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The 10 EZ Steps to Nimble CRM Success

Adaptive Business Services

I have distilled Nimble down to 10 easy steps that will increase your sales. Tags allow you to organize your contacts and the stay in touch reminder will remind you to, are you ready? Stay in touch – (included in step #1) Use tasks to set tickler reminders for the next date of contact needed. These are the fundamentals.

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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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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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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). EMAIL TEMPLATES You can create multiple email templates in Nimble and automatically merge (personalize) each email with fields found in the contact’s record.

CRM 71
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Nimble CRM Tips & Updates – Februrary 2024 I

Adaptive Business Services

Delay send and drafts in message compose The availability of increased group message send limits Message Sequencing Tips on Managing Deals and Pipelines To recap from previous discussions … deal records are associated with contact records (although they do not have to be) and deal records are placed in a pipeline. I could go on, but I won’t.

CRM 71
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Nimble CRM Tips & Updates – January 2024

Adaptive Business Services

Field mapping a form applies to creating fields in contact records. When a new submission is received, it shows an “activity” in the contact record which includes all fields, mapped or not. For example … you could have a hiring workflow that has nothing to do with sales. Mind you, if you are running a sales team … PIPELINES.

CRM 71
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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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