Nimble CRM Tips & Updates - Februrary 2024 I

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 Managing Deals and Pipelines

To recap from previous discussions … deal records are associated with contact records (although they do not have to be) and deal records are placed in a pipeline. The pipeline is your data source for deal (sales) reports and forecasts.

Deal records have two “log activity” sections – The one on the left below is virtually identical to the options found on contact records. The multi-colored one on the right is actually a prompt for you to schedule a task to move this deal forward. As a best practice, this is something that you should always do! Once you have done so … these action buttons will disappear but reappear when needed.

What is a stuck deal on a pipeline? If you see, in red, “Stuck X days” on a deal card, that is a notice for you that this deal does not seem to be moving. This is based on whether or not you have optionally set the maximum number of days that a deal should remain in any given stage (done in pipeline creation).

Is the pipeline “dynamic” or “static”? Your pipeline is a living and breathing entity! In addition to watching out for deals that are not moving, it is just as important that you monitor your deal records for current accuracies! Things change and if these change you will want to edit your deal record …

Deal amount
Deal percentage chance of closing
Projected close date

If these fields are not accurate, your sales forecasts will be worthless!

I could go on, but I won’t. Enough for today.

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar.

To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. Thank you!

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Craig M. Jamieson

Managing Member at Adaptive Business Services

Craig M. Jamieson is a lifelong B2B salesperson, manager, owner, and a networking enthusiast. Adaptive Business Services provides solutions related to the sales professional. We are a Nimble CRM Solution Partner. Craig also conducts training and workshops primarily in social selling and communication skills. Craig is also the author of "The Small Business' Guide to Social CRM", now available on Amazon!