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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. Are you thinking about a CRM?

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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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Benefits of Effective Customer Relationship Management (CRM)

Sales Pop!

It’s essential to stay relevant, provide the most up-to-date service, and ensure effective management of customer databases to establish higher customer retention. Undoubtedly, that can only come from sustaining customers. How Does CRM Benefit Your Business? How Does CRM Benefit Your Business?

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Introducing Custom Entities (Objects) for Pipeliner CRM

Sales Pop!

With the next major release of Pipeliner CRM— Pipeliner CRM 5.0, being released on the 28th of September —comes a fantastic new feature: Custom Entities (functionality referred to in some other CRM systems as “Custom Objects”). Entities ” is the term used in Pipeliner to refer to different CRM functions.

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Nimble CRM Tips & Updates – Februrary 2024 I

Adaptive Business Services

First a few clarifications … Multi-value custom fields – You can actually use this feature on multiple field types! The pipeline is your data source for deal (sales) reports and forecasts. Are you thinking about a CRM? Happy February! Let’s get to it! Here is a video on the new compose window. Enough for today.

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Nimble CRM Tips & Updates – January 2024

Adaptive Business Services

Another new update, and one that I had not heard of in advance, is the release of a new custom field type … multi-value fields. 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.

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