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Nimble CRM Tips & Updates – December 18 2024

Adaptive Business Services

We do have one new Nimble update to report and that is the capability to filter your pipeline deals. This filter (search) allows you to show deals based on matching a specific criteria including any custom fields that you have created for that pipeline. Place the deal record in the Deal Pipeline. Lets try to clarify these!

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Nimble CRM Tips & Updates – May 7, 2025

Adaptive Business Services

Pipelines look like workflows and they also represent a process. They differ in that contacts go into workflows and deals go into pipelines so we can track sales revenues and forecasts. I do have some clients who will combine the lead qualification process and the sales pipeline into one workflow. Your sales process.

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How Nimble CRM Integrates & Automates Prospecting on LinkedIn

Adaptive Business Services

Workflows/Automations & Pipelines Workflows, and these are user defined, represent a process. Once qualified, they could be turned into a potential deal and placed in a Sales Pipeline. The post How Nimble CRM Integrates & Automates Prospecting on LinkedIn appeared first on Adaptive Business Services.

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Interests or Opportunities? Workflows & Deals in Nimble CRM

Adaptive Business Services

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. You can create multiple pipelines, but a deal can only reside in one pipeline at any time.

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Key Takeaways – Using Nimble CRM in a Sales Coach Role

Adaptive Business Services

Deal records and pipelines , like workflows, represent a process. Loss or unsuccessful reasons appear on both workflows and deal pipelines. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. Are they following the process ? The question is why?

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The Only Thing Worse Than Losing the Sale Is …

Adaptive Business Services

Deploy your CRM I represent Nimble CRM but your existing CRM may also be up to the task. Nimble offers workflows and pipelines that can be customized for your specific needs. For example, I might have a lead qualification workflow that specifically represents that process.

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It’s The Process, Stupid!

Adaptive Business Services

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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