Adaptive Business Services

MAY 15, 2024

Monitor your Today Page daily for upcoming tasks and reminders as well as for leads in your workflow and deals in your pipeline – (5 minutes per day) Create a contact record and fill out the basic information (name, company name, phone, email) – (under 1 minute) Tag record and set stay in touch reminder to build relationships.

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Adaptive Business Services

FEBRUARY 14, 2024

Next let’s look at a simple sales process and it will be divided into two stages … a lead qualification workflow and a deal pipeline. Leads will be moved from stage to stage through the workflow and deals will do the same through their pipeline. Sales pipeline Active deals, or opportunities, reside in a sales pipeline.

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Adaptive Business Services

FEBRUARY 7, 2024

Delay send and drafts in message compose The availability of increased group message send limits Message Sequencing Tips on Managing Deals and Pipelines To recap from previous discussions … deal records are associated with contact records (although they do not have to be) and deal records are placed in a pipeline. Enough for today.

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Adaptive Business Services

NOVEMBER 16, 2022

These records, while still associated with a contact record, are graphically displayed in a pipeline which is structured to represent your specific sales process. You can create multiple pipelines, but a deal can only reside in one pipeline at any time. A deal will leave a pipeline in one of three ways …. It’s deleted.

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Adaptive Business Services

NOVEMBER 10, 2021

For several years now Nimble has offered a way for you to create and to track business opportunities or deals. 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).

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Adaptive Business Services

JULY 17, 2024

Nimble offers workflows and pipelines that can be customized for your specific needs. Once qualified, I would convert that “lead” to a “deal” and place that in my pipeline. Send Data Send Data Send Data Send Data Send Data Send Data The post The Only Thing Worse Than Losing the Sale Is … appeared first on Adaptive Business Services.

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Adaptive Business Services

JULY 6, 2022

It gives you a more realistic view of your total pipeline value – (included in step #7). Monitor your deal pipeline and adjust (edit the deal record) value, close date, and probability of closing as needed. Move your deal through the stages of the pipeline (drag and drop) which is reflective of your sales process.

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Adaptive Business Services

JANUARY 10, 2024

Once messaging automation is released, I still expect to see pipeline automation similar to what we now have with workflows. Continuing our discussion of workflows and pipelines … A bit of a review. Workflows and Pipelines both represent processes. I am often asked by companies if they need both a workflow and a sales pipeline.

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Adaptive Business Services

AUGUST 23, 2023

You can get a listing of all deals in all pipelines, but you also have the ability to filter certain fields in that list. Additional Workflow and Pipeline Lists – Workflows and Pipelines are similar in that you can see them in either a board or a list format. For pipelines it is all, won, or lost.

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Adaptive Business Services

MAY 4, 2022

Last, But Not Least … Sales Pipelines. A sales, or deal, pipeline should closely reflect the stages of your sales process. Your pipeline will have stages and each stage represents the next critical step in the sales process. As you evaluate your pipeline, be sure to ask yourself the following questions ….

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Adaptive Business Services

MARCH 8, 2023

While deals are used to create a pipeline and, while they generally include things like a potential dollar value, a predicted close date, and a percentage probability of closing, they don’t have to use these variables. The post Using Nimble CRM Deals for Project Management appeared first on Adaptive Business Services.

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Adaptive Business Services

NOVEMBER 1, 2023

I wanted to start a discussion on workflows vs pipelines. Deal records, which are generally associated with one or more contact records, are placed in pipelines. A deal record can only be in one pipeline. This feature is expected soon for pipelines. Workflows and pipelines can work together although they don’t need to.

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Adaptive Business Services

NOVEMBER 29, 2023

Kiss your proven process and pipelines goodbye. If yes, Please book a free 30-minute Zoom consultation with me. The post I Just Want to Maintain Contact Records In My CRM appeared first on Adaptive Business Services. The ability to organize and to search your contacts will be severely limited. I’m only getting started.

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Contact CRM Customer Relationship Management Relationship building 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. appeared first on Adaptive Business Services. Book that time with me on Zoom. . Well, really just about whatever you would like and need. Hold your hand:).

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Adaptive Business Services

JUNE 1, 2022

Maybe an outside consultant or influencer, for example. Workflows, Deals, & Pipelines. Workflows and Pipelines are similar in the sense that both are used to display the stages, in order, of a process. Both workflows and pipelines allow me to drag and drop contact or records through the various stages.

CRM 71

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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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Adaptive Business Services

JANUARY 2, 2024

WORKFLOWS Workflows (and Pipelines) represent a process. A common example would be a Lead Qualification Workflow where, if a prospect is qualified, a deal record is then created and that record is moved into a sales pipeline. Individual deal records, generally associated with a contact record, are placed in your pipeline.

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Adaptive Business Services

DECEMBER 13, 2023

Speaking of automations … Nimble is heavily focused on building a more sophisticated automation engine that will power, among other things, messaging as well as deals/pipelines. Deal Records and Pipelines Last month, we talked about workflows. I would expect to start seeing these possibly as early as Q1 next year. Let’s convert.

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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. Instead let’s talk about those things that just make sense. The post Here’s HOW a CRM Will Increase Your Sales! (No

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PandaDoc

SEPTEMBER 2, 2020

Adaptive Business Blog. Adaptive Business Services focuses on B2B selling, primarily outbound, and that includes weaving social selling strategies and techniques into traditional selling methodologies. Check out Sales Pipeline Radio too – www.salespipelineradio.com. Heinz Marketing. Score More Sales. The Sales Leader.

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Sales Technique Non-Profits Cold Call 98

Martech

FEBRUARY 25, 2022

Platform vendors offer extensive training programs, online communities and strategic consulting services to encourage more comprehensive platform use and create a higher return on marketing automation investments. Keap also supports Automated list management for email engagement monitoring and data migration services.

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E-commerce B2C Manufacturing Hospitality 122

Adaptive Business Services

JULY 25, 2018

Yes, forget that you have to fill up your sales calling sheets and follow-up on the sales deal pipeline. Just become a friend, a well-wisher, and a consultant to your prospects. The post An Effective Guide for Creating Your Outbound Sales Script appeared first on Adaptive Business Services. Don’t be a salesperson!

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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? Deal reviews, pipelines and forecasts … these are important. Nothing in their pipeline? A healthy pipeline and nothing is closing? I am both old and old school.

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SaaStr

JULY 12, 2022

I ran their web business service unit which hit $180 million in ARR last quarter. You work at a billion dollar company, pipeline’s really important. If you’re at a startup, for me pipeline is a sign of failure. The good ones, there’s no pipeline. The 20 to 40K thing is consultative.

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Lead Fuze

AUGUST 5, 2021

Diagnose Your Sales Pipeline to Increase Performance. Adaptive Business Services. The focus is on helping businesses weave social selling strategies and techniques into their proven selling methodologies. Managing Member at Adaptive Business Services. Pipeline Cleanliness Playbook: Four Lessons Learned.

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Heinz Marketing

FEBRUARY 28, 2025

By Sarah Threet , Marketing Consultant with Heinz Marketing B2B marketers often struggle with defining an Ideal Customer Profile (ICP) that is precise enough to drive meaningful engagement and revenue. Curious about other core Predictable Pipeline challenges B2B companies fac e? Explore our Benchmark Infographic to dive deeper.

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Adaptive Business Services

FEBRUARY 12, 2025

Workflows & Pipelines Add fields to workflow and pipeline cards – Cards in workflows and pipelines can be configured to show specific data. Custom fields for deal records are created when you create, or edit, individual pipelines. This is similar to Prospector. Are you thinking about a CRM?

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Sales Gravy

MAY 20, 2025

Here's how it works: You prospect hard for a while, fill your pipeline, and start closing deals. Then you get busy servicing those new clients and tell yourself you've "earned a break" from prospecting. Fast forward 30-90 days, and suddenly your pipeline is dry. Fast forward 30-90 days, and suddenly your pipeline is dry.

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Score More Sales

JULY 25, 2012

“One of the BEST ways to increase revenues without increasing headcount is to de-pollute your sales force,” according to Mike Moorman, Managing Principal at ZS Associates, a large business services firm that works to help transform sales for their clients. Mike spoke at the Sales 2.0

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