Adaptive Business Services

SEPTEMBER 4, 2024

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. The post Nimble CRM Tips & Updates – September 4 2024 appeared first on Adaptive Business Services.

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CRM Clients Business Services Service 71

Adaptive Business Services

SEPTEMBER 11, 2024

You work your CRM however you wish! That being said … I’m not a fan of … Integrations With Other Apps While I am generally not in favor of asking your CRM to do too much, and when you start connecting a variety of disparate apps … that’s too much, my main issue with integrations lies with client expectations. You may disagree strongly.

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CRM X-functional Contact Price 62

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.

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CRM Electricity Consult Clients 71

Adaptive Business Services

SEPTEMBER 18, 2024

This week, I am told, Nimble CRM will be releasing several updates that will provide for integrations between webforms and web hooks, workflows, and message sequencing. Are you thinking about a CRM? services including security, workflow, and telephony? I am not going to discuss these further at this time. Thank you!

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CRM Contact Service Consult 62

Adaptive Business Services

AUGUST 7, 2024

My area of expertise is Nimble CRM (specifically sales), however, I would be happy to connect you to an AI or marketing professional who I know and trust. The post Nimble CRM Tips & Updates – August 7 2024 appeared first on Adaptive Business Services.

CRM 71

CRM Contact Business Services Trust 71

Adaptive Business Services

JULY 3, 2024

Maybe my emails don’t suck as bad as I had thought:) 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.

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CRM Contact Consult Follow-up 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?

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CRM Referrals Pipeline Sales 77

Adaptive Business Services

APRIL 17, 2024

Send Data Send Data Send Data Send Data Send Data Send Data The post Nimble CRM Tips & Updates – April 15 2024 appeared first on Adaptive Business Services.

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CRM Business Services Service 71

Adaptive Business Services

AUGUST 21, 2024

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. The post Nimble CRM Tips & Updates – August 21 2024 appeared first on Adaptive Business Services.

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CRM Contact Service Business Services 71

Adaptive Business Services

MAY 15, 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.

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CRM Pipeline Contact Closing 77

Adaptive Business Services

MARCH 20, 2024

:) Before the introduction of Customer Relationship Managers (CRM), we had Contact Managers. 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. Are you thinking about a CRM?

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CRM Customer Relationship Management Contact Relationship Management 71

Adaptive Business Services

MAY 3, 2023

I’d rather spend my time maximizing my chances of securing new business than trying to figure out why I did, or did not, achieve my goals. Working with folks on Nimble CRM, I run into both types of people. The post Nimble CRM is Designed to Build Relationships, Not Spreadsheets appeared first on Adaptive Business Services.

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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. Please keep in mind that I can’t even draw stick people:) Are you thinking about a CRM? This was more of an experiment than anything and it is far from perfect!

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CRM X-functional Contact Consult 71

Adaptive Business Services

MAY 8, 2024

My website and LinkedIn page has a headline which says “Sales & Nimble CRM Training”. 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. appears as my first name. Any email or message that I get addressed to “Craig M.”

CRM 71

CRM Contact Consult Service 71

Adaptive Business Services

FEBRUARY 7, 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.

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CRM Pipeline Contact Consult 71

Adaptive Business Services

FEBRUARY 21, 2024

Updates In our last post, Nimble CRM had just released the ability to add delay send and message draft saves in the new compose window. That’s a lot of drilling:) Are you thinking about a CRM? To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

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CRM Consult Business Services Service 71

Adaptive Business Services

JANUARY 24, 2024

As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. 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. What are some of the general company benefits from a well managed CRM … Increased revenues.

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CRM Commission Territory Repeat business 71

Adaptive Business Services

MARCH 6, 2024

For example, I follow news on selling and on CRM. A Nimble contact record is the nerve center of your CRM. You can, and you should , be leveraging these capabilities to provide better customer service and to increase your revenues! Are you thinking about a CRM? Are you thinking about a CRM?

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CRM Follow-up Consult Networking 62

Adaptive Business Services

JANUARY 10, 2024

It is proving to be a much more detailed discussion than I had initially envisioned 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.

CRM 71

CRM Pipeline Territory Represent 71

Adaptive Business Services

MARCH 27, 2024

As a Nimble CRM Solution Partner, I am frequently asked by clients to assist them with integrating Nimble with one or more 3rd-party applications. With probably 100,000’s of business apps available on the web, the chances that I am familiar with your favorite application is probably close to zero. Are you thinking about a CRM?

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CRM Contact Represent Clients 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. Do these few simple things and your CRM will keep you on track and make you money! The post Nimble CRM Updates – September 2023 appeared first on Adaptive Business Services.

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CRM Contact Clients Consult 71

Adaptive Business Services

OCTOBER 4, 2023

Lots of Nimble CRM news to report this month! The post Nimble CRM Updates – October 2023 appeared first on Adaptive Business Services. Email reply reminder notes – Reply reminders were literally rolling out when I sent the last newsletter so here are some updated resources … Article.

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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). I hired him to help me set up my CRM system, and I was blown away by the quality of his training and customization advice. This is a $525 value. The post NEW!

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CRM Customers Pipeline Contact 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.

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Contact CRM Customer Relationship Management Relationship building 71

Adaptive Business Services

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. If you would like to learn if Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to www.calendly.com/craigmjamieson. The post Nimble CRM Tips & Updates – November 2023 appeared first on Adaptive Business Services.

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CRM Commission Contract Referrals 71

Adaptive Business Services

JUNE 14, 2023

It seems as if I am always touting how simple CRM, and by extension selling, really is. You can then leverage your CRM to assist you with staying on track. Everything below is part of a contact record in your CRM. The contact record is the literal heart of any CRM!! characteristics.

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CRM Clients Sales Contact 62

Adaptive Business Services

DECEMBER 13, 2023

Therefore, in order to map your form’s fields correctly, you will first need to make sure that you have fields in Nimble to accept that i 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 www.calendly.com/craigmjamieson.

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CRM Pipeline Contact Represent 71

Adaptive Business Services

MARCH 31, 2021

Nimble CRM is built for salespeople. So, what makes Nimble the salesperson’s CRM? I’m not going to lie to you and tell you that Nimble or any CRM will maintain itself via thought transference! These types of deals are simply … better business and this fact holds true for the salesperson, the sales manager, and for the company.

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CRM Referrals Contact Sell 90

Adaptive Business Services

MARCH 22, 2023

I’ve had the privilege of assisting many many companies with their Nimble CRM implementations. Some were just getting started while a large percentage of others had actually been using Nimble CRM for some time and they were finally tired of “flopping around”. Are you thinking about integrating your CRM with other applications?

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CRM Consult Promote Business Services 62

Adaptive Business Services

MARCH 22, 2023

I’ve had the privilege of assisting many many companies with their Nimble CRM implementations. Some were just getting started while a large percentage of others had actually been using Nimble CRM for some time and they were finally tired of “flopping around”. Are you thinking about integrating your CRM with other applications?

CRM 62

CRM Consult Promote Business Services 62

Adaptive Business Services

AUGUST 23, 2023

We do have a few minor updates to report on Nimble CRM. The post Nimble CRM Updates Workflow and Deal Listing Options appeared first on Adaptive Business Services. All Deals Listing – This is kind of an interesting feature. If yes, Please book a free 30-minute Zoom consultation with me.

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CRM Pipeline Consult Contact 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. I don’t know about you but, I have a ton of records that I have collected over the years via emailing and I only want a very small fraction of those in my CRM. The C in CRM is Customer.

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Contact CRM Follow-up 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. The post Using Nimble CRM Deals for Project Management appeared first on Adaptive Business Services.

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CRM Contact Pipeline Follow-up 71

Adaptive Business Services

FEBRUARY 8, 2023

The week between Christmas and New Years was spent closing a chapter of my professional life with the passing of one business to its new owner. Over the past couple of years, my Nimble CRM training and implementation consulting services have seen substantial growth. Now it was time to turn my attention toward 2023.

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CRM Consult Clients Business Services 71

Adaptive Business Services

JULY 26, 2023

I prefer to focus on results so we are going to ignore all of the statistics that tout the promised benefits of CRM. Part of it is that a CRM is viewed as data entry. Another aspect is that most often using a CRM is something that has been requested (dictated) by their company or sales manager. I represent Nimble CRM.

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CRM Pipeline Contact Represent 62

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

JANUARY 11, 2023

This would include implementing Nimble CRM. This included putting him on Nimble CRM and teaching him how to leverage that platform to increase his sales. I taught him about the business and every aspect of sign sales. He worked his CRM religiously. I began work in earnest. Bonus points. It’s always about results.

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Electricity CRM Sales Follow-up 71