Adaptive Business Services

JANUARY 15, 2025

Since one size does not fit all, we are now offering three tiers of Nimble CRM training and implementation packages! I havent used CRM for over 25 years because it keeps me better organized, on-track, and better able to build relationships with clients and prospects. Rather, because Nimble CRM does that and more, it makes me money!

CRM 62

CRM Consult Contact Pipeline 62

Adaptive Business Services

MAY 31, 2023

Please note – While this article discusses Nimble CRM specifically, contact syncing between any two applications may raise similar concerns. Being able to sync your contacts between Nimble and another source is something that is welcomed by most users. You can create groups of Nimble contacts via the use of tags.

Contact 71

Contact CRM Follow-up Consult 71

Adaptive Business Services

AUGUST 4, 2020

As I am a Solution Partner for Nimble CRM, it only made sense to configure this application to assist me in my record keeping as well as to allow me to stay on top with this program’s suggestions. You can do all of this on paper, a spreadsheet, or even on a document, but if you have a CRM … why? .

Referrals 113

Referrals CRM Networking Gaming 113

Adaptive Business Services

MARCH 3, 2021

Nimble CRM is likely the most social CRM that there is! Where does Nimble CRM fit in with social selling? . A form of Prospector is baked directly into Nimble CRM and it is very similar to their mobile apps. . LinkedIn and Facebook have closed member data to almost all third-party applications like Nimble CRM.

CRM 105

CRM B2B Sell Networking 105

Adaptive Business Services

SEPTEMBER 8, 2021

Let me say that I have never been a big fan of CRM mobile apps and that has included the offering from Nimble. The other outstanding feature is that your contact records, the prospector widget, the widget in gmail, the widget inside of Nimble, and your mobile apps will all now look and work substantially the same! I love Nimble.

Contact 71

Contact CRM Represent Business Services 71

Adaptive Business Services

NOVEMBER 29, 2023

Before there was CRM (Customer Relationship Management), there was CM (Contact Management). Today’s CRMs are still based on their CM roots but they are now much much more than that. While Contact Managers were typically used solely by salespeople, CRM can be used by multiple departments in your organization.

Contact 71

Contact CRM Customer Relationship Management Relationship building 71

Adaptive Business Services

MARCH 31, 2021

Nimble CRM is built for salespeople. So, what makes Nimble the salesperson’s CRM? One such area of discomfort for salespeople is data entry and data entry is a key part of contact organization. I’m not going to lie to you and tell you that Nimble or any CRM will maintain itself via thought transference! Sacrilege! ”

CRM 90

CRM Referrals Contact Sell 90

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. I remember taking a selling skills assessment some years ago and one of the questions was about CRM. To paraphrase … “What does a CRM do?”. Stupid me.

CRM 83

CRM Contact Pipeline Follow-up 83

Adaptive Business Services

JUNE 2, 2021

The unfortunate fact is that a large majority of CRM implementations fail. In this series of articles, we’ll explore the many reasons why salespeople seem, almost universally, to HATE CRM. This is pretty easy to understand if your perception is that CRM will, at best, inhibit your selling. Dealing with CRM pushback.

CRM 96

CRM Commission Repeat business Represent 96

Adaptive Business Services

FEBRUARY 3, 2021

This applies equally to your use of Nimble CRM as well as to your selling skills and characteristics. Nimble CRM isn’t complicated. 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. We’re going to talk about both.

CRM 87

CRM B2B Contact Referrals 87

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 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.

Contact 62

Contact CRM Consult Business Services 62

Salesforce

JUNE 12, 2023

The hottest topic in service today is generative AI, especially in the contact center. 84% of IT leaders we surveyed in a recent study say generative AI will help their organization better serve customers, and every day I speak with service leaders who are excited about the potential for generative contact center AI.

Contact 98

Contact Service CRM Start-ups 98

Adaptive Business Services

FEBRUARY 9, 2022

I had a chat with a gentleman recently who wanted to use Nimble CRM to monitor a contact’s social activity. If the social networks won’t come to my CRM, can my CRM go to them? 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.

Networking 143

Networking CRM Contact Consult 143

Adaptive Business Services

JUNE 5, 2024

Are you thinking about a CRM? 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

CRM Contact Consult Business Services 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

MAY 26, 2021

The unfortunate fact is that a large majority of CRM implementations fail. In this series of articles, we are exploring the many reasons why salespeople seem, almost universally, to HATE CRM. This is pretty easy to understand if your perception is that CRM will, at best, inhibit your selling. How CRM can increase your sales.

CRM 77

CRM Pipeline Commission Contact 77

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 10, 2024

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. As a part of coaching this individual, I also put them on Nimble CRM. Are you thinking about a CRM? Are they working this account consistently?

CRM 77

CRM Referrals Pipeline Sales 77

Adaptive Business Services

AUGUST 11, 2021

One of the nicest things about Nimble CRM is that it can be highly customized in order to meet your specific needs including as a Signage CRM …. Contact record tags which can be named and created on the fly. Reorder, or hide, blocks of information on contact records. Customized lead pipelines. Custom activities.

CRM 77

CRM Customers Electricity Manufacturing 77

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

FEBRUARY 22, 2023

Most CRMs, and Nimble CRM is no exception, have some levels of privacy controls. So, if a manager wants to see ALL contact details and interactions, the simple answer is to make email messages public. I have always been of the opinion that CRM works best as a transparent and open database. Sure you have. No privacy.

CRM 14

CRM Contact Consult Business Services 14

Adaptive Business Services

NOVEMBER 27, 2024

Lord help me:) Are you thinking about a CRM? 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 62

CRM Contact Education Clients 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. Conclusion.

Lead generation 228

Lead generation B2B Closing Cold Call 228

Adaptive Business Services

APRIL 3, 2024

Nimble CRM Tips and Updates April 1, 2024 How do you like the new look? Updates At this time, we have no new updates to report for Nimble CRM. Once again, and I probably repeat myself, typically messages generated by these third-party platforms will not sync over to Nimble contact records. I will continue experimenting.

CRM 71

CRM X-functional Contact Consult 71

Adaptive Business Services

FEBRUARY 16, 2022

As far back as 2010 (maybe even earlier), I was writing quite a bit about how CRM was not addressing the fact that people were now connecting, conversing, and developing relationships on the new social channels. Around this same time I was contacted by Jon Ferrara who was getting ready to introduce Nimble Social CRM.

CRM 77

CRM Contact Customer Relationship Management Relationship Management 77

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. Let’s explore how you can create and manage relationships with Nimble CRM … Watch the movie (at your own risk) – Rated PG-13 That will do it for this week.

CRM 71

CRM Customer Relationship Management Contact Relationship Management 71

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

SEPTEMBER 6, 2023

Summer has come to an end, at least in my hemisphere, and so it is time to get back to work:) Here’s the latest news on Nimble CRM. Additionally, these can be created in both contact and deal records. Events – You are scheduling an event with this contact. These are separate from Contact or Deal tags.

CRM 71

CRM Contact Clients Consult 71

Adaptive Business Services

MARCH 8, 2023

As a Nimble CRM Solution Partner, I work with companies on implementing, and customizing, Nimble for their business. One thing I have learned is that each business that I work with has unique needs. 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

OCTOBER 4, 2023

Lots of Nimble CRM news to report this month! 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. They are not available within Gmail or Outlook interfaces.

CRM 71

CRM Contact Consult Up-sell 71

Adaptive Business Services

JUNE 23, 2021

A few months back I did a full webinar on Nimble CRM’s Prospector extension. 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. Add a deal.

CRM 71

CRM Contact Business Services Service 71

Adaptive Business Services

JULY 21, 2021

Nimble CRM has just introduced Lead Pipelines! Nimble has long had a separate widget box in the contact record for lead details (source, status, etc.). In some cases this information could replace Nimble’s lead details widget (which you could then hide) in the contact record. Please feel free to contact me to discuss.

CRM 71

CRM Pipeline SQL Appointment 71

Adaptive Business Services

AUGUST 28, 2024

Maybe you are tech savvy or you have a CRM background and how hard can it be? I have used CRM since the late 80”s and I have been a Nimble Solution Partner since before it was introduced in 2012. There are many reasons for deciding to use a CRM … better organization, time savings, details at your fingerprints.

CRM 71

CRM Electricity Clients Consult 71

Adaptive Business Services

JANUARY 2, 2024

I have identified 20 distinct areas where we can customize your Nimble CRM account to meet your specific needs and we can do that in one to three meetings (3 hours total). EMAIL TEMPLATES You can create multiple email templates in Nimble and automatically merge (personalize) each email with fields found in the contact’s record.

CRM 71

CRM Customers Pipeline Contact 71

Hubspot

JANUARY 3, 2020

Did you know a customer relationship management system (CRM) is the fastest-growing software on the market today? A CRM is a central location where you can organize the details related to your customers, across all departments at your company. Let’s take a look at five reasons why your company needs a CRM to grow better.

CRM 78

CRM Appointment Contact Manufacturing 78

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. Enough for today.

CRM 71

CRM Pipeline Contact Consult 71