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Configuring Nimble CRM for Touch and Referral Tracking [Video]

Adaptive Business Services

While I am performing a number of initiatives, a big one is upping my game in the referral marketing (sales) arena by taking a course from a gentleman, Tom Gay , who I have known for over 10 years. You can do all of this on paper, a spreadsheet, or even on a document, but if you have a CRM … why? .

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Nimble CRM Was Built for Salespeople Who Hate CRM

Adaptive Business Services

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! All of this results in increased revenues and repeat and referral business. Which pretty much makes all salespeople.

CRM 90
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Are You “Referral Worthy”?

Adaptive Business Services

Who loves a good referral? Referrals are a tricky business. While the benefits to he or she who receives them are obvious, the benefits to the referrer are maybe less so. Still … a good referral is a service to your customer. Still … a good referral is a service to your customer.

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From a Nimble CRM Webinar to a Free Mini Course

Adaptive Business Services

A little over a week ago I had the privilege of doing a webinar with Nimble CRM. The 3 C’s of CRM. How to use your CRM to generate repeat and referral business. Integrating your CRM into your social selling strategies. The focus was on how a B2B salesperson should be using Nimble daily. Thank you to all!

CRM 87
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Key Takeaways – Using Nimble CRM in a Sales Coach Role

Adaptive Business Services

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? Are they following the process ?

CRM 77
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Nimble CRM for B2B Salespeople – Start with the Fundamentals!

Adaptive Business Services

This applies equally to your use of Nimble CRM as well as to your selling skills and characteristics. If you can stand out from the pack, be responsive and proactive, you will then earn their business and their referrals! Nimble CRM isn’t complicated. Activities, Calendars, and Messages in Nimble CRM.

CRM 87
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How Nimble CRM Increases Company Sales Revenues

Adaptive Business Services

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.

CRM 71