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7 Ways to Show Your Client That You’re Listening

Adaptive Business Services

A good CRM is your memory bank and your client will think that your memory is photographic. If you would like to learn more about Nimble CRM, please book a free 30-minute Zoom consultation with me. The post 7 Ways to Show Your Client That You’re Listening appeared first on Adaptive Business Services.

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With So Many CRMs, Which One Do You Choose?

Adaptive Business Services

I am not a CRM consultant. I am a Nimble CRM consultant and I only do Nimble. You and your business likely have unique needs. I have never worked with a client where this has not been true. services including security, workflow, and telephony? appeared first on Adaptive Business Services.

CRM 62
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For the Record … I Don’t Sell Nimble CRM

Adaptive Business Services

The absolute last place that I want to find myself in would be in a consulting contract with a person or company who I convinced that Nimble was the right solution for them. When people take advantage of my free 30-minute Zoom consultation, I am there to answer their questions honestly. I never ask for the order. Life is too short.

CRM 71
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Nimble CRM Tips & Updates – June 5 2024

Adaptive Business Services

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
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Unlocking Synergy Between Sales and Accounting

Adaptive Business Services

However, forecasting revenue can get complicated, especially if a company is handling contracts with multiple clients. To manage this, accounting teams handling long-term or subscription contracts with clients can leverage the recurring billing solution software SOFTRAX for automated handling of pricing and invoice frequencies.

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Key Takeaways – Using Nimble CRM in a Sales Coach Role

Adaptive Business Services

While I am frequently implementing and training businesses on how to use Nimble CRM, I rarely (like never) have a chance to use it with a client in a practical application. Contact records are a complete depository of all data and engagements with this client including tasks, emails exchanged, and notes. Here are the answers.

CRM 77
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You Like Nimble CRM & You Want To Go DIY

Adaptive Business Services

While Nimble is very simple to use, if you really want to have it act in a way that will be the most beneficial for you and your business, there are a number of features that are less apparent. The fact is, a very large percentage of my clients came to me after using Nimble for quite some time.

CRM 71