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I Just Want to Maintain Contact Records In My CRM

Adaptive Business Services

Before there was CRM (Customer Relationship Management), there was CM (Contact Management). While Contact Managers were typically used solely by salespeople, CRM can be used by multiple departments in your organization. CRM can be very simple and it’s foundation remains the contact record.

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Nimble CRM Tips & Updates – March 15 2024

Adaptive Business Services

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!?:)

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Unlocking Synergy Between Sales and Accounting

Adaptive Business Services

This harmony can help an organization maintain a competitive advantage in a fast-paced business landscape. One way to do this is by seamlessly integrating tasks and communication with tools like the customer relationship management platform Nimble , which leverages automation features that drive company growth.

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How CRM Lost It’s Social … and How It Gets It Back!

Adaptive Business Services

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 plus Social.

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Selling Semantics

Adaptive Business Services

Let’s start with CRM (acronym), Customer Relationship Management. We used to call them Contact Managers, but should we really be managing our contacts? No, we should be managing our relationships. . Apparently managing is now a bad word. Instead we should be leading. Leading where?

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What Should You Expect From a Low-Cost CRM?

Adaptive Business Services

When I first started using CRM (Customer Relationship Management) software in the late 80’s, they were based on DOS, desktop only, and we called them Contact Managers. However, if for example you want inquiries from your website to go directly into your CRM via a connection with your contact form … good application.

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NEW! Nimble CRM Customization Package

Adaptive Business Services

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.

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