Most CRMs, and Nimble CRM is no exception, have some levels of privacy controls. These can include … Who, besides yourself, can see your emails Who can see or edit your deals Who can see or edit your account contact records Typically, managers will have access to all of this information except maybe for email
The week between Christmas and New Years was spent closing a chapter of my professional life with the passing of one business to its new owner. Now it was time to turn my attention toward 2023. Over the past couple of years, my Nimble CRM training and implementation consulting services have seen substantial growth. I
I always tell people the same story … when I am considering referring you to one of my good clients … the deciding factor is generally based on my observed behaviors of you during our interactions. My theory is that, how you act with me will be the same way that you will act with
In October of 2021 I was contacted by an electric sign company where I had previously served as a partner during the 1990’s. They had lost one salesperson to COVID and another was returning home to the east coast. They also had lost their sales manager to another health issue. They needed help with replacing
The end of 2022 brought to a close certain chapters of my professional life. NetWorks! Boise, which has helped to feed me for the past 15 years, has been passed on to its new owner. My failed venture into providing an online course for Nimble CRM has been shut down. I had spent a part
It was 2006 and I was ready to embark on the next phase of my career. I had spent the majority of my life as a B2B manager and owner, dating back to 1977, and now I was ready for a little fun. I was going to operate as a quasi-independent sales contractor in the
