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. For example, let’s say that you wish to move contacts from an outside web-based source to Nimble. Are you thinking about a CRM? The short answer is … sorry, but I probably cannot.

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Adaptive Business Services

MARCH 6, 2024

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?

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Nutshell

SEPTEMBER 14, 2023

A customer relationship management (CRM) platform is one of the most essential tools your IT company can have. But with so many CRM platforms available, how do you know which is best for your business? You might ask yourself, “Should I use an IT-specific CRM or a general-use CRM?” What is a general-use CRM?

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Adaptive Business Services

JANUARY 10, 2024

For example, let’s say that you create a field for interests and you want people to check all boxes that apply from a predetermined set of options. For example … you could have a hiring workflow that has nothing to do with sales. After looking closer it turns out that it is the one field type that I always wished that we had.

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Nutshell

MAY 18, 2023

Does your company use a customer relationship management (CRM) platform ? A CRM can help you gather, store, organize, and analyze data about your customers, which then helps you improve your sales and marketing efforts. But that’s not all a CRM can do. Why bother with CRM social media integration, though?

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PandaDoc

APRIL 17, 2024

Let’s look at some examples of how different individuals might utilize ACV. To make this clearer, let’s look at an example. In this example, each of the three-year subscriptions was $1,200 over three years, generating $400 per year per client. See also What type of companies use a CRM? Sales or marketing managers.

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Zoominfo

MARCH 3, 2021

This is where automation comes in — CRM automation, to be exact. On the surface, it saves you immense amounts of time, but when you go a little deeper, you’ll see that CRM automation can actually do much more for your business. What Is CRM Automation? CRM systems have the ability to support a wide range of automations.

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Nutshell

MAY 3, 2023

If your company has a unique sales process or sells a variety of products and services, it can be tempting to build a CRM from scratch. In this article, we’ll dig into the nitty-gritty surrounding homegrown CRMs, including what a custom CRM is and the potential benefits and drawbacks of building your own. What is a custom CRM?

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Zoominfo

JUNE 30, 2019

We also thought it would be helpful to provide our readers with examples of truly creative marketing. Three Incredible Examples of Creative B2B Marketing Initiatives. As with our first example, this project isn’t complicated or over-the-top. Key Takeaways from our Favorite B2B Marketing Examples.

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Adaptive Business Services

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. You may need to do some minor reformatting (paragraph breaks & bullets, for example), but what a difference! A common example would be a Lead Qualification Workflow which is used to qualify people who have expressed an interest in your products or services.

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BrainShark

JANUARY 31, 2024

It shows the direct result of your sales training efforts is more money in the door in the form of more pipeline, opportunities, and closed deals — and all you have to do is plug your CRM into Scorecards and let the data do the work for you. What’s a CRM Scorecard? Because now you have the data to do that.

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Close

DECEMBER 14, 2022

Here's how CRM integrations can help your sales team work faster and smarter. Apps are supposed to help us be more productive, but they can also hold us back.

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Nutshell

AUGUST 30, 2023

If you’re on this page, it’s likely because you’re a hospitality business owner and you’re interested in getting a customer relationship management (CRM) platform. CRMs are fantastic tools for any business wanting to collect, store, and organize customer data in one centralized location. What is a hospitality-specific CRM?

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Adaptive Business Services

OCTOBER 4, 2023

Lots of Nimble CRM news to report this month! If you wish to add a deliverable to your contact form, use a link to forward a contact to a cloud storage location (Google Drive, One Drive, or Dropbox, for example) upon form completion. The post Nimble CRM Updates – October 2023 appeared first on Adaptive Business Services.

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Adaptive Business Services

DECEMBER 13, 2023

For example, there should be separate columns for street address, city, state, and zip codes. This same rule applies to using a data connector like Zapier to, for example, create a new contact in Nimble when a new contact is created in another web application. Here is an article on how to split fields.

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Hubspot Sales

AUGUST 21, 2023

We’ll also see some ideas and examples to help guide yours. Types of Business Proposals How to Write a Business Proposal Business Proposal Templates Business Proposal Example Tips for Writing a Business Proposal Business Proposal Ideas It's a common misconception that business proposals and business plans are the same.

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BuzzBoard

MARCH 24, 2024

Understanding the Concept of Optimizing Local Business CRM Systems with Data Analytics In the digital marketing landscape, fine-tuning local business Customer Relationship Management (CRM) systems has grown crucial. This serves as a navigational beacon to enhance CRM strategies.

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Pipeliner

APRIL 16, 2022

Every company generally has endless documents associated with CRM—for opportunities, for particular sales process stages, and other uses. Introducing Pipeliner CRM’s new Document Management! We’ll humbly say that no other CRM vendor has such a system without adding on, usually at a cost. Two Main Types. Document Templates.

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Nutshell

MAY 31, 2023

Centralizing your data in a customer relationship management platform (CRM) is an effective way to manage data from multiple channels and ensure everyone on your team can access the information they need to close sales. Yet your CRM data is only helpful if it’s organized and accessible. Why should you organize your CRM data?

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Nutshell

JUNE 29, 2023

Using a customer relationship management (CRM) platform can bring your business major value and a wealth of benefits, from streamlining and automating parts of your sales process to helping you craft marketing campaigns tailored to the right audience. Table of Contents What is a CRM implementation plan?

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Pipeliner

AUGUST 6, 2022

The difference between such systems and services and Pipeliner CRM is that a company cannot run without Pipeliner. Pipeliner CRM is an essential part of that correct structure, being vital support and empowerment for a sales force. An example would relate to the game of chess. In times of crisis, Pipeliner is vital.

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Nutshell

JUNE 5, 2023

Your CRM is a treasure trove of information waiting to be used to enhance your sales, marketing, and customer service efforts. There’s a lot you can do with your CRM and customer data, but you can get even more from your data, by incorporating machine learning tools into your processes. What is machine learning?

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Nutshell

AUGUST 3, 2023

If you’ve landed on this page, it’s likely because you’re trying to decide what kind of customer relationship management (CRM) platform to get for your manufacturing business. Today we’re helping you answer the question, “Should I use a manufacturing-specific CRM?” Table of Contents What is a manufacturing-specific CRM?

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Nutshell

SEPTEMBER 20, 2023

You’re probably aware that your business needs a customer relationship management (CRM) platform. The question, though, is what kind of CRM you should get. For example, you might ask yourself, “Should I use an industrial-specific CRM or a general-purpose one?” Keep reading for a comparison of industrial and general CRMs.

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Pipeliner

SEPTEMBER 6, 2023

The next in our series on CRM adoption takes up an important topic: the 8 reasons CRM implementations are never actually completed. Lack of Clear Processes When a CRM adoption is not completed in a company, it’s easy to blame one particular individual or group. CRM, even in such a circumstance, must remain the top priority.

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Pipeline

OCTOBER 16, 2023

What’s the average failure rate for CRM? According to CIO.com, the failure rate for CRM ranges from 18% to 69%. This blog will answer this question along with some other topics about CRM ROI, namely how to calculate the ROI, some basic sales and marketing KPIs to consider, and three effective ways to maximize your CRM return.

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Apptivo

SEPTEMBER 13, 2023

Why use Outbound Sales CRM? How to find the best CRM for Outbound Sales? Maximizing Your Sales with B2B CRM Why not consider the age of automation, where everything from household chores to colossal construction projects can be efficiently managed? Take, for example, a real estate agency. What is Outbound Sales?

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Adaptive Business Services

MAY 31, 2023

Please note – While this article discusses Nimble CRM specifically, contact syncing between any two applications may raise similar concerns. I don’t know about you but, I have a ton of records that I have collected over the years via emailing and I only want a very small fraction of those in my CRM. The C in CRM is Customer.

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Nutshell

MAY 8, 2023

Customer relationship management (CRM) software exists to help you gather, organize, and analyze customer data. But that only happens if you choose a high-quality CRM and use it effectively. That allows you to reoptimize CRM if the results aren’t what you want. Ultimately, it helps you boost your leads, sales, and revenue.

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Pipeliner

FEBRUARY 16, 2022

How Does CRM Benefit Your Business? Using Customer Relationship Management (CRM) software, you can optimize your customer relationships, target different audiences, set scores, and receive alerts for an individual lead or a customer’s activity. Here are a few significant benefits of CRM software: 1. Get to Know Your Customers.

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Pipeline

MARCH 12, 2024

What does it take to achieve strong and consistent returns from your sales CRM tool? You need a game plan, or in this case, a solid CRM strategy. This blog will show you how to create a robust and holistic CRM strategy framework that can be applied to any CRM for sales teams. What is a CRM Strategy?

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Nutshell

JUNE 5, 2023

The key to getting the most out of your customer relationship management system (CRM) is following best practices for managing the customer data you gather and store. Implementing user controls and permissions helps protect your CRM data against attack so you can keep running your business—and gaining your customers’ trust.

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Hubspot Sales

NOVEMBER 28, 2021

Thankfully, there’s something called CRM or Customer Relationship Management. A Refresher on CRMs. A CRM is a customizable technology that allows you to keep track of all of your customer’s interactions with your business, from the first time they visit your website to the last time they made a purchase. What is a CRM strategy?

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Adaptive Business Services

JULY 26, 2023

Political polling is just one great example. 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. Most importantly … A GOOD CRM WILL MAKE YOU MONEY! I represent Nimble CRM. Inflation is coming down.

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Pipeliner

SEPTEMBER 27, 2023

With the next major release of Pipeliner CRM— Pipeliner CRM 5.0, being released on the 28th of September —comes a fantastic new feature: Custom Entities (functionality referred to in some other CRM systems as “Custom Objects”). Entities ” is the term used in Pipeliner to refer to different CRM functions.

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Nutshell

MAY 8, 2023

Customer relationship management (CRM) platforms are some of the best tools out there for marketing and sales. Of course, CRMs also cost money. So, when you’re choosing a CRM and trying to figure out how much it’s helping your company, one of the best methods is comparing the cost of a CRM system to its benefits.

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Nutshell

JUNE 7, 2023

The same is true for your customer relationship management platform (CRM). CRMs are systems for managing customer data and strengthening relationships with leads to close more deals. A CRM is an essential business tool for making more sales and improving customer relationships.

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