Adaptive Business Services

AUGUST 4, 2020

While I am performing a number of initiatives, a big one is upping my game in the referral marketing (sales) arena by taking a course from a gentleman, Tom Gay , who I have known for over 10 years. You can do all of this on paper, a spreadsheet, or even on a document, but if you have a CRM … why? .

Referrals 113

Referrals CRM Networking Gaming 113

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. This was our contact record. How does the right CRM make salespeople more money?

CRM 71

CRM Commission Territory Repeat business 71

Adaptive Business Services

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. I believe that the way responses are currently handled may be changing to allow for automatic contact creation with tagging. They differ in the following manners … Contact records are placed in workflows. A contact record can be in more than one workflow at any given time.

CRM 71

CRM Commission Contract Referrals 71

Adaptive Business Services

MARCH 31, 2021

Nimble CRM is built for salespeople. So, what makes Nimble the salesperson’s CRM? One such area of discomfort for salespeople is data entry and data entry is a key part of contact organization. I’m not going to lie to you and tell you that Nimble or any CRM will maintain itself via thought transference! Sacrilege! ”

CRM 90

CRM Referrals Contact Pipeline 90

Adaptive Business Services

FEBRUARY 3, 2021

This applies equally to your use of Nimble CRM as well as to your selling skills and characteristics. If you can stand out from the pack, be responsive and proactive, you will then earn their business and their referrals! Nimble CRM isn’t complicated. Activities, Calendars, and Messages in Nimble CRM.

CRM 87

CRM B2B Contact Referrals 87

Adaptive Business Services

JULY 28, 2021

At night, I entered each into my CRM. . Folks had always been happy to refer me to potential clients and I was most appreciative of those referrals! I still had contacts in this industry although it had been several years since I had actually worked in it. Becoming referral worthy. I worked exclusively on referrals.

Networking 77

Networking Referrals CRM Cold Call 77

Adaptive Business Services

AUGUST 25, 2021

I should also mention that, while he had a CRM, he rarely used it and did not do so with any consistency. to find key contacts, What are their interests? How are they spending their dollars now as they relate to your services? What about your CRM? Everything goes in your CRM! Research on LinkedIn etc.

Sell 87

Sell CRM Referrals Up-sell 87