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. Thank you!

CRM 62

CRM Contact Price Campaign 62

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

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

Hubspot

MARCH 27, 2023

You can also buy virtually anything online, including services. These services range from financial counseling to tarot readings. But, it's advantageous for businesses to sell services online, especially now, when a plethora of services can be offered virtually. How to Sell Services Online 1.

Service 93

Service Sell E-commerce A/B testing 93

Adaptive Business Services

SEPTEMBER 8, 2021

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! PieSync was a third-party app that kept your contacts in sync between Nimble and Outlook or Google as well as other apps.

Contact 71

Contact CRM Represent Business Services 71

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

NOVEMBER 29, 2023

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. I’m only getting started.

Contact 71

Contact CRM Customer Relationship Management Relationship building 71

Adaptive Business Services

NOVEMBER 27, 2024

To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. Or are you considering leveraging AI for more effective LinkedIn prospecting, or perhaps using advanced marketing in your business, or are you looking at improving your managed I.T. on social media.

CRM 62

CRM Contact Education Clients 62

Adaptive Business Services

JANUARY 15, 2025

How many sales would you need to make in order to justify Nimble and my services? To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. The post Announcing Tiered Nimble CRM Training Packages appeared first on Adaptive Business Services.

CRM 62

CRM Consult Contact Pipeline 62

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

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

Hubspot

SEPTEMBER 26, 2012

Research released earlier this year by Sabio and the Customer Contact Association showed that anywhere between 25% and 40% of the calls that are being handled by UK contact centers are unnecessary or avoidable. Here are some examples of how real companies are taking advantage of marketing content to provide better customer service.

Service 78

Service Customers Education Legal 78

Martech

NOVEMBER 14, 2023

Identify repetitive tasks Keep a log of everything that’s done manually across the organization, including sales, marketing and customer service. “I Bringing back ghosted contacts It’s inevitable that some customers go silent. And if this strategy revives a contact and nudges them toward a sale, that’s a good return on investment.

Contact 119

Contact Engineering Service Strategize 119

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. Enjoy and, if you are wowed but in need of some help, I would be more than happy to chat with you and to also discuss my paid services. Jon Ferrara , the CEO of Nimble calls these the 3 C’s …. Calendar – register events, tasks, and reminders.

Referrals 113

Referrals CRM Networking Gaming 113

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%). Not related to the services that I offer. Not requested. Your thoughts?

Cold Call 121

Cold Call Campaign Education Prospecting 121

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

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

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

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

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

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

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

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

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

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

ClickFunnels

SEPTEMBER 19, 2021

I then entered some information about my vehicle, received a cash offer within a few minutes via email, and — here’s where the magic happened — I also received the contact information for local businesses that were willing to buy my car. The pros of the lead generation business model include….

Lead generation 174

Lead generation Real Estate Niche Clients 174

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. Send Data Send Data Send Data Send Data The post Key Takeaways – Using Nimble CRM in a Sales Coach Role appeared first on Adaptive Business Services. Here are the answers.

CRM 77

CRM Referrals Pipeline Sales 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. Are you thinking about leveraging AI for more effective LinkedIn prospecting, or perhaps using advanced marketing in your business, or are you looking at improving your managed I.T.

CRM 71

CRM Contact Service Business Services 71

Adaptive Business Services

MARCH 23, 2022

How about telling them a little bit about your business? My company, Webbiquity LLC, provides digital marketing services to help small to midsized B2B tech and professional services companies grow their brands and generate more leads. Please nominate somebody to answer these same questions!

Sell 101

Sell Objectives and Key Results Networking Pitch 101

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

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

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

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

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

AUGUST 25, 2021

You need to have proof available that your services work! 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? Gather testimonials and LinkedIn recommendations.

Sell 87

Sell CRM Referrals Up-sell 87