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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. 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. The question becomes, what is your time worth?

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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. Life is too short. Are you thinking about a CRM?

CRM 71
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The Only Thing Worse Than Losing the Sale Is …

Adaptive Business Services

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. Continuously monitor and inform all parties regarding planned delivery dates.

CRM 71
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Key Takeaways – Using Nimble CRM in a Sales Coach Role

Adaptive Business Services

Deal records and pipelines , like workflows, represent a process. 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. Workflows , and let’s use a lead qualifying workflow, is a roadmap for a new sales rep.

CRM 77
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Why I Generally Don’t Do 3rd-Party Nimble CRM integrations

Adaptive Business Services

That is my focus and it is why I do not represent other CRM’s. 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 www.calendly.com/craigmjamieson. I have been with Nimble for a very long time and I know it very well.

CRM 71
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Interests or Opportunities? Workflows & Deals in Nimble CRM

Adaptive Business Services

Both represent a graphical representation of a process. These records, while still associated with a contact record, are graphically displayed in a pipeline which is structured to represent your specific sales process. They don’t need to, they might represent entirely different aspects of our business, but they can.

CRM 71
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Nimble CRM Tips & Updates – January 2024

Adaptive Business Services

Workflows and Pipelines both represent processes. Workflows can represent any process, however, there are no dollar values that are associated with workflows that could be used to generate any sort of a dollar value report, at least not in Nimble. Continuing our discussion of workflows and pipelines … A bit of a review.

CRM 71