Adaptive Business Services

MAY 8, 2024

My website and LinkedIn page has a headline which says “Sales & Nimble CRM Training”. 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. appears as my first name. This is what I do, not my company name.

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CRM Contact Consult Service 71

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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CRM Customer Relationship Management Technique Technology 110

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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CRM Contact Represent Clients 71

Adaptive Business Services

APRIL 3, 2024

Nimble CRM Tips and Updates April 1, 2024 How do you like the new look? Updates At this time, we have no new updates to report for Nimble CRM. Please keep in mind that I can’t even draw stick people:) Are you thinking about a CRM? This was more of an experiment than anything and it is far from perfect!

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CRM X-functional Contact Consult 71

Adaptive Business Services

APRIL 24, 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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CRM Repeat business Referrals Clients 77

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. 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 ”. Are you thinking about a CRM? Are you thinking about a CRM?

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CRM Follow-up Consult Networking 62

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. Here is a video.

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CRM Consult Business Services Campaign 71

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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CRM Pipeline Contact Consult 71

Adaptive Business Services

MAY 1, 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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Appointment Cold Call Sales CRM 77

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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Contact CRM Customer Relationship Management Relationship building 71

Sales Hacker

OCTOBER 25, 2023

Zach Lawryk is currently the Head of Global Solutions Consulting at Rippling , previously the VP of Solutions Consulting at Slack , Director of Sales Engineering at Box , and really began his career in tech at Salesforce as a Sales Engineer in 2005. And…monthly bonus podcast episodes dropping the first Thursday of every month.

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GTM Consult Sell Engineering 92

Veloxy

NOVEMBER 29, 2022

It’s a fundamental process in field sales because customers are looking for face-to-face consultations and conversations with their vendors. With field sales engagement software, you should be able to quickly segment prospects, leads, and customers in your CRM. This is especially true after a hiatus of sorts during Covid.

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Territory CRM Sales Contact 246

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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CRM Pipeline Consult Business Services 122

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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CRM Commission Territory Repeat business 71

Adaptive Business Services

FEBRUARY 9, 2022

I had a chat with a gentleman recently who wanted to use Nimble CRM to monitor a contact’s social activity. If the social networks won’t come to my CRM, can my CRM go to them? If you have any questions about whether or not Nimble would be right for you, please feel free to schedule a free 30-minute Zoom consultation with me!

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Networking CRM Contact Consult 143

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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CRM Pipeline Consult Appointment 59

Sales Pop!

DECEMBER 5, 2023

At Pipeliner, we have just devised a new tagline for our CRM and our company: Open to Close. The Pipeliner Difference This tagline has been created to encompass the impact Pipeliner CRM has on an individual, the organization, and the marketplace environment as a whole. Efficiency is the first impact Pipeliner CRM has.

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CRM Pipeline Closing Real Estate 59

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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CRM Pipeline Contact Represent 62

PandaDoc

FEBRUARY 23, 2024

Automation is fundamental to building a robust sales pipeline ; document management tools fused with CRM software accelerate this process. See also From leads to deals with CRM quoting software 2. Many CRM systems enable you to define custom fields and fill those out. What is opportunity management — and why should you care?

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Objectives and Key Results CRM Contract Strategic partnership 52

Martech

JANUARY 9, 2024

“Whether you’re building a net new event or deploying an existing event, utilizing data when building your digital event is critical,” said event strategist, event management and logistics leader, consultant Marsha Maxwell, in a session at The MarTech Conference. Audience data from these sources will help you create personas.

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Construction Networking CRM Consult 111

Martech

JANUARY 22, 2024

However, there’s a slight issue — you forgot to consult with the revenue operations (RevOps) team. Align the campaign and CRM inputs to RevOps goals, KPIs Agencies must align their processes with the client RevOps team from Day 1 to begin fostering this white whale of a relationship. In short, you’ve done nothing at all.

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Clients Closing Objectives and Key Results SQL 108

Martech

JANUARY 26, 2023

Today he is CEO and revenue operations strategy consultant of Union Square Consulting. The firm specializes in helping companies get the most out of HubSpot — from CRM strategy and setup to marketing automation and content creation. He publishes The RevOps Weekly Newsletter and the podcast RevOps Corner.

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Legal Consult CRM Technology 111

Hubspot

NOVEMBER 21, 2023

However, merely having a CRM isn't enough. To truly unlock its potential and maximize its impact, businesses need to optimize their CRM strategies. How to Optimize Your CRM 1. Clean and regularly update your data Optimizing your CRM starts with ensuring that your data is accurate, complete, and up-to-date.

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CRM Customers Cross-sell Customer Relationship Management 59

Martech

JANUARY 25, 2022

Customer relationship management (CRM) is the technology brands use to nurture relationships with their customers. And because 91% of businesses with more than 11 employees use a CRM, marketers would be wise to learn about all they have to offer. In this piece, we’ll dive deep into CRM systems and their impact on marketing teams.

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CRM Agriculture Hospitality Healthcare 97

Adaptive Business Services

JANUARY 10, 2024

It is proving to be a much more detailed discussion than I had initially envisioned 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.

CRM 71

CRM Pipeline Territory Represent 71

Adaptive Business Services

FEBRUARY 8, 2023

Over the past couple of years, my Nimble CRM training and implementation consulting services have seen substantial growth. A part of this is to include cautions to avoid those things that will generally result in a CRM failure. The post Updates to My Nimble CRM Training Offering appeared first on Adaptive Business Services.

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CRM Consult Clients Business Services 71

Martech

SEPTEMBER 22, 2022

In 2019, at Salesforce Connections, the CRM giant announced the launch of a CDP within the Salesforce 360 customer platform with Customer 360, its comprehensive product suite. Also, a series of major consultancies, including Accenture, Deloitte and PwC are working on Slack roll-outs aimed at specific industries. Get MarTech!

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CRM Launch Consult Service 96

Sales Hacker

FEBRUARY 5, 2024

Currently, he operates his own consultancy helping leaders with marketing strategy and AI in GTM. Actionable use cases like localization/translation, SEO strategy development, analyzing CRM and other datasets. He began his ML/AI journey several years ago and has been working in Generative AI since August 2022.

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GTM Finance CRM Consult 86

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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CRM Clients Sales Contact 62

Adaptive Business Services

FEBRUARY 28, 2024

My gift to both of us:) 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. Can you say … stall ? Short post today. The post My Favorite Close is “What Do You Think?”

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Closing Sports CRM Consult 71

Adaptive Business Services

DECEMBER 28, 2022

My failed venture into providing an online course for Nimble CRM has been shut down. . I had spent a part of 2022 trying to break into electric signage (my background as an owner and a manager) as a vertical market for my consulting services. I had also gained very little traction toward that goal. Not even one sale.

Electricity 71

Electricity Referrals CRM Consult 71

Sales Hacker

APRIL 26, 2022

As rough as it sounds to untangle the mess of a 20+ year old CRM, the change management work can be even more of a challenge than the technical side. Today, TJ Macke , SVP Strategy at Sapper Consulting, LLC , joins the show to help us cut through the glut of technology to know exactly how to deliver what a buyer needs when they need it.

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CRM Consult Growth Technology 84

Hubspot

NOVEMBER 22, 2023

That's where Customer Relationship Management (CRM) software comes in. A well-implemented CRM empowers you to understand your customers on a deeper level and deliver experiences that make each individual feel like a VIP. CRM Tips and Tricks 1. Use social listening One unique CRM tip is to leverage the power of social listening.

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CRM Cross-sell Customer Relationship Management Drivers/motivators 64

Partners in Excellence

FEBRUARY 28, 2024

The Systemic Approach as a Hired Consultant I was very excited when I was head-hunted by an international boutique Sales Training firm focused on B2B Sales Forces practicing complex sales. New people being nominated for the top positions of the corporation, let me to believe that I had no future in this corporation.

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Customers Contract Consult Electrical Engineering 113

Martech

SEPTEMBER 22, 2023

CRM and marketing automation platform (MAP) vendors are embedding genAI capabilities into their existing applications, and so are Microsoft and Google in their general-purpose productivity suites, Office and Workspace. This functionality is widely accessible in beta releases, even their free CRM options. That’s changing rapidly.

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Government CRM Campaign Launch 117

Salesforce

OCTOBER 19, 2022

These experiences eventually led to landing my dream job as a Salesforce Functional Consultant at Deloitte. Here are three things I’ve done to transform my career into becoming a Salesforce consultant. Salesforce Consultant: Quick Look. Learn what Salesforce consultants do and the skills they need to succeed. 100 points.

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Consult Start-ups Follow-up CRM 98

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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CRM Consult Promote Business Services 62