Adaptive Business Services

JANUARY 15, 2025

Well over 50% of my Nimble clients came to me after using Nimble for quite some time, in many cases years. I havent used CRM for over 25 years because it keeps me better organized, on-track, and better able to build relationships with clients and prospects. We do request a 50% deposit with the balance due at completion. Stay tuned!

CRM 62

CRM Consult Contact Pipeline 62

Adaptive Business Services

NOVEMBER 27, 2024

When working with clients, and when writing, my focus is on educating. Or are you considering leveraging AI for more effective LinkedIn prospecting, or perhaps using advanced marketing in your business, or are you looking at improving your managed I.T. services including security, workflow, and telephony? Good grief.

CRM 62

CRM Contact Education Clients 62

Adaptive Business Services

DECEMBER 18, 2024

During this time, Nimble is monitoring your activities with this client and, if certain activities occur, it will automatically reset the count down back to, in this example, 30 days. 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.

CRM 71

CRM Pipeline Contact Represent 71

Adaptive Business Services

MARCH 19, 2025

I made a boo boo with a client when I created a global condition to check for replies. 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. Checking for bounces and unsubcribes are system added conditions. This is good!

CRM 71

CRM Contact Start-ups Service 71

Adaptive Business Services

JANUARY 1, 2025

For my clients who I love! One large contract and very few new clients. However, I made up for that with additional support for existing clients. What I need is new clients, existing clients, and another good hit and Im going to be taking a multi-point approach to all three. To keep my mind active and engaged.

Referrals 62

Referrals CRM Non-Profits Contract 62

Adaptive Business Services

MARCH 5, 2025

Even your current clients are running on top of a fine line. 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. The post Nimble CRM Tips & Updates – March 5, 2025 appeared first on Adaptive Business Services.

CRM 71

CRM Click Through Rate Contact Service 71

Adaptive Business Services

MARCH 23, 2022

Realized I didn’t want to do that forever, so I went back to school, got my MBA from the University of Minnesota Carlson School, spent 14 years in corporate marketing, 10 years with a small B2B-focused agency, then started my own consultancy in 2017. How about telling them a little bit about your business? I obsess over that.

Sell 101

Sell Objectives and Key Results Networking Pitch 101

Sales Hacker

AUGUST 7, 2020

Orange Business Services. Managing Client Partner. Manager, Business Development. Vice President, Client Partnerships North America. samsales Consulting. Head of Sales, Emerging Business. Managing Partner- Business Sales. Managing Client Partner. Business Development Manager.

Territory 131

Territory Presentation Strategic partnership Inside sales 131

Adaptive Business Services

JUNE 15, 2022

There are only 3 possible outcomes from a client interaction (here I go again) …. Exceeded expectations – Repeat and referral business. If you would like to chat about selling or if you are interested in learning more about Nimble CRM, please book a free 30-minute Zoom consultation with me ! I sound like a broken record.

Referrals 18

Referrals CRM Consult Promote 18

Adaptive Business Services

JUNE 5, 2024

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.

CRM 71

CRM Contact Consult Business Services 71

Adaptive Business Services

JULY 10, 2024

While I am frequently implementing and training businesses on how to use Nimble CRM, I rarely (like never) have a chance to use it with a client in a practical application. Contact records are a complete depository of all data and engagements with this client including tasks, emails exchanged, and notes. Here are the answers.

CRM 77

CRM Referrals Pipeline Sales 77

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

JULY 31, 2024

The absolute last place that I want to find myself in would be in a consulting contract with a person or company who I convinced that Nimble was the right solution for them. When people take advantage of my free 30-minute Zoom consultation, I am there to answer their questions honestly. I never ask for the order. Life is too short.

CRM 71

CRM Sell Contract Consult 71

Adaptive Business Services

JUNE 2, 2021

These are the business process owners and they represent the end users. Responsible for maintaining effective communication between users and consultant, scheduling and directing client subject matter experts, and ensuring smooth project progress. appeared first on Adaptive Business Services.

CRM 96

CRM Commission Repeat business Represent 96

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

Adaptive Business Services

FEBRUARY 8, 2023

Over the past couple of years, my Nimble CRM training and implementation consulting services have seen substantial growth. 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.

CRM 71

CRM Consult Clients Business Services 71

Adaptive Business Services

DECEMBER 28, 2022

I had spent a part of 2022 trying to break into electric signage (my background as an owner and a manager) as a vertical market for my consulting services. My Nimble CRM consulting business has been going well, but I would like to do more of it so that will be an area of focus. Not even one sale. Assess, adjust, adapt.

Electricity 71

Electricity Referrals CRM Consult 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

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

AUGUST 28, 2024

While Nimble is very simple to use, if you really want to have it act in a way that will be the most beneficial for you and your business, there are a number of features that are less apparent. The fact is, a very large percentage of my clients came to me after using Nimble for quite some time.

CRM 71

CRM Electricity Clients Consult 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. Send Data Send Data Send Data Send Data Send Data Send Data The post The Only Thing Worse Than Losing the Sale Is … appeared first on Adaptive Business Services. Knowing, or wondering, that if you had just done.

CRM 71

CRM Represent Education Pipeline 71

The 5% Institute

DECEMBER 12, 2019

Finding your potential clients pain points is a crucial part of the sales process , because if you can’t find what they are; it’ll be a lot harder to close the sale. Many Sales Professionals and Business Owners go about their sales conversations the wrong way. An impact on their business. What Are Pain Points? Personal impact.

Real Estate 75

Real Estate Non-Profits Consult Sales 75

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 Clients 77

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. If yes, please book a free 30-minute Zoom consultation with me. The post The Role of Urgency in Selling appeared first on Adaptive Business Services.

Sell 71

Sell Electricity Manufacturing Technique 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

APRIL 17, 2019

Around ten years ago, the consumer market was a totally different landscape where the sales process involved telemarketing and setting appointments for sales professionals to gain clients and close deals. The post Becoming a Great Sales Professional in Today’s Market appeared first on Adaptive Business Services.

Appointment 63

Appointment Consult Represent Sales 63

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. appeared first on Adaptive Business Services. While the benefits to he or she who receives them are obvious, the benefits to the referrer are maybe less so. You are providing added value.

Referrals 71

Referrals CRM Consult Service 71

Adaptive Business Services

JULY 14, 2021

It starts with having an open dialogue and this can only be attained through having established a level of trust with your client. For a free, no obligation, 30 minute Zoom consultation with me, please follow this link to my calendar to schedule a time! The post The Object is Objections appeared first on Adaptive Business Services.

Consult 77

Consult Business Services Trust Presentation 77

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 Clients Represent 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

Score More Sales

NOVEMBER 8, 2012

What is the best way to worsen a relationship with a prospective client, a customer, or an invaluable referral partner? Never pick up the phone, and be guilty of two other bad email habits that happen every day, all over the business world. Answer: Only communicate through email.

Customers 95

Customers Referrals Consult Follow-up 95

Adaptive Business Services

APRIL 13, 2022

Recently I added a set of Nimble customization worksheets, for the client to review prior to our getting started, which will allow us to make better use of our actual live training time. . I created this system earlier this year and I am now using it with my 5th client. Book a free 30 minute Zoom consultation with me !

CRM 71

CRM Consult Clients Contact 71

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

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 Sales Clients Contact 62

Adaptive Business Services

FEBRUARY 22, 2023

A unified database allows sales, marketing, and customer service departments to care for your clients. If you would like to chat with me to determine if Nimble CRM might be right for your business, please book a free 30 minute Zoom consultation with me. It minimizes silos and that is a goal worth pursuing!

CRM 14

CRM Contact Consult Business Services 14

Adaptive Business Services

NOVEMBER 13, 2019

Another example might be an accountant, an attorney, a financial planner, a banker, and an HR consultant. This would comprise a professional services power partner subset. What this really meant was that they had confidence that, once they referred someone to me, that client would be taken care of appropriately. That’s what.

Networking 78

Networking Electricity Construction Referrals 78

Adaptive Business Services

APRIL 3, 2024

Many of my clients have been using a third-party newsletter application like MailChimp or several others. 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. These generally will have the features that Nimble will be introducing.

CRM 71

CRM X-functional Contact Consult 71