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Join the Dream Quest 2023 for Data + AI + CRM + Trust

Salesforce

Dreamforce ’23 was all about Data + AI + CRM + Trust. The big highlights: Trust is #1 — With all of these AI innovations, a focus on trust has never been more important. The Einstein Trust Layer is how Salesforce is making our generative AI the most secure in the industry.

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22 must-have reports for measuring CRM health

Martech

Even the best CRM is nearly useless without clean data. By setting up a “CRM data health” dashboard with these essential reports, you can easily spot and fix issues in your setup, reducing the risk of a time-intensive cleanup down the road (and plugging the holes of any potential revenue leaks). Processing.

CRM 119
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How Nimble CRM Integrates & Automates Prospecting on LinkedIn

Adaptive Business Services

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
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Nimble CRM Tips & Updates – October 16 2024 – Sequencing!

Adaptive Business Services

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. Watch for it!

CRM 71
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Nimble CRM Tips & Updates – October 1 2024 – Sequencing

Adaptive Business Services

A number of new updates (all that I have been expecting) have been released to Nimble CRM’s message sequencing and I am now comfortable with discussing these. Are you thinking about a CRM? The post Nimble CRM Tips & Updates – October 1 2024 – Sequencing appeared first on Adaptive Business Services.

CRM 62
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Small CRM Talk – I’m Not a Fan of …

Adaptive Business Services

You work your CRM however you wish! That being said … I’m not a fan of … Integrations With Other Apps While I am generally not in favor of asking your CRM to do too much, and when you start connecting a variety of disparate apps … that’s too much, my main issue with integrations lies with client expectations. You may disagree strongly.

CRM 62
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Nimble CRM Tips & Updates – September 18 2024

Adaptive Business Services

This week, I am told, Nimble CRM will be releasing several updates that will provide for integrations between webforms and web hooks, workflows, and message sequencing. Are you thinking about a CRM? The post Nimble CRM Tips & Updates – September 18 2024 appeared first on Adaptive Business Services. Thank you!

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