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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.

CRM 195
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Returning to My Roots … Networking

Adaptive Business Services

I have always been an effective networker. In the past, I have owned and operated three professional networking groups as a for-profit business. I had developed my first networking group as a side hustle. I have decided to narrow my efforts to training and implementing Nimble CRM. Back to networking. I hated it.

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3 Ways to Secure Your CRM and Avoid Security Risks

Zoominfo

If you’re looking to be more proactive and less reactive, start with an inspection of your Customer Relationship Management System (CRM). How to Prevent a CRM Data Breach . The burden of responsibility for securing the sensitive data in the CRM belongs solely to the companies who requested, or accepted, this personal data.

CRM 253
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Nimble CRM Tips & Updates – March 1 2024

Adaptive Business Services

For example, I follow news on selling and on CRM. If you find an article you like, you have several sharing options including posting these to your social networks. A Nimble contact record is the nerve center of your CRM. Are you thinking about a CRM? Are you thinking about a CRM?

CRM 62
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If the Social Networks Won’t Come to Nimble, Nimble Will Go to Them

Adaptive Business Services

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? Prospector will allow you to view, create, or edit any Nimble contact record and can do so from any web page including your social networks.

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Are You an Active or Passive Networker?

Adaptive Business Services

This past January I passed ownership of my networking group, NetWorks! I had a good run but I’m also getting a bit long in the tooth and it was time to focus on my other passion, training businesses on how to best leverage Nimble CRM. was designed to be what I would call an “active networking group”.

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CRM Implementations Cost An Estimated $4.6 billion Annually, New Analysis Says

Zoominfo

Maybe this situation sounds familiar: A company with a sales team of 50 reps decides its data is stale and its customer relationship management (CRM) features don’t meet business needs. So the company begins defining requirements for new CRM software, and two months later selects a vendor. Source: ZoomInfo. Source: ZoomInfo.

Analysis 246