Adaptive Business Services

MARCH 20, 2024

However, if you are currently using a third-party application like Mailchimp or Constant Contact, and you are paying for this, there could be a dollar trade off. This also eliminates the need to update contact records on two services … Nimble and your email marketing program. Say it ain’t so! Another video!?:)

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Adaptive Business Services

SEPTEMBER 15, 2021

We used to call them Contact Managers, but should we really be managing our contacts? In one cartoon the pointy-haired boss exclaims to Dogbert the Consultant who is trying to sell him an ISO 9000 program, to paraphrase …. Aren’t you the same consultant who sold me that worthless TQM program!?” Leading where? Idaho joke.

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Sell Customer Relationship Management Consult Relationship Management 77

Adaptive Business Services

JULY 3, 2024

Coming Soon There will be integrations with workflows, web hooks, and web forms allowing you to add contacts to sequences from these, probably this month. Branching, selecting more than just exit successfully or unsuccessfully, is on the roadmap as is the ability to add a contact to a specific step of a sequence.

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CRM Contact Consult Follow-up 71

Adaptive Business Services

DECEMBER 11, 2024

Here are 5 simple ways that Nimble can transform your solopreneur business 1. Contact management – The heart of any CRM is the contact record and Nimbles contact records contain a record of all interactions with this person and/or company including: emails exchanged, notes, tasks, events, deals, workflows, and files.

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CRM Contact Relationship building Follow-up 62

Adaptive Business Services

AUGUST 11, 2021

Contact record tags which can be named and created on the fly. Reorder, or hide, blocks of information on contact records. Book a free 30 minute Zoom consultation with me to discuss those. The post Customizing Nimble CRM for the Signage Industry [Video] appeared first on Adaptive Business Services.

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CRM Customers Electricity Manufacturing 77

Adaptive Business Services

JUNE 2, 2021

These are the business process owners and they represent the end users. Project Lead – Primary contact for all project activity. Responsible for maintaining effective communication between users and consultant, scheduling and directing client subject matter experts, and ensuring smooth project progress.

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CRM Commission Repeat business Represent 96

Adaptive Business Services

DECEMBER 18, 2024

We dont know whether or not this person would be a good prospect, so We create a contact record. We place this contact record in our qualification workflow. In this case, we will want to Remove them from the workflow Create a deal record that will be associated with this contact. Events that have been held with this contact.

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CRM Pipeline Contact Represent 71

Adaptive Business Services

FEBRUARY 7, 2024

Delay send and drafts in message compose The availability of increased group message send limits Message Sequencing Tips on Managing Deals and Pipelines To recap from previous discussions … deal records are associated with contact records (although they do not have to be) and deal records are placed in a pipeline. I could go on, but I won’t.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

JULY 10, 2024

Contact records are a complete depository of all data and engagements with this client including tasks, emails exchanged, and notes. Send Data Send Data Send Data Send Data The post Key Takeaways – Using Nimble CRM in a Sales Coach Role appeared first on Adaptive Business Services. Here are the answers.

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CRM Referrals Pipeline Sales 77

Adaptive Business Services

MARCH 8, 2023

Nimble has two possible features that might be used in their project management capacity and each presents unique challenges … Workflows Deals Workflows are actually a part of a contact record (person or company. This means that … Notes for this project will be mixed in with all other notes related to this contact record.

CRM 71

CRM Contact Pipeline Follow-up 71

Adaptive Business Services

JULY 28, 2021

I still had contacts in this industry although it had been several years since I had actually worked in it. My plan was to contact each and every one of the key people who I knew who were in the best position to refer me to potential clients. I spent three years in sales before deciding to go into consulting full-time.

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Networking Referrals Cold Call CRM 77

Adaptive Business Services

MARCH 27, 2024

For example, let’s say that you wish to move contacts from an outside web-based source to Nimble. Generally, there will be at least two options … Export contacts as a.csv file for import to Nimble. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

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CRM Contact Represent Clients 71

Adaptive Business Services

JULY 6, 2022

Create a contact record and fill out the basic information (name, company name, phone, email) – (under 1 minute). Tags allow you to organize your contacts and the stay in touch reminder will remind you to, are you ready? Use tasks to set tickler reminders for the next date of contact needed. Here we go!

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CRM Pipeline Contact Sales 71

Adaptive Business Services

MAY 8, 2024

Prior to web forms being introduced, I used web hooks to connect Wufoo contact forms to Mailchimp to Nimble. In the aforementioned example, contact records created in Mailchimp could be automatically duplicated in Nimble, but not the other way around. For example, you can now create a web hook to connect Nimble to Mailchimp.

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CRM Contact Consult Service 71

Adaptive Business Services

NOVEMBER 16, 2022

Workflows are populated with contact records (people or companies). You can have multiple different workflows and a contact can appear in more than one at the same time. Nimble offers a variety of workflow templates, for all different aspects of your business, that can be modified, or you can build your own from scratch.

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CRM Represent Pipeline Contact 71

Adaptive Business Services

MARCH 23, 2022

Realized I didn’t want to do that forever, so I went back to school, got my MBA from the University of Minnesota Carlson School, spent 14 years in corporate marketing, 10 years with a small B2B-focused agency, then started my own consultancy in 2017. How about telling them a little bit about your business?

Sell 101

Sell Objectives and Key Results Networking Pitch 101

Adaptive Business Services

NOVEMBER 10, 2021

For several years now Nimble has offered a way for you to create and to track business opportunities or deals. This includes creating the deal, associating it to a contact or company record, tracking the deal through a pipeline (your process for closing this deal), and generating forecasts based on your pipeline(s). Watch the video!

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CRM Electricity Pipeline Manufacturing 71

Adaptive Business Services

JANUARY 2, 2024

EMAIL TEMPLATES You can create multiple email templates in Nimble and automatically merge (personalize) each email with fields found in the contact’s record. These templates can be used for group messages (same email but personalized for each recipient) or sent to individual contacts. We will discuss all of this when we meet.

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CRM Customers Pipeline Contact 71

Adaptive Business Services

FEBRUARY 22, 2023

These can include … Who, besides yourself, can see your emails Who can see or edit your deals Who can see or edit your account contact records Typically, managers will have access to all of this information except maybe for email messages (depending on your CRM). The post Privacy and Nimble CRM appeared first on Adaptive Business Services.

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CRM Contact Consult Business Services 14

Adaptive Business Services

APRIL 3, 2024

Once again, and I probably repeat myself, typically messages generated by these third-party platforms will not sync over to Nimble contact records. Because these will go out as individual messages via Gmail, they will attach to contact records in Nimble. These generally will have the features that Nimble will be introducing.

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CRM X-functional Contact Consult 71

Adaptive Business Services

JANUARY 24, 2024

A prospective client had a 3×5 card, generally with their business card stapled to it, and this was used to keep track of activities. This was our contact record. A time saver but also a way to group message a specific set of contacts with information that will be specifically of value to them. Template emails. By industry.

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CRM Commission Territory Repeat business 71

Adaptive Business Services

JANUARY 10, 2024

Field mapping a form applies to creating fields in contact records. When a new submission is received, it shows an “activity” in the contact record which includes all fields, mapped or not. 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.

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CRM Pipeline Territory Represent 71

Adaptive Business Services

OCTOBER 4, 2023

Reminders can be applied to existing emails from your message inbox or within existing contact records. Zapier will work with probably most 3rd party web form applications such as Contact Form 7. The post Nimble CRM Updates – October 2023 appeared first on Adaptive Business Services. That will do it for this month.

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CRM Contact Consult Up-sell 71

Adaptive Business Services

SEPTEMBER 6, 2023

Additionally, these can be created in both contact and deal records. Events – You are scheduling an event with this contact. They are the same as tasks with two exceptions … they have a specific custom name and you can specify whether or not to update your last contacted date (read on). Notes – Just what they say.

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CRM Contact Clients Consult 71

Adaptive Business Services

FEBRUARY 14, 2024

Stage #2 – The sales person researches for company and the key contact(s). appeared first on Adaptive Business Services. Let’s build a very simple lead qualification process (workflow) around BANT … Stage #1 – The lead is received and assigned to a salesperson. Stage #4 – The elements of BANT are satisfied.

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Process Pipeline CRM Represent 77

Adaptive Business Services

OCTOBER 16, 2024

Re mystery unsubscribes … We submitted a support request to Nimble asking if there might be reasons for a contact to be unsubscribed from receiving emails when the contact has not done this themselves. We have run into occurrences where Nimble has identified that a contact has more than one email and you do need to select one.

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CRM Construction Contact Service 71

Adaptive Business Services

OCTOBER 2, 2024

Going the other way, you can choose to move a contact from a sequence to a workflow whenever a specific condition is met. Or are you considering leveraging AI for more effective LinkedIn prospecting, or perhaps using advanced marketing in your business, or are you looking at improving your managed I.T. Read about these features here.

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CRM Contact Consult Networking 62

Adaptive Business Services

AUGUST 24, 2022

How are you with things like privacy settings, connecting email and calendars, as well as importing contact records from Outlook or Google? . Every business that I have worked with has their own unique needs. How can you leverage Nimble to receive its maximum benefit for your business needs? The list goes on ….

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CRM Contact Consult Price 71

Adaptive Business Services

MARCH 16, 2022

When I first started using CRM (Customer Relationship Management) software in the late 80’s, they were based on DOS, desktop only, and we called them Contact Managers. However, if for example you want inquiries from your website to go directly into your CRM via a connection with your contact form … good application.

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Adaptive Business Services

AUGUST 28, 2024

Where I came from, the electric sign business, that would be one or two sales at most. What would it be worth to you to be able to … Have all of your contact information and a record of your previous, and future, engagements in one convenient record? Not have to rely on your memory to complete promised tasks on time?

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CRM Electricity Consult Clients 71

Adaptive Business Services

JULY 17, 2024

Contacts are placed in the workflow and they move through the process stages. Send Data Send Data Send Data Send Data Send Data Send Data The post The Only Thing Worse Than Losing the Sale Is … appeared first on Adaptive Business Services. Nimble offers workflows and pipelines that can be customized for your specific needs.

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CRM Represent Education Pipeline 71

Adaptive Business Services

OCTOBER 9, 2024

The Nimble CRM’s social integration feature also provides enriched data that can update contact records automatically to help organizations manage leads more effectively. Book a free 30-minute Zoom consultation by following this link.

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Profit margin Contract Teamwork CRM 71

Adaptive Business Services

NOVEMBER 6, 2024

When I think of higher limit message sending, names like Mailchimp, Constant Contact, and Active Campaign come to mind. This means, unless there is some Nimble magic in play, that these messages would not be attached to contact records. Help to create content to share with contacts. We will see. Are you thinking about a CRM?

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CRM Contact Price Campaign 62

Adaptive Business Services

NOVEMBER 1, 2023

I believe that the way responses are currently handled may be changing to allow for automatic contact creation with tagging. They differ in the following manners … Contact records are placed in workflows. Deal records, which are generally associated with one or more contact records, are placed in pipelines.

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CRM Commission Contract Referrals 71

Adaptive Business Services

MAY 1, 2024

1,000 calls per month = approximately 46 contacts per day. 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.

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Adaptive Business Services

JUNE 1, 2022

Nimble CRM Contact Records. When you look at a contact record on Nimble, the left side of the record is composed of boxes that show specific sets of data. A couple of the newer ones include converting a company record to a person record or vice versa and also placing a notice on the contact record. You can do that.

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CRM Pipeline Contact Consult 71

Adaptive Business Services

DECEMBER 13, 2023

Key features include new form submission notifications as well as the ability to automatically create contact records and, if desired, add those to a workflow. Assuming that you have created a pipeline, you can convert a workflow contact to a deal record, if applicable. Nimble has just released an update to its web form offering.

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