Adaptive Business Services

NOVEMBER 6, 2024

Welcome to the latest edition of Nimble CRM Tips and Updates! Are you thinking about a CRM? services including security, workflow, and telephony? services including security, workflow, and telephony? The post Nimble CRM Tips and Updates – November 6 2024 appeared first on Adaptive Business Services.

CRM

Martech

JULY 19, 2024

Can you think of a lot of companies that need a CRM or marketing automation platform today but don’t have one? Professional services and other revenue: $13.6 Businesses are born, then they reach the point in their growth where they need a CRM. The public sector and financial services sectors also performed well.

Cross-sell

Adaptive Business Services

DECEMBER 11, 2024

The vast majority of my Nimble CRM clients are solopreneurs. Nimble CRM has been built specifically for solopreneurs and small sales teams. Ive just scratched the surface of Nimble CRM. Are you thinking about a CRM? services including security, workflow, and telephony? Lets start with this. I am a solopreneur.

CRM

Salesforce

JUNE 17, 2025

These are the classic signs that your business has outgrown spreadsheets and might benefit from a customer relationship management (CRM) system, an all-in-one tool for managing customer interactions, sales, and relationships. If keeping up with your data feels like a challenge, it might be time for a CRM. What is a CRM?

CRM

Martech

JANUARY 7, 2025

Make sure youre working with pillar pages linking to in-depth blogs like How CRM helps sales teams close deals faster. For example, a cloud solutions provider can use schema markup to: Mark up product pages with Product schema for solutions like Cloud Data Storage Services.

B2B

Adaptive Business Services

OCTOBER 16, 2024

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM

Martech

JULY 26, 2024

Take CRM as an example. CRM plays a very different role across industries. For example, many reports show high failure rates for CRM implementations. Below is a (selection of) the correlations of martech used in the banking and financial services industry. Current martech metrics are not doing the job.

Pharmaceutical

PandaDoc

JUNE 22, 2025

This means effective customer relationship management (CRM) is essential. A solid CRM strategy can enhance customer satisfaction while fostering loyalty, ultimately leading to more sustainable business growth. Modern CRMs are integrated platforms that can help you deliver personalized experiences at scale.

CRM

Martech

JULY 26, 2024

Conversion-focused product pages : Design product and service pages that are rich in detail, offering interactive demos, user reviews and case studies to facilitate informed decision-making. Targeted landing pages : Implement targeted landing pages tailored for specific campaigns, maximizing lead capture and conversion rates.

Strategize

Adaptive Business Services

OCTOBER 23, 2024

Time flies and I’m guessing that it has been close to 10 years since LinkedIn decided to close its access doors to most third-party applications including Nimble CRM. Shortly thereafter, they did authorize limited access to a few enterprise level CRMs providing that you have the right LinkedIn premium account.

CRM

Salesforce

OCTOBER 15, 2024

A sales invoice is a document issued by a seller to a buyer, detailing the products or services sold, quantities, prices, and payment terms. Back to top ) Sales invoice vs. service invoice A service invoice requests payment for a service performed by the seller. What you’ll learn: What is a sales invoice?

Finance

Hubspot

SEPTEMBER 9, 2024

How to Build a Lead List My Tips for Building a Sales Lead List A prospect may have shown interest in a product or service by responding to an online offer, visiting your company’s booth at a conference, or engaging with social media posts. The evangelist may work for a consulting firm, a partner candidate, or even an existing customer.

Territory

PandaDoc

JUNE 27, 2025

A CRM (customer relationship management) system is key to keeping organized. The benefits of CRM in business are vast, from streamlining the sales process and boosting collaboration to helping your team close deals faster. What is a CRM? A CRM is all about helping you work smarter, not harder.

CRM

Adaptive Business Services

OCTOBER 30, 2024

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

Sell

Adaptive Business Services

APRIL 2, 2025

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM

Heinz Marketing

JULY 19, 2024

By Carly Bauer , Marketing Consultant at Heinz Marketing To succeed we must adapt to remain competitive. AI-Powered Tool Examples: HubSpot : For automated email marketing and customer relationship management (CRM). Creative Agencies : Provide design, content creation, and multimedia services.

Strategize

Adaptive Business Services

MAY 7, 2025

Use a deduplication service. Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. You can then reimport those into Nimble, merge the records, and assign a tag to the duplicates.

CRM

PandaDoc

JULY 23, 2025

Customer relationship management (CRM) software is a popular choice for many businesses. But even though companies use CRM software , many haven’t taken the time to build a cohesive strategy around the customer information within their database. What is a CRM strategy? Explain how the system should be used. Who needs it and why?

CRM

RingDNA

JULY 2, 2025

The course emphasizes trust-building, persuasive communication, and consultative closing techniques. This flexible, often vendor-supported program equips reps with skills in consultative selling , technical discovery, value mapping, and solution alignment. Duration: 6 weeks (self-paced with daily modules) Cost: ~$695 2.

Retail

Adaptive Business Services

JUNE 18, 2025

There are hundreds, if not thousands, of CRM systems out there are very good. READ ON Small CRM Talk – I’m Not a Fan of … These are my personal feelings only. You work your CRM however you wish! That being said … I’m not a fan of … integrations with other apps and not in favor of asking your CRM to do too much.

CRM

PandaDoc

JUNE 26, 2025

CRM systems are meant to help your teams manage customer relationships more effectively. But without a solid document workflow in place, even the best CRM can become a bottleneck. With CRM documentation, you can achieve greater speed and consistency, as well as smarter collaboration across your team. So, what’s the answer?

CRM

Salesforce

SEPTEMBER 16, 2024

But how you charge for your products and services is just as important. Usage-based pricing, also called pay-per-use or a consumption model, means that a customer only pays for the products or services they use. This can be used for mobile data plans, as well as for internet service providers (ISPs).

Price

Martech

AUGUST 7, 2024

Can you afford one of the international consulting organizations to drive an eight-figure project for you? Your phone and video call transcription services all use AI. Think about the tools you use every day in marketing and sales — your CRM system, marketing automation platform or sales enablement tools. Is AI a silver bullet?

B2B

Adaptive Business Services

JULY 16, 2025

I Just Want to Maintain Contact Records In My CRM Before there was CRM (Customer Relationship Management), there was CM (Contact Management). Today’s CRMs are still based on their CM roots but they are now much much more than that. Thank you again for placing your trust in my services! Are you thinking about a CRM?

CRM

Adaptive Business Services

APRIL 9, 2025

Jamieson Position : Nimble CRM Trainer & Consultant Location : Boise Metropolitan Area Connections : 872 followers, 500+ connections Professional Role: Craig specializes in Nimble CRM training and implementation , focusing on solopreneurs and small teams.

Electricity

Adaptive Business Services

JULY 3, 2025

I remember back to when I became a sales trainee … READ ON How Nimble CRM Integrates & Automates Prospecting on LinkedIn I’m guessing that it has been close to 10 years since LinkedIn decided to close its access doors to most third-party applications including Nimble CRM. Are you thinking about a CRM?

CRM

Adaptive Business Services

JULY 9, 2025

The core of your CRM is your contact records. I represent Nimble CRM. It’s all in your CRM! Step # 3 is to let your CRM help you to stay on track via tasks, processes, and planning. Are you thinking about a CRM? The post Leveraging Your CRM to Stand Out In a Crowd appeared first on Adaptive Business Services.

CRM

Adaptive Business Services

JUNE 25, 2025

Can a CRM help? Since I represent Nimble CRM, let’s talk about how easy it is to do and I will use a typical B2B sales environment as an example. Are you thinking about a CRM? The post On Consistency and Your Sales Process appeared first on Adaptive Business Services. Absolutely! Both represent a process.

Process

Adaptive Business Services

MAY 14, 2025

In preparation for starting to work with two new Nimble CRM clients who have substantially large and junked up databases, I decided to experiment with AI to see if I could deploy that in the cleanup. Are you thinking about a CRM? The post I Accidentally Destroyed My Nimble CRM Database appeared first on Adaptive Business Services.

CRM

RingDNA

MAY 16, 2025

If someone is buying your CRM , and you suggest adding a conversation intelligence tool to improve coaching, that’s cross-selling. Upselling encourages customers to choose a more advanced or premium version of the product or service they are considering. When done well, upselling is consultative , not pushy. What Is Upselling?

Cross-sell

Hubspot

JUNE 16, 2025

Traditional media companies are slashing sales teams as linear TV declines, while tech platforms and streaming services are hunting for a new breed of seller: digital-first, tech-savvy. Incorporate critical CRM and sales technology proficiencies. For example: ‘Used CRM analytics to identify customer trends, improving engagement by 25%.’

Objectives and Key Results

Martech

AUGUST 21, 2024

With products and services becoming more commoditized (read: interchangeable), customer experiences become the new differentiator. If your brand were a real human, it would be time to consult a shrink. Sales and customer support departments operate the same way. This silo approach only serves the company, not the customer.

Technology

PandaDoc

OCTOBER 15, 2024

Key Features: Workflow automation : set up who is on your team, what their role is, and hook integrations with your CRM, proposal management system, and contract management software. Professional services : consulting firms and other large, complex professional services with many moving parts in the contract process.

Legal

Adaptive Business Services

MARCH 5, 2025

One reason, the main reason, why this is so critical is that if you are not very careful, you run the very real risk of being labeled as a spammer either by the recipient, their email service provider, or even your email service provider. Several services offer such capabilities, allowing for a more streamlined and efficient workflow.

CRM

Hubspot

NOVEMBER 22, 2024

Create self-service resources. HubSpot's 2024 B2B buyer survey finds that 81% of B2B professionals are likelier to buy a B2B product from vendors offering self-service tools. But what do self-service resources look like in practice? Pro tip: Specificity is key if you want your cold outreach emails to convert.

Lead generation

Adaptive Business Services

AUGUST 6, 2025

Thank you again for placing your trust in my services! Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. Please be sure to check out these top 100 sales blogs on Feedspot.

CRM

Hubspot

JULY 22, 2024

That can be something like responding to a social post, commending a prospect on a recent achievement or career milestone, referencing a recent blog article they published, or any other avenue to frame yourself as an interested, consultative resource that they should consider doing business with. Spend some time on the subject line.

Clients