Nimble CRM Tips & Updates – May 21, 2025

Articles, Nimble CRM Updates

We do have one new update to report today. Nimble has added more design elements to web forms including HTML and image blocks. Read all about it here. And, as a bonus, here are 10 Dynamite Email Writing Tips via my buddy, Neal Schaffer.

Sitting in on a webinar, another interesting hack was discussed regarding web forms and group messaging. Say someone signs up for your newsletter via a web form. You can automatically add a tag such as “newsletter” to those contact records that are created when the form is submitted. If  “newsletter” is the tag that you use … voila!

Welcome to the ABS Sales Corner …

New format! I write extensively on my website about selling so here are three articles that you may wish to review. Certainly, I will continue to report in detail on Nimble updates including the podcasts where appropriate.

There is Another Process Besides the Sales and Buyer Processes

I call it the “Here’s what happens next” process and it includes what you will do, when you will do it, and what the customer should expect. It is used both during the sale and after the sale … READ ON

Exceeding Client Expectations III

This past winter, I had an issue with my heat pump freezing up. This was a first for me. They worked on it off and on for two to three weeks. They never told me that some amount of ice was normal. My expectation, as I did not know any better, was that no ice was normal. I had to ask … READ ON

Making the Sale is Not the Same Thing as Making a Customer

For many sales professionals, the finish line is clear: closing the deal. That rush of adrenaline, the handshake, or even the electronic signature—these moments feel like victory. But if we stop there, we risk missing the bigger picture … READ ON

Please be sure to check out these top 100 sales blogs on Feedspot. I am honored to be one of them!

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. 

In addition to Nimble CRM, I also offer sales training and training on LinkedIn as well as getting started with AI (Artificial Intelligence). I can even assist with hiring new salespeople with initial interviews and pre-hire DISC personality assessments. 

 I would also be happy to connect you to a marketing professional who I know and trust or to an automated yet personalized and human-to-human LinkedIn prospecting system. Please reach out to me at craig@adaptive-business.com for an introduction!

Craig M. Jamieson

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!
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