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. For example, every 30 days.

CRM 71

CRM Pipeline Contact Represent 71

Adaptive Business Services

MARCH 24, 2021

On those occasions where assumptive closing techniques don’t take care of securing the order by themselves, but always used in conjunction with them, my trusty fallback has always been the order form close. The post Sales 101 – The Order Form Close appeared first on Adaptive Business Services.

Closing 77

Closing Contract Sales Technique 77

Adaptive Business Services

DECEMBER 11, 2024

Deals include things like a projected deal dollar value, a projected closing date, and your calculated percentage chance of success. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. services including security, workflow, and telephony? Thank you!

CRM 62

CRM Contact Relationship building Follow-up 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. Contact syncing options are also available with these services. Are they potentially a good match for your services? If yes, proceed to the next step.

CRM 62

CRM Prospecting Contact Follow-up 62

Adaptive Business Services

OCTOBER 7, 2020

and your customer is keen to shop, you may not even get that chance to close the deal. to Close More Sales? appeared first on Adaptive Business Services. aficionados prefer to give competitors their best shot and then rise above them and walk out with the sale. There are benefits and risks to each strategy. or L.I.F.O.

Closing 71

Closing Referrals Sales Follow-up 71

Salesforce

MARCH 20, 2025

This gap — known as the AI divide — highlights the difference between businesses using AI to grow and those relying on outdated methods. If your business isn’t actively integrating AI and digital tools, you risk falling behind. Closing this gap is key to long-term success.

Growth 97

Growth E-commerce CRM Technology 97

Adaptive Business Services

MARCH 5, 2025

One reason, the main reason, why this is so critical is that if you are not very careful, you run the very real risk of being labeled as a spammer either by the recipient, their email service provider, or even your email service provider. Several services offer such capabilities, allowing for a more streamlined and efficient workflow.

CRM 71

CRM Click Through Rate Contact Service 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

Adaptive Business Services

JANUARY 1, 2025

I have been in a varying state of semi-retirement for close to 20 years now. I only work as needed and it is not even close to what would be considered as part-time. It is critical for me to only offer services which can support each other. In other words, any client could benefit from any or all of my services.

Referrals 62

Referrals CRM Non-Profits Contract 62

Adaptive Business Services

FEBRUARY 5, 2020

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%). Not related to the services that I offer. I don’t have a mailing list of a gazillion or anything even remotely close. How effective is the phone and email? Not requested. Way too frequent!

Cold Call 121

Cold Call Campaign Education Prospecting 121

The 5% Institute

FEBRUARY 16, 2022

Finding your potential customer pain points is a crucial part of the sales process , because if you can’t find what they are; it’ll be a lot harder to close the sale. Many Sales Professionals and Business Owners go about their sales conversations the wrong way. This leads us to the next type – their business.

Customers 143

Customers Real Estate Non-Profits Consult 143

Martech

NOVEMBER 14, 2023

Identify repetitive tasks Keep a log of everything that’s done manually across the organization, including sales, marketing and customer service. “I If you have an external partner for your business service, you could also send automated messages to that entity asking to contact the customer. “If

Contact 124

Contact Engineering Service Consult 124

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 54

Closing Finance Contract Cross-sell 54

SaaStr

JANUARY 18, 2022

But a bit less is out there on what it is really like as a founder-CEO … after the deal closes. E.g., to be the head of all business services, or all web something or other. A lot is written about the economics of being acquired, and the deal dynamics. To solve an organizational hole for them.

Business Services 139

Business Services Up-sell Growth Start-ups 139

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. You need to have proof available that your services work! What kind of returns (dollars or otherwise) as a result of investing in your services?

Sell 87

Sell CRM Referrals Up-sell 87

Adaptive Business Services

JULY 8, 2020

For effort this might be the number of calls per week, while for effectiveness it might be the number of demos or closes. The post Office or Remote Selling – Managing Effort and Effectiveness appeared first on Adaptive Business Services. Each has its advantages, yet it is essential to focus solely on objective markers.

Sell 118

Sell Trust Technique Represent 118

Adaptive Business Services

MAY 15, 2024

under 1 minute each) 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. 1 minute per deal not counting notes and tasks) A deal is closed as being either deleted, won, or lost.

CRM 77

CRM Pipeline Contact Closing 77

Adaptive Business Services

MAY 6, 2020

If a trigger event for my product or service is new construction, and I find such a project, this would also be a warm call. Closing ratios. The ability to properly identify and to qualify quality opportunities will allow me to better target those who are more likely to invest in my services or who can refer me to those who will.

Referrals 87

Referrals Appointment Cold Call Construction 87

Adaptive Business Services

FEBRUARY 19, 2025

FYI, of the initial email addresses that I verified close to 40%, yes 40%, came back as either undeliverable or risky. I have never, repeat never , attempted any mailing even remotely close to this size up until this time. We are using the design templates, and my bulk mailer, to send out approximately 4,000 targeted invitations.

CRM 62

CRM Real Estate Contact Follow-up 62

Adaptive Business Services

JULY 10, 2024

What is the rep’s closing ratio and what is their average deal size (won, loss, or total)? Send Data Send Data Send Data Send Data The post Key Takeaways – Using Nimble CRM in a Sales Coach Role appeared first on Adaptive Business Services. Also like workflows, deals that are “stuck” are identified. How about won deals?

CRM 77

CRM Referrals Pipeline Sales 77

Adaptive Business Services

MARCH 3, 2021

LinkedIn and Facebook have closed member data to almost all third-party applications like Nimble CRM. The post Nimble CRM for B2B Salespeople – Social Selling appeared first on Adaptive Business Services. While you are there, take notes, add tags, and schedule follow-ups. A little copy and paste goes a long way.

CRM 105

CRM B2B Sell Networking 105

Adaptive Business Services

AUGUST 8, 2018

Conclude , not necessarily close, the sales call. I am constantly preaching that closing is highly overrated. I believe that the close is the natural culmination to any sale provided that the rest of the sales process has been completed correctly. Relationship building. Investigate the problems.

Sell 89

Sell Manufacturing Price Relationship building 89

Adaptive Business Services

FEBRUARY 14, 2024

Lead qualification workflow When someone inquires about your product or service, one of the first things that you will need to determine is if there will be a match between their needs and your offering. Budget – Do they have the necessary funds to invest in your services? A deal has a projected closing date.

Process 77

Process Pipeline CRM Represent 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. Webinar and conference services.

E-commerce 126

E-commerce Tradeshows CRM Healthcare 126

Adaptive Business Services

AUGUST 4, 2021

While they might not be exactly the same, they are going to be close. I can also offer additional services on top of a customized CRM solution. The post I’m Going Back to What I Know appeared first on Adaptive Business Services. Vertical markets have several strategic advantages …. They generally have common needs.

CRM 87

CRM Strategize Networking Prospecting 87

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. Calls to appointments. Appointments to presentations.

Appointment 77

Appointment Cold Call Sales CRM 77

Adaptive Business Services

MARCH 30, 2022

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. Now, I know more closing techniques than I have fingers and toes and I use … none of them. The post Asking for the Order appeared first on Adaptive Business Services.

Technique 71

Technique Education Closing B2B 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. When somebody contacts our company about our services, we need to assign this inquiry for someone to handle. They might not even have a projected close date.

CRM 71

CRM Represent Pipeline Contact 71

Adaptive Business Services

JULY 24, 2024

Referrals are a tricky business. Still … a good referral is a service to your customer. Bob was asking me about who I might recommend for (your service) and I immediately thought of you! The close ratios are outstanding! appeared first on Adaptive Business Services. You are providing added value.

Referrals 71

Referrals CRM Consult Service 71

Martech

AUGUST 17, 2023

Combined, the leagues are close to 5,000 sponsorship deals for the upcoming season, a 13% increase year-over-year, according to a new report from sports intelligence platform SponsorUnited. Streaming services bring the major European leagues to stateside fans, providing CTV ad opportunities, as well as social engagement. Why we care.

Construction 98

Construction Sports Healthcare Government 98

Adaptive Business Services

AUGUST 14, 2024

When I was doing workshops for job seekers for the Idaho Department of Labor as well as service members mustering out at Mountain Home AFB, I always stressed the importance of doing research on the people and the companies that you will be applying to. Are you thinking about leveraging AI or advanced marketing in your business?

CRM 71

CRM Sales Consult Service 71

Adaptive Business Services

JULY 28, 2021

I also rewarded them for their referrals and I offered them a range of my services for free that they could use to provide additional value to their clients. Read that closely and let it sink in. My closing ratio was well in excess of 80%. The post Power Partner Networking appeared first on Adaptive Business Services.

Networking 77

Networking Referrals Cold Call CRM 77

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. Send Data Send Data Send Data Send Data Send Data Send Data The post Hiring Salespeople appeared first on Adaptive Business Services. Long list.

CRM 77

CRM Repeat business Referrals Clients 77

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! I could go on, but I won’t. Enough for today. Are you thinking about a CRM?

CRM 71

CRM Pipeline Contact Consult 71

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. The challenge?

Contact 98

Contact Service CRM Start-ups 98

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. services including security, workflow, and telephony? The post Nimble CRM Tips & Updates – September 4 2024 appeared first on Adaptive Business Services. OK, here is a little one.

CRM 71

CRM Clients Business Services Service 71

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