Adaptive Business Services

FEBRUARY 14, 2024

A deal has a projected closing date. A deal has a percentage probability of closing successfully. Variables such as deal amount and predicted closing dates should be monitored and modified as needed. appeared first on Adaptive Business Services. The question is why? The post It’s The Process, Stupid!

Process 77

Process Pipeline CRM Represent 77

Adaptive Business Services

APRIL 10, 2024

Honestly, I’m torn and I’m not ready to fully close this chapter of my life. 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 www.calendly.com/craigmjamieson. appeared first on Adaptive Business Services.

CRM 71

CRM Sales Technology Technology 71

Adaptive Business Services

MARCH 27, 2024

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. 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 www.calendly.com/craigmjamieson.

CRM 71

CRM Contact Represent Clients 71

Adaptive Business Services

MARCH 13, 2024

What makes these deals easier to close? 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 www.calendly.com/craigmjamieson. The post High Value Deals Are Often Easier To Secure appeared first on Adaptive Business Services.

Electricity 77

Electricity Price CRM Clients 77

Adaptive Business Services

APRIL 3, 2024

Message sequencing – I expect to see this introduced simultaneously, or very close with, increased send limits. 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. Group message scheduling – See above.

CRM 71

CRM X-functional Contact Consult 71

Adaptive Business Services

APRIL 20, 2022

My business name is Adaptive Business Services. How much is in my pipeline in my Nimble CRM and what are my closing ratios? If most folks close 25% of the deals that they are involved in, I want to close 75%. A healthy pipeline and nothing is closing? appeared first on Adaptive Business Services.

Sell 77

Sell Pipeline CRM Business Services 77

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. The post Time to Refocus in 2023 appeared first on Adaptive Business Services.

Electricity 71

Electricity Referrals CRM Consult 71

Adaptive Business Services

AUGUST 23, 2023

Web forms (think contact forms for your website) are close to being released. If yes, Please book a free 30-minute Zoom consultation with me. The post Nimble CRM Updates Workflow and Deal Listing Options appeared first on Adaptive Business Services. Automations will also be coming to messaging. I have seen screenshots.

CRM 62

CRM Pipeline Consult Contact 62

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. This leads us to the next type – their business.

Customers 143

Customers Real Estate Non-Profits Consult 143

Adaptive Business Services

JANUARY 10, 2024

However, if you handle a lot of incoming leads and you are going to be adding them to a pipeline, without values such as $ value or closing date or % probability of closing … that is going to get very messy and very unmanageable. Workflows do not have this capability.

CRM 71

CRM Pipeline Territory Represent 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

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

JANUARY 24, 2024

Ask a sales rep what they will close this month and, without some intensive research, they may be hard pressed to give you an answer. 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 Commission Territory Repeat business 71

Adaptive Business Services

NOVEMBER 16, 2022

You closed the order. Deals have unique elements including … a dollar value, an expected close date, and a predicted percentage chance of closing. They have expressed an interest in our services but they do not yet represent an opportunity. They might not even have a projected close date. This deal just went away.

CRM 71

CRM Represent Pipeline Contact 71

Adaptive Business Services

JULY 6, 2022

If a deal, be sure to fill out: deal value, expected close date, and probability of closing. The percentage chance of closing takes into account that nobody wins 100% of their deals. Monitor your deal pipeline and adjust (edit the deal record) value, close date, and probability of closing as needed.

CRM 71

CRM Pipeline Contact Sales 71

Adaptive Business Services

NOVEMBER 1, 2023

Deal records include specific fields for: deal $ value, expected close date, and a percentage probability of closing. If you would like to learn if Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to www.calendly.com/craigmjamieson. A deal record can only be in one pipeline.

CRM 71

CRM Commission Contract Referrals 71

Adaptive Business Services

JANUARY 2, 2024

Deal records include – a dollar value, a projected close date, and a percentage probability of closing. The percentage probability of closing is integral to forecasting. Nobody closes every deal. Let’s say that I have a 60% close ratio and I need to sell $100,000 each month. The post NEW!

CRM 71

CRM Customers Pipeline Contact 71

Adaptive Business Services

JANUARY 11, 2023

His closing ratio was above 70% and I know that he was not cherry picking projects. I’ve never seen anything close. Please book a free 30-minute Zoom consultation with me if you would like to find out more. The overall deal value mix was good. All good numbers! Maybe I can do the same for you?

Electricity 71

Electricity CRM Sales Follow-up 71

Adaptive Business Services

MAY 4, 2022

Close the lead as either not qualified or qualified and assigned to an account executive or, if that is you, convert it to a valid opportunity (deal). Simply put, this process is designed to ensure that you are not chasing opportunities which have little to no chance of closing successfully. An expected closing date.

Process 71

Process Pipeline CRM Sales 71

Adaptive Business Services

MAY 11, 2022

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. If yes, please book a free 30-minute Zoom consultation with me. The post The Role of Urgency in Selling appeared first on Adaptive Business Services.

Sell 71

Sell Electricity Manufacturing Technique 71

Adaptive Business Services

SEPTEMBER 6, 2023

The initial offering of web forms is very close to being released. If you would like to learn more about Nimble and see if it might be the right CRM for you and your business, please schedule a free 30-minute Zoom consultation with me ! Upcoming – We are still waiting on deal automations and deal email filters.

CRM 71

CRM Contact Clients Consult 71

Adaptive Business Services

APRIL 27, 2022

I never close. I’ve always preached that the close is overrated and that the order is the natural culmination to a deal done right. If you would like to learn more about Nimble, or just chat a bit about selling … please schedule a free 30-minute Zoom consultation with me. For example, I am not your I.T. Department. Guess what?

Sell 71

Sell Represent Technique Up-sell 71

Martech

NOVEMBER 14, 2023

Figure out how you want to segment and then reverse engineer that backwards,” said Ali Schwanke, founder of consultancy Simple Strat, in a presentation at The MarTech Conference. If you have an external partner for your business service, you could also send automated messages to that entity asking to contact the customer. “If

Contact 112

Contact Engineering Service Strategize 112

Adaptive Business Services

APRIL 6, 2022

Self starter – The attraction of selling, at least for most successful salespeople, is that you are running your own business and you will be compensated directly based on your efforts. This is one of the reasons why salespeople tend to be independent and also why they will chafe at being managed too closely. See one here.

Consult 71

Consult Business Services Sales Experience Sell 71

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 Manufacturing 71

Adaptive Business Services

DECEMBER 13, 2023

Read these closely! Therefore, in order to map your form’s fields correctly, you will first need to make sure that you have fields in Nimble to accept that i 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 www.calendly.com/craigmjamieson.

CRM 71

CRM Pipeline Contact Represent 71

Adaptive Business Services

JULY 28, 2021

Our referring you is a value-added service for our clients, it is one less aspect of our deal to worry about, and if we do hear about it again … it is them thanking us for referring you.”. Read that closely and let it sink in. I spent three years in sales before deciding to go into consulting full-time.

Networking 77

Networking Referrals CRM Cold Call 77

Adaptive Business Services

JUNE 8, 2022

If I close 50% of the deals that I compete on, what if I could raise that to 60%? What if I improved both my call to appointment and closing ratios? If yes, please book a free 30-minute Zoom consultation with me ! The post Sign Prospecting Tips appeared first on Adaptive Business Services. But not always.

Prospecting 71

Prospecting Appointment Referrals Cold Call 71

Adaptive Business Services

APRIL 17, 2019

Around ten years ago, the consumer market was a totally different landscape where the sales process involved telemarketing and setting appointments for sales professionals to gain clients and close deals. The post Becoming a Great Sales Professional in Today’s Market appeared first on Adaptive Business Services.

Appointment 63

Appointment Consult Represent Sales 63

Adaptive Business Services

JUNE 1, 2022

Maybe an outside consultant or influencer, for example. A deal will include a dollar value, a projected close date, and a percentage probability of closing. While I would not recommend this, you could create custom workflow fields to show dollar value, close date, and probability of closing and bypass deals and pipelines.

CRM 71

CRM Pipeline Contact Consult 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. This leads us to the next type – their business.

Real Estate 75

Real Estate Non-Profits Consult Sales 75

Sales Hacker

AUGUST 7, 2020

Orange Business Services. samsales Consulting. Head of Sales, Emerging Business. Chasse Consulting: Sales Strategies, Inc. Vice President – Service Management (North America). Launch Consulting Group. Empowering Coaches, Consultants & Solo-Entrepreneurs. Uncensored Consulting.

Territory 121

Territory Presentation Strategic partnership Strategize 121

Adaptive Business Services

JULY 25, 2018

Just become a friend, a well-wisher, and a consultant to your prospects. We provide a free consultation to various companies and help them in understanding the pain points they are not able to find because of the unnecessary stack over. Closing Notes. Don’t be a salesperson! Sounds a bit off the edge?

Cold Call 59

Cold Call Hospitality Price Sales 59

Hubspot

DECEMBER 9, 2020

Consider a cybersecurity consulting firm trying to sell a midsize retail business a cybersecurity risk assessment. Close: Come to a mutually beneficial agreement. They give an example of a top business services salesperson who walked into an hour-long RFP presentation with several executives.

Sell 95

Sell Retail Objectives and Key Results Prospecting 95

Lead Fuze

AUGUST 5, 2021

Adaptive Business Services. The focus is on helping businesses weave social selling strategies and techniques into their proven selling methodologies. Managing Member at Adaptive Business Services. Craig is also the author of “The Small Business’ Guide to Social CRM” Close.io. The Gist: .

Negotiate 98

Negotiate Sales Retail B2B 98

Salesforce

OCTOBER 20, 2021

The goal is to have your web property show up as close to the top of the first page of a search engine’s results as possible (such as Google). If you are willing to do the work but need guidance to get started, you can look into hourly SEO consultants. As with most business services, you get what you pay for when it comes to SEO.

Engineering 98

Engineering Technique Niche Start-ups 98

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. Consider this.

CRM 14

CRM Contact Consult Business Services 14