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Nimble CRM Tips & Updates – March 15 2024

Adaptive Business Services

Another video!?:) 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? Say it ain’t so!

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Nimble CRM Tips & Updates – March 1 2024

Adaptive Business Services

For example, I follow news on selling and on CRM. Nimble Email Compose Window Let’s take a deep dive and I made you a video! Watch the video! 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 ”.

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Configuring Nimble CRM for Touch and Referral Tracking [Video]

Adaptive Business Services

As I am a Solution Partner for Nimble CRM, it only made sense to configure this application to assist me in my record keeping as well as to allow me to stay on top with this program’s suggestions. You can do all of this on paper, a spreadsheet, or even on a document, but if you have a CRM … why? .

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Nimble CRM Tips & Updates – Februrary 2024 I

Adaptive Business Services

Here is an article and here is a video (click the image to go to YouTube) … Copy and Paste into the new compose window – Google Docs works far better than Word. Here is a video on the new compose window. Are you thinking about a CRM? Web forms are now available on the mobile apps. Read more here. Enough for today.

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Customizing Nimble CRM for the Signage Industry [Video]

Adaptive Business Services

One of the nicest things about Nimble CRM is that it can be highly customized in order to meet your specific needs including as a Signage CRM …. The video below will demonstrate how I have configured Nimble for their specialized needs. I currently offer a complete video course on Nimble CRM.

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Nimble CRM Tips & Updates – February 2024 II

Adaptive Business Services

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. Here is a video. 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.

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Video: How to Use CRM Data and Conversation Intelligence to Inform Your 2024 Enablement Plan

Mindtickle

You can check out Rahul’s video on accelerating bigger, faster deals with consolidation and Elisha’s tips for using your CRM, enablement analytics, and Call AI to inform better coaching. Key takeaways: During sales stage review: Use CRM data to analyze conversion rates at different sales stages. How are they being coached?

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