Adaptive Business Services

DECEMBER 18, 2024

Follow the deal process steps to close the deal. A deal record also has its own important fields that are used to create sales and forecast reports: deal $ value, projected date of closing, and a % probability of closing. Green is good, yellow is getting close, and red is past due. For example, every 30 days.

CRM 71

CRM Pipeline Contact Represent 71

The 5% Institute

FEBRUARY 16, 2022

Finding your potential customer pain points is a crucial part of the sales process , because if you can’t find what they are; it’ll be a lot harder to close the sale. Many Sales Professionals and Business Owners go about their sales conversations the wrong way. An impact on their business. The Impact On Their Business.

Customers 143

Customers Real Estate Non-Profits Consult 143

Adaptive Business Services

JANUARY 1, 2025

I have been in a varying state of semi-retirement for close to 20 years now. I only work as needed and it is not even close to what would be considered as part-time. For my clients who I love! One large contract and very few new clients. However, I made up for that with additional support for existing clients.

Referrals 62

Referrals CRM Non-Profits Contract 62

Adaptive Business Services

FEBRUARY 5, 2020

I don’t have a mailing list of a gazillion or anything even remotely close. The simple fact is that salespeople, for the most part, function in a one-to-one environment and have little to no business attempting to perform in a marketing related capacity. Maybe this is why we don’t see them more in use? Start a blog. Build a website.

Cold Call 121

Cold Call Campaign Education Prospecting 121

Adaptive Business Services

MARCH 5, 2025

Even your current clients are running on top of a fine line. Monitor Spam Complaints & Unsubscribes Closely Even with a low bounce rate, high spam complaints (above 0.1%) can get you flagged. The post Nimble CRM Tips & Updates – March 5, 2025 appeared first on Adaptive Business Services. Body: Brief intro.

CRM 71

CRM Click Through Rate Contact Service 71

SBI

DECEMBER 28, 2020

Nasdaq: TTGT), the global leader in B2B technology purchase intent data today announced the closing of the previously announced acquisition of BrightTALK Limited, a private company incorporated in England. The Company expects to close the transaction by the end of the year, subject to the satisfaction of customary closing conditions.

Closing 54

Closing Finance Contract Cross-sell 54

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. Contact records are a complete depository of all data and engagements with this client including tasks, emails exchanged, and notes. Here are the answers.

CRM 77

CRM Referrals Pipeline Sales 77

Adaptive Business Services

MARCH 3, 2021

Prospecting – Based on your Ideal Client Profile, become a master of search on both the social networks as well as within Nimble. . LinkedIn and Facebook have closed member data to almost all third-party applications like Nimble CRM. It is your inbound selling tool and qualified buyers will come to you. Not your company … YOU.

CRM 105

CRM B2B Sell Networking 105

Adaptive Business Services

AUGUST 25, 2021

Prospecting – The ability to go out and to find new business. Closing is overrated. The close is the natural culmination to a selling process performed correctly. Inform the client of “the process”. As you go through each step, your % probability of a close increases. I can help with that. Be prepared.

Sell 87

Sell CRM Referrals Up-sell 87

Adaptive Business Services

APRIL 24, 2024

While I have spent most of my adult life hiring and training salespeople, it has been two years since my last new hire and that was for a client. Well, here I go again and once again for a client. People, and salespeople, are notoriously bad at the little things like being responsive and setting and then exceeding client expectations.

CRM 77

CRM Repeat business Referrals Clients 77

Adaptive Business Services

JULY 28, 2021

Folks had always been happy to refer me to potential clients and I was most appreciative of those referrals! 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. We like referring our clients to you because we know that you will always take care of them.

Networking 77

Networking Referrals Cold Call CRM 77

Adaptive Business Services

MAY 1, 2024

Presentations to closed deals. If I make one presentation and that results in a sale, my closing ratio is 100% but I doubt it will allow me to reach my monthly targets. Instead, I might need to make 20 presentations each month and close 60% of those presentations. Calls to appointments. Appointments to presentations.

Appointment 77

Appointment Cold Call Sales CRM 77

Adaptive Business Services

SEPTEMBER 4, 2024

I hit a major one with a client this past week. My one client who is running a basic sequence right now … it appears to be operating as it should. 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. Status Check Where am I today on deploying sequences?

CRM 71

CRM Clients Business Services Service 71

Adaptive Business Services

JULY 27, 2022

Throw away the close. . The close is overrated anyway. A closed sale is the natural culmination to a sales process that is done correctly. It’s about focusing on the needs of the client rather than your own to make quota. . Instead, you work together toward a common goal and that is a solution that works for your client.

Objection handling 71

Objection handling Quota Technique Pitch 71

Adaptive Business Services

FEBRUARY 19, 2025

A real life example I have a webinar that I am doing in conjunction with one of my clients that is coming up next month that is specifically for commercial real estate brokers. FYI, of the initial email addresses that I verified close to 40%, yes 40%, came back as either undeliverable or risky. I deleted those prior to import.

CRM 62

CRM Real Estate Contact Follow-up 62

Adaptive Business Services

OCTOBER 9, 2024

For instance, if a company needs to sell $100,000 monthly, and the sales team can only close around 50% of their monthly sales, the sales team will require at least $200,000 in good active deals. However, forecasting revenue can get complicated, especially if a company is handling contracts with multiple clients.

Profit margin 71

Profit margin Contract Teamwork CRM 71

Adaptive Business Services

MAY 4, 2022

The basic rules for managing tasks, let’s say with a client, would be to …. As you can see, there are three steps to this process and you are planning and scheduling your next step with this client. A sales, or deal, pipeline should closely reflect the stages of your sales process. An expected closing date.

Process 71

Process Pipeline CRM Sales 71

Adaptive Business Services

FEBRUARY 8, 2023

The week between Christmas and New Years was spent closing a chapter of my professional life with the passing of one business to its new owner. Over the past couple of years, my Nimble CRM training and implementation consulting services have seen substantial growth. Now it was time to turn my attention toward 2023.

CRM 71

CRM Consult Clients Business Services 71

Adaptive Business Services

JULY 17, 2024

You just wasted your and your client’s valuable time. The close is the natural result of a process done correctly. Keep your client in the loop at all stages. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. Answer any questions.

CRM 71

CRM Represent Education Pipeline 71

Adaptive Business Services

MARCH 13, 2024

What makes these deals easier to close? There is a third reason why these kinds of clients are so tasty … Once they have a vendor, they are hesitant to change This is a two-edged sword. The norm was to come up with a drawing, submit it to the client, and then to trash it or to modify it as needed.

Electricity 77

Electricity Price CRM Clients 77

Adaptive Business Services

MAY 11, 2022

One of the techniques often discussed in selling is that of creating a sense of urgency in order to move a client from the thinking to the acting stage. I don’t much care for the term “creating” as it implies some sort of artificial emergency that is conjured up by the salesperson in order to close the sale. As in … placing the order.

Sell 71

Sell Electricity Manufacturing Technique 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. With probably 100,000’s of business apps available on the web, the chances that I am familiar with your favorite application is probably close to zero. I like things to be simple.

CRM 71

CRM Contact Clients Represent 71

Adaptive Business Services

JUNE 16, 2021

Still, I would need to look closely at each component of my sales process. . Choose your deals carefully – Lots of questions here … Do they meet my Ideal Client Profile? Can I identify, and get close to, other deal influencers? These are trial closes and they are designed to take your prospect’s temperature.

Sales 71

Sales Repeat business Referrals Clients 71

Adaptive Business Services

JULY 24, 2024

Still … a good referral is a service to your customer. A bad referral can be poison to our relationship with our friend or client. The close ratios are outstanding! appeared first on Adaptive Business Services. You are providing added value. Here is how I evaluate referral worthiness. It’s pretty simple.

Referrals 71

Referrals CRM Consult Service 71

Adaptive Business Services

DECEMBER 28, 2022

The end of 2022 brought to a close certain chapters of my professional life. I had spent a part of 2022 trying to break into electric signage (my background as an owner and a manager) as a vertical market for my consulting services. One obvious area in securing client testimonials and referrals. Talk about fun!

Electricity 71

Electricity Referrals CRM Consult 71

Lead Fuze

OCTOBER 1, 2021

” A prospect, according to the Business Dictionary, is a “possible client who has been qualified based on his/her purchasing power, financial ability, and willingness to buy.” You should never neglect former consumers and clients as a possible source of future sales. A little bit of research may go a long way.

Technique 95

Technique Prospecting Cold Call Sales 95

Adaptive Business Services

NOVEMBER 10, 2021

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). A percentage chance of closing that is used to calculate the weighted deal value. A projected close date. A dollar value.

CRM 71

CRM Electricity Pipeline Contact 71

The 5% Institute

DECEMBER 12, 2019

Finding your potential clients pain points is a crucial part of the sales process , because if you can’t find what they are; it’ll be a lot harder to close the sale. Many Sales Professionals and Business Owners go about their sales conversations the wrong way. An impact on their business. What Are Pain Points?

Real Estate 75

Real Estate Non-Profits Consult Sales 75

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. In researching this for my client, I thought of two interesting applications.

CRM 71

CRM Contact Pipeline Follow-up 71

Adaptive Business Services

JULY 1, 2020

Never or close to it. They have demonstrated that they want your business. I have never, repeat NEVER , had a client push back on me regarding a suggested alternate meeting time and, generally, I will. The post Be Responsive But Busy – Sales 101 appeared first on Adaptive Business Services.

Sales 71

Sales Networking Business Services Service 71

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. Of course, things can get complicated when you are juggling 100’s of clients, prospects, and active deals. Revenues are the lifeblood of your business. This was our contact record.

CRM 71

CRM Commission Territory Repeat business 71

Adaptive Business Services

FEBRUARY 22, 2023

What happens when the salesperson is on safari n the Amazon, no internet or cell service, and your customer has a question on an issue that needs to be addressed? A closed database prevents other team members from viewing prior engagements and activities that might enable them to better serve that customer.

CRM 14

CRM Contact Consult Business Services 14

Adaptive Business Services

NOVEMBER 1, 2023

Deal records include specific fields for: deal $ value, expected close date, and a percentage probability of closing. When we have completed the training, and the client has paid in full, I will immediately send you a check in the mail or make a deposit to your PayPal account. A deal record can only be in one pipeline.

CRM 71

CRM Commission Contract Referrals 71

Adaptive Business Services

SEPTEMBER 6, 2023

The initial offering of web forms is very close to being released. A stay in touch is a smart reminder to … stay in touch with this client. The frequency to stay in touch is selected on a per client basis. Whether you are building or maintaining a client relationship or working a deal, the steps remain the same.

CRM 71

CRM Contact Clients Consult 71

Adaptive Business Services

DECEMBER 18, 2019

You’ve built up your book of business, your marketing is a fine-tuned lead generating machine, but are your pitches closing as many deals as they should be? In this guide we’ll explore simple yet effective “hacks” to increase your pitch acceptance rate, close more deals and grow your book of business. #1

Pitch 62

Pitch Objectives and Key Results Follow-up B2B 62

Adaptive Business Services

SEPTEMBER 9, 2022

As a result, my closing ratios were phenomenally high. I created and nurtured relationships with both clients and power partners. The post Everyone Wants Referrals but Few are Willing to Put in the Work appeared first on Adaptive Business Services. I built my selling career on referrals. It’s looking in the mirror time.

Referrals 71

Referrals Networking Meeting Follow-up 71

Martech

FEBRUARY 25, 2022

Built-in Litmus integration enables marketers with a Litmus account to preview different email clients, including Gmail, Outlook, and iPhone and Android platforms, and receives reports such as geo-location (including city, state, and country), and average engagement time and preferred email client or device. Target customers.

E-commerce 120

E-commerce B2C Manufacturing Hospitality 120