Adaptive Business Services

FEBRUARY 7, 2024

First a few clarifications … Multi-value custom fields – You can actually use this feature on multiple field types! Send Data Send Data Send Data Send Data Send Data Send Data Send Data Send Data Send Data Send Data The post Nimble CRM Tips & Updates – Februrary 2024 I appeared first on Adaptive Business Services.

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CRM Pipeline Contact Consult 71

Adaptive Business Services

NOVEMBER 29, 2023

Before there was CRM (Customer Relationship Management), there was CM (Contact Management). I’m rather fond of the principle that “everybody sells” in a business as selling incorporates so many non-selling functions with the ultimate shared goal of creating, and nurturing, satisfied customers.

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Contact CRM Customer Relationship Management Relationship building 71

Adaptive Business Services

MARCH 6, 2024

You can, and you should , be leveraging these capabilities to provide better customer service and to increase your revenues! Since I don’t need to reinvent the wheel … here is an article that I wrote on the “ 5 R’s – Sales and CRM 101 ”. Are you thinking about a CRM?

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CRM Follow-up Consult Networking 62

Adaptive Business Services

DECEMBER 28, 2022

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. My Nimble CRM consulting business has been going well, but I would like to do more of it so that will be an area of focus. Not even one sale. Assess, adjust, adapt.

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Electricity Referrals CRM Consult 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.

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Adaptive Business Services

JANUARY 31, 2024

This gave the customer an extra layer of confidence. The customer was ecstatic. The result … we secured all of their future business including their sandblasted signs. I vividly remember a customer coming in with a pair of Levi’s that I swear had been run over with a gas lawn mower. Management agreed. To err is human.

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Transportation Commission Territory CRM 71

Adaptive Business Services

JANUARY 24, 2024

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. Focus on those prospects who are most likely to do business with us. Customers vs. prospects. More and better prospects. By territory.

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CRM Commission Territory Repeat business 71

Adaptive Business Services

JULY 26, 2023

If you would like to learn more about Nimble and whether or not it might be the right choice for you, please book a free 30-minute Zoom consultation with me. No Stats) appeared first on Adaptive Business Services. The post Here’s HOW a CRM Will Increase Your Sales! (No

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Adaptive Business Services

OCTOBER 4, 2023

More resources … Reports for web forms Customize web forms and templates Embed your web form Getting started with Nimble web forms Nimble’s web forms billing details Web forms are an optional additional charge to your Nimble subscription so let’s talk a bit about your options when using web forms with Nimble.

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CRM Contact Consult Up-sell 71

Adaptive Business Services

JUNE 14, 2023

Your customer outreaches will become personalized. If you would like to learn more about Nimble CRM and my training services, please feel free to book a free 30-minute Zoom consultation with me. The post The 5 R’s – Sales & CRM 101 appeared first on Adaptive Business Services.

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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. 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 my calendar. New field type!

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Adaptive Business Services

SEPTEMBER 6, 2023

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). Tasks, custom activities, events, and calls are all available widgets for your Today Page. in two places.

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CRM Contact Clients Consult 71

Adaptive Business Services

SEPTEMBER 15, 2021

Let’s start with CRM (acronym), Customer Relationship Management. In one cartoon the pointy-haired boss exclaims to Dogbert the Consultant who is trying to sell him an ISO 9000 program, to paraphrase …. Aren’t you the same consultant who sold me that worthless TQM program!?” No, we should be managing our relationships. .

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Sell Customer Relationship Management Consult Relationship Management 77

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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CRM Contact Pipeline Follow-up 71

Adaptive Business Services

MARCH 22, 2023

Are there custom fields of data, maybe unique to your business, that you will need? Moving your current data Many businesses want to move their existing data from their current CRM or a source like Google or Outlook. In some cases, this may not be possible or we would need to create custom fields to accept some of this data.

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CRM Consult Promote Business Services 62

Adaptive Business Services

MARCH 22, 2023

Are there custom fields of data, maybe unique to your business, that you will need? Moving your current data Many businesses want to move their existing data from their current CRM or a source like Google or Outlook. In some cases, this may not be possible or we would need to create custom fields to accept some of this data.

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CRM Consult Promote Business Services 62

Adaptive Business Services

DECEMBER 13, 2023

You will need to create custom fields for this data in Nimble prior to importing! 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.

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Adaptive Business Services

AUGUST 24, 2022

Will you be needing to create custom fields in Nimble? While you can do this at any time, if you are moving data into Nimble and a standard field to accept that data is not already in place, you will need to create a custom field(s) first. appeared first on Adaptive Business Services. Garbage In does equal Garbage Out.

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Adaptive Business Services

MAY 11, 2022

So, I would suggest that the sense of urgency is dictated by the customer’s needs and it is the salesperson’s responsibility to keep their customer apprised of these timelines in order to successfully meet their expectations. If yes, please book a free 30-minute Zoom consultation with me.

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Sell Electricity Manufacturing Technique 71

Adaptive Business Services

APRIL 13, 2022

It took me a while, but I have now created a standardized system for training businesses on the best use of Nimble CRM. Better yet, this system is easily customized for an individual business’s needs. In this way, we are customizing your account to meet your needs as we go along.

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Adaptive Business Services

SEPTEMBER 21, 2022

I could easily duplicate and customize materials for each individual client. Those people become consulting clients instead. My one-on-one training business is now chugging along nicely. The post Making Lemonade From Lemons appeared first on Adaptive Business Services. It’s funny how things work out.

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Adaptive Business Services

JULY 14, 2021

In it he discusses the conflicting relationships between objections, salespeople, and customers as well as our hesitancy as salespeople to raise objections on our own. If you don’t have these qualities, and maybe even if you do, there will be some customers who just will not share their concerns with you willingly. Good stuff!

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Adaptive Business Services

NOVEMBER 16, 2022

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. When somebody contacts our company about our services, we need to assign this inquiry for someone to handle. Let’s look at selling. Where might a workflow come in?

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CRM Represent Pipeline Contact 71

Adaptive Business Services

MARCH 16, 2022

When I first started using CRM (Customer Relationship Management) software in the late 80’s, they were based on DOS, desktop only, and we called them Contact Managers. However, CRM is now being touted as a single-source application for sales, marketing, customer service, and more. appeared first on Adaptive Business Services.

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CRM Customer Relationship Management Relationship Management Contact 71

Adaptive Business Services

JULY 6, 2022

You will have a complete record of all of your activities with each prospect, suspect, customer as well as a graphical overview of the leads that you are pursuing and the deals that you are hoping to close. . If you would like to learn more about Nimble CRM, please schedule a free 30-minute Zoom consultation with me.

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CRM Pipeline Contact Sales 71

Adaptive Business Services

MAY 19, 2021

I am offering a free, no obligation, 30-minute consultation to answer that question. Help you to customize Nimble data fields, activities, pipelines, and dashboards. Develop custom searches. appeared first on Adaptive Business Services. Book that time with me on Zoom. . Answer any questions. Build email templates.

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CRM Pipeline Consult Price 71

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. How about a … “I’m not sure about that. Bonus points. Back to “No”.

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Sell Represent Technique Up-sell 71

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?

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Adaptive Business Services

JUNE 2, 2021

These are the business process owners and they represent the end users. Responsible for maintaining effective communication between users and consultant, scheduling and directing client subject matter experts, and ensuring smooth project progress. Standard and Custom Fields. appeared first on Adaptive Business Services.

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CRM Commission Repeat business Represent 96

Adaptive Business Services

JULY 28, 2021

I spent three years in sales before deciding to go into consulting full-time. A business attorney, commercial lender, and a financial advisor = Professional Services Power Partners. An architect, general contractor, and a soil testing company = Construction Services Power Partners. The proof is in the results.

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Networking Referrals CRM Cold Call 77

Adaptive Business Services

MAY 4, 2022

For example, if I have 7 stages in my sales pipeline, and the customer wants to sign when we have only completed the first 4 stages … I’m going to take that order!! This is similar to the old sales joke … Customer – “I’m ready to buy!” What Happens If You Skip a Step (or two)? Well, that depends. Salesperson – “Not yet!

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Process Pipeline CRM Sales 71

Adaptive Business Services

NOVEMBER 10, 2021

Relate Workflows to Contact Records – Associate workflows with people and companies to get a 360-degree relationship overview, including history of interactions, calendar events, attachments, custom field information. . Book a free 30-minute Zoom consultation with me. appeared first on Adaptive Business Services.

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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. Maybe an outside consultant or influencer, for example. Tags, Custom Fields, & Custom Activities.

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CRM Pipeline Contact Consult 71

Adaptive Business Services

MAY 31, 2023

The C in CRM is Customer. The post Nimble CRM Contact Syncing – Best Practices appeared first on Adaptive Business Services. I don’t know about you but, I have a ton of records that I have collected over the years via emailing and I only want a very small fraction of those in my CRM. I don’t want my dog groomer in there.

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Contact CRM Follow-up Consult 71

Score More Sales

NOVEMBER 8, 2012

What is the best way to worsen a relationship with a prospective client, a customer, or an invaluable referral partner? Never pick up the phone, and be guilty of two other bad email habits that happen every day, all over the business world. Answer: Only communicate through email.

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Customers Referrals Consult Follow-up 95

Sales Hacker

AUGUST 7, 2020

Customer Success. Orange Business Services. Head of Customer Experience. samsales Consulting. Chief Customer Officer. SAP Customer Experience. Chasse Consulting: Sales Strategies, Inc. Director of Customer Growth. Leadership. Sales Development. Sales Growth. Sales Enablement. Leadership.

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Territory Presentation Strategic partnership Strategize 121

Adaptive Business Services

JUNE 30, 2021

In fact, please feel free to follow this link to my calendar to schedule a free 30-minute Zoom consultation with me! We are big believers that CRMs need to work with and for you, wherever you work, so you don’t have to leave the places where you are prospecting or interacting with customers. Make Your Meetings as Powerful as Possible

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