Heinz Marketing

JANUARY 24, 2024

By Cameron Katoozi , Marketing Consultant at Heinz Marketing Introduction Customer Relationship Management (CRM) tools have evolved significantly since their inception. In this blog, we dive into how big data is revolutionizing CRM strategies, offering businesses exceptional insights into customer behavior and preferences.

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Adaptive Business Services

FEBRUARY 7, 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.

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Adaptive Business Services

MARCH 6, 2024

For example, I follow news on selling and on CRM. A Nimble contact record is the nerve center of your CRM. You can, and you should , be leveraging these capabilities to provide better customer service and to increase your revenues! Are you thinking about a CRM? Are you thinking about a CRM?

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Adaptive Business Services

FEBRUARY 21, 2024

Updates In our last post, Nimble CRM had just released the ability to add delay send and message draft saves in the new compose window. That’s a lot of drilling:) Are you thinking about a CRM? To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

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Salesforce

NOVEMBER 21, 2023

Field service can help drive revenue growth by selling to your existing customers, also called upselling or cross-selling. But the question is, how can you reach this audience at the right time, with the right message, in a way that doesn’t make them feel like they’re being sold to during a service visit?

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Adaptive Business Services

MARCH 27, 2024

As a Nimble CRM Solution Partner, I am frequently asked by clients to assist them with integrating Nimble with one or more 3rd-party applications. Are you thinking about a CRM? To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

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Adaptive Business Services

JANUARY 24, 2024

As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. While the benefits of Nimble CRM can expand into many departments in an organization, as a self-identified salesperson, we are going to focus on your salespeople, your sales manager, and the overall benefits to your company.

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Adaptive Business Services

JANUARY 10, 2024

In this case … the workflow is used to determine whether or not this person or a company, and what they want, is a good match for your services. It is proving to be a much more detailed discussion than I had initially envisioned Are you thinking about a CRM? You for them and them for you.

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Adaptive Business Services

MAY 3, 2023

Working with folks on Nimble CRM, I run into both types of people. If you would like to chat with me to determine if Nimble CRM might be right for your business, please book a free 30 minute Zoom consultation with me. That being said, there are others who would disagree with me and on multiple levels. I get that. Some I can’t.

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Adaptive Business Services

NOVEMBER 29, 2023

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. While Contact Managers were typically used solely by salespeople, CRM can be used by multiple departments in your organization.

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The 5% Institute

JUNE 15, 2023

In today’s competitive business landscape, companies rely heavily on sales consultants to drive revenue and ensure customer satisfaction. Understanding these sales consultant duties will streamline your consulting activities with clarity. The fundamental sales consultant duties are all based around these key areas.

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Adaptive Business Services

SEPTEMBER 6, 2023

Summer has come to an end, at least in my hemisphere, and so it is time to get back to work:) Here’s the latest news on Nimble CRM. Bye, bye birdie – Changes to X’s API (Twitter) have caused Nimble to discontinue an integration with this service. The initial offering of web forms is very close to being released.

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Adaptive Business Services

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. A common example would be a Lead Qualification Workflow which is used to qualify people who have expressed an interest in your products or services. If you refer me, and these folks contract for my services , I will pay you a 20% commission on that full contract value.

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Adaptive Business Services

OCTOBER 4, 2023

Lots of Nimble CRM news to report this month! If you would like to learn more about Nimble and to determine whether or not it might be right for you, please schedule a free 30-minute Zoom consultation with me! The post Nimble CRM Updates – October 2023 appeared first on Adaptive Business Services.

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The 5% Institute

OCTOBER 1, 2020

The sales consultancy industry can be a very lucrative career and business choice, and is only going to increase in popularity as more people move into consulting roles due to business technology disruption. But what does sales consultancy mean? And could the sales consultancy industry possibly be the right career move for you?

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Adaptive Business Services

JUNE 14, 2023

It seems as if I am always touting how simple CRM, and by extension selling, really is. You can then leverage your CRM to assist you with staying on track. Everything below is part of a contact record in your CRM. The contact record is the literal heart of any CRM!! characteristics.

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Adaptive Business Services

FEBRUARY 8, 2023

Over the past couple of years, my Nimble CRM training and implementation consulting services have seen substantial growth. Implementation tips – I want folks to know, prior to committing to my services , what it will take to create a long-term successful Nimble implementation. I’m particularly excited about this!

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Sales Pop!

SEPTEMBER 6, 2023

The next in our series on CRM adoption takes up an important topic: the 8 reasons CRM implementations are never actually completed. Lack of Clear Processes When a CRM adoption is not completed in a company, it’s easy to blame one particular individual or group. CRM, even in such a circumstance, must remain the top priority.

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The 5% Institute

JUNE 6, 2023

Inside sales consulting plays a crucial role in helping businesses enhance their sales performance, increase revenue generation, and optimize their sales processes. By leveraging the expertise of inside sales consultants, companies can gain valuable insights, implement effective strategies, and improve the productivity of their sales teams.

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The 5% Institute

JUNE 7, 2023

B2B sales consulting plays a pivotal role in helping businesses achieve their sales goals and optimize their revenue generation process. This comprehensive guide explores the world of B2B sales consulting, providing valuable insights, strategies, and tips for success.

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Adaptive Business Services

DECEMBER 13, 2023

Therefore, in order to map your form’s fields correctly, you will first need to make sure that you have fields in Nimble to accept that i 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 www.calendly.com/craigmjamieson.

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Adaptive Business Services

AUGUST 23, 2023

We do have a few minor updates to report on Nimble CRM. If yes, Please book a free 30-minute Zoom consultation with me. The post Nimble CRM Updates Workflow and Deal Listing Options appeared first on Adaptive Business Services. All Deals Listing – This is kind of an interesting feature.

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Adaptive Business Services

MARCH 22, 2023

I’ve had the privilege of assisting many many companies with their Nimble CRM implementations. Some were just getting started while a large percentage of others had actually been using Nimble CRM for some time and they were finally tired of “flopping around”. Are you thinking about integrating your CRM with other applications?

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Adaptive Business Services

MARCH 22, 2023

I’ve had the privilege of assisting many many companies with their Nimble CRM implementations. Some were just getting started while a large percentage of others had actually been using Nimble CRM for some time and they were finally tired of “flopping around”. Are you thinking about integrating your CRM with other applications?

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The 5% Institute

FEBRUARY 12, 2020

Sales consulting can be a very lucrative career and business choice and is only going to increase in popularity as more people move into consulting roles due to business technology disruption. But what is sales consulting? And could sales consulting possibly be the right career choice for you? What Is Sales Consulting?

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Martech

JANUARY 25, 2022

Customer relationship management (CRM) is the technology brands use to nurture relationships with their customers. These solutions are designed to help sales and service agents communicate with customers more effectively. In this piece, we’ll dive deep into CRM systems and their impact on marketing teams. Who uses CRM systems?

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Adaptive Business Services

JULY 26, 2023

I prefer to focus on results so we are going to ignore all of the statistics that tout the promised benefits of CRM. Part of it is that a CRM is viewed as data entry. Another aspect is that most often using a CRM is something that has been requested (dictated) by their company or sales manager. I represent Nimble CRM.

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Adaptive Business Services

MARCH 8, 2023

As a Nimble CRM Solution Partner, I work with companies on implementing, and customizing, Nimble for their business. If you would like to chat with me to determine if Nimble CRM might be right for your business, please book a free 30 minute Zoom consultation with me. Problem solved.

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Adaptive Business Services

MAY 31, 2023

Please note – While this article discusses Nimble CRM specifically, contact syncing between any two applications may raise similar concerns. I don’t know about you but, I have a ton of records that I have collected over the years via emailing and I only want a very small fraction of those in my CRM. The C in CRM is Customer.

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Salesforce

OCTOBER 19, 2022

I began my career at a telecom company where I had various roles, from hooking up cable lines in households to working in customer service call centers, to managing a call center. These experiences eventually led to landing my dream job as a Salesforce Functional Consultant at Deloitte. Salesforce Consultant: Quick Look.

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Adaptive Business Services

NOVEMBER 16, 2022

Two of the most beneficial features of Nimble CRM are workflows and deals. When somebody contacts our company about our services, we need to assign this inquiry for someone to handle. They have expressed an interest in our services but they do not yet represent an opportunity. In some cases, they are directly related.

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Adaptive Business Services

JANUARY 11, 2023

This would include implementing Nimble CRM. This included putting him on Nimble CRM and teaching him how to leverage that platform to increase his sales. He worked his CRM religiously. Please book a free 30-minute Zoom consultation with me if you would like to find out more. I began work in earnest. Bonus points.

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Salesforce

FEBRUARY 22, 2024

Working in field service is both rewarding and challenging. While you may find your current work to be fulfilling, it’s worth taking time to consider how you’ll prepare for growth throughout your field service career. The good news is that field service is a dynamic industry, which means new opportunities will continuously arise.

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Veloxy

AUGUST 16, 2023

In this blog post, we’ll dive into the importance of Salesforce ROI, the key factors affecting it, and the essential metrics to consider when measuring your CRM investment. Essential metrics for measuring ROI include sales, marketing and customer service performance indicators.

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Adaptive Business Services

AUGUST 24, 2022

Nimble CRM is extremely easy to use, priced very attractively, and there are literally tons of how-to videos that are available on YouTube. My background is in B2B sales and management and I have personally used CRM since the late 80’s and I have been a Nimble Solution Partner since day one. There are several considerations.

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Sales Pop!

MAY 14, 2024

When people go online in search of a solution to their problem, they don’t want to spend days looking for a service that will meet their needs. Most simply shortlist a few services that catch their eye and opt for the one that feels right. Your website often serves as the initial meeting point with potential clients.

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PandaDoc

NOVEMBER 10, 2023

A well-executed quote management strategy contains integration with a CRM system and uses it as a source of input data; employs CPQ software to handle complex product configurations, apply predefined pricing rules, and generate accurate quotes quickly; and automates repetitive tasks. These quotes are then ready to send to customers.

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