Adaptive Business Services

NOVEMBER 27, 2024

When working with clients, and when writing, my focus is on educating. 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. I’m Experimenting AI appeared first on Adaptive Business Services.

CRM 62

CRM Contact Education Clients 62

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. Now, Im old fashioned. I would also be happy to connect you to managed I.T.

CRM 62

CRM Consult Contact Pipeline 62

ClickFunnels

SEPTEMBER 19, 2021

I then entered some information about my vehicle, received a cash offer within a few minutes via email, and — here’s where the magic happened — I also received the contact information for local businesses that were willing to buy my car. That’s how lead generation businesses work. No business model is perfect.

Lead generation 174

Lead generation Real Estate Niche Clients 174

Adaptive Business Services

MARCH 3, 2021

Prospecting – Based on your Ideal Client Profile, become a master of search on both the social networks as well as within Nimble. . Nimble will auto populate social networks, where it can, during contact record creation. . Signals, under this tab, will show Twitter interactions with this contact. Not your company … YOU.

CRM 105

CRM B2B Sell Networking 105

Adaptive Business Services

FEBRUARY 5, 2020

I no longer answer my home phone or my cell phone unless you are recognized as being in my contact lists and … I like you. I have filters and services which are sending the bulk of your daily email newsletters either to the trash (75%) or to a digest (15%). This article is more a request for your opinions rather. Start a blog.

Cold Call 121

Cold Call Campaign Education Prospecting 121

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

JUNE 5, 2024

To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. Send Data Send Data Send Data Send Data The post Nimble CRM Tips & Updates – June 5 2024 appeared first on Adaptive Business Services.

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.

CRM 77

CRM Referrals Pipeline Sales 77

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! I still had contacts in this industry although it had been several years since I had actually worked in it. We like referring our clients to you because we know that you will always take care of them. It can get tricky.

Networking 77

Networking Referrals Cold Call CRM 77

Adaptive Business Services

JUNE 2, 2021

These are the business process owners and they represent the end users. Project Lead – Primary contact for all project activity. Responsible for maintaining effective communication between users and consultant, scheduling and directing client subject matter experts, and ensuring smooth project progress.

CRM 96

CRM Commission Repeat business Represent 96

Adaptive Business Services

SEPTEMBER 6, 2023

Additionally, these can be created in both contact and deal records. Events – You are scheduling an event with this contact. They are the same as tasks with two exceptions … they have a specific custom name and you can specify whether or not to update your last contacted date (read on). Notes – Just what they say.

CRM 71

CRM Contact Clients Consult 71

Adaptive Business Services

AUGUST 21, 2024

Migrate contacts to specific steps in sequences. If, for any reason, you wish to place a contact in a specific stage of that sequence, now you can. Occasionally, I have had clients who free type and they still have issues. Updates … New! For example, maybe you wish to skip a step. Here’s what’s still coming!

CRM 71

CRM Contact Service Business Services 71

Adaptive Business Services

MARCH 8, 2023

Nimble has two possible features that might be used in their project management capacity and each presents unique challenges … Workflows Deals Workflows are actually a part of a contact record (person or company. This means that … Notes for this project will be mixed in with all other notes related to this contact record.

CRM 71

CRM Contact Pipeline Follow-up 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.

CRM 71

CRM Contact Clients Represent 71

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. This was our contact record. 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.

CRM 71

CRM Commission Territory Repeat business 71

Adaptive Business Services

MAY 8, 2024

Prior to web forms being introduced, I used web hooks to connect Wufoo contact forms to Mailchimp to Nimble. In the aforementioned example, contact records created in Mailchimp could be automatically duplicated in Nimble, but not the other way around. For example, I have a tag that I use for my Nimble clients (this means you!).

CRM 71

CRM Contact Consult Service 71

Adaptive Business Services

NOVEMBER 10, 2021

For several years now Nimble has offered a way for you to create and to track business opportunities or deals. This includes creating the deal, associating it to a contact or company record, tracking the deal through a pipeline (your process for closing this deal), and generating forecasts based on your pipeline(s). Watch the video!

CRM 71

CRM Electricity Pipeline Manufacturing 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. Contacts are placed in the workflow and they move through the process stages. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 71

CRM Represent Education Pipeline 71

Adaptive Business Services

NOVEMBER 1, 2023

I believe that the way responses are currently handled may be changing to allow for automatic contact creation with tagging. They differ in the following manners … Contact records are placed in workflows. Deal records, which are generally associated with one or more contact records, are placed in pipelines.

CRM 71

CRM Commission Contract Referrals 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. Contact Syncing I used to be a huge proponent of contact syncing.

CRM 62

CRM X-functional Contact Price 62

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

JUNE 14, 2023

The entire secret to sales is creating, maintaining, and building client relationships. You will consistently engage with clients and build relationships. Everything below is part of a contact record in your CRM. The contact record is the literal heart of any CRM!! characteristics.

CRM 62

CRM Sales Clients Contact 62

Adaptive Business Services

APRIL 3, 2024

Many of my clients have been using a third-party newsletter application like MailChimp or several others. Once again, and I probably repeat myself, typically messages generated by these third-party platforms will not sync over to Nimble contact records. These generally will have the features that Nimble will be introducing.

CRM 71

CRM X-functional Contact Consult 71

Adaptive Business Services

FEBRUARY 22, 2023

These can include … Who, besides yourself, can see your emails Who can see or edit your deals Who can see or edit your account contact records Typically, managers will have access to all of this information except maybe for email messages (depending on your CRM). The post Privacy and Nimble CRM appeared first on Adaptive Business Services.

CRM 14

CRM Contact Consult Business Services 14

Adaptive Business Services

AUGUST 25, 2021

Inform the client of “the process”. What kind of returns (dollars or otherwise) as a result of investing in your services? to find key contacts, What are their interests? How are they spending their dollars now as they relate to your services? At the end of the call, review the notes and ask them if you got it right.

Sell 87

Sell CRM Referrals Up-sell 87

Adaptive Business Services

APRIL 13, 2022

The eye opener was when people contacted me about the course, and despite the significant cost savings should they choose to go that route, folks wanted one-on-one training. I created this system earlier this year and I am now using it with my 5th client. It’s tough to ask a video a question and to expect a reply. I’m evolving too.

CRM 71

CRM Consult Clients Contact 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. Step #1 – Respond How simple does it get?! You may not pay now, but you will pay later.

Sell 71

Sell Electricity Clients Up-sell 71

Adaptive Business Services

JANUARY 2, 2024

A large percentage of my clients are existing Nimble users. Note that you may need to copy this from your email client settings screen rather than from a signature from an actual email. These templates can be used for group messages (same email but personalized for each recipient) or sent to individual contacts.

CRM 71

CRM Customers Pipeline Contact 71

Adaptive Business Services

NOVEMBER 13, 2019

Next, I began to systematically contact every commercial realtor, architect, developer, and construction company who I had worked with previously on a signage project. 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. Makes sense.

Networking 78

Networking Electricity Construction Referrals 78

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

Lead Fuze

OCTOBER 1, 2021

.” A prospect, according to the Business Dictionary, is a “possible client who has been qualified based on his/her purchasing power, financial ability, and willingness to buy.” Prospecting is the process through which salespeople contact prospects who have gone to the ground or have lost touch with the company.

Technique 95

Technique Prospecting Cold Call Sales 95

Adaptive Business Services

SEPTEMBER 22, 2021

Be proactive – The absolute last thing that you want to see happen is for the customer to contact you to check on the status of anything and particularly if it is a problem. The post Characteristics of Successful Salespeople appeared first on Adaptive Business Services. Start here. . Being diplomatic helps.

Manufacturing 77

Manufacturing Technique Up-sell Trust 77

Adaptive Business Services

JULY 7, 2021

Your actions will be noted by others and they will be all that they have to go on as they evaluate whether or not to refer you to their clients. If a lead sounds interesting, contact the member directly to discuss it. The post How to Maximize Your Networking Group Investment appeared first on Adaptive Business Services.

Networking 77

Networking Non-Profits Referrals Construction 77

Adaptive Business Services

JULY 26, 2023

No Stats) appeared first on Adaptive Business Services. If you would like to learn more about Nimble and whether or not it might be the right choice for you, please book a free 30-minute Zoom consultation with me. The post Here’s HOW a CRM Will Increase Your Sales! (No

CRM 62

CRM Pipeline Contact Represent 62

Adaptive Business Services

MAY 4, 2022

The basic rules for managing tasks, let’s say with a client, would be to …. As you can see, there are three steps to this process and you are planning and scheduling your next step with this client. Contact the inquirer. How About Tasks? Schedule the task. Complete the task. Schedule your next task. Assign the lead.

Process 71

Process Pipeline CRM Sales 71

Adaptive Business Services

OCTOBER 27, 2021

Review landlord requirements (if not on file, contact them and get these before your 1st meeting). Be sure to let the client know that, in preparation for your meeting, you have researched code, CC&Rs, and area signs and this is what you have learned. Introduce yourself to the landlord. It will be appreciated!

Electricity 71

Electricity Pitch Sales Meeting 71