Adaptive Business Services

JANUARY 1, 2025

I have been in a varying state of semi-retirement for close to 20 years now. I only work as needed and it is not even close to what would be considered as part-time. 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.

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Referrals CRM Non-Profits Contract 62

Adaptive Business Services

MARCH 5, 2025

Monitor Spam Complaints & Unsubscribes Closely Even with a low bounce rate, high spam complaints (above 0.1%) can get you flagged. 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. Body: Brief intro. Non-promotional tone.

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CRM Click Through Rate Contact Service 71

Adaptive Business Services

MAY 15, 2024

under 1 minute each) If a deal, be sure to fill out: deal value, expected close date, and probability of closing. The percentage chance of closing takes into account that nobody wins 100% of their deals. 1 minute per deal not counting notes and tasks) A deal is closed as being either deleted, won, or lost.

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CRM Pipeline Contact Closing 77

Adaptive Business Services

MAY 1, 2024

Presentations to closed deals. If I make one presentation and that results in a sale, my closing ratio is 100% but I doubt it will allow me to reach my monthly targets. Instead, I might need to make 20 presentations each month and close 60% of those presentations. Calls to appointments. Appointments to presentations.

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Appointment Cold Call Sales CRM 77

Adaptive Business Services

JULY 10, 2024

What is the rep’s closing ratio and what is their average deal size (won, loss, or total)? Send Data Send Data Send Data Send Data The post Key Takeaways – Using Nimble CRM in a Sales Coach Role appeared first on Adaptive Business Services. Also like workflows, deals that are “stuck” are identified. How about won deals?

CRM 77

CRM Referrals Pipeline Sales 77

Martech

NOVEMBER 14, 2023

Figure out how you want to segment and then reverse engineer that backwards,” said Ali Schwanke, founder of consultancy Simple Strat, in a presentation at The MarTech Conference. If you have an external partner for your business service, you could also send automated messages to that entity asking to contact the customer. “If

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Contact Engineering Service Strategize 119

Adaptive Business Services

APRIL 24, 2024

I also think that, the holy grail of selling, the “close” is highly overrated. The close is “the natural culmination” of a well executed sales plan. Send Data Send Data Send Data Send Data Send Data Send Data The post Hiring Salespeople appeared first on Adaptive Business Services. Long list.

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CRM Repeat business Referrals Clients 77

Adaptive Business Services

DECEMBER 28, 2022

The end of 2022 brought to a close certain chapters of my professional life. 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. The post Time to Refocus in 2023 appeared first on Adaptive Business Services.

Electricity 71

Electricity Referrals CRM Consult 71

Adaptive Business Services

OCTOBER 9, 2024

For instance, if a company needs to sell $100,000 monthly, and the sales team can only close around 50% of their monthly sales, the sales team will require at least $200,000 in good active deals. Book a free 30-minute Zoom consultation by following this link.

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Profit margin Contract Teamwork CRM 71

Adaptive Business Services

FEBRUARY 14, 2024

A deal has a projected closing date. A deal has a percentage probability of closing successfully. Variables such as deal amount and predicted closing dates should be monitored and modified as needed. appeared first on Adaptive Business Services. The question is why? The post It’s The Process, Stupid!

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Process Pipeline CRM Represent 77

Adaptive Business Services

JULY 28, 2021

Our referring you is a value-added service for our clients, it is one less aspect of our deal to worry about, and if we do hear about it again … it is them thanking us for referring you.”. Read that closely and let it sink in. I spent three years in sales before deciding to go into consulting full-time.

Networking 77

Networking Referrals Cold Call CRM 77

Adaptive Business Services

JULY 6, 2022

If a deal, be sure to fill out: deal value, expected close date, and probability of closing. The percentage chance of closing takes into account that nobody wins 100% of their deals. Monitor your deal pipeline and adjust (edit the deal record) value, close date, and probability of closing as needed.

CRM 71

CRM Pipeline Contact Sales 71

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.

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Appointment Consult Represent Sales 63

Sales Hacker

AUGUST 7, 2020

Orange Business Services. samsales Consulting. Head of Sales, Emerging Business. Chasse Consulting: Sales Strategies, Inc. Vice President – Service Management (North America). Launch Consulting Group. Empowering Coaches, Consultants & Solo-Entrepreneurs. Uncensored Consulting.

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Territory Presentation Strategic partnership Inside sales 131

Adaptive Business Services

JULY 24, 2024

The close ratios are outstanding! 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.

Referrals 71

Referrals CRM Consult Service 71

Adaptive Business Services

FEBRUARY 7, 2024

Things change and if these change you will want to edit your deal record … Deal amount Deal percentage chance of closing Projected close date If these fields are not accurate, your sales forecasts will be worthless! I could go on, but I won’t. Enough for today. Are you thinking about a CRM?

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CRM Pipeline Contact Consult 71

Adaptive Business Services

MARCH 20, 2024

I have been told that the following are VERY close to release (maybe even this month) … Group message send limit availability will be increasing Message sequencing Group message scheduling Now, and this is strictly a guess, I suspect that these may be premium (extra cost) features. Coming very soon!

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CRM Customer Relationship Management Contact Relationship Management 71

Adaptive Business Services

AUGUST 14, 2024

If there is a match between my services and their needs, I have an extremely high closing ratio. 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. Are you thinking about a CRM?

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CRM Sales Consult Service 71

Adaptive Business Services

NOVEMBER 16, 2022

You closed the order. Deals have unique elements including … a dollar value, an expected close date, and a predicted percentage chance of closing. They have expressed an interest in our services but they do not yet represent an opportunity. They might not even have a projected close date. This deal just went away.

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CRM Represent Pipeline Contact 71

Adaptive Business Services

FEBRUARY 8, 2023

The week between Christmas and New Years was spent closing a chapter of my professional life with the passing of one business to its new owner. Over the past couple of years, my Nimble CRM training and implementation consulting services have seen substantial growth. Now it was time to turn my attention toward 2023.

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CRM Consult Clients Business Services 71

Adaptive Business Services

MAY 4, 2022

Close the lead as either not qualified or qualified and assigned to an account executive or, if that is you, convert it to a valid opportunity (deal). Simply put, this process is designed to ensure that you are not chasing opportunities which have little to no chance of closing successfully. An expected closing date.

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Process Pipeline CRM Sales 71

Adaptive Business Services

NOVEMBER 10, 2021

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). A percentage chance of closing that is used to calculate the weighted deal value. A projected close date. A dollar value.

CRM 71

CRM Electricity Pipeline Manufacturing 71

Adaptive Business Services

MAY 11, 2022

I don’t much care for the term “creating” as it implies some sort of artificial emergency that is conjured up by the salesperson in order to close the sale. 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.

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Sell Electricity Manufacturing Technique 71

Adaptive Business Services

JULY 17, 2024

The close is the natural result of a process done correctly. 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.

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CRM Represent Education Pipeline 71

Adaptive Business Services

MARCH 8, 2023

While deals are used to create a pipeline and, while they generally include things like a potential dollar value, a predicted close date, and a percentage probability of closing, they don’t have to use these variables. The post Using Nimble CRM Deals for Project Management appeared first on Adaptive Business Services.

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CRM Contact Pipeline Follow-up 71

Adaptive Business Services

APRIL 27, 2022

I never close. I’ve always preached that the close is overrated and that the order is the natural culmination to a deal done right. If you would like to learn more about Nimble, or just chat a bit about selling … please schedule a free 30-minute Zoom consultation with me. For example, I am not your I.T. Department. Guess what?

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Sell Represent Technique Up-sell 71

Adaptive Business Services

MARCH 13, 2024

What makes these deals easier to close? 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 www.calendly.com/craigmjamieson. The post High Value Deals Are Often Easier To Secure appeared first on Adaptive Business Services.

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Electricity Price CRM Clients 77

Adaptive Business Services

FEBRUARY 22, 2023

What happens when the salesperson is on safari n the Amazon, no internet or cell service, and your customer has a question on an issue that needs to be addressed? A closed database prevents other team members from viewing prior engagements and activities that might enable them to better serve that customer. Consider this.

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CRM Contact Consult Business Services 14

Adaptive Business Services

APRIL 6, 2022

Self starter – The attraction of selling, at least for most successful salespeople, is that you are running your own business and you will be compensated directly based on your efforts. This is one of the reasons why salespeople tend to be independent and also why they will chafe at being managed too closely. See one here.

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Consult Business Services Sales Experience Sell 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. This leads us to the next type – their business.

Real Estate 75

Real Estate Non-Profits Consult Sales 75

Adaptive Business Services

JANUARY 11, 2023

His closing ratio was above 70% and I know that he was not cherry picking projects. I’ve never seen anything close. Please book a free 30-minute Zoom consultation with me if you would like to find out more. The overall deal value mix was good. All good numbers! Maybe I can do the same for you?

Electricity 71

Electricity CRM Sales Follow-up 71

Adaptive Business Services

APRIL 10, 2024

Honestly, I’m torn and I’m not ready to fully close this chapter of my life. 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 www.calendly.com/craigmjamieson. appeared first on Adaptive Business Services.

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CRM Sales Technology Technology 71

Adaptive Business Services

MARCH 27, 2024

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. 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 www.calendly.com/craigmjamieson.

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CRM Contact Clients Represent 71

Adaptive Business Services

AUGUST 23, 2023

Web forms (think contact forms for your website) are close to being released. If yes, Please book a free 30-minute Zoom consultation with me. The post Nimble CRM Updates Workflow and Deal Listing Options appeared first on Adaptive Business Services. Automations will also be coming to messaging. I have seen screenshots.

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CRM Pipeline Consult Contact 62

Martech

JANUARY 13, 2022

Marketo, which Abobe renamed Adobe Marketo Engage, primarily serves SMB to enterprise-level B2B marketers and some B2C considered-purchase marketers in a variety of industries, including technology, business services, healthcare, financial services, education, manufacturing, and telco. Learn more here.

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E-commerce Tradeshows CRM Healthcare 120

Adaptive Business Services

JANUARY 10, 2024

However, if you handle a lot of incoming leads and you are going to be adding them to a pipeline, without values such as $ value or closing date or % probability of closing … that is going to get very messy and very unmanageable. Workflows do not have this capability.

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CRM Pipeline Territory Represent 71

Adaptive Business Services

JUNE 8, 2022

If I close 50% of the deals that I compete on, what if I could raise that to 60%? What if I improved both my call to appointment and closing ratios? If yes, please book a free 30-minute Zoom consultation with me ! The post Sign Prospecting Tips appeared first on Adaptive Business Services. But not always.

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Prospecting Appointment Referrals Cold Call 71