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Configuring Nimble CRM for Touch and Referral Tracking [Video]

Adaptive Business Services

While I am performing a number of initiatives, a big one is upping my game in the referral marketing (sales) arena by taking a course from a gentleman, Tom Gay , who I have known for over 10 years. Contact records – keep good notes, record activities, and organize your records. I can be reached at craig@adaptive-business.com.

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Key Takeaways – Using Nimble CRM in a Sales Coach Role

Adaptive Business Services

Contact records are a complete depository of all data and engagements with this client including tasks, emails exchanged, and notes. Are they call-ins, referrals, or the result of the individual rep’s prospecting activities? Better yet, I can access all of this information/data at any time, any place, and from any of my devices.

CRM 77
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Nimble CRM Tips & Updates – November 2023

Adaptive Business Services

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. Cold hard cash.

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Power Partner Networking

Adaptive Business Services

Folks had always been happy to refer me to potential clients and I was most appreciative of those referrals! I still had contacts in this industry although it had been several years since I had actually worked in it. Becoming referral worthy. You keep the referrer informed of your progress. If it doesn’t, you are the bum.

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How Nimble CRM Increases Company Sales Revenues

Adaptive Business Services

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. Reminders and tasks.

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Nimble CRM Was Built for Salespeople Who Hate CRM

Adaptive Business Services

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 !

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How to Maximize Your Networking Group Investment

Adaptive Business Services

Attend – The only way that your fellow members will learn about you and your services, and become comfortable with both, will be via your consistent attendance. Display professionalism – Assuming that you want to earn referrals, you must be a professional. Refer before asking for referrals – See “givers get”.