Business Services Contact Repeat business Service 
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. How do we reassign accounts and ensure that the new rep has the materials needed to properly service that account? Who owns what account? Are they accurate?
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
JUNE 2, 2021
These are the business process owners and they represent the end users. Project Lead – Primary contact for all project activity. They may even be satisfied with their current level of performance and this might be due to one or more cushy accounts that will deliver reliable repeat business … until they don’t.
Adaptive Business Services
JULY 24, 2019
Be Proactive – The absolute last thing that you want to see happen is for the customer to contact you to check on the status. Referrals and repeat business, from all sources, will increase dramatically. As an example, referrals, repeat business, and better prospects will ALWAYS result in higher closing ratios.
Adaptive Business Services
FEBRUARY 17, 2021
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. A contact record can have multiple tags. Let’s look at the “Contacts” tab.
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