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Category Archives: CRM

Home / Archive Category: CRM

Nimble CRM Tips & Updates – March 1 2024

Mar 6, 2024Craig M. JamiesonArticles, CRM, Nimble CRM UpdatesNimble CRM

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

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It’s The Process, Stupid!

Feb 14, 2024Craig M. JamiesonArticles, CRM, Sellingsales process

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,

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Nimble CRM Tips & Updates – Februrary 2024 I

Feb 7, 2024Craig M. JamiesonArticles, CRM, Nimble CRM UpdatesNimble CRM

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

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Nimble CRM for Solopreneurs

How Nimble CRM Increases Company Sales Revenues

Jan 24, 2024Craig M. JamiesonArticles, CRMNimble CRM

Let’s first start with a little background. Dating back to 1977, my entire career was as a B2B sales rep or I was managing a B2B sales team. As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. For those who may not be familiar with this

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Returning to My Roots … Networking

Jan 17, 2024Craig M. JamiesonArticles, CRM, NetworkingNimble CRM

Well now. I didn’t see this one coming. I recently turned 70 and took a bit of time before that “testing” retirement. I hated it. So now I find myself strangely energized and my creative juices are overflowing. A bit of history. I have always been an effective networker. In the past, I have owned

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Nimble CRM Tips & Updates – January 2024

Jan 10, 2024Craig M. JamiesonArticles, CRM, Nimble CRM UpdatesNimble CRM

Welcome to 2024! Back to work:) Let’s start with the update on updates … Email message compose window Nimble has just released its new email message compose window. TGIF! This is a dramatic improvement over the previous interface. Not only is it much cleaner, it is also much more flexible in terms of styling including

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