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

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? The following is based on earnings for the first quarter of calendar year 2024, which for some companies is fiscal year 2025. Professional services and other revenue: $13.6 The hope was that would continue into 2024.

Cross-sell 112

Cross-sell Growth CRM Up-sell 112

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 123

Launch Represent Engineering CRM 123

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 108

CRM Trust Service Closing 108

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

Veloxy

NOVEMBER 30, 2023

Such as mobile CRM and sales systems to manage client interactions on the go. Understand Your Market and Customers Start by learning about the market where you’ll sell your products or services. The post Field Sales Enablement: What Is It & How to Measure Success in 2024 appeared first on Veloxy.

Objectives and Key Results 279

Objectives and Key Results Territory Inside sales Cross-sell 279

Search Engine Land

AUGUST 14, 2024

Qualifying leads for ad platforms using CRM data. CRM or other database Everything you do in lead gen revolves around generating inbound queries. Something like a reCAPTCHA will drastically reduce the number of bots and spammers who end up in your CRM. How will your product or service help them? Connect your CRM.

CRM 116

CRM Campaign Niche Negotiate 116

Veloxy

DECEMBER 28, 2023

Defining Outside Sales: A Closer Look Outside sales is the practice of selling products and services through direct, in-person interactions, setting it apart from inside sales, which operates remotely. In addition to efficient time management, sales representatives can also leverage technology to manage travel logistics effectively.

Outside Sales 242

Outside Sales Cold Call Represent Objectives and Key Results 242

Martech

MAY 3, 2024

The April 2024 HubSpot updates introduce a variety of features designed to streamline your team’s workflows and improve customer interactions through advanced automation and integration capabilities. Here’s what we’re covering today for HubSpot’s April 2024 updates: Flexible meeting allocation with weighted rotation option.

Service 119

Service E-commerce Strategize Campaign 119

Hubspot

SEPTEMBER 4, 2024

If you’re looking for CRM (Customer Relationship Management) software for your startup, a third-party review website like G2.com com ought to help… Except that G2 returns a list of over 700 recommendations when you search for CRM. That's an overwhelming amount, especially considering you need just one CRM tool.

CRM 73

CRM Price Contact Pipeline 73

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 110

X-functional Territory Customer Relationship Management CRM 110

Martech

OCTOBER 24, 2024

Automating processes ensures uniformity and accuracy across tasks like data analysis and customer service. 2024 Out of 64 unique use cases across these 2,324 tools, the top 14 account for 73% of all use cases. GenAI tools enable businesses to scale without significantly increasing headcount. Consistency. never tried). AI sales support.

Niche 121

Niche Pipeline Growth CRM 121

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?

Service 130

Service User Experience Price Transportation 130

Martech

OCTOBER 22, 2024

About 50% of marketers prioritize lead generation in their campaigns and 65% cite generating traffic and leads as their biggest marketing challenge, per HubSpot’s 2024 State of Marketing Report. Industry Depending on your product or service, certain industries will be a better fit than others. Negative scoring can help with that.

Cross-sell 117

Cross-sell Lead generation GTM Territory 117

Adaptive Business Services

JANUARY 1, 2025

While my 2024 on a personal level was less than stellar (awful heat, area fires, & injuries), my business overall was pretty good. It will need to at least match my 2024 results in order to make it worth my time. 2024 was totally atypical for me. It is critical for me to only offer services which can support each other.

Referrals 62

Referrals CRM Non-Profits Contract 62

Salesforce

OCTOBER 29, 2024

Last year, we got an unexpected phone call telling us that our 20-year-old customer service management (CSM) system for our technical support organization would be deprecated. We already had Sales Cloud as our customer relationship management ( CRM ) software, and ServiceNow as our IT service management (ITSM) solution.

Service 69

Service Customers X-functional Pharmaceutical 69

Martech

AUGUST 19, 2024

An ICP acts as the company counterpart to an individual buyer persona, outlining the characteristics that define the organization most suited for your products or services. Develop your ICP by combining insights from your sales team with data about your current customers from your CRM. Are you getting the most from your stack?

B2B 113

B2B Objectives and Key Results Campaign Contact 113

Martech

NOVEMBER 5, 2024

Perhaps you’re already outlining, drafting and even uploading your campaigns to your CRM or email service provider. Dig deeper: How to gear up email for a strong finish to 2024 2. Hop in now and you’ll have the 20% off your service every single month. Like a kid learning how to hold a bat for the first time. SIGN OFF 3.

Campaign 115

Campaign Start-ups Pitch CRM 115

Adaptive Business Services

JUNE 5, 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 Contact Consult Business Services 71

Adaptive Business Services

APRIL 17, 2024

Send Data Send Data Send Data Send Data Send Data Send Data The post Nimble CRM Tips & Updates – April 15 2024 appeared first on Adaptive Business Services.

CRM 71

CRM Business Services Service 71

Adaptive Business Services

JULY 3, 2024

Maybe my emails don’t suck as bad as I had thought:) 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.

CRM 71

CRM Contact Consult Follow-up 71

Martech

DECEMBER 10, 2024

HubSpot’s November 2024 updates focus on helping you capture cleaner data, engage contacts more effectively and streamline everyday tasks. Let’s take a look at the biggest HubSpot updates for November 2024. Learn how to add an email signature in the CRM. Drive conversions with countdown timers in CTAs. The result?

Objectives and Key Results 111

Objectives and Key Results Contact CRM Appointment 111

Martech

AUGUST 9, 2024

“Echo AI came onto our radar screen because we were looking for AI-driven consumer insight platforms that can help marketing, sales and customer service teams optimize and become more efficient. Take our brief 2024 MarTech Replacement Survey Email: Business email address Sign me up! Processing.

Technology 111

Technology Technology Clients Campaign 111

Martech

FEBRUARY 7, 2024

Similarly, the integration between Sybill AI and HubSpot can take your CRM beyond just recording meetings. It’s about making sure that the system can talk to, learn from, and inform every other part of your business, from marketing and sales to customer service and finance. Build or buy?

Technology 126

Technology Technology CRM Finance 126

Adaptive Business Services

SEPTEMBER 4, 2024

services including security, workflow, and telephony? My area of expertise is Nimble CRM (specifically sales), however, I would be happy to connect you to an AI, managed services, or marketing professional who I know and trust. With so many people talking about these things, it’s tough to figure out who to talk to.

CRM 71

CRM Clients Business Services Service 71

Adaptive Business Services

AUGUST 7, 2024

My area of expertise is Nimble CRM (specifically sales), however, I would be happy to connect you to an AI or marketing professional who I know and trust. The post Nimble CRM Tips & Updates – August 7 2024 appeared first on Adaptive Business Services.

CRM 71

CRM Contact Business Services Trust 71

Salesforce

NOVEMBER 18, 2024

Financial services firms are bullish on artificial intelligence (AI), and the conversation is shifting from the benefits of an AI strategy to how to implement and realize those benefits while maintaining regulatory compliance and customer trust. How do AI agents in financial services help firms grow business? Let’s dive in.

Service 52

Service Non-Profits Territory Trust 52

Adaptive Business Services

MAY 8, 2024

My website and LinkedIn page has a headline which says “Sales & Nimble CRM Training”. 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. appears as my first name. Any email or message that I get addressed to “Craig M.”

CRM 71

CRM Contact Consult Service 71

Adaptive Business Services

JANUARY 10, 2024

Welcome to 2024! 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. It is proving to be a much more detailed discussion than I had initially envisioned Are you thinking about a CRM? You for them and them for you.

CRM 71

CRM Pipeline Territory Represent 71

Adaptive Business Services

AUGUST 21, 2024

services including security, workflow, and telephony? My area of expertise is Nimble CRM (specifically sales), however, I would be happy to connect you to an AI, managed services, or marketing professional who I know and trust. With so many people talking about these things, it’s tough to figure out who to talk to.

CRM 71

CRM Contact Service Business Services 71

Adaptive Business Services

MARCH 20, 2024

This also eliminates the need to update contact records on two services … Nimble and your email marketing program. Before the introduction of Customer Relationship Managers (CRM), we had Contact Managers. Are you thinking about a CRM? Say it ain’t so! Another video!?:)

CRM 71

CRM Customer Relationship Management Contact Relationship Management 71

Adaptive Business Services

APRIL 3, 2024

Nimble CRM Tips and Updates April 1, 2024 How do you like the new look? Updates At this time, we have no new updates to report for Nimble CRM. Please keep in mind that I can’t even draw stick people:) Are you thinking about a CRM? This was more of an experiment than anything and it is far from perfect!

CRM 71

CRM X-functional Contact Consult 71

Martech

AUGUST 7, 2024

Dig deeper: From efficiency to efficacy: 2024’s B2B marketing revolution The challenge: Context For all that large language models know, they’re nearly unusable for sales and marketing use cases. Your phone and video call transcription services all use AI. Yeah, me too. But should you guide the adoption or let it occur randomly?

B2B 121

B2B Objectives and Key Results Legal Territory 121

Adaptive Business Services

FEBRUARY 7, 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 Consult 71

Adaptive Business Services

FEBRUARY 21, 2024

Updates In our last post, Nimble CRM had just released the ability to add delay send and message draft saves in the new compose window. That’s a lot of drilling:) Are you thinking about a CRM? To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 71

CRM Consult Business Services Service 71

Martech

OCTOBER 9, 2024

How it helps you This new feature helps you turbocharge your data management by combining more than 40 firmographic, demographic and technographic attributes to keep CRM records accurate and up to date. How it helps you App cards simplify the integration of your favorite tools, allowing teams to work more efficiently without leaving HubSpot.

Product 117

Product Real Estate CRM Pipeline 117

Adaptive Business Services

OCTOBER 2, 2024

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? services including security, workflow, and telephony? services including security, workflow, and telephony? Thank you!

CRM 62

CRM Contact Consult Networking 62