Adaptive Business Services

MARCH 3, 2021

Nowadays … think Zoom if in-person meetings are not practical. Nimble will auto populate social networks, where it can, during contact record creation. . The Bing web page, found under “Integrations” , will conduct a search of that contact and it will discover most social networks in addition to other info.

CRM 105

CRM B2B Sell Networking 105

Adaptive Business Services

JANUARY 13, 2021

A few months back, a gentleman that I know contacted me and asked if he could speak with me about CRM in general as well as Nimble CRM specifically. The correct answer was “It keeps contact records.” Your contact record is a history of engagement and it is the life blood of your CRM as a sales tool. I got it wrong. Stupid me.

CRM 83

CRM Contact Pipeline Follow-up 83

Adaptive Business Services

APRIL 13, 2022

The eye opener was when people contacted me about the course, and despite the significant cost savings should they choose to go that route, folks wanted one-on-one training. Training is conducted during Zoom meetings of one to two hour sessions each. In this way, we are customizing your account to meet your needs as we go along.

CRM 71

CRM Consult Clients Contact 71

Adaptive Business Services

JUNE 1, 2022

Nimble CRM Contact Records. When you look at a contact record on Nimble, the left side of the record is composed of boxes that show specific sets of data. A couple of the newer ones include converting a company record to a person record or vice versa and also placing a notice on the contact record. For example, Virtual Meeting.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

MARCH 1, 2023

When a client, or a potential client, contacts you they either have a question or a problem or maybe they even want to give you money. At the end of every meeting, every exchange, you must set expectations for what happens next and when. The post A Simple 3-Step Plan for Selling Success appeared first on Adaptive Business Services.

Sell 71

Sell Electricity Clients Up-sell 71

Adaptive Business Services

JULY 28, 2021

I still had contacts in this industry although it had been several years since I had actually worked in it. My plan was to contact each and every one of the key people who I knew who were in the best position to refer me to potential clients. Maintain complete contact records on customers, prospects, and power partners.

Networking 77

Networking Referrals CRM Cold Call 77

Adaptive Business Services

JULY 21, 2021

Nimble has long had a separate widget box in the contact record for lead details (source, status, etc.). In some cases this information could replace Nimble’s lead details widget (which you could then hide) in the contact record. Leads, and the lead pipelines for that matter, are also directly integrated into the contact record.

CRM 71

CRM Pipeline SQL Appointment 71

Adaptive Business Services

OCTOBER 27, 2021

Research zoning and ordinance prior to meeting with customers. Review landlord requirements (if not on file, contact them and get these before your 1st meeting). Be prepared to discuss these things with the customer at the first meeting. Book a free 30-minute Zoom meeting with me! It will be appreciated!

Electricity 71

Electricity Pitch Sales Meeting 71

Adaptive Business Services

JULY 7, 2021

They require work inside and outside of our weekly meetings. If a lead sounds interesting, contact the member directly to discuss it. Have a great 60 second elevator pitch – Most groups will allow members the opportunity to briefly introduce themselves and their services at every meeting. Plain awful. Be prepared!

Networking 77

Networking Non-Profits Referrals Construction 77

Adaptive Business Services

AUGUST 25, 2021

Set timelines that meet both of your needs and then exceed them. What kind of returns (dollars or otherwise) as a result of investing in your services? to find key contacts, What are their interests? How are they spending their dollars now as they relate to your services? Be prepared. Clarify and confirm. Make the calls!

Sell 87

Sell CRM Referrals Up-sell 87

Adaptive Business Services

SEPTEMBER 22, 2021

Be proactive – The absolute last thing that you want to see happen is for the customer to contact you to check on the status of anything and particularly if it is a problem. It’s coming out of that meeting and saying … “Why didn’t I do … ?!”. . Book a free 30-minute Zoom meeting with me! Start here. . – Be prepared.

Manufacturing 77

Manufacturing Technique Trust Up-sell 77

Adaptive Business Services

MAY 26, 2021

Compare this with a contact record in your CRM where all activities are ordered chronologically and, with one click, can be filtered to show only messages, notes, tasks, deals, and calendar events. . If you have connected your current email and calendar services to your CRM, these are logged to the contact record automatically.

CRM 77

CRM Pipeline Commission Contact 77

Adaptive Business Services

JUNE 2, 2021

These are the business process owners and they represent the end users. Project Lead – Primary contact for all project activity. Sales, Marketing, and Business Processes to be supported. When meeting with all stakeholders … Actively listen and participate. appeared first on Adaptive Business Services.

CRM 96

CRM Commission Repeat business Represent 96

Adaptive Business Services

MARCH 23, 2022

Because I never really sold directly before starting my own business, I really don’t think of the activities separately. Events, social media activity (primarily Twitter and LinkedIn), calls, coffee, Zoom meetings…they’re all part of the process. How do you manage to stand out from the noise? There’s a lot to be said for persistence.

Sell 101

Sell Objectives and Key Results Networking Pitch 101

Adaptive Business Services

JANUARY 9, 2019

Meeting targets. The key to success in sales is to have a well-thought-out plan, and in this blog, we’ll talk about how you can go about creating a sales cadence that wins meetings and deals. How to create a sales cadence for your business? The Contact Attempts. The Contact Attempts. Setting appointments.

Appointment 54

Appointment Contact Sales Follow-up 54

Adaptive Business Services

JANUARY 10, 2018

Boise, a business-to-business networking organization that meets weekly for lunch, announced today that Virginia Cunningham has entered into an agreement with Craig M. Effective today, Virginia and I will be alternating meeting coverage. January 10, 2018 – Boise, Idaho. For information regarding NetWorks!,

Networking 48

Networking Strategize Contact Business Services 48

Adaptive Business Services

AUGUST 21, 2019

I once joined a group and on the day of our first meeting, a member who was not in attendance called me on the phone and suggested that we exchange our email lists. When presented with a general opportunity, contact the giver for more info and ask … “can I use your name?”. You must get to know people before approaching them.

Networking 54

Networking Referrals Contact Business Services 54

Adaptive Business Services

NOVEMBER 13, 2019

Hell, I sold a $65,000 sign to another member who approached me with his project at my first meeting. Next, I began to systematically contact every commercial realtor, architect, developer, and construction company who I had worked with previously on a signage project. I joined a leads group. It was marginal at best but I made it work.

Networking 78

Networking Electricity Construction Referrals 78

Hubspot

MARCH 27, 2023

In this post, we'll cover the following: Selling services online How to sell services online There are quite a number of steps involved in selling services online. How to Sell Services Online 1. Figure out what you’re selling Are you going to offer all your business’ services online?

Service 86

Service Sell E-commerce A/B testing 86

Adaptive Business Services

JANUARY 22, 2020

Rather, I spend my meetings having the other guy or gal tell me about themselves. A solid introduction includes … name, company name, contact info, nature of the referral, they are expecting your call, and use my name. The post Becoming a Master Networker – Wrapping it Up appeared first on Adaptive Business Services.

Networking 54

Networking Referrals Start-ups Follow-up 54

Adaptive Business Services

JUNE 12, 2019

The first meeting with a new person in your network is a sounding-out process. Good networkers do a “quality control” assessment of the people they meet. This initial conversation will be your opportunity to get to know and properly evaluate your new contact. In networking, this first conversation is a critical process.

Networking 54

Networking AutoCAD Conversion Legal 54

Hubspot

JANUARY 3, 2020

CRMs work for a plethora of business types across a variety of industries including technology, business services, retail, banking, manufacturing, security, communication, and media. Keep reading to learn more about the reasons why CRMs are beneficial and important to the success of all types of businesses.

CRM 72

CRM Appointment Contact Manufacturing 72

Adaptive Business Services

FEBRUARY 6, 2019

I left that informational meeting with much interest but, my interest was focused on creating a group on my own that would not be tied to any national organization. As luck would have it, I met two local gals at that meeting, we struck up a friendship, and the three of us then went about and created a group. True story.

Networking 48

Networking Cold Call Electricity Referrals 48

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. Meeting that deadline is. If I have to contact you regarding a past due date, as opposed to you contacting me before said date occurs … you will likely not be seeing any future business from me.

Customers 59

Customers Sell Manufacturing Electricity 59

Adaptive Business Services

JUNE 30, 2021

Nimble Prospector is available as an add-in for your Outlook and Outlook 365 inboxes that allows you to bring your Nimble contact database directly into those interfaces. Make Your Meetings as Powerful as Possible . It’s your job as a business professional to find out everything you possibly can about the people you are meeting with.

CRM 62

CRM Meeting Contact Relationship building 62

Adaptive Business Services

NOVEMBER 2, 2017

If you are not familiar with the Charlie App, it was a neat little platform that would discover social, news, and bio information on your contacts. Where it really shined was when it integrated with your calendar events and would deliver these dossiers, via email, to you prior to a scheduled meeting.

Represent 69

Represent Presentation Networking B2B 69

Adaptive Business Services

JANUARY 2, 2024

I have identified 20 distinct areas where we can customize your Nimble CRM account to meet your specific needs and we can do that in one to three meetings (3 hours total). EMAIL TEMPLATES You can create multiple email templates in Nimble and automatically merge (personalize) each email with fields found in the contact’s record.

CRM 71

CRM Customers Pipeline Contact 71

Adaptive Business Services

APRIL 23, 2018

Nimble today soft-launched their redesigned Today Page, an intuitive, all-in-one dashboard that delivers clear views of the pipeline and the people you plan to engage during today’s meetings, on tasks and via social media. Communicate authentically with contacts and easily update team members directly from the dashboard.

CRM 11

CRM Launch Appointment Pipeline 11

Adaptive Business Services

AUGUST 30, 2017

There is just so much more that we can do before a face-to-face meeting. Communication skills – Listening and clarifying, asking good questions, manners, body language, and eye contact. Competitiveness – Confidence, resiliency, a thick skin, and an easy-going yet aggressive manner combined with a good sense of humor.

Drivers/motivators 54

Drivers/motivators Sales Up-sell Represent 54

Sales Hacker

AUGUST 7, 2020

Orange Business Services. Keynote Speaker – Sales Kickoff – Sales Conference – Sales Meetings – Game Changing Strategist. Allied Contact Management. President and Co-Founder. Showcase Workshop. Lindsey Boggs. Digital Sales and Development Manager. Glenda Brady. Billie Briones. Jenny Bristow.

Territory 121

Territory Presentation Strategic partnership Strategize 121

Lead Fuze

OCTOBER 1, 2021

.” In its simplest form, sales prospecting is the process through which sales representatives contact prospects with the goal of generating sales possibilities. Prospecting is the process through which salespeople contact prospects who have gone to the ground or have lost touch with the company.

Technique 95

Technique Prospecting Cold Call Sales 95

Score More Sales

JANUARY 9, 2011

Stay tuned for more details and meet the first five entrepreneurs to “step up” into this program! Contact one of us at Score More Sales if you are interested in participating, or know of someone who is. Contact me for the application and I’ll get it to you. Contact Me FREE Download FREE. Tammy Redmon.

Growth 69

Growth Non-Profits Consult B2B 69

Adaptive Business Services

FEBRUARY 17, 2021

On LinkedIn, you may want to selectively “unfollow”, not disconnect from, folks who do not meet this criteria. You also have task tags that are completely separate from contact tags and these could optionally be used to show the results of an activity vs. the type of activity. . A contact record can have multiple tags.

Referrals 127

Referrals CRM B2B Electricity 127

ConversionXL

SEPTEMBER 24, 2012

I decided to change my business. Key learnings: Selling your time is not a really good idea if you want to have a lifestyle business. Service business is not scalable without hiring more people. You can charge way more money for offline products + it’s really cool to meet people face to face. Going digital.

Real Estate 124

Real Estate Non-Profits Launch Niche 124

Adaptive Business Services

FEBRUARY 14, 2018

A Powerful Contact. Build Relationships, Manage Deals and Grow Your Business The Nimble Way to Connect, Engage, Nurture and Close Customers While Mobile. Nimble unifies contacts from siloed mobile, cloud-based and desktop records into a comprehensive relationship manager for you and your team. Nimble Launches Mobile CRM 3.0,

CRM 91

CRM Launch Pipeline Contact 91

Adaptive Business Services

APRIL 1, 2020

Potential clients may have already done research prior to meeting with you. There are only three possible outcomes from any customer interaction … Did not meet expectations – you are toast, burnt. The post Your Customer May Be More Confused Than Informed appeared first on Adaptive Business Services.

Customers 83

Customers Trust Education Up-sell 83

Adaptive Business Services

SEPTEMBER 5, 2018

Nimble offers some very advanced search capabilities which includes many fields that are critical in determining whether or not this contact would appropriate for a specific campaign. First I perform my search via Nimble and then save and export that contact file as a.csv. This file is then imported into Reply.io article excerpts ).

Follow-up 48

Follow-up Campaign CRM Sales 48