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Nimble CRM Mobile App and Contact Sync Updates [Video]

Adaptive Business Services

Let me say that I have never been a big fan of CRM mobile apps and that has included the offering from Nimble. I represent Nimble. The other outstanding feature is that your contact records, the prospector widget, the widget in gmail, the widget inside of Nimble, and your mobile apps will all now look and work substantially the same!

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Why I Generally Don’t Do 3rd-Party Nimble CRM integrations

Adaptive Business Services

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. That is my focus and it is why I do not represent other CRM’s. For example, let’s say that you wish to move contacts from an outside web-based source to Nimble.

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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. Workflows and Pipelines both represent processes. Continuing our discussion of workflows and pipelines … A bit of a review.

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. Both represent a process , a series of steps that takes us from the beginning of a specific task until its successful or unsuccessful conclusion.

CRM 71
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Nimble CRM Tips & Updates – December 2023

Adaptive Business Services

Key features include new form submission notifications as well as the ability to automatically create contact records and, if desired, add those to a workflow. Assuming that you have created a pipeline, you can convert a workflow contact to a deal record, if applicable. Nimble has just released an update to its web form offering.

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Interests or Opportunities? Workflows & Deals in Nimble CRM

Adaptive Business Services

Two of the most beneficial features of Nimble CRM are workflows and deals. Both represent a graphical representation of a process. Workflows are populated with contact records (people or companies). You can have multiple different workflows and a contact can appear in more than one at the same time. It’s deleted.

CRM 71
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Here’s HOW a CRM Will Increase Your Sales! (No Stats)

Adaptive Business Services

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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