Adaptive Business Services

MARCH 12, 2025

Nimble CRM – I have been a Nimble user, and an authorized Independent Solution Partner since before Nimble was introduced in 2012. I have used CRM since the late 80s. I simply cant imagine any salesperson not using some sort of CRM. A good CRM makes you money! Are you thinking about a CRM?

B2B 71

B2B Sell CRM Drivers/motivators 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. I remember taking a selling skills assessment some years ago and one of the questions was about CRM. To paraphrase … “What does a CRM do?”. How should you use CRM every day?

CRM 83

CRM Contact Pipeline Follow-up 83

Adaptive Business Services

JUNE 30, 2021

Nimble CRM continues to expand it’s tight integration with Microsoft products. That’s why we are excited to share that we have built an in-app add-in for Microsoft Teams to enable business professionals to prepare before meetings, log key details during a meeting, and most importantly follow up after meetings. .

CRM 62

CRM Meeting Contact Relationship building 62

Adaptive Business Services

AUGUST 11, 2021

One of the nicest things about Nimble CRM is that it can be highly customized in order to meet your specific needs including as a Signage CRM …. I currently offer a complete video course on Nimble CRM. The post Customizing Nimble CRM for the Signage Industry [Video] appeared first on Adaptive Business Services.

CRM 77

CRM Customers Electricity Manufacturing 77

Adaptive Business Services

MAY 26, 2021

The unfortunate fact is that a large majority of CRM implementations fail. In this series of articles, we are exploring the many reasons why salespeople seem, almost universally, to HATE CRM. This is pretty easy to understand if your perception is that CRM will, at best, inhibit your selling. How CRM can increase your sales.

CRM 77

CRM Pipeline Commission Contact 77

Adaptive Business Services

NOVEMBER 13, 2024

The one that meets your needs and the one you have been properly trained on how to use. There are hundreds, if not thousands, of CRM systems out there and a very large number of them are very good. CRM, inherently, is not that complicated. I am not a CRM consultant. I am a Nimble CRM consultant and I only do Nimble.

CRM 62

CRM Consult Represent Service 62

Adaptive Business Services

FEBRUARY 16, 2022

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 77

CRM Contact Customer Relationship Management Relationship Management 77

Adaptive Business Services

NOVEMBER 27, 2024

However, I’m a bit of a chameleon and I am constantly adapting my styles to meet the needs of my audience or whoever I am speaking to. Lord help me:) Are you thinking about a CRM? services including security, workflow, and telephony? I’m Experimenting AI appeared first on Adaptive Business Services. Good grief.

CRM 62

CRM Contact Education Clients 62

Adaptive Business Services

APRIL 13, 2022

It took me a while, but I have now created a standardized system for training businesses on the best use of Nimble CRM. Better yet, this system is easily customized for an individual business’s needs. A couple of years ago, with encouragement from others, I embarked on creating a complete online training course for Nimble CRM.

CRM 71

CRM Consult Clients Contact 71

Adaptive Business Services

JULY 21, 2021

Nimble CRM has just introduced Lead Pipelines! Additionally, list mode provides for inline stage editing and you can also apply a filter to show only leads that meet a specific criteria. The Leads Tab at the top of Nimble CRM will allow you to access the complete pipelines in either a graphic layout or as a list. This is big!

CRM 71

CRM Pipeline SQL Appointment 71

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). We will discuss all of this when we meet. Craig has proven to be an invaluable resource in helping me set up and effectively utilize Nimble CRM.

CRM 71

CRM Customers Pipeline Contact 71

Hubspot

JANUARY 3, 2020

Did you know a customer relationship management system (CRM) is the fastest-growing software on the market today? A CRM is a central location where you can organize the details related to your customers, across all departments at your company. Let’s take a look at five reasons why your company needs a CRM to grow better.

CRM 78

CRM Appointment Contact Manufacturing 78

Adaptive Business Services

NOVEMBER 16, 2022

Two of the most beneficial features of Nimble CRM are workflows and deals. Nimble is a very flexible platform and I specialize in adapting it to meet your unique needs. If you would like to schedule a free 30 minute consultation to discuss Nimble and my services, please follow this link to do so.

CRM 71

CRM Represent Pipeline Contact 71

Adaptive Business Services

AUGUST 24, 2022

Nimble CRM is extremely easy to use, priced very attractively, and there are literally tons of how-to videos that are available on YouTube. My background is in B2B sales and management and I have personally used CRM since the late 80’s and I have been a Nimble Solution Partner since day one. There are several considerations.

CRM 71

CRM Contact Consult Price 71

Adaptive Business Services

JUNE 1, 2022

After working with so many companies on helping them to implement Nimble CRM, the one thing that I have learned is that there is almost always more than one way to skin a cat. Here are a few of my favorite Nimble CRM hacks because … every company has unique needs. Nimble CRM Today Page. Nimble CRM Contact Records.

CRM 71

CRM Pipeline Contact Consult 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.

CRM 62

CRM Pipeline Contact Represent 62

Adaptive Business Services

APRIL 23, 2018

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. Prepare for Meetings : Glance through today’s appointments and the people you’re meeting.

CRM 11

CRM Launch Appointment Pipeline 11

Adaptive Business Services

MAY 16, 2018

Introduction to Nimble Social CRM – Two parts – 1 hour each. Nimble is the groundbreaking Social CRM that is designed to increase your revenues. If you are in B2B sales and you are not using some sort of CRM, you have to be crazy! You must to be able to recognize these styles and then adjust to meet them.

Business Services 48

Business Services Service CRM Sales 48

Adaptive Business Services

JUNE 29, 2022

It comes before a meeting. This might be at the start of your next conversation or at the start of your next meeting, review what you discussed at your last meeting and ask if anything has changed. This might be done verbally or, if your meeting or conversation was particularly complex, it can be in a written form.

Clients 90

Clients CRM Pitch Represent 90

Adaptive Business Services

JUNE 12, 2024

Non-responsive Pushy Poor follow-up Did not keep commitments They knew nothing about my business or my needs Did not meet my expectations I never knew where we were in the process They did not listen They got it wrong! That being, there is a pretty good chance that you will meet, if not exceed, my expectations. How about you?

Sell 77

Sell Repeat business CRM Referrals 77

Adaptive Business Services

JULY 17, 2024

Pre-Meeting Identify decision makers. Initial Meeting Share your research. Recap their needs and confirm (this may be done in a document format following the meeting). Presentation Prior to the meeting, do you have everything you need? Recap your previous meeting(s) and ask if anything has changed.

CRM 71

CRM Represent Education Pipeline 71

Adaptive Business Services

AUGUST 25, 2021

I should also mention that, while he had a CRM, he rarely used it and did not do so with any consistency. Set timelines that meet both of your needs and then exceed them. They do not take the place of your other prospecting efforts until, if and when, they have you so dog gone busy that you cannot do anything else. Be prepared.

Sell 87

Sell CRM Referrals Up-sell 87

Adaptive Business Services

JUNE 15, 2022

Did not meet expectations – You lose. Exceeded expectations – Repeat and referral business. If you would like to chat about selling or if you are interested in learning more about Nimble CRM, please book a free 30-minute Zoom consultation with me ! appeared first on Adaptive Business Services.

Referrals 18

Referrals CRM Consult Promote 18

Adaptive Business Services

APRIL 9, 2025

Jamieson Position : Nimble CRM Trainer & Consultant Location : Boise Metropolitan Area Connections : 872 followers, 500+ connections Professional Role: Craig specializes in Nimble CRM training and implementation , focusing on solopreneurs and small teams.

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Adaptive Business Services

SEPTEMBER 1, 2021

Nimble CRM for Sign Sales. Nimble is an easy to use and very customizable CRM. When I was in the sign industry, I never saw a CRM that had been designed specifically for sign companies. Now, if you are a national firm with an unlimited budget, I’m sure that you could pay someone to customize, say Salesforce, to meet your needs.

Service 71

Service Electricity CRM Sales 71

Adaptive Business Services

AUGUST 14, 2024

The first words out of my mouth are … “I wanted to be better prepared for our meeting so I took some time to do a little research on you and your company.” Are you thinking about a CRM? To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 71

CRM Sales Consult Service 71

Adaptive Business Services

FEBRUARY 14, 2024

Stage #3 – Initial outreach to schedule a meeting. A properly maintained pipeline will ensure that there are enough healthy deals in the hopper to ensure your ability to meet or exceed your goals. Are you thinking about a CRM? appeared first on Adaptive Business Services. Have the variables changed?

Process 77

Process Pipeline CRM Represent 77

Adaptive Business Services

OCTOBER 9, 2024

After getting the values from the accounting team, the sales team can adjust their strategies and align their goals to meet the required sales revenue. This enables the company to tie its billing to customer contracts and meet the proper revenue recognition guidelines set by the generally accepted accounting principles.

Profit margin 71

Profit margin Contract Teamwork CRM 71

Adaptive Business Services

JULY 28, 2021

At night, I entered each into my CRM. . We met for coffee, breakfast, or lunch and discussed how we might best assist each other and then we agreed to meet again and to do so regularly! A business attorney, commercial lender, and a financial advisor = Professional Services Power Partners. It can get tricky.

Networking 77

Networking Referrals Cold Call CRM 77

Adaptive Business Services

JANUARY 12, 2022

Use your CRM to document all steps and to track your progress through your leads and sales pipelines! Pre-Meeting. Determine landlord, if any, otherwise be sure to do this during your initial meeting. Initial Meeting. Recap their needs and confirm (this may be done in a document format following the meeting).

Electricity 71

Electricity Process Sales Pipeline 71

Adaptive Business Services

MAY 11, 2022

It might also cost you business. From the time of our first meeting …. So, I would suggest that the sense of urgency is dictated by the customer’s needs and it is the salesperson’s responsibility to keep their customer apprised of these timelines in order to successfully meet their expectations.

Sell 71

Sell Electricity Manufacturing Technique 71

Adaptive Business Services

MARCH 13, 2024

After the meeting I asked him if we could compete for his business. 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. His drawings showed miles of neon which is like catnip to a sign person.

Electricity 77

Electricity Price CRM Clients 77

Adaptive Business Services

MAY 17, 2023

I had a good run but I’m also getting a bit long in the tooth and it was time to focus on my other passion, training businesses on how to best leverage Nimble CRM. You meet with other members offsite in an effort to better understand their business and their needs. appeared first on Adaptive Business Services.

Networking 71

Networking Referrals CRM Business Services 71

Adaptive Business Services

MAY 25, 2022

I also offer a number of enhancements for the group like a web-based database of shared leads and a very nice lunch during the meeting. On top of this, I am willing to provide members with a number of free services like a company workshop, help with configuring their LinkedIn profiles, and a free behavioral assessment.

CRM 62

CRM Networking Clients Service 62

Adaptive Business Services

SEPTEMBER 25, 2024

If a salesperson were to follow these exact same steps following a presentation, or even an initial meeting, what effect would that have on their chances of securing that sale. I might suggest something like … “I wanted to be fully prepared for our meeting so I took the liberty of doing some research on your company and on you.

Follow-up 62

Follow-up Sales Up-sell CRM 62

Adaptive Business Services

JUNE 8, 2022

Then there are those deals that just don’t meet my sweet spot …. Would you like to chat with me about sign sales or about Nimble CRM. The post Sign Prospecting Tips appeared first on Adaptive Business Services. On $100,000 worth of opportunities, that is another $10,000 in sales. But not always.

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Prospecting Appointment Referrals Cold Call 71

Adaptive Business Services

OCTOBER 3, 2018

I also don’t like a bunch of disparate apps running around that are either not connected or are poorly connected with my CRM. Start with a good CRM. Even with a clearly defined task in mind, you may find dozens of apps that will claim to meet your needs. I’m apparently not alone in this regard. You want an essential sales app?

Sales 54

Sales CRM Up-sell Sell 54