Adaptive Business Services

AUGUST 11, 2021

Customized pipelines with deal stages including the maximum number of days in each stage. Customized lead pipelines. Contact record tags which can be named and created on the fly. Reorder, or hide, blocks of information on contact records. Up to 1,000 custom data fields in a wide range of field formats. Custom activities.

CRM 77

CRM Customers Electricity Manufacturing 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

JULY 10, 2024

Contact records are a complete depository of all data and engagements with this client including tasks, emails exchanged, and notes. Deal records and pipelines , like workflows, represent a process. Loss or unsuccessful reasons appear on both workflows and deal pipelines. Are they working this account consistently?

CRM 77

CRM Referrals Pipeline Sales 77

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! There you have it!

CRM 71

CRM Pipeline Contact Sales 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.” Check your pipeline status. Your contact record is a history of engagement and it is the life blood of your CRM as a sales tool.

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. Create an opportunity (deal) and drag and drop it through their sales pipeline. The post Nimble CRM Was Built for Salespeople Who Hate CRM appeared first on Adaptive Business Services.

CRM 90

CRM Referrals Contact Sell 90

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.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

MARCH 17, 2021

Another culprit is just not knowing what you have in your pipeline and whether or not you have enough in there, let alone if what you do have is even remotely accurate. . Pipelines and Deals in Nimble CRM. Let’s look at a pipeline. Your pipeline should reflect your sales process. More” is not always the answer.

CRM 71

CRM B2B Pipeline Commission 71

Adaptive Business Services

MAY 26, 2021

Compare this with a contact record in your CRM where all activities are ordered chronologically and, with one click, can be filtered to show only messages, notes, tasks, deals, and calendar events. . If you have connected your current email and calendar services to your CRM, these are logged to the contact record automatically.

CRM 77

CRM Pipeline Commission Contact 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

JANUARY 10, 2024

Once messaging automation is released, I still expect to see pipeline automation similar to what we now have with workflows. 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. New field type!

CRM 71

CRM Pipeline Territory Represent 71

Adaptive Business Services

FEBRUARY 14, 2024

Next let’s look at a simple sales process and it will be divided into two stages … a lead qualification workflow and a deal pipeline. Leads will be moved from stage to stage through the workflow and deals will do the same through their pipeline. Stage #2 – The sales person researches for company and the key contact(s).

Process 77

Process Pipeline CRM Represent 77

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. I wanted to start a discussion on workflows vs pipelines. They differ in the following manners … Contact records are placed in workflows. A deal record can only be in one pipeline.

CRM 71

CRM Commission Contract Referrals 71

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.

CRM 71

CRM Pipeline Contact Consult 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.

CRM 71

CRM Customers Pipeline Contact 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. Speaking of automations … Nimble is heavily focused on building a more sophisticated automation engine that will power, among other things, messaging as well as deals/pipelines.

CRM 71

CRM Pipeline Contact Represent 71

Adaptive Business Services

APRIL 23, 2018

Clear, Customizable Views of Your Pipeline, Social Signals, Appointments and Tasks in an actionable dashboard. Nimble today soft-launched their redesigned Today Page, an intuitive, all-in-one dashboard that delivers clear views of the pipeline and the people you plan to engage during today’s meetings, on tasks and via social media.

CRM 11

CRM Launch Appointment Pipeline 11

Adaptive Business Services

JULY 17, 2024

Nimble offers workflows and pipelines that can be customized for your specific needs. Contacts are placed in the workflow and they move through the process stages. Once qualified, I would convert that “lead” to a “deal” and place that in my pipeline. As with workflows, a deal moves the stages of, now, my sales process.

CRM 71

CRM Represent Education Pipeline 71

Adaptive Business Services

AUGUST 23, 2023

You can get a listing of all deals in all pipelines, but you also have the ability to filter certain fields in that list. Additional Workflow and Pipeline Lists – Workflows and Pipelines are similar in that you can see them in either a board or a list format. For pipelines it is all, won, or lost.

CRM 62

CRM Pipeline Consult Contact 62

Adaptive Business Services

AUGUST 25, 2021

What kind of returns (dollars or otherwise) as a result of investing in your services? to find key contacts, What are their interests? How are they spending their dollars now as they relate to your services? Create a pipeline that tracks your sales process. Understand why people buy from you and your company.

Sell 87

Sell CRM Referrals Up-sell 87

Adaptive Business Services

MAY 4, 2022

Contact the inquirer. Last, But Not Least … Sales Pipelines. A sales, or deal, pipeline should closely reflect the stages of your sales process. Your pipeline will have stages and each stage represents the next critical step in the sales process. Assign the lead. Research the inquiring person and company.

Process 71

Process Pipeline CRM Sales 71

Adaptive Business Services

JULY 26, 2023

No Stats) appeared first on Adaptive Business Services. If you would like to learn more about Nimble and whether or not it might be the right choice for you, please book a free 30-minute Zoom consultation with me. The post Here’s HOW a CRM Will Increase Your Sales! (No

CRM 62

CRM Pipeline Contact Represent 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

Lead Fuze

OCTOBER 1, 2021

.” In its simplest form, sales prospecting is the process through which sales representatives contact prospects with the goal of generating sales possibilities. Prospecting is the process through which salespeople contact prospects who have gone to the ground or have lost touch with the company. 18 Develop a clear pipeline .

Technique 95

Technique Prospecting Cold Call Sales 95

Hubspot

JANUARY 3, 2020

CRMs work for a plethora of business types across a variety of industries including technology, business services, retail, banking, manufacturing, security, communication, and media. Keep reading to learn more about the reasons why CRMs are beneficial and important to the success of all types of businesses.

CRM 78

CRM Appointment Contact Manufacturing 78

Adaptive Business Services

DECEMBER 11, 2019

Networking partners become contacts. Within the contact record you record any activities, and you can generally classify these, such as “referral given” or “referral received”. New opportunities from referrals are tracked within your CRM pipeline and these opportunities can generally be tagged by their “source”.

Networking 48

Networking Referrals CRM Customer Relationship Management 48

Adaptive Business Services

AUGUST 23, 2017

Crystal – Learn about your contacts – Import your contacts from Google or social media and immediately see personality reports. Improve communication – Crystal for Gmail feeds you real-time personality suggestions as you compose emails.

Sell 48

Sell B2B Represent Up-sell 48

Adaptive Business Services

FEBRUARY 14, 2018

A Powerful Contact. RelationshipAnd Pipeline Manager for Office 365, G-Suite. Build Relationships, Manage Deals and Grow Your Business The Nimble Way to Connect, Engage, Nurture and Close Customers While Mobile. a social sales and marketing CRM and pipeline manager for mobile teams and professionals.

CRM 91

CRM Launch Pipeline Contact 91

Cience

JANUARY 6, 2020

Obviously, there’s a need to fill the sales pipeline with quality leads , but there’s little understanding of how providers actually achieve this goal; and more importantly, what’s necessary for their particular business. Data Enrichment is the next stage of lead generation services. Buyer Persona (BP).

Lead generation 89

Lead generation B2B Appointment Networking 89

Martech

FEBRUARY 25, 2022

Mobile app messaging campaigns capture mobile insights in real-time and drive personalized mobile experiences (push notifications and in-app messages) to each contact. Social campaigns enable marketers to reach existing segments in social channels or to expand to reach new contacts that resemble existing profiles. Act-On Software.

E-commerce 115

E-commerce B2C Manufacturing Hospitality 115

Lead Fuze

AUGUST 5, 2021

Diagnose Your Sales Pipeline to Increase Performance. Blogger Blurb: Peter Gracey is the CEO and Co-Founder of QuotaFactory where he is responsible for company vision, growth and success, and servicing client and partner relationships while focusing on product management. Adaptive Business Services. Rekener BizOps Blog.

Negotiate 98

Negotiate Sales Retail B2B 98

Adaptive Business Services

FEBRUARY 12, 2025

Hover – Wherever you see a face on the Today Page, roll over it and see a snapshot of that contacts record. Nimble has 3 separate tagging systems contacts, activities, and deals. Contact Records Contact record blocks – The left side of your contact records is composed of blocks of information.

CRM 62

CRM Pipeline Contact Consult 62