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.

CRM 71

CRM Construction Contact Service 71

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.

CRM 71

CRM Pipeline Contact Represent 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.

CRM 62

CRM Contact Price Campaign 62

Adaptive Business Services

OCTOBER 23, 2024

Let’s take a look at our … Nimble Toolkit Main Web App Contact Records Since we are talking about LinkedIn, you might be inclined to try to manage those relationships in LinkedIn. The contact record is the heart of any CRM. This also means that each message will be attached to the appropriate contact record.

CRM 62

CRM Prospecting Contact Follow-up 62

Adaptive Business Services

FEBRUARY 2, 2022

Nimble CRM used to offer two-way contact synchronization between Nimble and Gmail or Outlook 365 via a third-party application called PieSync. Well, HubSpot bought PieSync, rolled it into their suite of services, and left the rest of us hanging out to dry. Google or Outlook should be where you manually add contacts. Method #4.

Contact 62

Contact CRM Consult Business Services 62

Sales Pop!

OCTOBER 20, 2021

If you own a business-to-business service, lead generation can be a time-consuming task, especially as your clients are business owners themselves. So you build a list of profiles you want to contact, and the AI will then take over and contact these profiles using your email templates.

Lead generation 223

Lead generation B2B Closing Cold Call 223

Adaptive Business Services

FEBRUARY 9, 2022

Prospector will allow you to view, create, or edit any Nimble contact record and can do so from any web page including your social networks. Your Nimble contact record can include a direct link to that person’s social profiles or , at least with LinkedIn, I could use that link to go directly to that person’s activity listing.

Networking 143

Networking CRM Contact Consult 143

Adaptive Business Services

NOVEMBER 27, 2024

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. I’m Experimenting AI appeared first on Adaptive Business Services. on social media. The post Say it Ain’t So!

CRM 62

CRM Contact Education Clients 62

Adaptive Business Services

JANUARY 15, 2025

and telephony services or to a marketing professional who I know and trust or to an automated yet personalized and human-to-human LinkedIn prospecting system. The post Announcing Tiered Nimble CRM Training Packages appeared first on Adaptive Business Services. I would also be happy to connect you to managed I.T.

CRM 62

CRM Consult Contact Pipeline 62

Adaptive Business Services

SEPTEMBER 28, 2017

It does the 3 Cs (contacts, calendar, and communications) right and in a way that is actually usable. Nimble will create, and flush out social profiles, contact records for you and it will do so automatically. One of the biggest innovations of Nimble has been it’s Smart Contacts App. Or, as Nimble says … automagically.

Contact 59

Contact CRM Price Follow-up 59

Adaptive Business Services

AUGUST 4, 2020

Contact records – keep good notes, record activities, and organize your records. The post Configuring Nimble CRM for Touch and Referral Tracking [Video] appeared first on Adaptive Business Services. Note that you can probably do something similar with most, if not all, CRMs. The actual Nimble video starts at 2:45 minutes.

Referrals 113

Referrals CRM Networking Gaming 113

Adaptive Business Services

MARCH 3, 2021

Nimble will auto populate social networks, where it can, during contact record creation. . The Bing web page, found under “Integrations” , will conduct a search of that contact and it will discover most social networks in addition to other info. Signals, under this tab, will show Twitter interactions with this contact.

CRM 105

CRM B2B Sell Networking 105

Martech

NOVEMBER 14, 2023

Bringing back ghosted contacts It’s inevitable that some customers go silent. What about contacts that don’t show at a sales meeting or haven’t responded in a long time to your business’s outreach? And if this strategy revives a contact and nudges them toward a sale, that’s a good return on investment.

Contact 120

Contact Engineering Service Strategize 120

Adaptive Business Services

FEBRUARY 5, 2020

I no longer answer my home phone or my cell phone unless you are recognized as being in my contact lists and … I like you. I have filters and services which are sending the bulk of your daily email newsletters either to the trash (75%) or to a digest (15%). This article is more a request for your opinions rather. Your thoughts?

Cold Call 121

Cold Call Campaign Education Prospecting 121

Adaptive Business Services

MAY 15, 2024

Monitor your Today Page daily for upcoming tasks and reminders as well as for leads in your workflow and deals in your pipeline – (5 minutes per day) Create a contact record and fill out the basic information (name, company name, phone, email) – (under 1 minute) Tag record and set stay in touch reminder to build relationships.

CRM 77

CRM Pipeline Contact Closing 77

Adaptive Business Services

FEBRUARY 3, 2021

The 3 C’s of CRM stands for Contacts, Calendars, and Communications and they can all be found in the heart of your CRM, the contact record. Note that, in Nimble, your contact records can be either people or companies and each are associated with the other. Nimble CRM isn’t complicated. Master the fundamentals – The 3 C’s

CRM 87

CRM B2B Contact Referrals 87

Adaptive Business Services

JUNE 5, 2024

To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. Send Data Send Data Send Data Send Data The post Nimble CRM Tips & Updates – June 5 2024 appeared first on Adaptive Business Services.

CRM 71

CRM Contact Consult Business Services 71

Adaptive Business Services

JANUARY 13, 2021

A few months back, a gentleman that I know contacted me and asked if he could speak with me about CRM in general as well as Nimble CRM specifically. The correct answer was “It keeps contact records.” Your contact record is a history of engagement and it is the life blood of your CRM as a sales tool. I got it wrong. Stupid me.

CRM 83

CRM Contact Pipeline Follow-up 83

Adaptive Business Services

MARCH 31, 2021

One such area of discomfort for salespeople is data entry and data entry is a key part of contact organization. Create a contact record. All contact information is neatly organized in one place, they can take it with them on their phones, and they can refer to past activities prior to their next call. 14-day trial !

CRM 90

CRM Referrals Contact Sell 90

Adaptive Business Services

AUGUST 7, 2024

Also just released is the ability to bulk update fields in contact records. For the longest time you could bulk update things like tags and contact ownership. Now, if you want to change a specific field(s) in selected contact records … no problemo. Read more here. After these are released, I’ll be hitting the “Go” button.

CRM 71

CRM Contact Business Services Trust 71

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.

CRM 71

CRM Contact Consult Follow-up 71

Adaptive Business Services

JUNE 23, 2021

To put it simply … Prospector allows you to access your Nimble contact database from anywhere on the web. This means that you can … Look up any contact record on Nimble. Edit any contact record on Nimble. Create new contact records and add those to Nimble. Send an email, Add a tag. Just about anything.

CRM 71

CRM Contact Business Services Service 71

Adaptive Business Services

FEBRUARY 16, 2022

Around this same time I was contacted by Jon Ferrara who was getting ready to introduce Nimble Social CRM. Before we had CRM we had contact managers. Someone came up with the bright idea that we should not be managing contacts, we should be managing our relationships with them … Customer Relationship Management … CRM. .

CRM 77

CRM Contact Customer Relationship Management Relationship Management 77

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. The post Customizing Nimble CRM for the Signage Industry [Video] appeared first on Adaptive Business Services. Customized lead pipelines. Customized lead detail options. Custom activities.

CRM 77

CRM Customers Electricity Manufacturing 77

Adaptive Business Services

AUGUST 21, 2024

Migrate contacts to specific steps in sequences. If, for any reason, you wish to place a contact in a specific stage of that sequence, now you can. 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.

CRM 71

CRM Contact Service Business Services 71

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!?:)

CRM 71

CRM Customer Relationship Management Contact Relationship Management 71

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

JUNE 2, 2021

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

CRM 96

CRM Commission Repeat business Represent 96

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.

CRM 71

CRM Contact Consult Service 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!

CRM 71

CRM Pipeline Contact Sales 71

Adaptive Business Services

SEPTEMBER 15, 2021

We used to call them Contact Managers, but should we really be managing our contacts? The post Selling Semantics appeared first on Adaptive Business Services. Let’s start with CRM (acronym), Customer Relationship Management. No, we should be managing our relationships. . Apparently managing is now a bad word. Idaho joke.

Sell 77

Sell Customer Relationship Management Consult Relationship Management 77

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!

CRM 71

CRM Electricity Pipeline Manufacturing 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. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. Are they working this account consistently? Here are the answers.

CRM 77

CRM Referrals Pipeline Sales 77

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.

CRM 71

CRM Represent Pipeline Contact 71

Adaptive Business Services

AUGUST 4, 2021

While LinkedIn has long since removed access to it’s site for CRMs, one of the nice features of Nimble is their Prospector extension that will allow me to create contact records from anywhere on the net including social networks and web pages. I can also offer additional services on top of a customized CRM solution. Will I be correct?

CRM 87

CRM Strategize Networking Prospecting 87

Adaptive Business Services

SEPTEMBER 11, 2024

Contact Syncing I used to be a huge proponent of contact syncing. That was until I found a s__t ton of crap contacts being imported from my Google account and into my CRM. Team contact syncing and/or mobile device syncing will compound this issue. Team contact syncing and/or mobile device syncing will compound this issue.

CRM 62

CRM X-functional Contact Price 62

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. Maintain complete contact records on customers, prospects, and power partners.

Networking 77

Networking Referrals Cold Call CRM 77