Veloxy

APRIL 26, 2023

Salesforce is the leading CRM platform in the market, and it has proven to be the best choice for companies that deploy field sales teams. In fact, according to Salesforce’s most recent State of Sales report, 87% of field sales reps believe their organization takes full advantage of their CRM ( more than inside reps ).

CRM 130

CRM Territory Appointment Sales 130

Veloxy

JULY 14, 2022

What is your closing ratio? Your closing ratio (or close rate) measures your overall sales efficiency. It’s calculated by dividing the number of sales you’ve closed by the number of leads or opportunities in your pipeline (and multiplying that by 100 to generate a percent). Imagine you have a 20% close rate.

Outside Sales 200

Outside Sales Closing Sales Trust 200

Adaptive Business Services

OCTOBER 23, 2024

Time flies and I’m guessing that it has been close to 10 years since LinkedIn decided to close its access doors to most third-party applications including Nimble CRM. Shortly thereafter, they did authorize limited access to a few enterprise level CRMs providing that you have the right LinkedIn premium account. Here’s how!

CRM 62

CRM Prospecting Contact Follow-up 62

Adaptive Business Services

JANUARY 24, 2024

Dating back to 1977, my entire career was as a B2B sales rep or I was managing a B2B sales team. As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. What are some of the general company benefits from a well managed CRM … Increased revenues. Predictable revenues.

CRM 71

CRM Commission Territory Repeat business 71

Adaptive Business Services

MAY 15, 2024

I have distilled Nimble down to 10 easy steps that will increase your sales. It becomes a deal when you are going to pursue this as a potential sale. under 1 minute each) If a deal, be sure to fill out: deal value, expected close date, and probability of closing. Are you thinking about a CRM?

CRM 77

CRM Pipeline Contact Closing 77

Closing Bigger

AUGUST 22, 2024

An in depth discussion on AI for Sales Leaders with Keynote AI Speaker Shane Gibson and Mike Curliss, VP Sales Maximizer. In today’s sales leadership environment, the role of the VP of Sales has transformed significantly, driven by the broad application of technology, data, and AI.

CRM 52

CRM Strategize Sales Technology 52

Adaptive Business Services

SEPTEMBER 4, 2024

As I have no idea of exactly when or if these will come to fruition, I’ll be keeping these close to the vest for now. 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. OK, here is a little one.

CRM 71

CRM Clients Business Services Service 71

Adaptive Business Services

SEPTEMBER 18, 2024

This week, I am told, Nimble CRM will be releasing several updates that will provide for integrations between webforms and web hooks, workflows, and message sequencing. With LinkedIn being a closed system , there are challenges to this. Are you thinking about a CRM? I am not going to discuss these further at this time.

CRM 62

CRM Contact Service Consult 62

Sales Pop!

APRIL 25, 2022

Sales pipelines are used to aggregate the progress of potential customers all through the sales life cycle. They are usually visually represented in CRM software so sales team members can easily keep track of the deals that are in the pipeline at any time. Here are some key ways CRM software improves sales pipelines: 1.

CRM 98

CRM Pipeline Customer Relationship Management Sales 98

Adaptive Business Services

MAY 3, 2023

What are my/our sales for the month? What was my/our closing ratio? Working with folks on Nimble CRM, I run into both types of people. Certainly I think it does for salespeople, solopreneurs, and small sales teams. I never spent my time building, crunching, and analyzing spreadsheets. Serious as a heart attack.

CRM 122

CRM Pipeline Consult Business Services 122

Hubspot

AUGUST 7, 2024

SaaS worker is a CRM platform holding their life together. If you're new to the world of CRMs, then prepare to have your world turned upside down. When someone on LinkedIn casually mentioned their CRM, it was like I was given superpowers. Everyone needs a CRM, but SaaS teams have an above-average need. User Experience.

CRM 69

CRM Price User Experience Customer Relationship Management 69

Adaptive Business Services

AUGUST 21, 2024

As I have no idea of exactly when or if these will come to fruition, I’ll be keeping these close to the vest for now. 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.

CRM 71

CRM Contact Service Business Services 71

Hubspot

NOVEMBER 7, 2023

You know you need a CRM, but there are hundreds of CRMs and hundreds more features available. This CRM best practices guide will walk you through how to evaluate a CRM, from how it will help your business and how to map your needs to core features. What is CRM? What are the benefits of CRM?

CRM 77

CRM Contact Contract Objectives and Key Results 77

Veloxy

OCTOBER 22, 2024

Let’s face it: if you’re still relying on old-school sales prospecting methods , you’re falling behind. Now, CEOs and Sales Executives need something sharper, faster, and more precise: AI for sales prospecting. At Veloxy, we believe AI is the game-changer every sales leader needs.

Prospecting 130

Prospecting Technique Pipeline Sales 130

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 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.

CRM 71

CRM Customers Pipeline Contact 71

Adaptive Business Services

FEBRUARY 7, 2024

The pipeline is your data source for deal (sales) reports and forecasts. 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! Are you thinking about a CRM?

CRM 71

CRM Pipeline Contact Consult 71

Martech

JANUARY 19, 2024

When it comes to CRM systems, companies can choose to process customer data in real time or batches. As a marketer, it’s important to understand the differences between real-time and batch CRM data and how each can be used effectively. Real-time vs. batch-based CRM data processing: How do they differ?

CRM 113

CRM Process Campaign B2B 113

Adaptive Business Services

JANUARY 10, 2024

For example … you could have a hiring workflow that has nothing to do with sales. If yes … a deal record is created, that contact is removed from the workflow, and the deal is placed in the pipeline so that it can follow the sales process. I am often asked by companies if they need both a workflow and a sales pipeline.

CRM 71

CRM Pipeline Territory Represent 71

Sales Nexus

OCTOBER 12, 2021

With the online CRM solutions available today, you can integrate your sales and marketing strategies to nurture your leads. Learn how to connect with your customers, take them through your sales funnel, nurture your leads, and optimize your digital marketing investments with a reliable online CRM solution.

CRM 118

CRM Campaign B2B Pipeline 118

Sales Pop!

FEBRUARY 16, 2023

As a team of experienced professionals, we understand the importance of having a customer relationship management (CRM) system that meets the needs of modern businesses. There are many CRM solutions available in the market, but we believe that none come close to the functionality and features provided by Pipeliner CRM.

CRM 52

CRM Pipeline Sales Customer Relationship Management 52

Sales Hacker

MARCH 13, 2023

If you systematize your sales follow-up process you will close more deals — and I am about to show you how **Disclaimer** This has been written with sales executives (SEs) and account executives (AEs) in mind. You might be thinking, Great, another “thinkpiece” from some blowhard sales guy about how to close more deals.

Follow-up 98

Follow-up Closing Process Pipeline 98

Adaptive Business Services

JANUARY 11, 2023

They also had lost their sales manager to another health issue. I agreed to do so and we also discussed me providing sales training to whoever we might hire. This would include implementing Nimble CRM. While he had management experience, he would need to start in sales. He worked his CRM religiously. Bonus points.

Electricity 71

Electricity CRM Sales Follow-up 71

Spiro Technologies

SEPTEMBER 25, 2024

So, you’re ready to dive into CRM adoption for your manufacturing business? Implementing a CRM system that actually provides value isn’t always straightforward. Their experiences and strategies offer a roadmap to successfully adopting and leveraging CRM in your organization.

Manufacturing 52

Manufacturing CRM Teamwork Represent 52

Sales Pop!

JULY 11, 2024

In the modern sales landscape, data-driven selling has become an essential strategy for success. The ability to harness data to inform decisions, personalize interactions, and optimize sales processes is no longer optional—it’s a competitive necessity.

CRM 52

CRM Pipeline Sell Represent 52

Salesmate

AUGUST 21, 2020

Making a buying decision is tough in SaaS sales. As SaaS sales rep, you need to gain trust and persuade potential prospects to convert them into paying customers. It is undoubtedly difficult but you need to stay determined and find ways to close deals quickly. How to successfully close SaaS sales deals.

Closing 128

Closing Technique CRM Sales 128

Adaptive Business Services

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. Deal records include specific fields for: deal $ value, expected close date, and a percentage probability of closing. This data is needed for sales reporting and forecasting. A contact record can be in more than one workflow at any given time.

CRM 71

CRM Commission Contract Referrals 71

Salesmate

DECEMBER 11, 2020

From calling prospects to closing deals and scheduling appointments, they’ve got a lot on the platter. To prevent such errors, you need CRM software that is intuitive and adds value to your company. First, let’s look at what Insurance CRM is and the challenges insurance agents face to understand CRM’s need in business.

CRM 128

CRM Cross-sell Clients Follow-up 128

Salesmate

MARCH 23, 2021

You are already aware that a CRM would be the viable option to invest in for the growth of your start-up, but you aren’t sure how it’ll be beneficial to you, especially at such an early stage of your business. To understand how a CRM can help your business, you first need to understand what a CRM platform is.

CRM 116

CRM Cross-sell Tradeshows Up-sell 116

Spiro Technologies

APRIL 28, 2022

Salespeople have a phone, a pen, and a CRM. The difference is that lumberjacks typically enjoy using their axes, while salespeople find their CRM burdensome, disruptive, and generally unhelpful. Spiro is on a mission to kill CRM , so we put together a list of the biggest reasons salespeople hate CRM.

CRM 78

CRM Quota Closing Prospecting 78

Sales Pop!

MAY 30, 2023

Success in today’s fast-paced and fiercely competitive company environment depends on having a strong sales CRM and lead management system. You may automate monotonous operations, keep track of prospects, and gain useful insights into your sales success with the aid of a solid CRM.

CRM 52

CRM Objectives and Key Results Pipeline Contact 52

Sales Pop!

MAY 8, 2022

As you know, Pipeliner CRM is consistently enriching its platform for a constantly expanding user experience. There are CRM systems that attempt to evaluate the fitness of an opportunity using artificial intelligence (AI) functionality. Pipeliner CRM and AI. It is a true game-changer for CRM. Many closing date updates.

CRM 98

CRM Pipeline Manufacturing B2C 98

Adaptive Business Services

FEBRUARY 28, 2024

I received my first formal B2B sales training in 1977. As you might guess, given the decade, it was heavy doses of handling objections and closing the deal. As you might guess, given the decade, it was heavy doses of handling objections and closing the deal. Closes”, by nature, have always seemed to be adversarial to me.

Closing 71

Closing Sports CRM Consult 71

Salesmate

JANUARY 5, 2021

In these times where remote working has become the new norm, it’s also imperative to switch your business from the conventional method of working from desktop to using cloud CRM. Schedule appointments, record field trips, revert to your customers, and crush your sales quota using Mobile CRM. Growth of Mobile CRM.

CRM 119

CRM Appointment Quota Clients 119

Veloxy

DECEMBER 6, 2022

As a recession looms and consumer spending declines, sales leaders are under more pressure than ever to achieve their set goals, even at a time of economic uncertainty. In this guide, we’ll explore three steps that sales leaders should take to achieve these key goals and alleviate pressure in 2023. Sales Automation.

CRM 246

CRM Sales Represent Technology 246

Sales Pop!

MARCH 23, 2023

When it comes to managing your sales process, two of the most popular tools on the market are Pipeliner CRM and HubSpot Sales Hub. Both are designed to help businesses streamline their sales process, but they differ in the features they offer and the approach they take to sales management.

CRM 52

CRM Pipeline E-commerce Sales 52

Salesmate

AUGUST 14, 2020

You need to send emails at various stages of the sales process for nurturing and converting a prospect. However, instead of repeatedly drafting the same email, it’s better to take the smarter route by creating sales email templates for different sales scenarios. Sales CRM can make your work easier.

CRM 119

CRM Appointment Follow-up Sales 119

Martech

JANUARY 22, 2024

You have worked closely with the client, prepared all the necessary content, assets and targeting, and are confident about the potential success. To fully deliver results and revenue for clients, close collaboration with internal RevOps teams is essential. In short, you’ve done nothing at all. In short, you’ve done nothing at all.

Clients 111

Clients Closing Objectives and Key Results SQL 111