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.

CRM 71

CRM Commission Territory Repeat business 71

Adaptive Business Services

APRIL 24, 2024

I will assume that what I see during the interview process I will also see during training, how they will work with potential clients, and what will be their ability to earn repeat business and referrals. I also think that, the holy grail of selling, the “close” is highly overrated. Are you thinking about a CRM?

CRM 77

CRM Repeat business Referrals Clients 77

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