Adaptive Business Services

MAY 1, 2024

Gary and I have stunningly similar sales backgrounds as well as our belief in the importance of developing selling fundamentals. If we need to sell $100,000 per month and our closing ratio is 50%, we are going to need $200,000 in good active deals that will close this month. 1,000 calls per month = approximately 46 contacts per day.

Appointment 77

Appointment Cold Call Sales CRM 77

Adaptive Business Services

OCTOBER 4, 2023

Reminders can be applied to existing emails from your message inbox or within existing contact records. Zapier will work with probably most 3rd party web form applications such as Contact Form 7. If they help you to sell more stuff … how much stuff do you need to sell in order to earn an additional $12 per month in order to pay for it?

CRM 71

CRM Contact Consult Up-sell 71

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

MARCH 6, 2024

For example, I follow news on selling and on CRM. A Nimble contact record is the nerve center of your CRM. You can, and you should , be leveraging these capabilities to provide better customer service and to increase your revenues! I also follow articles on my personal interest … guitars.

CRM 62

CRM Follow-up Consult Networking 62

Adaptive Business Services

JULY 26, 2023

Even as a salesperson, I made a CRM an integral part of my selling process because … I have always been motivated by results. No Stats) appeared first on Adaptive Business Services. Most importantly … A GOOD CRM WILL MAKE YOU MONEY! I’ve spent that last 45 years as either a salesperson or as a sales manager.

CRM 62

CRM Pipeline Contact Represent 62

Adaptive Business Services

APRIL 19, 2023

I have read literally a ton of articles lately about the latest evolutions in selling. Changes in how we sell. How to make selling easier while at the same time more effective and efficient. Selling is a contact sport and that means being in front of the customer and building trust and relationships. Want some?

Sports 71

Sports Education Sales Technique 71

Adaptive Business Services

JUNE 14, 2023

It seems as if I am always touting how simple CRM, and by extension selling, really is. Everything below is part of a contact record in your CRM. The contact record is the literal heart of any CRM!! The post The 5 R’s – Sales & CRM 101 appeared first on Adaptive Business Services. characteristics.

CRM 62

CRM Clients Sales Contact 62

Adaptive Business Services

NOVEMBER 16, 2022

Workflows are populated with contact records (people or companies). You can have multiple different workflows and a contact can appear in more than one at the same time. Nimble offers a variety of workflow templates, for all different aspects of your business, that can be modified, or you can build your own from scratch.

CRM 71

CRM Represent Pipeline Contact 71

Adaptive Business Services

MARCH 31, 2021

Simply put, it focuses on those areas that salespeople want and need in order to be able to sell more and it minimizes those tasks that salespeople will traditionally chafe at. One such area of discomfort for salespeople is data entry and data entry is a key part of contact organization. They are coded to sell. Dramatically!

CRM 90

CRM Referrals Contact Pipeline 90

Adaptive Business Services

FEBRUARY 16, 2022

Around this same time I was contacted by Jon Ferrara who was getting ready to introduce Nimble Social CRM. Jump to 2022 and, while we still talk about Social Media and Social Selling and Social Networking, nobody talks about Social CRM. Before we had CRM we had contact managers. appeared first on Adaptive Business Services.

CRM 77

CRM Contact Customer Relationship Management Relationship Management 77

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. I remember taking a selling skills assessment some years ago and one of the questions was about CRM. This was multiple choice and I answered “It helps you sell more”. . Stupid me.

CRM 83

CRM Contact Pipeline Follow-up 83

Adaptive Business Services

MAY 15, 2019

Or maybe… LinkedIn and Social Selling? Since you are obviously a business hero because you read our blogs, we’re sure you are more likely to focus on the last one. After all, LinkedIn is to social selling what yin is to yang. Don’t forget this once they land in your contact list. Peanut butter and jelly?

Sell 48

Sell Pitch Networking Up-sell 48

Adaptive Business Services

FEBRUARY 3, 2021

This applies equally to your use of Nimble CRM as well as to your selling skills and characteristics. To be highly successful in selling, you must be able to consistently exceed customer expectations and you do that by being Remarkable , Unique, Memorable, and Responsive. You need to first create a solid foundation to build upon.

CRM 87

CRM B2B Contact Referrals 87

Adaptive Business Services

AUGUST 11, 2021

Contact record tags which can be named and created on the fly. Reorder, or hide, blocks of information on contact records. Thank you and good selling! The post Customizing Nimble CRM for the Signage Industry [Video] appeared first on Adaptive Business Services. Customized lead pipelines. Custom activities.

CRM 77

CRM Customers Electricity Manufacturing 77

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). Watch the video!

CRM 71

CRM Electricity Pipeline Manufacturing 71

Adaptive Business Services

FEBRUARY 14, 2024

Stage #2 – The sales person researches for company and the key contact(s). appeared first on Adaptive Business Services. Let’s build a very simple lead qualification process (workflow) around BANT … Stage #1 – The lead is received and assigned to a salesperson. Stage #4 – The elements of BANT are satisfied.

Process 77

Process Pipeline CRM Represent 77

Adaptive Business Services

AUGUST 16, 2017

For the past several years, the focus of my writing has largely been devoted to social selling. Social selling has brought about some dramatic changes including selling-marketing mashups as well as specialized sales positions … SDR, BDR, etc. Social selling just makes you better at what, hopefully, you already do well.

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Sell Sports Technique B2B 63

Adaptive Business Services

SEPTEMBER 22, 2021

Be aware of selling vs. non-selling time. Selling time is for being in front of a customer. Non-selling time is for prep and paperwork. 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.

Manufacturing 77

Manufacturing Technique Trust Up-sell 77

Adaptive Business Services

JULY 28, 2021

In 2006 I decided to leave management and go back into selling. 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. In Nimble I can ….

Networking 77

Networking Referrals CRM Cold Call 77

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

AUGUST 4, 2021

I choose that latter and that would be selling. While LinkedIn has long since removed access to it’s site for CRMs, one of the nice features of Nimble is their Prospector extension that will allow me to create contact records from anywhere on the net including social networks and web pages. Will I be correct? Stay tuned.

CRM 87

CRM Strategize Networking Contact 87

Adaptive Business Services

MAY 26, 2021

This is pretty easy to understand if your perception is that CRM will, at best, inhibit your selling. 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. . Create a contact record.

CRM 77

CRM Pipeline Commission Contact 77

Adaptive Business Services

MARCH 17, 2021

Selling has a well earned reputation of being a rollercoaster ride and, by default, so goes your paycheck especially if your earnings are based on commission. This may be pointing to selling skills and/or training. You can also associate this deal with multiple contacts . Nimble CRM can improve your sales and your bank account!

CRM 71

CRM B2B Pipeline Commission 71

Adaptive Business Services

MAY 4, 2022

This applies to all aspects of selling and it is grounded in planning and in process. Let’s look at some common applications in selling …. Contact the inquirer. If you would like to learn more about Nimble CRM, and whether or not it might be right for your business, please book a free 30 minute consultation with me.

Process 71

Process Pipeline CRM Sales 71

Adaptive Business Services

OCTOBER 4, 2017

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. The post Selling 101 – Managing Customer Expectations appeared first on Social Sales Training & Strategies. There is, however, a caveat.

Customers 59

Customers Sell Manufacturing Electricity 59

Adaptive Business Services

FEBRUARY 5, 2020

I no longer answer my home phone or my cell phone unless you are recognized as being in my contact lists and … I like you. I have filters and services which are sending the bulk of your daily email newsletters either to the trash (75%) or to a digest (15%). This article is more a request for your opinions rather. Get active.

Cold Call 121

Cold Call Campaign Education Prospecting 121

Adaptive Business Services

AUGUST 4, 2020

Contact records – keep good notes, record activities, and organize your records. The post Configuring Nimble CRM for Touch and Referral Tracking [Video] appeared first on Adaptive Business Services. Note that you can probably do something similar with most, if not all, CRMs. The actual Nimble video starts at 2:45 minutes.

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Referrals CRM Networking Gaming 113

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

APRIL 18, 2018

While they tout “syncing”, that sync, as it pertains to contacts, is one-way only (Salesforce to LinkedIn). When I dug deeper, I was told that this would amount to compromising (maybe even selling) client data. Their Smart Contacts Widget allows you to create contact records from anywhere on the web.

CRM 48

CRM Contact Represent Business Services 48

Adaptive Business Services

NOVEMBER 13, 2019

I took about 6 months off to plan my next moves and came to the decision that I wanted to go back to selling only which was something that I had not done in a great deal of time. At the same time, they were providing a professional service to their clients by making this recommendation. It was marginal at best but I made it work.

Networking 78

Networking Electricity Construction Referrals 78

Adaptive Business Services

DECEMBER 11, 2019

Networking partners become contacts. Within the contact record you record any activities, and you can generally classify these, such as “referral given” or “referral received”. The post Becoming a Master Networker – Tracking Your Results appeared first on Adaptive Business Services.

Networking 48

Networking Referrals CRM Customer Relationship Management 48

Adaptive Business Services

MAY 29, 2019

You have the correct contact information including key contact name, phone, and email address. Business intelligence leads can be valuable to a wide variety of partners. Therefore, if that is what you have, enhance the lead with further info like contact names, phone numbers, and email addresses. This is an exclusive.

Networking 54

Networking Construction Referrals B2C 54

Adaptive Business Services

FEBRUARY 6, 2019

I started my B2B selling career in 1977 and our program was pretty simple … make 30 face-to-face cold calls every day. I did that, knocking on the doors of Los Angeles businesses while selling commercial grade calculating equipment. I wanted to sell and I wanted to do so as an independent contractor on a commission only basis.

Networking 48

Networking Cold Call Electricity Referrals 48

Adaptive Business Services

JANUARY 9, 2019

The sales cadence starts at the first contact attempt and continues until the prospect shows interest and gets converted into a sales opportunity, or exists the cadence and goes under the nurture bucket. The Contact Attempts. If your company follows Account Based Selling (ABS ), each of your Tier accounts can have a sales cadence.

Appointment 54

Appointment Contact Sales Follow-up 54

Adaptive Business Services

JUNE 12, 2019

This initial conversation will be your opportunity to get to know and properly evaluate your new contact. You’re networking, not selling what sounds like a catalog of products and services. Ignorance of business legal issues is not an option. Critical “Don’ts” in first networking conversations.

Networking 54

Networking AutoCAD Conversion Legal 54

Adaptive Business Services

MARCH 20, 2019

I no longer answer my home phone or my cell phone unless you are recognized as being in my contact lists and … I like you. I have filters and services which are sending the bulk of your daily email newsletters either to the trash (75%) or to a digest (15%). appeared first on Adaptive Business Services. Get active.

Cold Call 48

Cold Call Campaign Education Prospecting 48

Adaptive Business Services

JANUARY 22, 2020

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. These are minimums! Boise , please reach out to me at craig@adaptive-business.com.

Networking 54

Networking Referrals Start-ups Follow-up 54