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. A time saver but also a way to group message a specific set of contacts with information that will be specifically of value to them. Reminders and tasks.

CRM 71

CRM Commission Territory Repeat business 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).

CRM 71

CRM Electricity Pipeline Manufacturing 71

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. They may even be satisfied with their current level of performance and this might be due to one or more cushy accounts that will deliver reliable repeat business … until they don’t.

CRM 96

CRM Commission Repeat business Represent 96

Salesforce

NOVEMBER 7, 2024

This contributes to revenue generation because you can offer customers service contracts that offer regular maintenance. Proactive maintenance also extends the lifespan of ‌HVAC systems, which can lead to higher customer satisfaction and repeat business. Back to top.)

Manufacturing 52

Manufacturing Contract CRM Represent 52

Adaptive Business Services

JULY 24, 2019

Be Proactive – The absolute last thing that you want to see happen is for the customer to contact you to check on the status. Referrals and repeat business, from all sources, will increase dramatically. As an example, referrals, repeat business, and better prospects will ALWAYS result in higher closing ratios.

Networking 54

Networking Repeat business Referrals Technique 54

Adaptive Business Services

FEBRUARY 17, 2021

Lasting relationships = repeat business and referrals. You will first want to identify those who are most likely to do business with you or to refer you to those who will. Tags allow you to organize/filter ( focus on) your contacts. A contact record can have multiple tags. Let’s look at the “Contacts” tab.

Referrals 127

Referrals CRM B2B Electricity 127