Adaptive Business Services

APRIL 24, 2024

While I have spent most of my adult life hiring and training salespeople, it has been two years since my last new hire and that was for a client. Well, here I go again and once again for a client. People, and salespeople, are notoriously bad at the little things like being responsive and setting and then exceeding client expectations.

CRM 77

CRM Repeat business Referrals Clients 77

Adaptive Business Services

OCTOBER 9, 2024

However, forecasting revenue can get complicated, especially if a company is handling contracts with multiple clients. To manage this, accounting teams handling long-term or subscription contracts with clients can leverage the recurring billing solution software SOFTRAX for automated handling of pricing and invoice frequencies.

Profit margin 71

Profit margin Contract Teamwork CRM 71

Adaptive Business Services

JULY 17, 2024

You just wasted your and your client’s valuable time. Keep your client in the loop at all stages. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. Knowing, or wondering, that if you had just done. That’s the worse feeling EVER!

CRM 71

CRM Represent Education Pipeline 71

Adaptive Business Services

MARCH 27, 2024

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. 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 like things to be simple.

CRM 71

CRM Contact Represent Clients 71

Adaptive Business Services

OCTOBER 16, 2024

I’m not sure where each of you may be with deploying email sequences but, working with one client, it’s been a bit of an adventure. Additionally, some servers and clients apply filters to protect users from unwanted emails. appeared first on Adaptive Business Services. All about bounces and email unsubcribes!

CRM 71

CRM Construction Contact Service 71

Adaptive Business Services

OCTOBER 30, 2024

Even better, I love to share that with clients and … most folks that I worked with during my 45 plus years of B2B sales experience have had very little knowledge of what they are thinking about buying. The post My Six Selling Mantras appeared first on Adaptive Business Services. It’s a win win for both of us!

Sell 62

Sell Angle CRM Repeat business 62

Adaptive Business Services

JULY 31, 2024

It’s entirely up to the client whether or not they ultimately decide on Nimble or if they should choose to contract with me for my services. The post For the Record … I Don’t Sell Nimble CRM appeared first on Adaptive Business Services. I never ask for the order.

CRM 71

CRM Sell Contract Consult 71

Adaptive Business Services

MARCH 13, 2024

There is a third reason why these kinds of clients are so tasty … Once they have a vendor, they are hesitant to change This is a two-edged sword. The norm was to come up with a drawing, submit it to the client, and then to trash it or to modify it as needed. We’ve all been there so don’t be dissuaded!

Electricity 77

Electricity Price CRM Consult 77

Adaptive Business Services

JULY 24, 2024

Still … a good referral is a service to your customer. A bad referral can be poison to our relationship with our friend or client. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. appeared first on Adaptive Business Services.

Referrals 71

Referrals CRM Consult Service 71

Adaptive Business Services

SEPTEMBER 11, 2024

That being said … I’m not a fan of … Integrations With Other Apps While I am generally not in favor of asking your CRM to do too much, and when you start connecting a variety of disparate apps … that’s too much, my main issue with integrations lies with client expectations. Integration is a highly subjective term. How does it integrate?

CRM 62

CRM X-functional Contact Price 62

Adaptive Business Services

JANUARY 24, 2024

A prospective client had a 3×5 card, generally with their business card stapled to it, and this was used to keep track of activities. Of course, things can get complicated when you are juggling 100’s of clients, prospects, and active deals. Revenues are the lifeblood of your business. This was our contact record.

CRM 71

CRM Commission Territory Repeat business 71

Adaptive Business Services

JUNE 14, 2023

The entire secret to sales is creating, maintaining, and building client relationships. You will consistently engage with clients and build relationships. Here’s how … Prior to your first engagement … Research your client and their company Review their social profiles and take notes. characteristics.

CRM 62

CRM Clients Sales Contact 62

Adaptive Business Services

FEBRUARY 28, 2024

If I have followed my buyer-centric sales process correctly and I have built a relationship with that client and my services match their needs … “So, what do you think?”. appeared first on Adaptive Business Services. It’s not the end of the deal. It’s everything that happened during the deal. That’s about it.

Closing 71

Closing Sports CRM Consult 71

Adaptive Business Services

MAY 1, 2024

There are two variables in this area: the companies and the people in those companies who will have the highest likelihood of doing business with you … ICP (Ideal Client Profile) – Your ideal target client TBP (Target Buyer Persona) – The individual within a company who you will have the highest level of success in dealing with.

Appointment 77

Appointment Cold Call Sales CRM 77

Adaptive Business Services

AUGUST 21, 2024

Occasionally, I have had clients who free type and they still have issues. My area of expertise is Nimble CRM (specifically sales), however, I would be happy to connect you to an AI, managed services, or marketing professional who I know and trust. Copying and pasting from Word … always issues, so don’t.

CRM 71

CRM Contact Service Business Services 71

Adaptive Business Services

FEBRUARY 8, 2023

I have developed a program that has worked well, and has been well received, by my clients. A few months ago, I had already begun sending monthly updates to my clients regarding new Nimble features. Here is what I have done … Reorganized my training plan and folders – I create folders on Google Drive for each of my clients.

CRM 71

CRM Consult Clients Business Services 71

Adaptive Business Services

NOVEMBER 20, 2024

Email Address Issues Leading to Bounces We continue learning the ins and outs of email sequencing and I have had one or two clients who have, unfortunately, seen abnormally high bounce rates. The post Nimble CRM Tips & Updates – November 15, 2024 appeared first on Adaptive Business Services.

CRM 62

CRM Contact Service Networking 62

Adaptive Business Services

JANUARY 17, 2024

Folks who could, and would, willingly refer me to potential clients. My business was driven by new commercial construction and … there was none. I’m now formally developing both my ideal client profile as well as my target buyer personas. I scoured my territory for potential opportunities and found several hundred. Stay tuned.

Networking 71

Networking Cold Call Construction Territory 71

Adaptive Business Services

JANUARY 25, 2023

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 my clients. What else do I have to go on?

Sales 71

Sales Clients Consult Up-sell 71

Adaptive Business Services

APRIL 10, 2024

Since I do not have the inclination to answer these questions, with the exception of imparting certain sales wisdoms as it pertains to implementing Nimble CRM with clients … I think that my sales training days may be over. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 71

CRM Sales Technology Technology 71

Adaptive Business Services

DECEMBER 27, 2023

Not avoiding the uncomfortable – I ALWAYS avoided the uncomfortable conversations and particularly with clients. The only acceptable result of a client engagement is to have exceeded their expectations. I guess this means that I am still human:) The post Transformations appeared first on Adaptive Business Services.

Clients 62

Clients Business Services Conversion Sell 62

Adaptive Business Services

JANUARY 31, 2024

During my career I was a tremendous procrastinator and particularly when it came to delivering bad news to my clients. On the other hand, if we had not acted in the way that we had, this customer would have been lost and we did about another $750,000 worth of business with this client. I made 13% commission on every deal.

Transportation 71

Transportation Commission Territory CRM 71

Adaptive Business Services

SEPTEMBER 6, 2023

A stay in touch is a smart reminder to … stay in touch with this client. The frequency to stay in touch is selected on a per client basis. Whether you are building or maintaining a client relationship or working a deal, the steps remain the same. This is like a task only different. A task is a specific action one-off event.

CRM 71

CRM Contact Clients Consult 71

Adaptive Business Services

MARCH 1, 2023

When a client, or a potential client, contacts you they either have a question or a problem or maybe they even want to give you money. I regularly update my clients with new pieces of information and never hear anything back. The post A Simple 3-Step Plan for Selling Success appeared first on Adaptive Business Services.

Sell 71

Sell Electricity Clients Up-sell 71

Adaptive Business Services

OCTOBER 13, 2021

If he refers his client to another, one of two things are going to happen …. If his client has a great experience, the referrer is the hero. However, there is a reasonably large percentage of these folks who I would hesitate to refer to one of my clients. Referral-worthy behaviors are simply good business! It gets worse.

Referrals 77

Referrals Clients Meeting Networking 77

Adaptive Business Services

MARCH 23, 2022

But if one out of ten becomes a solid business prospect, or better yet a client, the process is working well. One of my biggest challenges is keeping business development activities going when the business is operating at near maximum capacity. Do you have regular routines? I obsess over that.

Sell 101

Sell Objectives and Key Results Networking Pitch 101

Adaptive Business Services

OCTOBER 18, 2023

Think Ideal Client Profile and Target Buyer Persona. The post Fail Forward appeared first on Adaptive Business Services. For one thing, I was chasing any sale with little regard as to whether or not it was my kind of project , the kind of project that I had a high likelihood of securing. How about you?

Up-sell 71

Up-sell Business Services Clients Sell 71

Adaptive Business Services

MARCH 6, 2024

You can also email articles to people who might be interested like … your valued clients. Send Data Send Data Send Data Send Data Send Data Send Data Send Data Send Data The post Nimble CRM Tips & Updates – March 1 2024 appeared first on Adaptive Business Services. Same for Buffer.

CRM 62

CRM Follow-up Consult Networking 62

Adaptive Business Services

APRIL 3, 2024

Many of my clients have been using a third-party newsletter application like MailChimp or several others. Send Data Send Data Send Data Send Data Send Data Send Data Send Data Send Data The post Nimble CRM Tips & Updates – April 1 2024 appeared first on Adaptive Business Services.

CRM 71

CRM X-functional Contact Consult 71

Adaptive Business Services

SEPTEMBER 21, 2022

I could easily duplicate and customize materials for each individual client. Part of the problem with the online school was that, when I spoke with potential clients about using it, almost universally they wanted one-on-one live training directly with me. Those people become consulting clients instead. You invent frozen T.V.

CRM 62

CRM Clients Consult Launch 62

Adaptive Business Services

JUNE 28, 2023

My CRM, Nimble, is devoted to tasks that are associated with clients. Oh yeah, I forgot about those crooked pictures:) The post In Praise of Lists appeared first on Adaptive Business Services. The great thing about these Google Apps is that they are synced to, and available on, any of my devices. I control my world.

CRM 71

CRM Gaming Business Services Clients 71

Adaptive Business Services

NOVEMBER 1, 2023

When we have completed the training, and the client has paid in full, I will immediately send you a check in the mail or make a deposit to your PayPal account. Any future business that I might do with this client is not eligible for commissions. This commission applies to the original training contract only.

CRM 71

CRM Commission Contract Referrals 71

Adaptive Business Services

MAY 11, 2022

One of the techniques often discussed in selling is that of creating a sense of urgency in order to move a client from the thinking to the acting stage. The post The Role of Urgency in Selling appeared first on Adaptive Business Services. As in … placing the order. Would you like to chat about sales or Nimble CRM?

Sell 71

Sell Electricity Manufacturing Technique 71

Adaptive Business Services

DECEMBER 28, 2022

In that regard, I’d like to see my customers invest in multiple services when they choose to invest in one. One obvious area in securing client testimonials and referrals. The post Time to Refocus in 2023 appeared first on Adaptive Business Services. I’ll chew on an approach for that goal. Talk about fun!

Electricity 71

Electricity Referrals CRM Consult 71

Adaptive Business Services

OCTOBER 19, 2022

This trait carried through to the business world. I rarely made my time commitments to clients. There may be occasions where your client will drive a completion date. appeared first on Adaptive Business Services. I would write papers the day before they were due. That never worked. Repetition.

Clients 71

Clients Business Services Presentation Service 71

Adaptive Business Services

JULY 28, 2021

Folks had always been happy to refer me to potential clients and I was most appreciative of those referrals! My plan was to contact each and every one of the key people who I knew who were in the best position to refer me to potential clients. We like referring our clients to you because we know that you will always take care of them.

Networking 77

Networking Referrals Cold Call CRM 77

ClickFunnels

SEPTEMBER 19, 2021

That’s how lead generation businesses work. At its most macro level, then, creating a lead generation business consists of finding clients (people who’ll pay you to generate leads for their business) and then being able to generate leads for those clients. No business model is perfect. Here’s an overview….

Lead generation 174

Lead generation Real Estate Niche Clients 174