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?

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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. Deal records and pipelines , like workflows, represent a process.

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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.

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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 …. Customized pipelines with deal stages including the maximum number of days in each stage. Customized pipelines with deal stages including the maximum number of days in each stage.

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Adaptive Business Services

FEBRUARY 7, 2024

Delay send and drafts in message compose The availability of increased group message send limits Message Sequencing Tips on Managing Deals and Pipelines To recap from previous discussions … deal records are associated with contact records (although they do not have to be) and deal records are placed in a pipeline. Enough for today.

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Adaptive Business Services

JANUARY 10, 2024

Once messaging automation is released, I still expect to see pipeline automation similar to what we now have with workflows. Continuing our discussion of workflows and pipelines … A bit of a review. Workflows and Pipelines both represent processes. I am often asked by companies if they need both a workflow and a sales pipeline.

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Adaptive Business Services

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. I wanted to start a discussion on workflows vs pipelines. Deal records, which are generally associated with one or more contact records, are placed in pipelines. A deal record can only be in one pipeline. This feature is expected soon for pipelines.

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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). WORKFLOWS Workflows (and Pipelines) represent a process. Individual deal records, generally associated with a contact record, are placed in your pipeline.

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Adaptive Business Services

MARCH 17, 2021

Nimble CRM can improve your sales and your bank account! Another culprit is just not knowing what you have in your pipeline and whether or not you have enough in there, let alone if what you do have is even remotely accurate. . Pipelines and Deals in Nimble CRM. Let’s look at a pipeline. Go to the “Deals” tab.

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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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Adaptive Business Services

NOVEMBER 16, 2022

Two of the most beneficial features of Nimble CRM are workflows and deals. These records, while still associated with a contact record, are graphically displayed in a pipeline which is structured to represent your specific sales process. You can create multiple pipelines, but a deal can only reside in one pipeline at any time.

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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.

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Adaptive Business Services

JULY 6, 2022

This is not the first time that I have attempted to illustrate how easy it is to be successful with Nimble CRM, but I’m going to try to do so again. It gives you a more realistic view of your total pipeline value – (included in step #7). I have distilled it down to 10 easy steps that will increase your sales. There you have it!

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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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Adaptive Business Services

DECEMBER 13, 2023

Speaking of automations … Nimble is heavily focused on building a more sophisticated automation engine that will power, among other things, messaging as well as deals/pipelines. Deal Records and Pipelines Last month, we talked about workflows. I would expect to start seeing these possibly as early as Q1 next year. Let’s convert.

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Adaptive Business Services

NOVEMBER 10, 2021

For several years now Nimble has offered a way for you to create and to track business opportunities or deals. This includes creating the deal, associating it to a contact or company record, tracking the deal through a pipeline (your process for closing this deal), and generating forecasts based on your pipeline(s).

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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.

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Adaptive Business Services

AUGUST 23, 2023

We do have a few minor updates to report on Nimble CRM. You can get a listing of all deals in all pipelines, but you also have the ability to filter certain fields in that list. Additional Workflow and Pipeline Lists – Workflows and Pipelines are similar in that you can see them in either a board or a list format.

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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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Adaptive Business Services

MAY 19, 2021

Today I am pleased to announce that I have made some significant changes to our complete online course on Nimble CRM. Help you to customize Nimble data fields, activities, pipelines, and dashboards. The post Exciting News About Our Nimble CRM Course! appeared first on Adaptive Business Services. 18 lessons.

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Adaptive Business Services

APRIL 23, 2018

Clear, Customizable Views of Your Pipeline, Social Signals, Appointments and Tasks in an actionable dashboard. 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.

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Adaptive Business Services

APRIL 20, 2022

My business name is Adaptive Business Services. How much is in my pipeline in my Nimble CRM and what are my closing ratios? Deal reviews, pipelines and forecasts … these are important. Nothing in their pipeline? A healthy pipeline and nothing is closing? I am both old and old school.

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Adaptive Business Services

FEBRUARY 14, 2024

Next let’s look at a simple sales process and it will be divided into two stages … a lead qualification workflow and a deal pipeline. Leads will be moved from stage to stage through the workflow and deals will do the same through their pipeline. Sales pipeline Active deals, or opportunities, reside in a sales pipeline.

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Adaptive Business Services

JULY 17, 2024

Deploy your CRM I represent Nimble CRM but your existing CRM may also be up to the task. Nimble offers workflows and pipelines that can be customized for your specific needs. Once qualified, I would convert that “lead” to a “deal” and place that in my pipeline. Are you thinking about a CRM?

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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. 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. What about your CRM? Everything goes in your CRM! Take good notes.

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Adaptive Business Services

MAY 4, 2022

Last, But Not Least … Sales Pipelines. A sales, or deal, pipeline should closely reflect the stages of your sales process. Your pipeline will have stages and each stage represents the next critical step in the sales process. As you evaluate your pipeline, be sure to ask yourself the following questions ….

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Adaptive Business Services

JULY 28, 2021

At night, I entered each into my CRM. . A business attorney, commercial lender, and a financial advisor = Professional Services Power Partners. An architect, general contractor, and a soil testing company = Construction Services Power Partners. My pipelines track opportunities (deals) and will soon track leads as well.

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Adaptive Business Services

JANUARY 12, 2022

Use your CRM to document all steps and to track your progress through your leads and sales pipelines! The post Sales Process Example – Electric Signs appeared first on Adaptive Business Services. A few key pointers … Look for face-time. Where this is not practical, Zoom or phone. Pre-Meeting.

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Adaptive Business Services

DECEMBER 11, 2019

However, if tracking your networking activities and results will be a subset of a more advanced CRM (Customer Relationship Management) application, you may want to spend a bit more. If you already have a good CRM, you should be able to easily modify it to include networking activities and results. What do you want to track?

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Adaptive Business Services

OCTOBER 31, 2018

A good CRM and a Social CRM would be even better – A CRM is not a simply an electronic Rolodex. It organizes your notes, your pipeline, your calendar (including reminders), and your next steps! Read on at Maximize Social Business …. Mention – Among other things, Mention will track mentions of … you.

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PandaDoc

SEPTEMBER 2, 2020

Adaptive Business Blog. Adaptive Business Services focuses on B2B selling, primarily outbound, and that includes weaving social selling strategies and techniques into traditional selling methodologies. Check out Sales Pipeline Radio too – www.salespipelineradio.com. Heinz Marketing. Salesforce Blog. Score More Sales.

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Adaptive Business Services

OCTOBER 18, 2017

Spent precious minutes adding opportunities or leads to your CRM? Step 4: Build your pipeline. How to Use a CRM: The Ultimate Guide – As your business grows, manually keeping track of your prospects and customers with spreadsheets and random notes in different places becomes, well, if not impossible … Extremely difficult.

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Adaptive Business Services

JULY 25, 2018

Yes, forget that you have to fill up your sales calling sheets and follow-up on the sales deal pipeline. The post An Effective Guide for Creating Your Outbound Sales Script appeared first on Adaptive Business Services. Various questions that engage the prospect. Don’t be a salesperson! Sounds a bit off the edge?

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Adaptive Business Services

AUGUST 23, 2017

An Infographic Portrait of the Future Salesperson – Blog contributor Andy Rudin wrote a Pipeliner CRM blog post questioning the future-readiness of today’s sales organization, based on new statistics. The salesperson of today apparently won’t resemble the one even 5 years into the future.

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Adaptive Business Services

FEBRUARY 14, 2018

Editors note – The following article is being reprinted with the permission of Nimble, On a personal note, I have always had a love-hate relationship with mobile apps and particularly for CRM. Nimble Launches Mobile CRM 3.0, RelationshipAnd Pipeline Manager for Office 365, G-Suite. Sales pipeline manager.

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Cience

JANUARY 6, 2020

Obviously, there’s a need to fill the sales pipeline with quality leads , but there’s little understanding of how providers actually achieve this goal; and more importantly, what’s necessary for their particular business. SalesForce, Base, Netsuite, Sugar CRM Average Cost: $500-$2000 per seat, per year. {{f34}}.

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Martech

FEBRUARY 25, 2022

They also integrate seamlessly with many third-party CRM and other point solutions to offer extended capabilities. Budgeting and planning leverage marketing, CRM and finance systems to measure, track and optimize marketing performance. Artificial intelligence is used throughout the Acoustic Marketing Cloud.

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