Adaptive Business Services

SEPTEMBER 4, 2024

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. My area of expertise is Nimble CRM (specifically sales), however, I would be happy to connect you to an AI, managed services, or marketing professional who I know and trust. OK, here is a little one.

CRM 71

CRM Clients Business Services Service 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. Are you thinking about a CRM?

CRM 71

CRM Contact Represent Clients 71

Adaptive Business Services

FEBRUARY 7, 2024

Things change and if these change you will want to edit your deal record … Deal amount Deal percentage chance of closing Projected close date If these fields are not accurate, your sales forecasts will be worthless! Are you thinking about a CRM? I could go on, but I won’t. Enough for today.

CRM 71

CRM Pipeline Contact Consult 71

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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Closing Sports CRM Consult 71

Adaptive Business Services

AUGUST 21, 2024

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. My area of expertise is Nimble CRM (specifically sales), however, I would be happy to connect you to an AI, managed services, or marketing professional who I know and trust.

CRM 71

CRM Contact Service Business Services 71

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.

CRM 71

CRM Contact Pipeline Follow-up 71

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.

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CRM Pipeline Territory Represent 71

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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CRM Contact Clients 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. 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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CRM Commission Territory Repeat business 71

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.

CRM 71

CRM Customers Pipeline Contact 71

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.

CRM 71

CRM B2B Pipeline Commission 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.

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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.

CRM 71

CRM Commission Contract Referrals 71

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. Are you thinking about a CRM?

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CRM Pipeline Contact Represent 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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CRM Represent Pipeline Contact 71

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.

Electricity 71

Electricity CRM Sales Follow-up 71

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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CRM Pipeline SQL Appointment 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. Here are 5 simple ways that Nimble can transform your solopreneur business 1. Ive just scratched the surface of Nimble CRM. Are you thinking about a CRM? Lets start with this.

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CRM Contact Relationship building Follow-up 62

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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CRM Pipeline Contact Sales 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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CRM Commission B2B Sell 71

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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CRM Pipeline Contact Consult 71

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 77

Adaptive Business Services

SEPTEMBER 18, 2024

This week, I am told, Nimble CRM will be releasing several updates that will provide for integrations between webforms and web hooks, workflows, and message sequencing. With LinkedIn being a closed system , there are challenges to this. Are you thinking about a CRM? services including security, workflow, and telephony?

CRM 62

CRM Contact Service Consult 62

Adaptive Business Services

OCTOBER 23, 2024

Time flies and I’m guessing that it has been close to 10 years since LinkedIn decided to close its access doors to most third-party applications including Nimble CRM. Shortly thereafter, they did authorize limited access to a few enterprise level CRMs providing that you have the right LinkedIn premium account. Here’s how!

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CRM Prospecting Contact Follow-up 62

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

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

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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CRM Pipeline Consult Contact 62

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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Lead generation B2B Closing Cold Call 86

Adaptive Business Services

APRIL 23, 2018

Nimble’s Today Page enables users to organize your day, focus on key relationships, and take progressive actions to close business more effectively. The post Nimble CRM Launches New Customizable Dashboard Today Page appeared first on Adaptive Business Services. Today Page Dashboard Overview.

CRM 11

CRM Launch Appointment Pipeline 11

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.

Sell 87

Sell CRM Referrals Up-sell 87

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!

CRM 87

CRM Strategize Networking Prospecting 87

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

OCTOBER 30, 2024

Closing is overrated … I’ve been around long enough to know that a salesperson’s inability to secure business is rarely tied to their inability to close the sale because … the close is the natural culmination of a sale done well. Are you thinking about a CRM? Replicate the good and avoid the bad.

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Sell Angle CRM Repeat business 62

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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Appointment Cold Call Sales CRM 77

Martech

JANUARY 13, 2022

Marketo, which Abobe renamed Adobe Marketo Engage, primarily serves SMB to enterprise-level B2B marketers and some B2C considered-purchase marketers in a variety of industries, including technology, business services, healthcare, financial services, education, manufacturing, and telco. Support for two-way synchronization.

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E-commerce Tradeshows CRM Healthcare 123

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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CRM Repeat business Referrals Clients 77

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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Process Pipeline CRM Represent 77