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NEW! Nimble CRM Customization Package

Adaptive Business Services

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. I am making this package available for $450, paid in advance.

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Nimble CRM Tips & Updates – March 15 2024

Adaptive Business Services

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. Say it ain’t so! Another video!?:)

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I Just Want to Maintain Contact Records In My CRM

Adaptive Business Services

Before there was CRM (Customer Relationship Management), there was CM (Contact Management). While Contact Managers were typically used solely by salespeople, CRM can be used by multiple departments in your organization. Today’s CRMs are still based on their CM roots but they are now much much more than that.

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Selling Semantics

Adaptive Business Services

Let’s start with CRM (acronym), Customer Relationship Management. We used to call them Contact Managers, but should we really be managing our contacts? No, we should be managing our relationships. . Apparently managing is now a bad word. Instead we should be leading. Leading where? Idaho joke.

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What Should You Expect From a Low-Cost CRM?

Adaptive Business Services

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. However, CRM is now being touted as a single-source application for sales, marketing, customer service, and more.

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How CRM Lost It’s Social … and How It Gets It Back!

Adaptive Business Services

Before we had CRM we had contact managers. Someone came up with the bright idea that we should not be managing contacts, we should be managing our relationships with them … Customer Relationship Management … CRM. . appeared first on Adaptive Business Services.

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Becoming a Master Networker – Tracking Your Results

Adaptive Business Services

However, if tracking your networking activities and results will be a subset of a more advanced CRM (Customer Relationship Management) application, you may want to spend a bit more. The post Becoming a Master Networker – Tracking Your Results appeared first on Adaptive Business Services.