Adaptive Business Services

MARCH 20, 2024

I have been told that the following are VERY close to release (maybe even this month) … Group message send limit availability will be increasing Message sequencing Group message scheduling Now, and this is strictly a guess, I suspect that these may be premium (extra cost) features. Coming very soon! Say it ain’t so! Another video!?:)

CRM 71

CRM Customer Relationship Management Contact Relationship Management 71

Adaptive Business Services

MAY 3, 2023

What was my/our closing ratio? I’d rather spend my time maximizing my chances of securing new business than trying to figure out why I did, or did not, achieve my goals. If their sales are low is it because they are not making the calls, they struggle in the sales process, or they just can’t close a deal?

CRM 122

CRM Pipeline Consult Business Services 122

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

FEBRUARY 7, 2024

First a few clarifications … Multi-value custom fields – You can actually use this feature on multiple field types! 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!

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

APRIL 1, 2020

With the advent of the internet, customers are more. You are going to have to demonstrate that the needs of the customer will supersede your need to sell them whatever trinkets you may offer. If this is a new customer, you are not going to walk into this deal in a position of trust. How about never or close to it!

Customers 83

Customers Trust Education Up-sell 83

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. In fact, my attempting to create these integrations could be a disservice to my customers. The reasons for this are more detailed.

CRM 71

CRM Contact Represent Clients 71

Martech

NOVEMBER 14, 2023

Reverse engineer segmentation Customer segmentation is something marketers frequently do to improve marketing automation and make sure the right messages are sent to the right group of customers. Too often, marketers break down their customers into segments by role or demographics. As a result, you’ll know your customers better.

Contact 115

Contact Engineering Service Strategize 115

Adaptive Business Services

MARCH 30, 2022

Only then could the blood-letting, the mortal combat between seller and customer, begin. What if the customer says “no”? The close is overrated. . If the sale was not secured, it was not because of the close. It was because of everything that happened before the close. There was always one glaring challenge.

Technique 71

Technique Education B2B Closing 71

Adaptive Business Services

JANUARY 10, 2024

Another new update, and one that I had not heard of in advance, is the release of a new custom field type … multi-value fields. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. New field type! I call it “multiple checkboxes”.

CRM 71

CRM Pipeline Territory Represent 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. Revenues are the lifeblood of your business. Better customer relationships. We not only want to secure new customers, we need to increase business with our existing clients.

CRM 71

CRM Commission Territory Repeat business 71

Adaptive Business Services

JULY 27, 2022

Instead, they were perceived by customers as being …. Throw away the close. . The close is overrated anyway. A closed sale is the natural culmination to a sales process that is done correctly. Maybe it’s because I am a customer in addition to being a sales rep. At any rate … they always killed it. Not salespeople.

Objection handling 71

Objection handling Quota Pitch Technique 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 don’t need to, they might represent entirely different aspects of our business, but they can. Handling an incoming customer inquiry would be a good example.

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

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

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. I’d also like to do more sales training and I’m looking at some additional services to add to my stable.

Electricity 71

Electricity Referrals CRM Consult 71

Adaptive Business Services

SEPTEMBER 6, 2023

The initial offering of web forms is very close to being released. Custom Activities – These are created in your settings. They are the same as tasks with two exceptions … they have a specific custom name and you can specify whether or not to update your last contacted date (read on). Message – Send an email.

CRM 71

CRM Contact Clients Consult 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

DECEMBER 13, 2023

You will need to create custom fields for this data in Nimble prior to importing! Read these closely! We talked about the importance of creating custom fields, where necessary, in Nimble prior to any import. The post Nimble CRM Tips & Updates – December 2023 appeared first on Adaptive Business Services.

CRM 71

CRM Pipeline Contact Represent 71

Adaptive Business Services

OCTOBER 4, 2017

As a customer, I expect the salesperson to set realistic expectations for me and then, at least meet those. My background was in the electric sign industry which is custom manufacturing. 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

Adaptive Business Services

JUNE 8, 2022

If you can’t get in front of a customer – Is that them, geography, or you? Business from existing customers – ? of customers leave because they think that you don’t care. Think of LTCV (Long Term Customer Value). What about service or sign refreshes? Get the gatekeeper’s name. Can they buy more?

Prospecting 71

Prospecting Appointment Referrals Cold Call 71

Adaptive Business Services

AUGUST 4, 2021

offering a customized solution for specific industries. While they might not be exactly the same, they are going to be close. Basically, this involves customizing Nimble specifically for a given market. From there, Nimble can be further customized for any given company’s unique needs. They generally have common needs.

CRM 87

CRM Strategize Networking Contact 87

Adaptive Business Services

APRIL 27, 2022

Not only does this make you human, it also gives you a valid reason to be back in front of this customer while demonstrating that you can follow up. 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. How about a … “I’m not sure about that.

Sell 71

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

Sell 71

Sell Electricity Manufacturing Technique 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

JUNE 1, 2022

You can use this box to show specific data fields including custom fields that you have created. One way to do this is to create a new custom field, for a person record and give it a different, yet similar, name. Tags, Custom Fields, & Custom Activities. Only the record owner may add or remove a notification.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

DECEMBER 22, 2021

Going for the close. Even better, every customer is a potential side gig and one that might compensate you handsomely without all of the annoying H.R. At some point, providing you have done this correctly, you will see these changes in customer behaviors toward you. We’re about to go stealth. Handling objections. paperwork. .

Sell 77

Sell Technique Up-sell Clients 77

Martech

MAY 10, 2023

That’s why the best customer loyalty software focuses on gathering this information via member attributes, pop-up quizzes, questionnaires, contests, and online polls. Emotional loyalty measurement Behavioral loyalty metrics are not enough to fully understand customers’ behavior. as Comarch Loyalty Management does.

Referrals 88

Referrals B2C Technology Technology 88

Adaptive Business Services

SEPTEMBER 29, 2021

How about never or close to it! There are only three possible outcomes from any customer interaction. You made the sale, but … you don’t have a customer that will buy from you again, without getting bids, and the one who will willingly refer you to others. . I actually do think about my customers at 3 AM. What are they?

Repeat business 77

Repeat business Referrals Technique Trust 77

Adaptive Business Services

JUNE 16, 2021

Still, I would need to look closely at each component of my sales process. . I will always look for ways to maximize my chances for securing the sale and that means focusing on repeat business from existing customers as well as referrals to new ones. Can I identify, and get close to, other deal influencers?

Sales 71

Sales Repeat business Referrals Clients 71

Search Engine Land

MAY 10, 2023

That’s why the best customer loyalty software focuses on gathering this information via member attributes, pop-up quizzes, questionnaires, contests, and online polls. Emotional loyalty measurement Behavioral loyalty metrics are not enough to fully understand customers’ behavior. as Comarch Loyalty Management does.

Referrals 102

Referrals B2C Technology Technology 102

Salesforce

JUNE 12, 2023

The hottest topic in service today is generative AI, especially in the contact center. 84% of IT leaders we surveyed in a recent study say generative AI will help their organization better serve customers, and every day I speak with service leaders who are excited about the potential for generative contact center AI.

Contact 98

Contact Service CRM Start-ups 98

Adaptive Business Services

FEBRUARY 5, 2020

This is not to say that they are not valuable and appropriate for use with any recognized customer or with a prospect in progress. I don’t have a mailing list of a gazillion or anything even remotely close. The post On Door Knockin’ and Donuts appeared first on Adaptive Business Services. Away we go, but first … .

Cold Call 121

Cold Call Campaign Education Prospecting 121

Adaptive Business Services

JUNE 9, 2021

Farmers , on the other hand, excel at servicing existing customers and farming them for consistent repeat business. Depending on your business model, you will probably need both. . It’s the BIG KILL and it might also be the only deal that they are working and, if it does not close, they got nothin’.

Gaming 71

Gaming Electricity Repeat business Price 71

Adaptive Business Services

NOVEMBER 4, 2020

And, for the record, the close is overrated. Some tips … Be prepared – Know your product and know your customer. Help to set, and then to manage, customer expectations – Every customer has expectations. Even if you got this sale, you don’t have a customer. Do you know what they are?

Repeat business 71

Repeat business Referrals Sales Education 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. My closing ratio was well in excess of 80%. Referring someone is a tricky proposition.

Networking 77

Networking Referrals CRM Cold Call 77

Adaptive Business Services

JULY 1, 2020

Never or close to it. They have demonstrated that they want your business. One indicated to me that his industry has a reputation for ignoring potential customer calls. Another told me that she returned a call the other day (same day), and the customer was ecstatic. And the ones who do? Of course it is. Sure there is.

Sales 71

Sales Networking Business Services Service 71

Adaptive Business Services

MARCH 3, 2021

Engaging – There are multiple social channels and multiple ways to do this, but first focus on where your prospects and customers are. LinkedIn and Facebook have closed member data to almost all third-party applications like Nimble CRM. If they are not on Facebook, why are you there? You went to the same school.

CRM 105

CRM B2B Sell Networking 105