Adaptive Business Services

MAY 15, 2024

Monitor your Today Page daily for upcoming tasks and reminders as well as for leads in your workflow and deals in your pipeline – (5 minutes per day) Create a contact record and fill out the basic information (name, company name, phone, email) – (under 1 minute) Tag record and set stay in touch reminder to build relationships.

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CRM Pipeline Contact Closing 77

Adaptive Business Services

JULY 10, 2024

Deal records and pipelines , like workflows, represent a process. Loss or unsuccessful reasons appear on both workflows and deal pipelines. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. Are they following the process ? The question is why?

CRM 77

CRM Referrals Pipeline Sales 77

Adaptive Business Services

FEBRUARY 14, 2024

Next let’s look at a simple sales process and it will be divided into two stages … a lead qualification workflow and a deal pipeline. Leads will be moved from stage to stage through the workflow and deals will do the same through their pipeline. Sales pipeline Active deals, or opportunities, reside in a sales pipeline.

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Process Pipeline CRM Represent 77

Adaptive Business Services

FEBRUARY 10, 2021

Recently Dave published a couple of articles on prospecting where he shared that, when sales are low, the answer that most sales managers have is … “We need to fill the pipelines! Maybe increasing the pipeline is the answer. If they are making the calls and their pipeline is skinny, that would be a training issue.

Cold Call 77

Cold Call Pipeline Referrals Contract 77

Adaptive Business Services

FEBRUARY 7, 2024

Delay send and drafts in message compose The availability of increased group message send limits Message Sequencing Tips on Managing Deals and Pipelines To recap from previous discussions … deal records are associated with contact records (although they do not have to be) and deal records are placed in a pipeline.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

AUGUST 11, 2021

Customized pipelines with deal stages including the maximum number of days in each stage. Customized lead pipelines. The post Customizing Nimble CRM for the Signage Industry [Video] appeared first on Adaptive Business Services. Up to 1,000 custom data fields in a wide range of field formats. Thank you and good selling!

CRM 77

CRM Customers Electricity Manufacturing 77

Adaptive Business Services

MARCH 17, 2021

Another culprit is just not knowing what you have in your pipeline and whether or not you have enough in there, let alone if what you do have is even remotely accurate. . Pipelines and Deals in Nimble CRM. Let’s look at a pipeline. Your pipeline should reflect your sales process. More” is not always the answer.

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CRM B2B Pipeline Commission 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

NOVEMBER 16, 2022

These records, while still associated with a contact record, are graphically displayed in a pipeline which is structured to represent your specific sales process. You can create multiple pipelines, but a deal can only reside in one pipeline at any time. A deal will leave a pipeline in one of three ways …. It’s deleted.

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CRM Represent Pipeline Contact 71

Adaptive Business Services

JANUARY 10, 2024

Once messaging automation is released, I still expect to see pipeline automation similar to what we now have with workflows. Continuing our discussion of workflows and pipelines … A bit of a review. Workflows and Pipelines both represent processes. I am often asked by companies if they need both a workflow and a sales pipeline.

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CRM Pipeline Territory Represent 71

Adaptive Business Services

JULY 6, 2022

It gives you a more realistic view of your total pipeline value – (included in step #7). Monitor your deal pipeline and adjust (edit the deal record) value, close date, and probability of closing as needed. Move your deal through the stages of the pipeline (drag and drop) which is reflective of your sales process.

CRM 71

CRM Pipeline Contact Sales 71

Adaptive Business Services

MAY 6, 2020

Increase your pipeline. The ability to properly identify and to qualify quality opportunities will allow me to better target those who are more likely to invest in my services or who can refer me to those who will. Sales 101 appeared first on Adaptive Business Services. Not often enough, it seems, on both counts.

Referrals 87

Referrals Appointment Cold Call Construction 87

Adaptive Business Services

MAY 26, 2021

You simply do not know what you have in your pipeline let alone if that number is enough to meet your goals and needs. You have a pipeline, but you are not managing it correctly. You don’t have a pipeline. Manage your pipeline. While there may be a number of reasons for this, some of the most common are ….

CRM 77

CRM Pipeline Commission Contact 77

Adaptive Business Services

JULY 17, 2024

Nimble offers workflows and pipelines that can be customized for your specific needs. Once qualified, I would convert that “lead” to a “deal” and place that in my pipeline. 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

MAY 4, 2022

Last, But Not Least … Sales Pipelines. A sales, or deal, pipeline should closely reflect the stages of your sales process. Your pipeline will have stages and each stage represents the next critical step in the sales process. As you evaluate your pipeline, be sure to ask yourself the following questions ….

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Process Pipeline CRM Sales 71

Adaptive Business Services

NOVEMBER 1, 2023

I wanted to start a discussion on workflows vs pipelines. Deal records, which are generally associated with one or more contact records, are placed in pipelines. A deal record can only be in one pipeline. This feature is expected soon for pipelines. Workflows and pipelines can work together although they don’t need to.

CRM 71

CRM Commission Contract Referrals 71

Adaptive Business Services

MARCH 31, 2021

Create an opportunity (deal) and drag and drop it through their sales pipeline. These types of deals are simply … better business and this fact holds true for the salesperson, the sales manager, and for the company. The post Nimble CRM Was Built for Salespeople Who Hate CRM appeared first on Adaptive Business Services.

CRM 90

CRM Referrals Contact Sell 90

Adaptive Business Services

JANUARY 13, 2021

Check your pipeline status. The post A Few Nimble CRM Questions Answered appeared first on Adaptive Business Services. That, my friends, is the feature. Stupid me. I focused on the benefit. How should you use CRM every day? Check your dashboard and your calendar for activities and recurring reminders.

CRM 83

CRM Contact Pipeline Follow-up 83

Adaptive Business Services

AUGUST 23, 2023

You can get a listing of all deals in all pipelines, but you also have the ability to filter certain fields in that list. Additional Workflow and Pipeline Lists – Workflows and Pipelines are similar in that you can see them in either a board or a list format. For pipelines it is all, won, or lost.

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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.

CRM 71

CRM Contact Pipeline Follow-up 71

Adaptive Business Services

AUGUST 25, 2021

Create a pipeline that tracks your sales process. The post Selling Fundamentals – Back to the Basics appeared first on Adaptive Business Services. Everything goes in your CRM! Review notes before making your next call. Use tasks and reminders. Complete a task, set the next one.

Sell 87

Sell CRM Referrals Up-sell 87

Adaptive Business Services

JUNE 1, 2022

Workflows, Deals, & Pipelines. Workflows and Pipelines are similar in the sense that both are used to display the stages, in order, of a process. Both workflows and pipelines allow me to drag and drop contact or records through the various stages. Deals are added to Pipelines. and what their total pipeline value is.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

APRIL 23, 2018

Clear, Customizable Views of Your Pipeline, Social Signals, Appointments and Tasks in an actionable dashboard. 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.

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CRM Launch Appointment Pipeline 11

Adaptive Business Services

DECEMBER 13, 2023

Speaking of automations … Nimble is heavily focused on building a more sophisticated automation engine that will power, among other things, messaging as well as deals/pipelines. Deal Records and Pipelines Last month, we talked about workflows. I would expect to start seeing these possibly as early as Q1 next year. Let’s convert.

CRM 71

CRM Pipeline Contact Represent 71

Adaptive Business Services

NOVEMBER 29, 2023

Kiss your proven process and pipelines goodbye. The post I Just Want to Maintain Contact Records In My CRM appeared first on Adaptive Business Services. The ability to organize and to search your contacts will be severely limited. Your CRM will likely not remind you of important tasks. I’m only getting started.

Contact 71

Contact CRM Customer Relationship Management Relationship building 71

Adaptive Business Services

JANUARY 12, 2022

Use your CRM to document all steps and to track your progress through your leads and sales pipelines! The post Sales Process Example – Electric Signs appeared first on Adaptive Business Services. Where this is not practical, Zoom or phone. Do not become lazy and complacent and rely solely on email. Pre-Meeting.

Electricity 71

Electricity Process Sales Pipeline 71

Adaptive Business Services

MAY 19, 2021

Help you to customize Nimble data fields, activities, pipelines, and dashboards. appeared first on Adaptive Business Services. Well, really just about whatever you would like and need. Answer any questions. Assist in configuring Nimble. Provide help with any data migrations. Develop custom searches. Build email templates.

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CRM Pipeline Consult Price 71

Adaptive Business Services

JANUARY 2, 2024

WORKFLOWS Workflows (and Pipelines) represent a process. A common example would be a Lead Qualification Workflow where, if a prospect is qualified, a deal record is then created and that record is moved into a sales pipeline. Individual deal records, generally associated with a contact record, are placed in your pipeline.

CRM 71

CRM Customers Pipeline Contact 71

Adaptive Business Services

JULY 26, 2023

No Stats) appeared first on Adaptive Business Services. Instead let’s talk about those things that just make sense. 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

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CRM Pipeline Contact Represent 62

Lead Fuze

OCTOBER 1, 2021

Prospecting is a critical sales activity since it is often the first stage in the sales pipeline. Not only does this maintain a healthy pipeline, but it also establishes you as a trustworthy adviser, boosts efficiency, and provides you with strong competitive perspectives. Your pipeline is critical to your survival.

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Technique Prospecting Cold Call Sales 95

Adaptive Business Services

JULY 28, 2021

A business attorney, commercial lender, and a financial advisor = Professional Services Power Partners. An architect, general contractor, and a soil testing company = Construction Services Power Partners. A sign company, business furnishings, and an alarm company = Business Services Power Partners.

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Networking Referrals Cold Call CRM 77

Adaptive Business Services

DECEMBER 11, 2019

New opportunities from referrals are tracked within your CRM pipeline and these opportunities can generally be tagged by their “source”. Sold” reports are then generated by source via the pipeline interface. The post Becoming a Master Networker – Tracking Your Results appeared first on Adaptive Business Services.

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PandaDoc

SEPTEMBER 2, 2020

Adaptive Business Blog. Adaptive Business Services focuses on B2B selling, primarily outbound, and that includes weaving social selling strategies and techniques into traditional selling methodologies. Check out Sales Pipeline Radio too – www.salespipelineradio.com. Heinz Marketing. Score More Sales. Sales Loft.

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Sales Technique Non-Profits Inside sales 98

Adaptive Business Services

DECEMBER 18, 2019

You put in the work every day to earn more business, why not take the time to make sure your pitches and proposals work as hard as you do to get the deal done. By following the simple yet impactful “hacks” in this guide you can close more deals faster, grow your pipeline and hit new personal records in no time. Happy hunting!

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Pitch Objectives and Key Results Follow-up B2B 62

Adaptive Business Services

APRIL 3, 2019

With one good weekly leads group and some quality power partner relationships, I was able to keep my pipeline very very full with quality opportunities. The post Becoming a Master Networker – Establish Your Budgets appeared first on Adaptive Business Services. The secret is quality vs quantity. Stay tuned!

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Networking Commission Up-sell Pipeline 54

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

OCTOBER 31, 2018

It organizes your notes, your pipeline, your calendar (including reminders), and your next steps! Read on at Maximize Social Business …. The post How to Use Social Selling to Crack Major Accounts appeared first on Adaptive Business Services.

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Sell CRM Referrals Up-sell 48