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Lost in the CRM forest?

Sales 2.0

I had a conversation this week with a business owner about how to improve their CRM data. It’s not that this business needs more data in its CRM or is missing an important prospect list. The CRM in question has plenty of contacts and accounts–think nearly a hundred thousand contacts. Pipeline First things first.

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Book notes: Success is in your Sphere?

Sales 2.0

I agree with Zvi Band the author of the book Success is in your Sphere that “relationships are our most important asset”. The book presents a framework for building relationships called “CAPITAL”. If you want a method for developing new habits, I recommend reading the book The One Thing and learning about the “66-day challenge.”.

Fashion 195
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Nimble CRM Tips & Updates – March 15 2024

Adaptive Business Services

:) 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
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Pipeliner CRM Integration

Pipeliner

Since we often get questions about how Pipeliner integrates with other applications in a company, we will answer the most frequently asked questions about CRM and integration in this series of articles. Therefore, if a company wants to connect Pipeliner CRM to a complex solution, an iPaaS solution may only be able to meet some of their needs.

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Nimble CRM Tips & Updates – April 1 2024

Adaptive Business Services

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
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Why I Generally Don’t Do 3rd-Party Nimble CRM integrations

Adaptive Business Services

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
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Nimble CRM Tips & Updates – March 1 2024

Adaptive Business Services

For example, I follow news on selling and on CRM. A Nimble contact record is the nerve center of your CRM. Since I don’t need to reinvent the wheel … here is an article that I wrote on the “ 5 R’s – Sales and CRM 101 ”. Are you thinking about a CRM? Are you thinking about a CRM?

CRM 62