBER 13, 2023
Therefore, in order to map your form’s fields correctly, you will first need to make sure that you have fields in Nimble to accept that i 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 www.calendly.com/craigmjamieson.
Adaptive Business Services
AUGUST 23, 2023
We do have a few minor updates to report on Nimble CRM. The post Nimble CRM Updates Workflow and Deal Listing Options appeared first on Adaptive Business Services. All Deals Listing – This is kind of an interesting feature. If yes, Please book a free 30-minute Zoom consultation with me.
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?
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?
Adaptive Business Services
FEBRUARY 8, 2023
The week between Christmas and New Years was spent closing a chapter of my professional life with the passing of one business to its new owner. Over the past couple of years, my Nimble CRM training and implementation consulting services have seen substantial growth. Now it was time to turn my attention toward 2023.
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.
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.
Adaptive Business Services
MARCH 31, 2021
Nimble CRM is built for salespeople. So, what makes Nimble the salesperson’s CRM? I’m not going to lie to you and tell you that Nimble or any CRM will maintain itself via thought transference! These types of deals are simply … better business and this fact holds true for the salesperson, the sales manager, and for the company.
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.
Adaptive Business Services
NOVEMBER 16, 2022
Two of the most beneficial features of Nimble CRM are workflows and deals. When somebody contacts our company about our services, we need to assign this inquiry for someone to handle. They have expressed an interest in our services but they do not yet represent an opportunity. In some cases, they are directly related.
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? .
Adaptive Business Services
JANUARY 11, 2023
This would include implementing Nimble CRM. This included putting him on Nimble CRM and teaching him how to leverage that platform to increase his sales. I taught him about the business and every aspect of sign sales. He worked his CRM religiously. I began work in earnest. Bonus points. It’s always about results.
Adaptive Business Services
MARCH 3, 2021
Nimble CRM is likely the most social CRM that there is! Where does Nimble CRM fit in with social selling? . A form of Prospector is baked directly into Nimble CRM and it is very similar to their mobile apps. . LinkedIn and Facebook have closed member data to almost all third-party applications like Nimble CRM.
Adaptive Business Services
MAY 16, 2018
We will always continue to seek to improve our member services and, now that I have a partner, we have more time to do so and I have more time to focus on … Workshops. 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.
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.
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. I remember taking a selling skills assessment some years ago and one of the questions was about CRM. To paraphrase … “What does a CRM do?”. How should you use CRM every day?
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. My background is in B2B sales and management and I have personally used CRM since the late 80’s and I have been a Nimble Solution Partner since day one. There are several considerations.
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. Dealing with CRM pushback.
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. A couple of years ago, with encouragement from others, I embarked on creating a complete online training course for Nimble CRM.
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 …. I currently offer a complete video course on Nimble CRM. The post Customizing Nimble CRM for the Signage Industry [Video] appeared first on Adaptive Business Services.
Adaptive Business Services
JANUARY 20, 2021
A little over a week ago I had the privilege of doing a webinar with Nimble CRM. The 3 C’s of CRM. How to use your CRM to generate repeat and referral business. Integrating your CRM into your social selling strategies. The focus was on how a B2B salesperson should be using Nimble daily. Thank you to all!
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.
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.
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.
Adaptive Business Services
JUNE 23, 2021
A few months back I did a full webinar on Nimble CRM’s Prospector extension. The post A Deep Dive Into the Nimble CRM Prospector Extension [Video] appeared first on Adaptive Business Services. Prospector is a tool that comes free with every Nimble account. Add a deal. Send an email, Add a tag.
Adaptive Business Services
JANUARY 4, 2021
I’m pleased to announce that my first online course, “How to Leverage Nimble CRM to Dramatically Increase Your Revenues” , is now available. While I have been working on this course for months, it is representative of my decades of B2B selling and CRM experience. The post The Complete Nimble CRM Online Course is Now Available!
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. The post Nimble CRM Mobile App and Contact Sync Updates [Video] appeared first on Adaptive Business Services. I love Nimble. I represent Nimble. Their mobile app … meh. However, this new version is AWESOME!
Adaptive Business Services
JULY 21, 2021
Nimble CRM has just introduced Lead Pipelines! 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. Here is a link to the support article for this feature on the Nimble CRM website. As your independent Nimble CRM Solution Partner, I’m happy to help!
Adaptive Business Services
FEBRUARY 3, 2021
This applies equally to your use of Nimble CRM as well as to your selling skills and characteristics. Nimble CRM isn’t complicated. 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. Activities, Calendars, and Messages in Nimble CRM.
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