Adaptive Business Services

SEPTEMBER 11, 2024

You work your CRM however you wish! 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. My best advice?

CRM 62

CRM X-functional Contact Price 62

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

JANUARY 24, 2024

As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. 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. Revenues are the lifeblood of your business. Better customer relationships.

CRM 71

CRM Commission Territory Repeat business 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. Are you thinking about a CRM?

CRM 71

CRM Contact Represent Clients 71

Adaptive Business Services

APRIL 3, 2024

Nimble CRM Tips and Updates April 1, 2024 How do you like the new look? Updates At this time, we have no new updates to report for Nimble CRM. Many of my clients have been using a third-party newsletter application like MailChimp or several others. This was more of an experiment than anything and it is far from perfect!

CRM 71

CRM X-functional Contact Consult 71

Adaptive Business Services

MAY 8, 2024

My website and LinkedIn page has a headline which says “Sales & Nimble CRM Training”. For example, I have a tag that I use for my Nimble clients (this means you!). 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 Contact Consult Service 71

Adaptive Business Services

MARCH 6, 2024

For example, I follow news on selling and on CRM. You can also email articles to people who might be interested like … your valued clients. A Nimble contact record is the nerve center of your CRM. You can, and you should , be leveraging these capabilities to provide better customer service and to increase your revenues!

CRM 62

CRM Follow-up Consult Networking 62

Adaptive Business Services

SEPTEMBER 6, 2023

Summer has come to an end, at least in my hemisphere, and so it is time to get back to work:) Here’s the latest news on Nimble CRM. 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. This is like a task only different. What’s next?

CRM 71

CRM Contact Clients Consult 71

Adaptive Business Services

JUNE 14, 2023

It seems as if I am always touting how simple CRM, and by extension selling, really is. The entire secret to sales is creating, maintaining, and building client relationships. You will consistently engage with clients and build relationships. You can then leverage your CRM to assist you with staying on track.

CRM 62

CRM Clients Sales Contact 62

Adaptive Business Services

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. 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.

CRM 71

CRM Commission Contract Referrals 71

Adaptive Business Services

JANUARY 2, 2024

I have identified 20 distinct areas where we can customize your Nimble CRM account to meet your specific needs and we can do that in one to three meetings (3 hours total). A large percentage of my clients are existing Nimble users. Moreover, Craig’s live training sessions on Nimble CRM were exceptional.

CRM 71

CRM Customers Pipeline Contact 71

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

MARCH 8, 2023

As a Nimble CRM Solution Partner, I work with companies on implementing, and customizing, Nimble for their business. One thing I have learned is that each business that I work with has unique needs. In researching this for my client, I thought of two interesting applications. Of course, the email problem remains.

CRM 71

CRM Contact Pipeline Follow-up 71

Adaptive Business Services

JULY 26, 2023

I prefer to focus on results so we are going to ignore all of the statistics that tout the promised benefits of CRM. Part of it is that a CRM is viewed as data entry. Another aspect is that most often using a CRM is something that has been requested (dictated) by their company or sales manager. I represent Nimble CRM.

CRM 62

CRM Pipeline Contact Represent 62

Adaptive Business Services

JUNE 29, 2022

Now, I don’t know about you, but I’m going to need a CRM to keep track of all of these conversations. I represent Nimble, but any CRM will come with the ability to take notes, schedule tasks for follow-ups, and it should also aggregate your email messages into that contact’s record. . That’s a good thing!

Clients 90

Clients CRM Pitch Represent 90

Adaptive Business Services

MAY 31, 2023

Please note – While this article discusses Nimble CRM specifically, contact syncing between any two applications may raise similar concerns. There are ways to safeguard against mass record creation, but most of my clients don’t have the time to properly manage these. The C in CRM is Customer. I want those in Nimble.

Contact 71

Contact CRM Follow-up Consult 71

Adaptive Business Services

MARCH 3, 2021

Nimble CRM is likely the most social CRM that there is! Prospecting – Based on your Ideal Client Profile, become a master of search on both the social networks as well as within Nimble. . Where does Nimble CRM fit in with social selling? . First let’s talk about where social selling excels …. Not your company … YOU.

CRM 105

CRM B2B Sell Networking 105

Adaptive Business Services

APRIL 13, 2022

It took me a while, but I have now created a standardized system for training businesses on the best use of Nimble CRM. Better yet, this system is easily customized for an individual business’s needs. A couple of years ago, with encouragement from others, I embarked on creating a complete online training course for Nimble CRM.

CRM 71

CRM Consult Clients Contact 71

Adaptive Business Services

NOVEMBER 13, 2024

There are hundreds, if not thousands, of CRM systems out there and a very large number of them are very good. CRM, inherently, is not that complicated. However, if you really want to leverage the power of your CRM, respectfully, you probably will want someone like me to show you how to do that. I am not a CRM consultant.

CRM 62

CRM Consult Represent Service 62

Adaptive Business Services

JUNE 2, 2021

The unfortunate fact is that a large majority of CRM implementations fail. In this series of articles, we’ll explore the many reasons why salespeople seem, almost universally, to HATE CRM. This is pretty easy to understand if your perception is that CRM will, at best, inhibit your selling. Dealing with CRM pushback.

CRM 96

CRM Commission Repeat business Represent 96

Adaptive Business Services

NOVEMBER 10, 2021

I’m starting to work with a client right now who tracks almost all of their processes on a variety of spreadsheets. The post Nimble CRM Introduces Workflows and You’re Gonna’ Love Them! The post Nimble CRM Introduces Workflows and You’re Gonna’ Love Them! appeared first on Adaptive Business Services.

CRM 71

CRM Electricity Pipeline Manufacturing 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. Deploy your CRM I represent Nimble CRM but your existing CRM may also be up to the task. Are you thinking about a CRM? 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

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. Are you thinking about a CRM? services including security, workflow, and telephony? It’s a win win for both of us!

Sell 62

Sell Angle CRM Repeat business 62

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

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 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. Are you thinking about a CRM? appeared first on Adaptive Business Services. You are providing added value. Here is how I evaluate referral worthiness. It’s pretty simple.

Referrals 71

Referrals CRM Consult Service 71

Adaptive Business Services

APRIL 10, 2024

I was a fairly early adopter of CRM (late 80’s) but have since avoided most sales enablement tools. 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.

CRM 71

CRM Sales Technology Technology 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 18, 2018

This included Social CRM. I also predicted, and the jury is still out, that LinkedIn wanted to be a CRM. They started down that path by introducing CRM-like features which have since been removed (some are still available in one or more of their premium platforms). appeared first on Adaptive Business Services.

CRM 48

CRM Contact Represent Business Services 48

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 have decided to narrow my efforts to training and implementing Nimble CRM.

Networking 71

Networking Cold Call Construction Territory 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

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! Winner, winner.

Electricity 77

Electricity Price CRM Consult 77

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. Are you thinking about a CRM?

Transportation 71

Transportation Commission Territory CRM 71

Salesforce

NOVEMBER 11, 2024

For example, with Salesforce’s AI-powered customer relationship management (CRM) you’re getting your customer data ready to be used by an AI agent. This allows you to focus on what matters most — growing your business. In fact, 80% of customers value their experience with a company as much as the products or services they buy.

Real Estate 59

Real Estate CRM Hospitality Retail 59

Adaptive Business Services

DECEMBER 28, 2022

My failed venture into providing an online course for Nimble CRM has been shut down. . 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. One obvious area in securing client testimonials and referrals. Not even one sale.

Electricity 71

Electricity Referrals CRM Consult 71

Adaptive Business Services

SEPTEMBER 21, 2022

A couple of years ago, and after years of encouragement from others, I decided to create an online course for Nimble CRM. I could easily duplicate and customize materials for each individual client. Those people become consulting clients instead. My one-on-one training business is now chugging along nicely.

CRM 62

CRM Clients Consult Launch 62

Adaptive Business Services

FEBRUARY 22, 2023

Most CRMs, and Nimble CRM is no exception, have some levels of privacy controls. I have always been of the opinion that CRM works best as a transparent and open database. Ideally, CRM is not just for salespeople. A unified database allows sales, marketing, and customer service departments to care for your clients.

CRM 14

CRM Contact Consult Business Services 14