Veloxy

FEBRUARY 15, 2022

As a leader in field sales consultation and software, we’re here to give you and future reps the ultimate guide for success. Today’s field salesperson has responded by evolving their reputation from a door-to-door salesman to a value-added consultant. Be sure to bookmark this page as we’ll update the guide every year. Not any more.

Territory 244

Territory Inside sales Outside Sales Pharmaceutical 244

Veloxy

JUNE 17, 2021

Tap Here for a Free Sales Velocity Consultation. It’s also known as the pipeline length and is determined by the number of steps in the sales process, costs involved and complexity of your products or services being offered. You might get lucky, but try and focus on customers currently getting value from your products and services.

Pipeline 306

Pipeline Non-Profits Sales Quota 306

Veloxy

JANUARY 19, 2022

While some salespeople at companies like Amazon Web Services and ServiceNow can leverage their company’s recognition during the first cold call, most salespeople need to inform and intrigue the potential buyer in very little time. This is where the value-added consultation comes in. Why do you need a first impression for cold calling

Cold Call 358

Cold Call Territory Quota Up-sell 358

Veloxy

MAY 30, 2024

By reaching out to people who might not be aware of our brand, we can introduce them to our products or services and spark their interest. This information helps us refine our products, services, and marketing strategies to better meet their needs. Preparing for a Successful Cold Outreach Campaign So how do you get your team started?

Objectives and Key Results 246

Objectives and Key Results Cold Call Click Through Rate Technique 246

Salesforce

OCTOBER 19, 2022

I began my career at a telecom company where I had various roles, from hooking up cable lines in households to working in customer service call centers, to managing a call center. These experiences eventually led to landing my dream job as a Salesforce Functional Consultant at Deloitte. Salesforce Consultant: Quick Look.

Consult 98

Consult Start-ups Follow-up CRM 98

Heinz Marketing

JANUARY 24, 2024

By Cameron Katoozi , Marketing Consultant at Heinz Marketing Introduction Customer Relationship Management (CRM) tools have evolved significantly since their inception. In this blog, we dive into how big data is revolutionizing CRM strategies, offering businesses exceptional insights into customer behavior and preferences.

CRM 91

CRM Customer Relationship Management Technique Relationship Management 91

Adaptive Business Services

JULY 31, 2024

Some folks that I speak with are under the impression that, as I am a Solution Partner for Nimble CRM, I sell Nimble. The absolute last place that I want to find myself in would be in a consulting contract with a person or company who I convinced that Nimble was the right solution for them. Are you thinking about a CRM?

CRM 71

CRM Sell Contract Consult 71

Adaptive Business Services

JUNE 5, 2024

Are you thinking about a CRM? 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.

CRM 71

CRM Contact Consult Business Services 71

Adaptive Business Services

MAY 15, 2024

Are you thinking about a CRM? 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.

CRM 77

CRM Pipeline Contact Closing 77

Salesforce

JUNE 1, 2022

in Q1 of 2022 alone, 12% higher than any quarter since the consultancy started collecting data in 2019. The explanation behind all this churn is simple: customers are streamlining their spending habits around fewer services. What also keeps them around is superior self-service offerings. Eighty percent of U.S.

Service 98

Service Sports User Experience CRM 98

Adaptive Business Services

JULY 10, 2024

While I am frequently implementing and training businesses on how to use Nimble CRM, I rarely (like never) have a chance to use it with a client in a practical application. As a part of coaching this individual, I also put them on Nimble CRM. Are you thinking about a CRM?

CRM 77

CRM Referrals Pipeline Sales 77

Adaptive Business Services

MARCH 20, 2024

This also eliminates the need to update contact records on two services … Nimble and your email marketing program. Before the introduction of Customer Relationship Managers (CRM), we had Contact Managers. Are you thinking about a CRM? Say it ain’t so! Another video!?:)

CRM 71

CRM Customer Relationship Management Contact Relationship Management 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 78

CRM Contact Contract Objectives and Key Results 78

Salesforce

JANUARY 11, 2022

Digital customer service channels help service teams meet customer expectations for fast and flexible support. Customer contact channels such as online chat, messenger apps, and video support saw double-digit adoption gains in 2020 compared to 2018, according to the Salesforce State of Service report.

Service 98

Service Customers Contact Manufacturing 98

Adaptive Business Services

FEBRUARY 21, 2024

Updates In our last post, Nimble CRM had just released the ability to add delay send and message draft saves in the new compose window. That’s a lot of drilling:) Are you thinking about a CRM? To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 71

CRM Consult Business Services Service 71

Adaptive Business Services

JULY 3, 2024

Maybe my emails don’t suck as bad as I had thought:) Are you thinking about a CRM? 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.

CRM 71

CRM Contact Consult Follow-up 71

Adaptive Business Services

APRIL 3, 2024

Nimble CRM Tips and Updates April 1, 2024 How do you like the new look? Updates At this time, we have no new updates to report for Nimble CRM. Please keep in mind that I can’t even draw stick people:) Are you thinking about a CRM? This was more of an experiment than anything and it is far from perfect!

CRM 71

CRM X-functional Contact Consult 71

Veloxy

AUGUST 16, 2023

In this blog post, we’ll dive into the importance of Salesforce ROI, the key factors affecting it, and the essential metrics to consider when measuring your CRM investment. Essential metrics for measuring ROI include sales, marketing and customer service performance indicators.

Objectives and Key Results 130

Objectives and Key Results CRM Profit margin Consult 130

Salesforce

SEPTEMBER 6, 2023

And there’s a good reason – AI promises to help companies quickly and easily generate AI-created content across sales, service, marketing, commerce, and IT interactions. Businesses want to ensure they have a team of in-house experts who understand how to make the most of their Salesforce investment leveraging Data + AI + CRM.

Consult 145

Consult CRM Trust Service 145

Adaptive Business Services

MAY 8, 2024

My website and LinkedIn page has a headline which says “Sales & Nimble CRM Training”. 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. appears as my first name. This is what I do, not my company name.

CRM 71

CRM Contact Consult Service 71

Adaptive Business Services

OCTOBER 16, 2024

Are you thinking about a CRM? 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.

CRM 71

CRM Construction Contact Service 71

Adaptive Business Services

AUGUST 28, 2024

Maybe you are tech savvy or you have a CRM background and how hard can it be? I have used CRM since the late 80”s and I have been a Nimble Solution Partner since before it was introduced in 2012. There are many reasons for deciding to use a CRM … better organization, time savings, details at your fingerprints.

CRM 71

CRM Electricity Clients Consult 71

Adaptive Business Services

MARCH 27, 2024

As a Nimble CRM Solution Partner, I am frequently asked by clients to assist them with integrating Nimble with one or more 3rd-party applications. Are you thinking about a CRM? To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 71

CRM Contact Represent Clients 71

ClickFunnels

AUGUST 8, 2021

A lead is a potential customer who has: Expressed an interest in your product or service. Alternatively, a lead can be someone who has not given you their contact information but has expressed an interest in your product or service once you reached out to them. CRM integration s with Salesforce, Pipedrive, and other apps.

Lead generation 246

Lead generation A/B testing X-functional Price 246

Salesforce

MARCH 31, 2022

Customers crave connection and entertainment, relying heavily on fast internet connections and dependable communications service to deliver it. These customers provide communications service providers with a wealth of data, such as demographics, service history, usage patterns, and communications preferences.

Service 98

Service Customers Entertainment Sports 98

Martech

SEPTEMBER 16, 2022

At the beginning of the pandemic, with restaurants and entertainment venues shut down, New Jersey liquor distributor Allied Beverage saw an opportunity to transform its customer experience, service and e-commerce. And Allied Beverage needed a more efficient way to handle all the service calls during a crisis. Transformation at scale.

E-commerce 134

E-commerce Customers B2C CRM 134

Adaptive Business Services

FEBRUARY 9, 2022

I had a chat with a gentleman recently who wanted to use Nimble CRM to monitor a contact’s social activity. If the social networks won’t come to my CRM, can my CRM go to them? If you have any questions about whether or not Nimble would be right for you, please feel free to schedule a free 30-minute Zoom consultation with me!

Networking 143

Networking CRM Contact Consult 143

Adaptive Business Services

FEBRUARY 7, 2024

Are you thinking about a CRM? 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.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

JANUARY 24, 2024

As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. While the benefits of Nimble CRM can expand into many departments in an organization, as a self-identified salesperson, we are going to focus on your salespeople, your sales manager, and the overall benefits to your company.

CRM 71

CRM Commission Territory Repeat business 71

Adaptive Business Services

MARCH 6, 2024

For example, I follow news on selling and on CRM. A Nimble contact record is the nerve center of your CRM. You can, and you should , be leveraging these capabilities to provide better customer service and to increase your revenues! Are you thinking about a CRM? Are you thinking about a CRM?

CRM 62

CRM Follow-up Consult Networking 62

Adaptive Business Services

NOVEMBER 6, 2024

Welcome to the latest edition of Nimble CRM Tips and Updates! Are you thinking about a CRM? services including security, workflow, and telephony? services including security, workflow, and telephony? The post Nimble CRM Tips and Updates – November 6 2024 appeared first on Adaptive Business Services.

CRM 62

CRM Contact Price Campaign 62

Adaptive Business Services

SEPTEMBER 6, 2023

Summer has come to an end, at least in my hemisphere, and so it is time to get back to work:) Here’s the latest news on Nimble CRM. Bye, bye birdie – Changes to X’s API (Twitter) have caused Nimble to discontinue an integration with this service. The initial offering of web forms is very close to being released.

CRM 71

CRM Contact Clients Consult 71

Adaptive Business Services

DECEMBER 11, 2024

The vast majority of my Nimble CRM clients are solopreneurs. Nimble CRM has been built specifically for solopreneurs and small sales teams. Ive just scratched the surface of Nimble CRM. Are you thinking about a CRM? services including security, workflow, and telephony? Lets start with this. I am a solopreneur.

CRM 62

CRM Contact Relationship building Follow-up 62

Adaptive Business Services

JANUARY 10, 2024

In this case … the workflow is used to determine whether or not this person or a company, and what they want, is a good match for your services. It is proving to be a much more detailed discussion than I had initially envisioned Are you thinking about a CRM? You for them and them for you.

CRM 71

CRM Pipeline Territory Represent 71

ClickFunnels

JANUARY 26, 2023

With it comes a whole swathe of new features — a full-blown CRM, visual funnel editor, course creator, membership site, eCommerce functionalities, and lots more… …such as Payments.AI gateway, but you can still connect other payment gateways which might allow you to sell your products or services. appeared first on ClickFunnels.

Follow-up 222

Follow-up Service Price Up-sell 222

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). As examples, a contact might be tagged “customer”, a deal could be tagged “service agreement”, and an activity could be tagged “virtual meeting”.

CRM 71

CRM Customers Pipeline Contact 71

Adaptive Business Services

OCTOBER 2, 2024

A number of new updates (all that I have been expecting) have been released to Nimble CRM’s message sequencing and I am now comfortable with discussing these. Are you thinking about a CRM? services including security, workflow, and telephony? services including security, workflow, and telephony? Thank you!

CRM 62

CRM Contact Consult Networking 62