Salesforce

OCTOBER 19, 2022

These experiences eventually led to landing my dream job as a Salesforce Functional Consultant at Deloitte. Here are three things I’ve done to transform my career into becoming a Salesforce consultant. Salesforce Consultant: Quick Look. Learn what Salesforce consultants do and the skills they need to succeed. 100 points.

Consult 98

Consult Start-ups Follow-up CRM 98

Veloxy

FEBRUARY 15, 2022

As a leader in field sales consultation and software, we’re here to give you and future reps the ultimate guide for success. Today’s field salesperson has responded by evolving their reputation from a door-to-door salesman to a value-added consultant. Be sure to bookmark this page as we’ll update the guide every year. Not any more.

Territory 244

Territory Inside sales Outside Sales Pharmaceutical 244

Veloxy

JANUARY 18, 2023

Schedule your free consultation NOW! Field sales apps typically combine features you would find in sales tools and CRM platforms, but you’ll also find functionalities that reflect the unique needs of outside sales representatives. CRM Capabilities Field sales tools often mimic the capabilities of CRM platforms.

Territory 246

Territory CRM Represent Lead generation 246

Hubspot

NOVEMBER 7, 2023

You know you need a CRM, but there are hundreds of CRMs and hundreds more features available. This CRM best practices guide will walk you through how to evaluate a CRM, from how it will help your business and how to map your needs to core features. What is CRM? What are the benefits of CRM?

CRM 78

CRM Contact Contract Objectives and Key Results 78

Heinz Marketing

JANUARY 24, 2024

By Cameron Katoozi , Marketing Consultant at Heinz Marketing Introduction Customer Relationship Management (CRM) tools have evolved significantly since their inception. In this blog, we dive into how big data is revolutionizing CRM strategies, offering businesses exceptional insights into customer behavior and preferences.

CRM 91

CRM Customer Relationship Management Technique Relationship Management 91

Adaptive Business Services

JULY 31, 2024

Some folks that I speak with are under the impression that, as I am a Solution Partner for Nimble CRM, I sell Nimble. The absolute last place that I want to find myself in would be in a consulting contract with a person or company who I convinced that Nimble was the right solution for them. Are you thinking about a CRM?

CRM 71

CRM Sell Contract Consult 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.

CRM 77

CRM Pipeline Contact Closing 77

Adaptive Business Services

JUNE 5, 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.

CRM 71

CRM Contact Consult Business Services 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?

CRM 77

CRM Referrals Pipeline Sales 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?

CRM 71

CRM Customer Relationship Management Contact Relationship Management 71

Veloxy

JANUARY 19, 2022

If your Salesforce or CRM administrator doesn’t have this key information centralized in one area of your dialer or lead record screen, you’ll definitely want to ask them to do so. This is where the value-added consultation comes in. Could you hear the ‘check, check, check’ sound in the buyer’s mind? I know I could.

Cold Call 358

Cold Call Territory Quota Up-sell 358

Veloxy

NOVEMBER 29, 2022

It’s a fundamental process in field sales because customers are looking for face-to-face consultations and conversations with their vendors. With field sales engagement software, you should be able to quickly segment prospects, leads, and customers in your CRM. This is especially true after a hiatus of sorts during Covid.

Territory 246

Territory CRM Sales Contact 246

Veloxy

APRIL 12, 2023

Offer a Free Consultation Offering a free consultation is a great way to show your customers that you are committed to helping them find the best solar energy solution for their needs. Additionally, offering a free consultation can give you an opportunity to demonstrate your expertise and showcase the value of your services.

Referrals 246

Referrals Finance Objectives and Key Results Sales 246

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.

CRM 71

CRM Contact Consult Follow-up 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. Here is a video.

CRM 71

CRM Consult Business Services Service 71

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!

CRM 71

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. This is what I do, not my company name.

CRM 71

CRM Contact Consult Service 71

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.

CRM 71

CRM Electricity Clients Consult 71

Adaptive Business Services

OCTOBER 16, 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.

CRM 71

CRM Construction Contact Service 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. 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 Contact Represent Clients 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 create (1) web form Here is what recent clients had to say … “ Craig Jamieson is an excellent consultant who knows Nimble inside out. This is a $525 value.

CRM 71

CRM Customers Pipeline Contact 71

Sales Pop!

OCTOBER 9, 2024

and Pipeliner CRM have a strong, symbiotic connection that enhances both platforms: 1. is a natural extension of Pipeliner CRM , offering complementary content while being able to stand on its own. allowing them to find keynote speakers or sales consultants easily. and Pipeliner CRM appeared first on SalesPOP!

CRM 62

CRM Pipeline Sales Consult 62

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.

CRM 71

CRM Pipeline Contact Consult 71

Veloxy

JUNE 17, 2021

Tap Here for a Free Sales Velocity Consultation. Be a Consultant – In addition to being informative and open, strive to understand your prospects’ pain points and adjust your pitch accordingly. You’ll also need to have the best tools such as a good CRM and an AI sales assistant such as Veloxy. Calculating Sales Velocity.

Pipeline 306

Pipeline Non-Profits Sales Quota 306

Adaptive Business Services

JANUARY 24, 2024

As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. While the benefits of Nimble CRM can expand into many departments in an organization, as a self-identified salesperson, we are going to focus on your salespeople, your sales manager, and the overall benefits to your company.

CRM 71

CRM Commission Territory Repeat business 71

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

NOVEMBER 6, 2024

Welcome to the latest edition of Nimble CRM Tips and Updates! Are you thinking about a CRM? The post Nimble CRM Tips and Updates – November 6 2024 appeared first on Adaptive Business Services. We have a lot to talk about today! Read about them here. Nimble’s new message inbox has been released and it is awesome!

CRM 62

CRM Contact Price Campaign 62

Adaptive Business Services

DECEMBER 11, 2024

The vast majority of my Nimble CRM clients are solopreneurs. Nimble CRM has been built specifically for solopreneurs and small sales teams. Ive just scratched the surface of Nimble CRM. Are you thinking about a CRM? Lets start with this. I am a solopreneur. If you are a solopreneur, I speak your language. Thank you!

CRM 62

CRM Contact Relationship building Follow-up 62

Adaptive Business Services

FEBRUARY 9, 2022

I had a chat with a gentleman recently who wanted to use Nimble CRM to monitor a contact’s social activity. If the social networks won’t come to my CRM, can my CRM go to them? If you have any questions about whether or not Nimble would be right for you, please feel free to schedule a free 30-minute Zoom consultation with me!

Networking 143

Networking CRM Contact Consult 143

Salesforce

SEPTEMBER 6, 2023

Businesses want to ensure they have a team of in-house experts who understand how to make the most of their Salesforce investment leveraging Data + AI + CRM. The new Salesforce Data Cloud Consultant Certification Data Cloud is the real-time platform for customer magic. Data Cloud is the first step in building trusted AI solutions.

Consult 145

Consult CRM Trust Service 145

Adaptive Business Services

OCTOBER 2, 2024

A number of new updates (all that I have been expecting) have been released to Nimble CRM’s message sequencing and I am now comfortable with discussing these. Are you thinking about a CRM? The post Nimble CRM Tips & Updates – October 1 2024 – Sequencing appeared first on Adaptive Business Services.

CRM 62

CRM Contact Consult Networking 62

Veloxy

AUGUST 16, 2023

In this blog post, we’ll dive into the importance of Salesforce ROI, the key factors affecting it, and the essential metrics to consider when measuring your CRM investment. Businesses can increase their Salesforce ROI by leveraging external expertise to optimize the CRM investment.

Objectives and Key Results 130

Objectives and Key Results CRM Profit margin Consult 130

Veloxy

JANUARY 7, 2025

How to Remove Salesforce CRM Friction Learn how to remove friction points tied to Salesforce, helping your sales team sell easier and faster. Aggregate lead data with customer relationship management (CRM) tools like Salesforce. And dont forget to use CRM integrations that leverage sales artificial intelligence.

Objectives and Key Results 130

Objectives and Key Results Negotiate CRM Sales 130

Adaptive Business Services

DECEMBER 18, 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.

CRM 71

CRM Pipeline Contact Represent 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? The post Nimble CRM Tips & Updates – September 18 2024 appeared first on Adaptive Business Services. Thank you!

CRM 62

CRM Contact Service Consult 62

Veloxy

MAY 30, 2024

For example, instead of saying, “Check out our website,” we could say, “Schedule a free consultation today.” Tools like email marketing platforms, CRM systems, and analytics software can streamline our processes and improve efficiency. The CTA should be clear, direct, and easy to follow. VeloxyIO Inc.

Objectives and Key Results 246

Objectives and Key Results Cold Call Click Through Rate Technique 246

ClickFunnels

AUGUST 8, 2021

Customer relationship management (CRM) integrations with apps like HubSpot and Salesforce. CRM and sales integrations with HubSpot, Salesforce, Pipedrive, and other apps. CRM integration s with Salesforce, Pipedrive, and other apps. CRM integrations with HubSpot, Keap, PipeDrive, and other apps. Integrations.

Lead generation 246

Lead generation A/B testing X-functional Price 246