Adaptive Business Services

MARCH 3, 2021

Nowadays … think Zoom if in-person meetings are not practical. Nimble will auto populate social networks, where it can, during contact record creation. . The Bing web page, found under “Integrations” , will conduct a search of that contact and it will discover most social networks in addition to other info.

CRM 105

CRM B2B Sell Networking 105

Adaptive Business Services

JANUARY 13, 2021

A few months back, a gentleman that I know contacted me and asked if he could speak with me about CRM in general as well as Nimble CRM specifically. The correct answer was “It keeps contact records.” Your contact record is a history of engagement and it is the life blood of your CRM as a sales tool. I got it wrong. Stupid me.

CRM 83

CRM Contact Pipeline Follow-up 83

Adaptive Business Services

AUGUST 11, 2021

One of the nicest things about Nimble CRM is that it can be highly customized in order to meet your specific needs including as a Signage CRM …. Contact record tags which can be named and created on the fly. Reorder, or hide, blocks of information on contact records. Customized lead pipelines. Customized lead detail options.

CRM 77

CRM Customers Electricity Manufacturing 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. Sales, Marketing, and Business Processes to be supported. When meeting with all stakeholders … Actively listen and participate. appeared first on Adaptive Business Services.

CRM 96

CRM Commission Repeat business Represent 96

Adaptive Business Services

FEBRUARY 16, 2022

Around this same time I was contacted by Jon Ferrara who was getting ready to introduce Nimble Social CRM. Before we had CRM we had contact managers. Someone came up with the bright idea that we should not be managing contacts, we should be managing our relationships with them … Customer Relationship Management … CRM. .

CRM 77

CRM Contact Customer Relationship Management Relationship Management 77

Adaptive Business Services

JULY 17, 2024

Pre-Meeting Identify decision makers. Initial Meeting Share your research. Recap their needs and confirm (this may be done in a document format following the meeting). Presentation Prior to the meeting, do you have everything you need? Recap your previous meeting(s) and ask if anything has changed.

CRM 71

CRM Represent Education Pipeline 71

Adaptive Business Services

AUGUST 25, 2021

Set timelines that meet both of your needs and then exceed them. 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? Be prepared. Clarify and confirm. Make the calls!

Sell 87

Sell CRM Referrals Up-sell 87

Adaptive Business Services

JULY 28, 2021

I still had contacts in this industry although it had been several years since I had actually worked in it. 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. Maintain complete contact records on customers, prospects, and power partners.

Networking 77

Networking Referrals Cold Call CRM 77

Adaptive Business Services

JULY 7, 2021

They require work inside and outside of our weekly meetings. If a lead sounds interesting, contact the member directly to discuss it. Have a great 60 second elevator pitch – Most groups will allow members the opportunity to briefly introduce themselves and their services at every meeting. Plain awful. Be prepared!

Networking 77

Networking Non-Profits Referrals Construction 77

Adaptive Business Services

NOVEMBER 16, 2022

Workflows are populated with contact records (people or companies). You can have multiple different workflows and a contact can appear in more than one at the same time. Nimble offers a variety of workflow templates, for all different aspects of your business, that can be modified, or you can build your own from scratch.

CRM 71

CRM Represent Pipeline Contact 71

Adaptive Business Services

APRIL 23, 2018

Nimble today soft-launched their redesigned Today Page, an intuitive, all-in-one dashboard that delivers clear views of the pipeline and the people you plan to engage during today’s meetings, on tasks and via social media. Communicate authentically with contacts and easily update team members directly from the dashboard.

CRM 11

CRM Launch Appointment Pipeline 11

Adaptive Business Services

MARCH 23, 2022

Because I never really sold directly before starting my own business, I really don’t think of the activities separately. Events, social media activity (primarily Twitter and LinkedIn), calls, coffee, Zoom meetings…they’re all part of the process. How do you manage to stand out from the noise? There’s a lot to be said for persistence.

Sell 101

Sell Objectives and Key Results Networking Pitch 101

Adaptive Business Services

MAY 26, 2021

Compare this with a contact record in your CRM where all activities are ordered chronologically and, with one click, can be filtered to show only messages, notes, tasks, deals, and calendar events. . If you have connected your current email and calendar services to your CRM, these are logged to the contact record automatically.

CRM 77

CRM Pipeline Commission Contact 77

Adaptive Business Services

JULY 21, 2021

Nimble has long had a separate widget box in the contact record for lead details (source, status, etc.). In some cases this information could replace Nimble’s lead details widget (which you could then hide) in the contact record. Leads, and the lead pipelines for that matter, are also directly integrated into the contact record.

CRM 71

CRM Pipeline SQL Appointment 71

Adaptive Business Services

JULY 26, 2023

No Stats) appeared first on Adaptive Business Services. It’s just that more difficult to manage these multiple moving parts. 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.

CRM 62

CRM Pipeline Contact Represent 62

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. It’s coming out of that meeting and saying … “Why didn’t I do … ?!”. . Book a free 30-minute Zoom meeting with me! Start here. . – Be prepared.

Manufacturing 77

Manufacturing Technique Up-sell Trust 77

Adaptive Business Services

OCTOBER 27, 2021

Research zoning and ordinance prior to meeting with customers. Review landlord requirements (if not on file, contact them and get these before your 1st meeting). Be prepared to discuss these things with the customer at the first meeting. Book a free 30-minute Zoom meeting with me! It will be appreciated!

Electricity 71

Electricity Pitch Sales Meeting 71

Adaptive Business Services

AUGUST 24, 2022

How are you with things like privacy settings, connecting email and calendars, as well as importing contact records from Outlook or Google? . Every business that I have worked with has their own unique needs. How can you leverage Nimble to receive its maximum benefit for your business needs? The list goes on ….

CRM 71

CRM Contact Consult Price 71

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. Training is conducted during Zoom meetings of one to two hour sessions each. In this way, we are customizing your account to meet your needs as we go along.

CRM 71

CRM Consult Clients Contact 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). EMAIL TEMPLATES You can create multiple email templates in Nimble and automatically merge (personalize) each email with fields found in the contact’s record.

CRM 71

CRM Customers Pipeline Contact 71

Adaptive Business Services

FEBRUARY 14, 2024

Stage #2 – The sales person researches for company and the key contact(s). Stage #3 – Initial outreach to schedule a meeting. A properly maintained pipeline will ensure that there are enough healthy deals in the hopper to ensure your ability to meet or exceed your goals. Have the variables changed?

Process 77

Process Pipeline CRM Represent 77

Adaptive Business Services

OCTOBER 9, 2024

After getting the values from the accounting team, the sales team can adjust their strategies and align their goals to meet the required sales revenue. This enables the company to tie its billing to customer contracts and meet the proper revenue recognition guidelines set by the generally accepted accounting principles.

Profit margin 71

Profit margin Contract Teamwork CRM 71

Adaptive Business Services

JUNE 1, 2022

Nimble CRM Contact Records. When you look at a contact record on Nimble, the left side of the record is composed of boxes that show specific sets of data. A couple of the newer ones include converting a company record to a person record or vice versa and also placing a notice on the contact record. For example, Virtual Meeting.

CRM 71

CRM Pipeline Contact Consult 71

Hubspot

JANUARY 3, 2020

CRMs work for a plethora of business types across a variety of industries including technology, business services, retail, banking, manufacturing, security, communication, and media. Keep reading to learn more about the reasons why CRMs are beneficial and important to the success of all types of businesses.

CRM 78

CRM Appointment Contact Manufacturing 78

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. At the end of every meeting, every exchange, you must set expectations for what happens next and when. 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

NOVEMBER 13, 2019

Hell, I sold a $65,000 sign to another member who approached me with his project at my first meeting. Next, I began to systematically contact every commercial realtor, architect, developer, and construction company who I had worked with previously on a signage project. I joined a leads group. It was marginal at best but I made it work.

Networking 78

Networking Electricity Construction Referrals 78

Lead Fuze

OCTOBER 1, 2021

.” In its simplest form, sales prospecting is the process through which sales representatives contact prospects with the goal of generating sales possibilities. 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

JANUARY 9, 2019

Meeting targets. The key to success in sales is to have a well-thought-out plan, and in this blog, we’ll talk about how you can go about creating a sales cadence that wins meetings and deals. How to create a sales cadence for your business? The Contact Attempts. The Contact Attempts. Setting appointments.

Appointment 54

Appointment Contact Sales Follow-up 54

Hubspot

MARCH 27, 2023

In this post, we'll cover the following: Selling services online How to sell services online There are quite a number of steps involved in selling services online. How to Sell Services Online 1. Figure out what you’re selling Are you going to offer all your business’ services online?

Service 93

Service Sell E-commerce A/B testing 93

Adaptive Business Services

JANUARY 10, 2018

Boise, a business-to-business networking organization that meets weekly for lunch, announced today that Virginia Cunningham has entered into an agreement with Craig M. Effective today, Virginia and I will be alternating meeting coverage. January 10, 2018 – Boise, Idaho. For information regarding NetWorks!,

Networking 48

Networking Strategize Contact Business Services 48

Score More Sales

JANUARY 9, 2011

Stay tuned for more details and meet the first five entrepreneurs to “step up” into this program! Contact one of us at Score More Sales if you are interested in participating, or know of someone who is. Contact me for the application and I’ll get it to you. Contact Me FREE Download FREE. Tammy Redmon.

Growth 69

Growth Non-Profits Consult Contact 69

Adaptive Business Services

AUGUST 21, 2019

I once joined a group and on the day of our first meeting, a member who was not in attendance called me on the phone and suggested that we exchange our email lists. When presented with a general opportunity, contact the giver for more info and ask … “can I use your name?”. You must get to know people before approaching them.

Networking 54

Networking Referrals Contact Business Services 54

Adaptive Business Services

JUNE 12, 2019

The first meeting with a new person in your network is a sounding-out process. Good networkers do a “quality control” assessment of the people they meet. This initial conversation will be your opportunity to get to know and properly evaluate your new contact. In networking, this first conversation is a critical process.

Networking 54

Networking AutoCAD Conversion Legal 54

Adaptive Business Services

JANUARY 22, 2020

Rather, I spend my meetings having the other guy or gal tell me about themselves. A solid introduction includes … name, company name, contact info, nature of the referral, they are expecting your call, and use my name. The post Becoming a Master Networker – Wrapping it Up appeared first on Adaptive Business Services.

Networking 54

Networking Referrals Follow-up Start-ups 54

Adaptive Business Services

OCTOBER 4, 2017

As a customer, I expect the salesperson to set realistic expectations for me and then, at least meet those. Meeting that deadline is. If I have to contact you regarding a past due date, as opposed to you contacting me before said date occurs … you will likely not be seeing any future business from me.

Customers 59

Customers Sell Manufacturing Electricity 59

Adaptive Business Services

FEBRUARY 6, 2019

I left that informational meeting with much interest but, my interest was focused on creating a group on my own that would not be tied to any national organization. As luck would have it, I met two local gals at that meeting, we struck up a friendship, and the three of us then went about and created a group. True story.

Networking 48

Networking Cold Call Electricity Referrals 48

Adaptive Business Services

NOVEMBER 2, 2017

If you are not familiar with the Charlie App, it was a neat little platform that would discover social, news, and bio information on your contacts. Where it really shined was when it integrated with your calendar events and would deliver these dossiers, via email, to you prior to a scheduled meeting.

Represent 69

Represent Presentation Networking Contact 69