Business Services Customer Relationship Management Relationship Management Up-sell 
Adaptive Business Services
NOVEMBER 29, 2023
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.
Adaptive Business Services
SEPTEMBER 15, 2021
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. Pointy-haired boss … “Sign me up!”. Leading where?
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Adaptive Business Services
FEBRUARY 16, 2022
Jump to 2022 and, while we still talk about Social Media and Social Selling and Social Networking, nobody talks about Social CRM. Before we had CRM we had contact managers. That’s great, but most CRMs are no different than contact managers when you strip out the fancier interfaces and some of the technological advances.
Adaptive Business Services
JANUARY 2, 2024
We will create (1) email template NIMBLE NOTIFICATION SETTINGS There are multiple notification settings and many have one or more options depending on the notifications … Email notification Notification in Nimble (seen in Nimble only) Browser pop up – Visible when not in the Nimble application Note that notifications for calls, tasks, etc.
Martech
FEBRUARY 25, 2022
Key customers include RLH, Sharp, RSA Canada, Avery Dennison, Simpleview and Oregon State University. Offers a highly configurable platform that sets users up for success and adapts as their business needs evolve. Can be used to schedule emails and follow-ups from within the user’s inbox. Target customers.
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