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Nimble CRM Tips & Updates – December 2023

Adaptive Business Services

Happy holidays and all the best for the remainder of 2023! Speaking of automations … Nimble is heavily focused on building a more sophisticated automation engine that will power, among other things, messaging as well as deals/pipelines. Deal Records and Pipelines Last month, we talked about workflows. Let’s get started.

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Nimble CRM Tips & Updates – November 2023

Adaptive Business Services

We do have some interesting Nimble CRM news to report. I wanted to start a discussion on workflows vs pipelines. Deal records, which are generally associated with one or more contact records, are placed in pipelines. A deal record can only be in one pipeline. This feature is expected soon for pipelines.

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A Simple Rule to Ensure Integrity in Your B2B Sales Pipeline

Iannarino

To ensure they have enough, many set an objective for each salesperson to have 300 percent of their goal in the pipeline. At the same time, they claim to want their sales pipeline to have integrity. When sales managers want a high number of potential deals, sales teams comply, logging lots of opportunities in the CRM.

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HubSpot’s November 2023 releases: The manager’s guide

Martech

HubSpot’s November releases include deal pipeline rules, improved funnel reporting, allowing prospects to add guests to meetings on the scheduling page and more. This includes manually logged emails and emails from connected inboxes such as Gmail. You can select which inbox channels sync to Slack.

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Cleaning Up Your Pipeline

Iannarino

Over time, your CRM becomes a junk drawer of stalled and stuck deals, lies, exaggerations, half-truths, neglected prospective clients, and falsehoods. Even though you want coverage over your sales team’s quota and your sales goals, much of what you believe is coverage is not.

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Sales Quota: The Complete Guide to Hitting & Crushing Quota in 2023

Veloxy

This blog post is your comprehensive guide on how to hit and crush sales quotas in 2023 and beyond. Effective prospecting can help you increase your sales pipeline, and ultimately, improve your chances of meeting your sales quota. Yet, the sales organization is failing to crush their quota, let alone hit it. Try Veloxy for free!

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Cleaning Up Your Pipeline Junk Drawer

Iannarino

These same leaders also insist every first meeting be logged in the CRM to ensure they have the coverage they believe is necessary to reach their goals. Sales leaders expect their sales force to carefully qualify prospective clients , as they don’t want them wasting time on non-opportunities.

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