Adaptive Business Services

SEPTEMBER 8, 2021

Let me say that I have never been a big fan of CRM mobile apps and that has included the offering from 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! I love Nimble.

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Contact CRM Represent Business Services 71

Adaptive Business Services

FEBRUARY 7, 2024

Delay send and drafts in message compose The availability of increased group message send limits Message Sequencing Tips on Managing Deals and Pipelines To recap from previous discussions … deal records are associated with contact records (although they do not have to be) and deal records are placed in a pipeline. Enough for today.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

JANUARY 24, 2024

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. What are some of the challenges being faced by sales managers that a good CRM can solve?

CRM 71

CRM Commission Territory Repeat business 71

Salesforce

FEBRUARY 14, 2024

Are your service agents drowning in mundane daily tasks? Then your business might be a good candidate for customer service automation. Customer service automation isn’t a switch you simply flip. Our guide reveals how high-performing service orgs make it happen. That’s where a service workflow process map comes in.

Service 98

Service Customers Contract Legal 98

Salesforce

OCTOBER 19, 2023

When it comes to great customer service, your contact center plays an important role. We found that 94% of customers say a positive customer service experience makes them more likely to make a purchase again. What is contact center automation? What are the benefits of contact center automation?

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Contact Customers Appointment Service 104

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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Service Growth Cross-sell Appointment 105

Salesforce

APRIL 25, 2024

Good customer service is important — whether we’re receiving or providing it. But what is good customer service, anyway? Good customer service means meeting customer needs and expectations consistently. Our research found that 88% of customers say good customer service makes them more likely to purchase again.

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Service Customers E-commerce CRM 52

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?

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CRM Follow-up Consult Networking 62

Adaptive Business Services

JANUARY 10, 2024

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. 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.

CRM 71

CRM Pipeline Territory Represent 71

Veloxy

MARCH 5, 2024

When it comes to choosing an email service, you’re likely wondering about the “Outlook vs Gmail” debate and which will best meet your needs. Currently, 60% of businesses use Gmail as their email service provider, while Outlook is the preferred email application for 95% of large and very large companies. How do you choose?

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Service User Experience Price Transportation 130

Adaptive Business Services

FEBRUARY 2, 2022

Nimble CRM used to offer two-way contact synchronization between Nimble and Gmail or Outlook 365 via a third-party application called PieSync. Well, HubSpot bought PieSync, rolled it into their suite of services, and left the rest of us hanging out to dry. Google or Outlook should be where you manually add contacts.

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Contact CRM Consult Business Services 62

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. Additionally, these can be created in both contact and deal records.

CRM 71

CRM Contact Clients Consult 71

Veloxy

APRIL 26, 2023

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 ).

CRM 130

CRM Territory Appointment Sales 130

Adaptive Business Services

NOVEMBER 1, 2023

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. They differ in the following manners … Contact records are placed in workflows. A contact record can be in more than one workflow at any given time.

CRM 71

CRM Commission Contract Referrals 71

Salesforce

JUNE 12, 2023

The hottest topic in service today is generative AI, especially in the contact center. 84% of IT leaders we surveyed in a recent study say generative AI will help their organization better serve customers, and every day I speak with service leaders who are excited about the potential for generative contact center AI.

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Contact Service CRM Start-ups 98

Adaptive Business Services

OCTOBER 4, 2023

Lots of Nimble CRM news to report this month! Reminders can be applied to existing emails from your message inbox or within existing contact records. Zapier will work with probably most 3rd party web form applications such as Contact Form 7. They are not available within Gmail or Outlook interfaces.

CRM 71

CRM Contact Consult Up-sell 71

Salesforce

JANUARY 17, 2024

When you’re a customer Service Star, staying ahead of the curve isn’t just an advantage — it’s an absolute necessity. You get the pivotal role technology plays in shaping the future of customer service. Table of contents What is a customer Service Star? What is the Service Trailblazer Community? The answer is yes!

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Service Customers Networking Negotiate 132

Adaptive Business Services

DECEMBER 13, 2023

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.

CRM 71

CRM Pipeline Contact Represent 71

Salesmate

DECEMBER 4, 2020

The kind of support you provide to your customers is as important as your services. One handy way of ensuring the best services for any business is using a Customer Relationship Management software that enables timely services as well as personalized experience for their customers. What does CRM stand for in Financial Business?

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CRM Service Finance Customer Relationship Management 52

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.

CRM 62

CRM Clients Sales Contact 62

Capterra Sales & Marketing Software

APRIL 26, 2021

The post 3 Salesforce Alternatives for CRM appeared first on Capterra. One of the most popular ways to learn about your clients and improve their experience is by building a customer journey map , and one of the best ways to collect customer data to build one is customer relationship management (CRM) software. Interaction tracking.

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CRM Price Contact Finance 111

Salesforce

APRIL 7, 2023

How many hours would it take you to find a company overview, catch up on the latest company news, find the right contacts, and draft an intro email? Now imagine your customer relationship management (CRM) platform doing all this in seconds, so you can fine-tune that email and send it sooner. What is generative CRM?

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CRM E-commerce Pitch Customer Relationship Management 98

Adaptive Business Services

MARCH 8, 2023

As a Nimble CRM Solution Partner, I work with companies on implementing, and customizing, Nimble for their business. Nimble has two possible features that might be used in their project management capacity and each presents unique challenges … Workflows Deals Workflows are actually a part of a contact record (person or company.

CRM 71

CRM Contact Pipeline Follow-up 71

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

Spiro Technologies

JUNE 14, 2023

Some ERPs may claim to have customer relationship management (CRM) capability, but a standalone CRM is much better at helping you manage and maintain relationships with your customers. What is a CRM? A CRM helps businesses manage customer interactions, sales processes, and customer data. for every dollar spent.

CRM 52

CRM Customer Relationship Management Relationship Management Manufacturing 52

Adaptive Business Services

MARCH 31, 2021

Nimble CRM is built for salespeople. So, what makes Nimble the salesperson’s CRM? One such area of discomfort for salespeople is data entry and data entry is a key part of contact organization. I’m not going to lie to you and tell you that Nimble or any CRM will maintain itself via thought transference! Sacrilege! ”

CRM 90

CRM Referrals Contact Pipeline 90

Adaptive Business Services

AUGUST 23, 2023

We do have a few minor updates to report on Nimble CRM. Web forms (think contact forms for your website) are close to being released. 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.

CRM 62

CRM Pipeline Consult Contact 62

Adaptive Business Services

NOVEMBER 16, 2022

Two of the most beneficial features of Nimble CRM are workflows and deals. 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. Deals are a part of a contact record and deals are also their own unique records.

CRM 71

CRM Represent Pipeline Contact 71

Martech

APRIL 4, 2024

Improved file management within the CRM. New suggested activity: reconnect with re-engaged contacts. Whether it’s ensuring a contract is uploaded when a deal is won or attaching specific documents to a contact record, this feature supports more robust data management. Enhanced forecast accuracy insights with AI Comparison.

CRM 54

CRM Objectives and Key Results Contract Strategic planning 54

Salesforce

AUGUST 16, 2023

Attention service and field service pros: are you ready for an epic experience? At Dreamforce 2023 , we’ll help you take your field and customer service strategy to the next level — with AI, customer data, and a unified customer relationship management (CRM) platform. Trust us: you don’t want to miss them.

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Service Hospitality Entertainment Customer Relationship Management 98

The 5% Institute

JUNE 6, 2023

In today’s highly competitive business landscape, customer relationship management (CRM) has become a crucial aspect of successful organizations. A CRM system is a powerful tool that enables businesses to manage and optimize their interactions with customers throughout the entire customer lifecycle.

CRM 52

CRM Customer Relationship Management Relationship Management Pipeline 52

Sales Pop!

FEBRUARY 16, 2022

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. How Does CRM Benefit Your Business? Here are a few significant benefits of CRM software: 1. Get to Know Your Customers. More Opportunities to Grow Your Sales.

Customer Relationship Management 98

Customer Relationship Management Relationship Management CRM Customers 98

Adaptive Business Services

MARCH 3, 2021

Nimble CRM is likely the most social CRM that there is! Where does Nimble CRM fit in with social selling? . A form of Prospector is baked directly into Nimble CRM and it is very similar to their mobile apps. . LinkedIn and Facebook have closed member data to almost all third-party applications like Nimble CRM.

CRM 105

CRM B2B Sell Networking 105

Adaptive Business Services

MAY 26, 2021

The unfortunate fact is that a large majority of CRM implementations fail. In this series of articles, we are exploring the many reasons why salespeople seem, almost universally, to HATE CRM. This is pretty easy to understand if your perception is that CRM will, at best, inhibit your selling. How CRM can increase your sales.

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CRM Pipeline Commission Contact 77

Adaptive Business Services

JUNE 1, 2022

After working with so many companies on helping them to implement Nimble CRM, the one thing that I have learned is that there is almost always more than one way to skin a cat. Here are a few of my favorite Nimble CRM hacks because … every company has unique needs. Nimble CRM Today Page. Nimble CRM Contact Records.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

JANUARY 13, 2021

A few months back, a gentleman that I know contacted me and asked if he could speak with me about CRM in general as well as Nimble CRM specifically. I remember taking a selling skills assessment some years ago and one of the questions was about CRM. To paraphrase … “What does a CRM do?”. Stupid me.

CRM 83

CRM Contact Pipeline Follow-up 83

Salesforce

APRIL 18, 2024

If you asked any communication service provider , they are focused on improving customer service experiences to increase loyalty and decrease churn. As such, they’re looking to data and AI to help take their service to the next level. Predictive AI can do things like help direct customers to self-service resources.

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Service Customers Technology Technology 52