Send DataSend Data Send DataSend Data Send DataSend Data The post Nimble CRM Tips & Updates – April 15 2024 appeared first on Adaptive Business Services ..read more

I remember 20 years ago selling a sign to an attorney. He had a Jaguar convertible with personalized plates … Luddite. I had no idea what that meant so I asked him. He rejected technology which, in his case, meant no computers. This was before cell phones were widely in use but I would assume it would have meant those as well. How odd. While I was rarely an early adopter, I had sold various products that featured cutting edge technologies and I was always quite successful at doing so. Mind you, when I was given my first Blackberry, I rebelled. I think that it was more based on my perception t ..read more

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. The short answer is … sorry, but I probably cannot. The reasons for this are more detailed. With probably 100,000’s of business apps available on the web, the chances that I am familiar with your favorite application is probably close to zero. I have not even heard of, let alone worked with, 99.999% of the applications that are out there. I have been with Nimble for a very long time and I know it very well. That is my focus and it is why I do not r ..read more

We have one update to report and it is actually a new third-party integration with an application called PhoneBurner. This appears to be a sophisticated dialing and call logging program that has developed a fairly tight integration with Nimble. Here are two announcements regarding this available integration … PhoneBurner blog article and Nimble PhoneBurner support article. Please note that this integration requires a separate PhoneBurner subscription. It is not included in your Nimble subscription and it ain’t exactly cheap:) That being said, if your potential returns exceed your investment ..read more

Providing that you and your firm are capable of servicing them, high value deals are often much easier to secure than are smaller ones. They are also easier to keep, but you have to continue to work to ensure that. Newer sales reps may avoid these, primarily due to a lack of confidence. That’s understandable but, once they see success in this arena, watch out! What makes these deals easier to close? Two reasons … You are typically dealing with a more sophisticated buyer And sophisticated buyers will likely weigh value over price. Smart buyers know the old axiom … price is what you pay, but va ..read more

Nothing, as far as I am aware of, has been introduced to Nimble since our last newsletter. We are still waiting on … Increase group message send limits Message sequencing No problemo! There is still much to talk about! Recommended tool I’ve been using Feedly for several years now. Feedly is a news aggregator which means that you can subscribe to the blog on selected websites, based on your interests, and then keep up with new articles when they are published. For example, I follow news on selling and on CRM. I also follow articles on my personal interest … guitars. You can subscribe to get ..read more

I received my first formal B2B sales training in 1977. Three weeks total at our headquarters office in New Jersey. It was a modified version of the Xerox Professional Selling Skills (Xerox PSS) program although we did not sell copiers at that time. Five years later we were. As you might guess, given the decade, it was heavy doses of handling objections and closing the deal. I know more closes than Carter has pills including the deadly “Folding Origami Paper Close” and … I use none of them. Nada, zip, zilch. “Closes”, by nature, have always seemed to be adversarial to me. Back then, the buyer ..read more

I believe it was Bill Clinton who famously coined the phrase … “It’s the economy, stupid!” and he then rode those words directly into the White House. It would be nice to see that focus again right about now. The same can be said for the sales process. Proving that you have a proven process, one that delivers the highest levels of consistent results, why would you not wish to follow that? To replicate it? I can think of no good reasons. Let’s start by defining a process and then we can explore how this can, and should, be implemented in sales. Simply put … “A process defines the steps to be t ..read more

Happy February! Let’s get to it! First a few clarifications … Multi-value custom fields – You can actually use this feature on multiple field types! 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. FYI. Here is a video on the new compose window. New! Web forms are now available on the mobile apps. Read more here. Coming Soon (maybe even this quarter)! Delay send and drafts in message compose The availability of increased group message send limits Message Sequencing Tips on Managi ..read more

There is a caveat to this title. Let’s examine that … Back in the 80’s, I was the sales manager for a local office equipment company. They had a policy that, if you were under a maintenance agreement and we were not able to respond within 24 hours, you would receive a $25 credit to your account. Not a lot of money, but a nice touch regardless. This gave the customer an extra layer of confidence. The interesting part was that the company would occasionally choose to not respond within the allotted time. They might be late a few hours and then issue that credit. Why? This demonstrated that they ..read more