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Nimble CRM Tips & Updates – May 1 2024

Adaptive Business Services

Prior to web forms being introduced, I used web hooks to connect Wufoo contact forms to Mailchimp to Nimble. In the aforementioned example, contact records created in Mailchimp could be automatically duplicated in Nimble, but not the other way around. For example, I have a tag that I use for my Nimble clients (this means you!).

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How Nimble CRM Increases Company Sales Revenues

Adaptive Business Services

Dating back to 1977, my entire career was as a B2B sales rep or I was managing a B2B sales team. As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. This was our contact record. What are some of the general company benefits from a well managed CRM … Increased revenues.

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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). A large percentage of my clients are existing Nimble users. With both, you can bring contacts from these sources either on demand or on an automatic schedule.

CRM 71
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20 Key Reasons Why Salesforce is the Best CRM for Field Sales

Veloxy

Salesforce is the leading CRM platform in the market, and it has proven to be the best choice for companies that deploy field sales teams. In fact, according to Salesforce’s most recent State of Sales report, 87% of field sales reps believe their organization takes full advantage of their CRM ( more than inside reps ).

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The 5 R’s – Sales & CRM 101

Adaptive Business Services

It seems as if I am always touting how simple CRM, and by extension selling, really is. The entire secret to sales is creating, maintaining, and building client relationships. You will consistently engage with clients and build relationships. You can then leverage your CRM to assist you with staying on track.

CRM 62
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Nimble CRM Tips & Updates – March 1 2024

Adaptive Business Services

For example, I follow news on selling and on CRM. You can also email articles to people who might be interested like … your valued clients. A Nimble contact record is the nerve center of your CRM. Since I don’t need to reinvent the wheel … here is an article that I wrote on the “ 5 R’s – Sales and CRM 101 ”.

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Nimble CRM Tips & Updates – November 2023

Adaptive Business Services

We do have some interesting Nimble CRM news to report. I believe that the way responses are currently handled may be changing to allow for automatic contact creation with tagging. They differ in the following manners … Contact records are placed in workflows. A contact record can be in more than one workflow at any given time.

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