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Nimble CRM Tips & Updates – April 2, 2025

Adaptive Business Services

Workflows – Workflows represent the stages in a process, for example a lead qualification process. and telephony services or to a marketing professional who I know and trust or to an automated yet personalized and human-to-human LinkedIn prospecting system. I would also be happy to connect you to managed I.T.

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Nimble CRM Tips & Updates – December 18 2024

Adaptive Business Services

Workflows vs Pipelines The similarity between workflows and pipelines is that each represents a process and that process is displayed as stages (steps) on what is referred to as a Kanban board. The post Nimble CRM Tips & Updates – December 18 2024 appeared first on Adaptive Business Services.

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With So Many CRMs, Which One Do You Choose?

Adaptive Business Services

I can answer for Nimble and I am sure there are others who can answer those same questions for whatever CRM(s) that they may represent. appeared first on Adaptive Business Services. Are you thinking about a CRM? Please reach out to me at craig@adaptive-business.com for an introduction!

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How Nimble CRM Integrates & Automates Prospecting on LinkedIn

Adaptive Business Services

Workflows/Automations & Pipelines Workflows, and these are user defined, represent a process. The post How Nimble CRM Integrates & Automates Prospecting on LinkedIn appeared first on Adaptive Business Services. No, we can’t directly integrate with LinkedIn, but we can work around that.

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If Your Salespeople Hate CRM, Here Are Some Implementation Tips!

Adaptive Business Services

Start with this … Pull together a design team that represents primary user roles. These are the business process owners and they represent the end users. appeared first on Adaptive Business Services. The first steps are the most critical as they will lay the foundation for what follows.

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Office or Remote Selling – Managing Effort and Effectiveness

Adaptive Business Services

Instead of only discussing business in group meetings, offer space to learn about each other. Begin each group meeting with open-ended questions, such as “what is one new thing you learned during the pandemic,” “what object near you best represents who you are,” or “where would you like to be right now”.

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7 Ways to Show Your Client That You’re Listening

Adaptive Business Services

I represent Nimble, but any CRM will come with the ability to take notes, schedule tasks for follow-ups, and it should also aggregate your email messages into that contact’s record. . The post 7 Ways to Show Your Client That You’re Listening appeared first on Adaptive Business Services. Remember “ confirm” ?

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