Adaptive Business Services

APRIL 2, 2025

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.

CRM 71

CRM Contact Represent Consult 71

Salesforce

APRIL 15, 2025

FanDuel is a leading sports gaming company, offering sportsbook, fantasy, casino, racing, and other games to millions of users, and as the VP of AI, Automation, and Voice of Customer (VoC) Insights, my team is responsible for the customer service software that ensures a seamless, fast, and reliable experience at scale to keep customers engaged.

CRM 90

CRM Service Customers Sports 90

Adaptive Business Services

MAY 7, 2025

Use a deduplication service. 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. The post Nimble CRM Tips & Updates – May 7, 2025 appeared first on Adaptive Business Services.

CRM 71

CRM Contact Pipeline Clients 71

Adaptive Business Services

NOVEMBER 6, 2024

Welcome to the latest edition of Nimble CRM Tips and Updates! Are you thinking about a CRM? services including security, workflow, and telephony? services including security, workflow, and telephony? The post Nimble CRM Tips and Updates – November 6 2024 appeared first on Adaptive Business Services.

CRM 62

CRM Contact Price Campaign 62

Adaptive Business Services

DECEMBER 11, 2024

The vast majority of my Nimble CRM clients are solopreneurs. Nimble CRM has been built specifically for solopreneurs and small sales teams. Ive just scratched the surface of Nimble CRM. Are you thinking about a CRM? services including security, workflow, and telephony? Lets start with this. I am a solopreneur.

CRM 62

CRM Contact Relationship building Follow-up 62

Salesforce

NOVEMBER 14, 2024

In today’s customer service, anticipating and meeting customer needs before they express them is the gold standard. While our research finds that 61% of service professionals say their organizations address issues proactively, only a third of customers agree! What you’ll learn: What is proactive customer service?

Trust 105

Trust Service Customers Appointment 105

Martech

AUGUST 12, 2024

How it helps you Sales, marketing and service teams can safely manage sensitive data, creating a comprehensive and unified customer profile to improve operational efficiency and customer interactions. By streamlining the calling process, sales and service teams can step up their productivity and reduce time spent on administrative tasks.

CRM 124

CRM Contact Pipeline Conversion 124

Adaptive Business Services

MARCH 5, 2025

One reason, the main reason, why this is so critical is that if you are not very careful, you run the very real risk of being labeled as a spammer either by the recipient, their email service provider, or even your email service provider. Several services offer such capabilities, allowing for a more streamlined and efficient workflow.

CRM 71

CRM Click Through Rate Contact Service 71

Adaptive Business Services

OCTOBER 23, 2024

Time flies and I’m guessing that it has been close to 10 years since LinkedIn decided to close its access doors to most third-party applications including Nimble CRM. Shortly thereafter, they did authorize limited access to a few enterprise level CRMs providing that you have the right LinkedIn premium account.

CRM 62

CRM Prospecting Contact Follow-up 62

Salesforce

SEPTEMBER 10, 2024

Over the years, you’ve put a lot of money into your customer service centers. You’ve upgraded technology, upskilled your agents, and invested in 24/7 self-service options. But here’s the thing: Cutting costs can’t come at the expense of customer service. Customer service and profitability go hand in hand.

Service 69

Service Customers Cross-sell Contact 69

Adaptive Business Services

DECEMBER 18, 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.

CRM 71

CRM Pipeline Contact Represent 71

Salesforce

DECEMBER 2, 2024

When you run a small business or startup, you may feel like you need to be great at sales, marketing, finance, and customer service, right? As you work through topics like marketing and customer service, you earn badges and points to track your progress. CRM for small businesses doesn’t have to be costly or complex.

CRM 106

CRM Technique Finance Start-ups 106

Salesforce

JUNE 17, 2025

These are the classic signs that your business has outgrown spreadsheets and might benefit from a customer relationship management (CRM) system, an all-in-one tool for managing customer interactions, sales, and relationships. If keeping up with your data feels like a challenge, it might be time for a CRM. What is a CRM?

CRM 52

CRM Customer Relationship Management Contact Relationship Management 52

Salesforce

AUGUST 6, 2024

To see what a day in the life of such an AI enterprise might look like, let’s travel to the year 2028 and visit Sandstone Services, a fictional 37-year old mid-size company in Minnesota providing home maintenance services. First, it can generate email copy tailored to products and services that customers are looking for.

Real Estate 128

Real Estate Non-Profits Click Through Rate CRM 128

Adaptive Business Services

MARCH 19, 2025

If your bounce rate exceeds 1%, Nimble may place you in an email marketing quarantine (not sure what this means, but you can out) and Im guessing that you will still be paying for the service during this time. Are you thinking about a CRM? Just a guess. Do not reuse sequences with the same contacts. Copy sequences and make a new one.

CRM 71

CRM Contact Start-ups Service 71

Martech

DECEMBER 6, 2024

While structured data has long been the foundation of CRM, unstructured datalike conversationsholds the key to deeper insights into customer sentiment, behavior, and intent, said HubSpot CEO Yamini Rangan in a company release. With Frame AI, we can bring these insights into the customer platform to help businesses grow smarter and faster.

Conversion 120

Conversion CRM Technology Technology 120

Salesforce

APRIL 7, 2025

No matter how great your brand is, bad customer service can drive people away faster than you think. A customer might not always notice flawless service. But good service isnt just about being polite or fast. Service AI agents help you achieve this personal touch without extra hassle.

Service 88

Service Growth Customers CRM 88

Martech

JULY 26, 2024

Take CRM as an example. CRM plays a very different role across industries. For example, many reports show high failure rates for CRM implementations. Below is a (selection of) the correlations of martech used in the banking and financial services industry. Current martech metrics are not doing the job.

Pharmaceutical 117

Pharmaceutical CRM B2C Technology 117

Salesforce

JUNE 4, 2025

Walk into any customer service floor and you’ll hear conversations like this: “Sarah’s AHT is killing our SLA, but her CSAT scores are solid, so let’s check her FCR before we panic.” If youre in the customer service industry, youre immersed in the language of customer service acronyms.

Service 52

Service Customers Customer Relationship Management Represent 52

Martech

NOVEMBER 7, 2024

The promise here is simple: use a combination of intent data (such as keyword searches, third-party signals and industry-specific trends), CRM data and website visitation behavior to prioritize accounts most likely to convert. The burden of implementation ABM platforms are often self-service. Sounds great, right? That’s because it is.

B2B 131

B2B Contract GTM CRM 131

Martech

JULY 25, 2024

Some solutions, like account-based marketing (ABM) tools, can do this out of the box and allow you to: Select the target account (aligning your ideal customer profile to accounts with intent to buy your services). Are these contacts in your CRM system? Does your CRM system capture key contacts on opportunities?

B2B 133

B2B Legal CRM Lead generation 133

Iannarino

JULY 16, 2021

One of the best things to track in your CRM is your competitor’s clients. If this idea is new to you, you may be surprised to find your competitor has tagged your company on your client’s record in their CRM. There are other reasons to track your competitors, but to explore another reason, we have to add another field in your CRM.

Price 345

Price Gaming Clients CRM 345

Martech

NOVEMBER 6, 2024

Updated CRM object merge behavior to be aware of. This seamless connectivity enhances collaboration across departments, ensuring faster, more effective ticket resolution and improved customer service. How it helps you This standardization simplifies CRM object management and supports future enhancements for merge options.

Objectives and Key Results 119

Objectives and Key Results CRM Contact Pipeline 119

Martech

SEPTEMBER 23, 2024

Dig deeper: Postie launches CRM Optimization for direct mail Mail: The positives. Among negatives, Gen Z are frustrated by time spent waiting in line for mail services, while older consumers object to the high cost of postage. It’s worth considering whether positive attitudes to mail in general extend to direct mail marketing.

CRM 120

CRM Launch Service Process 120

Salesforce

OCTOBER 2, 2024

For instance, with the right customer relationship management (CRM) you can install a free chatbot to respond to customers. Get AI for your SMB Get started with artificial intelligence (AI) for your small business and scale fast with the #1 AI CRM for SMBs. Many small businesses have a small IT team, or none at all.

Customer Relationship Management 122

Customer Relationship Management Education CRM Relationship Management 122

Martech

NOVEMBER 1, 2024

Enterprise AI decisioning platform and CRM Pega released a new version of its Infinity platform, Pega Infinity 24.2. There are announcements, not just about the Pega platform, but also specific to Pega Decision Hub and its sales and service offerings. The release fulfils a number of promises made earlier this year at PegaWorld 2024.

Campaign 140

Campaign CRM Gaming Service 140

Veloxy

JANUARY 7, 2025

How to Remove Salesforce CRM Friction Learn how to remove friction points tied to Salesforce, helping your sales team sell easier and faster. Aggregate lead data with customer relationship management (CRM) tools like Salesforce. And dont forget to use CRM integrations that leverage sales artificial intelligence.

Objectives and Key Results 130

Objectives and Key Results Negotiate CRM Sales 130

Martech

SEPTEMBER 6, 2024

Salesforce acquires Tenyx Earlier this week, Salesforce also announced a definitive agreement to acquire Tenyx, which develops AI-powered conversational voice agents for customer service. Like Own, Tenyx will extend existing Salesforce capabilities, this time around autonomous agents and its Agentforce Service Agent. Why we care.

CRM 114

CRM Trust Service Closing 114

Salesforce

AUGUST 15, 2024

For sales and service teams, customer relationship management (CRM) software is an essential part of the puzzle. CRMs offer a comprehensive view of customer data. When choosing other tools, look for CRM-compatible integrations so you can use your data everywhere, collaborate across teams, and simplify your workflows.

Product 89

Product E-commerce CRM A/B testing 89

Salesforce

JUNE 17, 2025

Here’s the reality: Customers want fast, flawless service, but your team is stuck using outdated tools while costs keep climbing. Our research finds that 82% of service reps say customer expectations are higher than ever. These AI agents aren’t here to replace human service — they’re here to make it better.

Service 52

Service Meeting Trust Territory 52

Martech

JULY 19, 2024

Can you think of a lot of companies that need a CRM or marketing automation platform today but don’t have one? Professional services and other revenue: $13.6 Businesses are born, then they reach the point in their growth where they need a CRM. The public sector and financial services sectors also performed well.

Cross-sell 119

Cross-sell Growth CRM Up-sell 119

Martech

JANUARY 7, 2025

Since its launch at the Dreamforce conference in September 2024, Salesforce Agentforce changed the conversation around AI, customer experience and customer service. Service Agent , which replaces chatbots in handling customer service. The bots are customized using inexpensive, low-code tools.

Launch 129

Launch Represent Engineering CRM 129

Salesforce

MAY 29, 2025

Were in the midst of a digital agent revolution where AI is no longer just supporting tasks, but actively driving business processes, from handling service requests to closing complex B2B sales deals. Yet most existing benchmarks including early efforts like CRMArena focus primarily on single-turn, B2C, and customer service scenarios.

B2C 95

B2C CRM B2B Negotiate 95

Martech

OCTOBER 22, 2024

Salesforce will offer integrated ecommerce storefronts within its Starter and Pro Suites, all-in-one offerings that span marketing, sales, service and now commerce. There are many ecommerce vendors out there, so Salesforce understandably tries to appeal by packaging ecommerce storefronts in one suite with marketing, sales and service.

Price 120

Price CRM Launch Follow-up 120

Heinz Marketing

SEPTEMBER 24, 2024

Its AI-driven analytics help SDRs focus on leads that are showing active interest in your product or service. AI Solution : Tools like Troops and Dooly automate data entry, syncing information between CRM systems and communication platforms. Dooly automates the process of updating CRM records by syncing notes from sales calls and meetings.

Objectives and Key Results 105

Objectives and Key Results GTM CRM Follow-up 105

Salesforce

JULY 18, 2024

With AI assistants now automating customer service , writing scripts, and balancing budgets, the business uses of generative AI seem endless. Get your next business solution Check out the AppExchange collection “Trailblazer Top Picks” for software to enhance your company’s own CRM experience.

A/B testing 98

A/B testing Retail CRM Consult 98

Martech

JULY 30, 2024

Once your business reaches the scale-up phase, it’s important to adapt by implementing customer relationship management (CRM) systems and marketing automation platforms. This includes understanding customer needs and preferences and tailoring products, services and marketing messages accordingly.

X-functional 116

X-functional Territory Customer Relationship Management CRM 116