Adaptive Business Services

JANUARY 24, 2024

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. Revenues are the lifeblood of your business. Nothing happens until somebody sells something. This is only a very short list of potential benefits.

CRM 71

CRM Commission Territory Repeat business 71

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).

CRM 71

CRM Electricity Pipeline Manufacturing 71

Adaptive Business Services

JUNE 2, 2021

This is pretty easy to understand if your perception is that CRM will, at best, inhibit your selling. These are the business process owners and they represent the end users. Project Lead – Primary contact for all project activity. Point to selling success examples, where possible, due to CRM usage. Sell the benefits.

CRM 96

CRM Commission Repeat business Represent 96

Adaptive Business Services

JULY 24, 2019

Educate vs. sell – Establish yourself as the authority. Be Proactive – The absolute last thing that you want to see happen is for the customer to contact you to check on the status. Beware of selling vs non-selling time. Selling time is for being in front of a customer.

Networking 54

Networking Repeat business Referrals Technique 54

Adaptive Business Services

FEBRUARY 17, 2021

Selling is based on creating relationships. Lasting relationships = repeat business and referrals. You will first want to identify those who are most likely to do business with you or to refer you to those who will. Tags allow you to organize/filter ( focus on) your contacts. Match touch frequencies to tags.

Referrals 127

Referrals CRM B2B Electricity 127