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7 Ways to Show Your Client That You’re Listening

Adaptive Business Services

I represent Nimble, but any CRM will come with the ability to take notes, schedule tasks for follow-ups, and it should also aggregate your email messages into that contact’s record. . A good CRM is your memory bank and your client will think that your memory is photographic. That’s a good thing! That’s a good thing!

Clients 90
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Nimble CRM Tips & Updates – December 18 2024

Adaptive Business Services

Workflows vs Pipelines The similarity between workflows and pipelines is that each represents a process and that process is displayed as stages (steps) on what is referred to as a Kanban board. The post Nimble CRM Tips & Updates – December 18 2024 appeared first on Adaptive Business Services.

CRM 71
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With So Many CRMs, Which One Do You Choose?

Adaptive Business Services

You and your business likely have unique needs. I have never worked with a client where this has not been true. I can answer for Nimble and I am sure there are others who can answer those same questions for whatever CRM(s) that they may represent. appeared first on Adaptive Business Services.

CRM 62
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If Your Salespeople Hate CRM, Here Are Some Implementation Tips!

Adaptive Business Services

Start with this … Pull together a design team that represents primary user roles. These are the business process owners and they represent the end users. appeared first on Adaptive Business Services. Project Lead – Primary contact for all project activity. See it here and watch the first lesson for free !

CRM 96
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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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Need an Expert for Your Next Panel, Presentation, or Podcast? Here Are Over 530 of the Top Female Sales Practitioners

Sales Hacker

Orange Business Services. Managing Client Partner. Manager, Business Development. Vice President, Client Partnerships North America. Managing Partner- Business Sales. Managing Client Partner. Senior Sales Development Representative. Business Development Manager. Showcase Workshop.

Territory 131
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The Only Thing Worse Than Losing the Sale Is …

Adaptive Business Services

You just wasted your and your client’s valuable time. Keep your client in the loop at all stages. Deploy your CRM I represent Nimble CRM but your existing CRM may also be up to the task. For example, I might have a lead qualification workflow that specifically represents that process. Ask for the order!

CRM 71