Adaptive Business Services

JANUARY 2, 2024

EMAIL TEMPLATES You can create multiple email templates in Nimble and automatically merge (personalize) each email with fields found in the contact’s record. These templates can be used for group messages (same email but personalized for each recipient) or sent to individual contacts. We will discuss all of this when we meet.

CRM 71

CRM Customers Pipeline Contact 71

Adaptive Business Services

APRIL 3, 2024

Message sequencing – I expect to see this introduced simultaneously, or very close with, increased send limits. Once again, and I probably repeat myself, typically messages generated by these third-party platforms will not sync over to Nimble contact records. Group message scheduling – See above. Here is the important part.

CRM 71

CRM X-functional Contact Consult 71

Adaptive Business Services

FEBRUARY 14, 2024

Stage #2 – The sales person researches for company and the key contact(s). 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. The question is why?

Process 77

Process Pipeline CRM Represent 77

Adaptive Business Services

JANUARY 10, 2024

Field mapping a form applies to creating fields in contact records. When a new submission is received, it shows an “activity” in the contact record which includes all fields, mapped or not. 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.

CRM 71

CRM Pipeline Territory Represent 71

Adaptive Business Services

MARCH 8, 2023

Nimble has two possible features that might be used in their project management capacity and each presents unique challenges … Workflows Deals Workflows are actually a part of a contact record (person or company. This means that … Notes for this project will be mixed in with all other notes related to this contact record.

CRM 71

CRM Contact Pipeline Follow-up 71

Adaptive Business Services

NOVEMBER 1, 2023

I believe that the way responses are currently handled may be changing to allow for automatic contact creation with tagging. They differ in the following manners … Contact records are placed in workflows. Deal records, which are generally associated with one or more contact records, are placed in pipelines.

CRM 71

CRM Commission Contract Referrals 71

Adaptive Business Services

NOVEMBER 16, 2022

Workflows are populated with contact records (people or companies). You can have multiple different workflows and a contact can appear in more than one at the same time. Nimble offers a variety of workflow templates, for all different aspects of your business, that can be modified, or you can build your own from scratch.

CRM 71

CRM Represent Pipeline Contact 71

Adaptive Business Services

JULY 6, 2022

Create a contact record and fill out the basic information (name, company name, phone, email) – (under 1 minute). Tags allow you to organize your contacts and the stay in touch reminder will remind you to, are you ready? Use tasks to set tickler reminders for the next date of contact needed. Here we go!

CRM 71

CRM Pipeline Contact Sales 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. This was our contact record. 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. Template emails.

CRM 71

CRM Commission Territory Repeat business 71

Adaptive Business Services

SEPTEMBER 6, 2023

The initial offering of web forms is very close to being released. Additionally, these can be created in both contact and deal records. Events – You are scheduling an event with this contact. These are separate from Contact or Deal tags. Last contacted date/time – This is a system generated field.

CRM 71

CRM Contact Clients Consult 71

Martech

NOVEMBER 14, 2023

Bringing back ghosted contacts It’s inevitable that some customers go silent. What about contacts that don’t show at a sales meeting or haven’t responded in a long time to your business’s outreach? And if this strategy revives a contact and nudges them toward a sale, that’s a good return on investment.

Contact 112

Contact Engineering Service Strategize 112

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 50

Closing Finance Contract Cross-sell 50

Adaptive Business Services

DECEMBER 13, 2023

Key features include new form submission notifications as well as the ability to automatically create contact records and, if desired, add those to a workflow. Assuming that you have created a pipeline, you can convert a workflow contact to a deal record, if applicable. Read these closely! Form field mapping is also improved.

CRM 71

CRM Pipeline Contact Represent 71

Adaptive Business Services

AUGUST 23, 2023

Web forms (think contact forms for your website) are close to being released. The post Nimble CRM Updates Workflow and Deal Listing Options appeared first on Adaptive Business Services. Automations, and I have to think that they will be similar if not identical to workflow automations, should be out for deals shortly.

CRM 62

CRM Pipeline Consult Contact 62

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.

CRM 71

CRM Electricity Pipeline Manufacturing 71

Adaptive Business Services

JUNE 1, 2022

Nimble CRM Contact Records. When you look at a contact record on Nimble, the left side of the record is composed of boxes that show specific sets of data. A couple of the newer ones include converting a company record to a person record or vice versa and also placing a notice on the contact record. You can do that.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

MARCH 3, 2021

LinkedIn and Facebook have closed member data to almost all third-party applications like Nimble CRM. Nimble will auto populate social networks, where it can, during contact record creation. . Signals, under this tab, will show Twitter interactions with this contact. If appropriate, move these folks to Nimble contact records. .

CRM 105

CRM B2B Sell Networking 105

Adaptive Business Services

MARCH 17, 2021

Set a projected close date. Assign a percentage chance of closing. You can also associate this deal with multiple contacts . Your percentage chance of closing is used to calculate a “weighted value”. When you move a deal to another stage, you will need to edit that deal to update the percentage chance of closing.

CRM 71

CRM B2B Pipeline Commission 71

Adaptive Business Services

JANUARY 11, 2023

In October of 2021 I was contacted by an electric sign company where I had previously served as a partner during the 1990’s. His closing ratio was above 70% and I know that he was not cherry picking projects. I’ve never seen anything close. They had lost one salesperson to COVID and another was returning home to the east coast.

Electricity 71

Electricity CRM Sales Follow-up 71

Adaptive Business Services

MAY 4, 2022

Contact the inquirer. 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.

Process 71

Process Pipeline CRM Sales 71

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. What kind of returns (dollars or otherwise) as a result of investing in your services? to find key contacts, What are their interests?

Sell 87

Sell CRM Referrals Up-sell 87

Adaptive Business Services

JULY 28, 2021

I still had contacts in this industry although it had been several years since I had actually worked in it. 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. Read that closely and let it sink in. My closing ratio was well in excess of 80%.

Networking 77

Networking Referrals CRM Cold Call 77

Adaptive Business Services

JULY 21, 2021

Nimble has long had a separate widget box in the contact record for lead details (source, status, etc.). We also have deal records (valid opportunities that we hope to close) and deal pipelines. In some cases this information could replace Nimble’s lead details widget (which you could then hide) in the contact record.

CRM 71

CRM Pipeline SQL Appointment 71

Adaptive Business Services

AUGUST 4, 2021

While LinkedIn has long since removed access to it’s site for CRMs, one of the nice features of Nimble is their Prospector extension that will allow me to create contact records from anywhere on the net including social networks and web pages. While they might not be exactly the same, they are going to be close. Will I be correct?

CRM 87

CRM Strategize Networking Contact 87

Adaptive Business Services

FEBRUARY 5, 2020

I no longer answer my home phone or my cell phone unless you are recognized as being in my contact lists and … I like you. I have filters and services which are sending the bulk of your daily email newsletters either to the trash (75%) or to a digest (15%). I don’t have a mailing list of a gazillion or anything even remotely close.

Cold Call 121

Cold Call Campaign Education Prospecting 121

Adaptive Business Services

MAY 29, 2019

You have the correct contact information including key contact name, phone, and email address. Business intelligence leads can be valuable to a wide variety of partners. When a new business is opening up, moving, adding on, shrinking, or even closing they need a lot of different services.

Networking 54

Networking Construction Referrals B2C 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 71

CRM Appointment Contact Manufacturing 71

Adaptive Business Services

FEBRUARY 14, 2018

A Powerful Contact. Build Relationships, Manage Deals and Grow Your Business The Nimble Way to Connect, Engage, Nurture and Close Customers While Mobile. Nimble unifies contacts from siloed mobile, cloud-based and desktop records into a comprehensive relationship manager for you and your team. Sales pipeline manager.

CRM 91

CRM Launch Pipeline Contact 91

Adaptive Business Services

JULY 24, 2019

Be Proactive – The absolute last thing that you want to see happen is for the customer to contact you to check on the status. As an example, referrals, repeat business, and better prospects will ALWAYS result in higher closing ratios. appeared first on Adaptive Business Services.

Networking 54

Networking Repeat business Referrals Technique 54

Lead Fuze

OCTOBER 1, 2021

.” In its simplest form, sales prospecting is the process through which sales representatives contact prospects with the goal of generating sales possibilities. Prospecting is the process through which salespeople contact prospects who have gone to the ground or have lost touch with the company. 9 Attract by offering .

Technique 95

Technique Prospecting Cold Call Sales 95

Adaptive Business Services

APRIL 1, 2020

How about never or close to it! Be Proactive – The absolute last thing that you want to see happen is for the customer to contact you to check on the status. Practice clear communication – With other team members (design, install, service, Rick, support, accounting, estimating) as well as with clients. Outstanding!

Customers 83

Customers Trust Education Up-sell 83

Adaptive Business Services

MAY 15, 2019

Don’t forget this once they land in your contact list. Once prospects are in your contact list, make sure that you maintain the spark by communicating with them. The king also rules the empire of social selling via LinkedIn and closely determines your success. Expectations only grow once relationships start!

Sell 48

Sell Pitch Networking Up-sell 48

Adaptive Business Services

MARCH 20, 2019

I no longer answer my home phone or my cell phone unless you are recognized as being in my contact lists and … I like you. I have filters and services which are sending the bulk of your daily email newsletters either to the trash (75%) or to a digest (15%). I don’t have a mailing list of a gazillion or anything even remotely close.

Cold Call 48

Cold Call Campaign Education Prospecting 48

Adaptive Business Services

FEBRUARY 6, 2019

I would next have to contact each one and qualify the opportunity. The long and the short is that I never made a cold call for the next five years and I was as busy as a one-legged man in an ass kicking contest. My close ratio exceeded 80%. In a few weeks I turned around and I had over 500 possibilities. True story.

Networking 48

Networking Cold Call Electricity Referrals 48

Adaptive Business Services

FEBRUARY 22, 2023

These can include … Who, besides yourself, can see your emails Who can see or edit your deals Who can see or edit your account contact records Typically, managers will have access to all of this information except maybe for email messages (depending on your CRM). The post Privacy and Nimble CRM appeared first on Adaptive Business Services.

CRM 14

CRM Contact Consult Business Services 14

Adaptive Business Services

JANUARY 17, 2018

Well now he is really listening to you and, before you know it, you have closed the deal. When you have 500 accounts with an average 2 to 3 contacts per account, the five minutes it takes to do an online search prior to picking up the phone is turning into weeks if not months of research.

Manufacturing 54

Manufacturing Up-sell Sales Follow-up 54

Adaptive Business Services

OCTOBER 4, 2017

If I have to contact you regarding a past due date, as opposed to you contacting me before said date occurs … you will likely not be seeing any future business from me. I put all of these stages in writing along with projected time frames to complete each and I reviewed these closely with the customer.

Customers 59

Customers Sell Manufacturing Electricity 59