Adaptive Business Services

JANUARY 24, 2024

As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. 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. What are some of the general company benefits from a well managed CRM … Increased revenues.

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Adaptive Business Services

FEBRUARY 28, 2024

As you might guess, given the decade, it was heavy doses of handling objections and closing the deal. I know more closes than Carter has pills including the deadly “Folding Origami Paper Close” and … I use none of them. Closes”, by nature, have always seemed to be adversarial to me. ABC (always be closing).

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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. The post Nimble CRM Tips & Updates – November 2023 appeared first on Adaptive Business Services.

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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. The initial offering of web forms is very close to being released. Do these few simple things and your CRM will keep you on track and make you money! What’s next?

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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.

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Adaptive Business Services

AUGUST 23, 2023

We do have a few minor updates to report on Nimble CRM. 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. All Deals Listing – This is kind of an interesting feature.

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Adaptive Business Services

MARCH 8, 2023

As a Nimble CRM Solution Partner, I work with companies on implementing, and customizing, Nimble for their business. One thing I have learned is that each business that I work with has unique needs. The post Using Nimble CRM Deals for Project Management appeared first on Adaptive Business Services.

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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.

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Adaptive Business Services

JANUARY 11, 2023

This would include implementing Nimble CRM. This included putting him on Nimble CRM and teaching him how to leverage that platform to increase his sales. I taught him about the business and every aspect of sign sales. He worked his CRM religiously. I’ve never seen anything close. I began work in earnest.

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Electricity CRM Sales Follow-up 71

Adaptive Business Services

NOVEMBER 16, 2022

Two of the most beneficial features of Nimble CRM are workflows and deals. 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.

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Adaptive Business Services

MARCH 3, 2021

Nimble CRM is likely the most social CRM that there is! Where does Nimble CRM fit in with social selling? . A form of Prospector is baked directly into Nimble CRM and it is very similar to their mobile apps. . LinkedIn and Facebook have closed member data to almost all third-party applications like Nimble CRM.

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Adaptive Business Services

JULY 6, 2022

This is not the first time that I have attempted to illustrate how easy it is to be successful with Nimble CRM, but I’m going to try to do so again. If a deal, be sure to fill out: deal value, expected close date, and probability of closing. A deal is closed as being either deleted, won, or lost.

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Adaptive Business Services

JUNE 1, 2022

After working with so many companies on helping them to implement Nimble CRM, the one thing that I have learned is that there is almost always more than one way to skin a cat. Here are a few of my favorite Nimble CRM hacks because … every company has unique needs. Nimble CRM Today Page. Nimble CRM Contact Records.

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Adaptive Business Services

JULY 21, 2021

Nimble CRM has just introduced Lead Pipelines! We also have deal records (valid opportunities that we hope to close) and deal pipelines. The Leads Tab at the top of Nimble CRM will allow you to access the complete pipelines in either a graphic layout or as a list. This is big! There you go!

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Adaptive Business Services

MARCH 17, 2021

Nimble CRM can improve your sales and your bank account! Pipelines and Deals in Nimble CRM. Let’s take a closer look at a deal in Nimble CRM. Set a projected close date. Assign a percentage chance of closing. Your percentage chance of closing is used to calculate a “weighted value”. Go to the “Deals” tab.

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CRM B2B Pipeline Commission 71

Adaptive Business Services

MAY 12, 2021

The unfortunate fact is that a large majority of CRM implementations fail. In this series of articles, we’ll explore the many reasons why salespeople seem, almost universally, to HATE CRM. This is pretty easy to understand if your perception is that CRM will, at best, inhibit your selling. Why salespeople hate CRM.

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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.

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CRM Electricity Pipeline Manufacturing 71

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. Are you thinking about a CRM? Calls to appointments.

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Adaptive Business Services

APRIL 24, 2024

I also think that, the holy grail of selling, the “close” is highly overrated. The close is “the natural culmination” of a well executed sales plan. Are you thinking about a CRM? Send Data Send Data Send Data Send Data Send Data Send Data The post Hiring Salespeople appeared first on Adaptive Business Services.

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Adaptive Business Services

APRIL 10, 2024

I was a fairly early adopter of CRM (late 80’s) but have since avoided most sales enablement tools. Since I do not have the inclination to answer these questions, with the exception of imparting certain sales wisdoms as it pertains to implementing Nimble CRM with clients … I think that my sales training days may be over.

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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. Are you thinking about a CRM? appeared first on Adaptive Business Services. The question is why?

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Sales Pop!

OCTOBER 20, 2021

If you own a business-to-business service, lead generation can be a time-consuming task, especially as your clients are business owners themselves. The better you train your automated systems, the more they’ll be able to convert and close deals. Less work and faster deal closing. Conclusion.

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Hubspot

JANUARY 3, 2020

Did you know a customer relationship management system (CRM) is the fastest-growing software on the market today? A CRM is a central location where you can organize the details related to your customers, across all departments at your company. Let’s take a look at five reasons why your company needs a CRM to grow better.

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CRM Appointment Contact Manufacturing 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? 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%.

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Sell Pipeline CRM Business Services 77

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.

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Adaptive Business Services

DECEMBER 28, 2022

The end of 2022 brought to a close certain chapters of my professional life. My failed venture into providing an online course for Nimble CRM has been shut down. . 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.

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Electricity Referrals CRM Consult 71

Adaptive Business Services

FEBRUARY 22, 2023

Most CRMs, and Nimble CRM is no exception, have some levels of privacy controls. I have always been of the opinion that CRM works best as a transparent and open database. A closed database prevents other team members from viewing prior engagements and activities that might enable them to better serve that customer.

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Adaptive Business Services

AUGUST 25, 2021

I should also mention that, while he had a CRM, he rarely used it and did not do so with any consistency. 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 about your CRM? Take good notes.

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Adaptive Business Services

AUGUST 4, 2021

The impetus of this whole adventure was my creation of a complete online course for Nimble CRM. While they might not be exactly the same, they are going to be close. The important thing is that anybody in this industry can immediately relate to the concept of a CRM for their business. It’s a great course. It really is!

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CRM Strategize Networking Contact 87

Adaptive Business Services

JULY 12, 2023

I spend most of my time socially on LinkedIn and, by and large, business professionals including salespeople are wetting their collective pants at the mere prospect of sending more inauthentic messaging to more unsuspecting people. integration and the responses from the unwashed thousands are close to 100% pure bliss. I can’t wait.

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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.

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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. Would you like to chat about sales or Nimble CRM? The post The Role of Urgency in Selling appeared first on Adaptive Business Services. As in … placing the order.

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Sell Electricity Manufacturing Technique 71

Adaptive Business Services

JULY 28, 2021

At night, I entered each into my CRM. . 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. My closing ratio was well in excess of 80%.

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Adaptive Business Services

APRIL 27, 2022

I represent a CRM, Nimble, and while it is the right choice for a lot of folks, it is not right for every business. 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. Bonus points. I welcome, I crave, the opportunity to do both! Department.

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Sell Represent Technique Up-sell 71

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? Would you like to chat with me about sign sales or about Nimble CRM. The post Sign Prospecting Tips appeared first on Adaptive Business Services. But not always.

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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). Deal records include – a dollar value, a projected close date, and a percentage probability of closing. Nobody closes every deal.

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CRM Customers Pipeline Contact 71

Salesforce

JUNE 12, 2023

Generating case summaries To provide your customer with a great experience, you need accurate data to track and optimize your business’ service interactions. This makes the wrap-up summary your agents do after a case is closed one of the most crucial pieces of service data your business can collect. The challenge?

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