Adaptive Business Services

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. I wanted to start a discussion on workflows vs pipelines. Deal records, which are generally associated with one or more contact records, are placed in pipelines. A deal record can only be in one pipeline. This feature is expected soon for pipelines.

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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? I’m not going to lie to you and tell you that Nimble or any CRM will maintain itself via thought transference! Create an opportunity (deal) and drag and drop it through their sales pipeline. Which pretty much makes all salespeople.

CRM 90

CRM Referrals Contact Pipeline 90

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 also rewarded them for their referrals and I offered them a range of my services for free that they could use to provide additional value to their clients.

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. Power Partners are referral relationships that you develop with non-competing salespeople who call on your same target market. What about your CRM? Everything goes in your CRM! Develop Power Partners. Take good notes.

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Sell CRM Referrals Up-sell 87

Adaptive Business Services

DECEMBER 11, 2019

However, if tracking your networking activities and results will be a subset of a more advanced CRM (Customer Relationship Management) application, you may want to spend a bit more. If you already have a good CRM, you should be able to easily modify it to include networking activities and results. Referrals given to who.

Networking 48

Networking Referrals CRM Customer Relationship Management 48

Adaptive Business Services

OCTOBER 31, 2018

Referrals to a major account are like a Wonka Chocolate Factory Golden Ticket. A good CRM and a Social CRM would be even better – A CRM is not a simply an electronic Rolodex. It organizes your notes, your pipeline, your calendar (including reminders), and your next steps! Read on at Maximize Social Business ….

Sell 48

Sell CRM Referrals Up-sell 48

PandaDoc

SEPTEMBER 2, 2020

Adaptive Business Blog. Adaptive Business Services focuses on B2B selling, primarily outbound, and that includes weaving social selling strategies and techniques into traditional selling methodologies. Check out Sales Pipeline Radio too – www.salespipelineradio.com. Heinz Marketing. Salesforce Blog. Score More Sales.

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Sales Technique Non-Profits Cold Call 98