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). WORKFLOWS Workflows (and Pipelines) represent a process. Craig has proven to be an invaluable resource in helping me set up and effectively utilize Nimble CRM.

CRM 71

CRM Customers Pipeline Contact 71

Adaptive Business Services

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. Both represent a process , a series of steps that takes us from the beginning of a specific task until its successful or unsuccessful conclusion. The post Nimble CRM Tips & Updates – November 2023 appeared first on Adaptive Business Services.

CRM 71

CRM Commission Contract Referrals 71

Adaptive Business Services

MARCH 22, 2023

I’ve had the privilege of assisting many many companies with their Nimble CRM implementations. Some were just getting started while a large percentage of others had actually been using Nimble CRM for some time and they were finally tired of “flopping around”. Are you thinking about integrating your CRM with other applications?

CRM 62

CRM Consult Promote Business Services 62

Adaptive Business Services

MARCH 22, 2023

I’ve had the privilege of assisting many many companies with their Nimble CRM implementations. Some were just getting started while a large percentage of others had actually been using Nimble CRM for some time and they were finally tired of “flopping around”. Are you thinking about integrating your CRM with other applications?

CRM 62

CRM Consult Promote Business Services 62

Adaptive Business Services

JULY 26, 2023

I prefer to focus on results so we are going to ignore all of the statistics that tout the promised benefits of CRM. Part of it is that a CRM is viewed as data entry. Another aspect is that most often using a CRM is something that has been requested (dictated) by their company or sales manager. I represent Nimble CRM.

CRM 62

CRM Pipeline Contact Represent 62

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! The most time-consuming aspect of selling is finding new business. Repeat and referral business are the “golden eggs”.

CRM 90

CRM Referrals Contact Pipeline 90

Adaptive Business Services

JANUARY 11, 2023

This would include implementing Nimble CRM. He followed up with me consistently during the interviewing process and convinced me that he would do whatever I asked him to do. This included putting him on Nimble CRM and teaching him how to leverage that platform to increase his sales. He worked his CRM religiously.

Electricity 71

Electricity CRM Sales Follow-up 71

Adaptive Business Services

NOVEMBER 16, 2022

Two of the most beneficial features of Nimble CRM are workflows and deals. Both represent a graphical representation of a process. Process is important. It can and should be replicated, consistently, providing that it is a good process. These steps represent the stages, the process, of a lead workflow.

CRM 71

CRM Represent Pipeline Contact 71

Adaptive Business Services

JUNE 2, 2021

The unfortunate fact is that a large majority of CRM implementations fail. In this series of articles, we’ll explore the many reasons why salespeople seem, almost universally, to HATE CRM. This is pretty easy to understand if your perception is that CRM will, at best, inhibit your selling. Dealing with CRM pushback.

CRM 96

CRM Commission Repeat business Represent 96

Adaptive Business Services

AUGUST 24, 2022

Nimble CRM is extremely easy to use, priced very attractively, and there are literally tons of how-to videos that are available on YouTube. Have you established processes for things like how you will qualify new leads and sales opportunities? The post Are You Thinking About Implementing Nimble CRM on Your Own?

CRM 71

CRM Contact Consult Price 71

Adaptive Business Services

JULY 6, 2022

This is not the first time that I have attempted to illustrate how easy it is to be successful with Nimble CRM, but I’m going to try to do so again. The leads workflow takes you through the process steps of determining whether or not this is a valid opportunity – (15 seconds per lead). We’re not going to get deep into the weeds.

CRM 71

CRM Pipeline Contact Sales 71

Adaptive Business Services

JULY 21, 2021

Nimble CRM has just introduced Lead Pipelines! However, my deal pipelines currently include stages that should actually be a part of a lead qualification process (before it becomes a deal). However, my deal pipelines currently include stages that should actually be a part of a lead qualification process (before it becomes a deal).

CRM 71

CRM Pipeline SQL Appointment 71

Adaptive Business Services

MAY 29, 2024

I’m not sure why companies want me to be involved in the hiring process. This is an important part of the process. Since I can’t train these, having a DISC assessment becomes an invaluable component of the salesperson hiring process. Are you thinking about a CRM? Well, yes I do. It’s PAINFUL and it’s a GRIND!

CRM 77

CRM Sales Consult Business Services 77

Adaptive Business Services

MARCH 16, 2022

When I first started using CRM (Customer Relationship Management) software in the late 80’s, they were based on DOS, desktop only, and we called them Contact Managers. Jump forward to 2022 and CRM has evolved to a cloud-based application and its primary use, at least for SMB or even solopreneurs, is still likely going to be sales.

CRM 71

CRM Customer Relationship Management Relationship Management Contact 71

Adaptive Business Services

JUNE 1, 2022

After working with so many companies on helping them to implement Nimble CRM, the one thing that I have learned is that there is almost always more than one way to skin a cat. Here are a few of my favorite Nimble CRM hacks because … every company has unique needs. Nimble CRM Today Page. Nimble CRM Contact Records.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

JANUARY 12, 2022

“If you consistently follow the sales process, you will sell more stuff!” ” This is dependent on whether or not your process is sound. Bad sales process = bad results. The other nice thing about having a written process is for when you bring a new person on board. Explain the process. Pre-Meeting.

Electricity 71

Electricity Process Sales CRM 71

Adaptive Business Services

MAY 12, 2021

The unfortunate fact is that a large majority of CRM implementations fail. In this series of articles, we’ll explore the many reasons why salespeople seem, almost universally, to HATE CRM. This is pretty easy to understand if your perception is that CRM will, at best, inhibit your selling. Why salespeople hate CRM.

CRM 71

CRM Commission B2B Business Services 71

Adaptive Business Services

MARCH 17, 2021

Nimble CRM can improve your sales and your bank account! Pipelines and Deals in Nimble CRM. Your pipeline should reflect your sales process. If your process is successful, it allows you to duplicate that and to do so consistently. Let’s take a closer look at a deal in Nimble CRM. I prefer to focus on ratios.

CRM 71

CRM B2B Pipeline Commission 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). A dollar value.

CRM 71

CRM Electricity Pipeline Manufacturing 71

Adaptive Business Services

MAY 4, 2022

This applies to all aspects of selling and it is grounded in planning and in process. What is Process? . Let’s first talk about processes in general. Simply put, a process is the steps that are taken, generally in order, which will successfully complete a task or a project. Is There a Process for Leads?

Process 71

Process Pipeline CRM Sales 71

Adaptive Business Services

APRIL 24, 2024

The most challenging, and grinding, part of this whole process is fielding and reviewing applications. I do integrate behavior and selling skills assessments into this process, but only with the top candidates. This means that I focus on the sales process vs. shiny tools and mounds of data. Are you thinking about a CRM?

CRM 77

CRM Repeat business Referrals Clients 77

Adaptive Business Services

JUNE 30, 2021

Nimble CRM continues to expand it’s tight integration with Microsoft products. You can now send follow-up emails right after the meeting and have them synced to your CRM. . Stay tuned for more product announcements as we evolve Nimble into the best CRM for MS 365 and Google Workspace teams!

CRM 62

CRM Meeting Contact Relationship building 62

Adaptive Business Services

MAY 16, 2018

Introduction to Nimble Social CRM – Two parts – 1 hour each. Nimble is the groundbreaking Social CRM that is designed to increase your revenues. If you are in B2B sales and you are not using some sort of CRM, you have to be crazy! Using Assessments As a Part of Your Hiring Process – 2 hours.

Business Services 48

Business Services Service CRM B2B 48

Hubspot

JANUARY 3, 2020

Did you know a customer relationship management system (CRM) is the fastest-growing software on the market today? A CRM is a central location where you can organize the details related to your customers, across all departments at your company. Let’s take a look at five reasons why your company needs a CRM to grow better.

CRM 72

CRM Appointment Contact Manufacturing 72

Adaptive Business Services

FEBRUARY 28, 2024

If I have followed my buyer-centric sales process correctly and I have built a relationship with that client and my services match their needs … “So, what do you think?”. I like to use trial closes throughout the sales process. appeared first on Adaptive Business Services. That’s about it. ABC (always be closing).

Closing 71

Closing Sports CRM Consult 71

Adaptive Business Services

APRIL 18, 2018

This included Social CRM. I also predicted, and the jury is still out, that LinkedIn wanted to be a CRM. They started down that path by introducing CRM-like features which have since been removed (some are still available in one or more of their premium platforms). appeared first on Adaptive Business Services.

CRM 48

CRM Contact Represent Business Services 48

Adaptive Business Services

MARCH 13, 2024

Unknowingly, I developed a process where the buyer became much more involved in the design phase than what was typically being done in the industry. We worked as a team, us and them, throughout the entire process. We did $1,000,000’s more business with them during the next few years and I became a partner in the business.

Electricity 77

Electricity Price CRM Consult 77

Adaptive Business Services

JANUARY 17, 2024

I have decided to narrow my efforts to training and implementing Nimble CRM. I have developed a very effective training program and am in the process of expanding, and refining, that offering. The post Returning to My Roots … Networking appeared first on Adaptive Business Services. I can do that. be a part of this?

Networking 71

Networking Cold Call Territory Construction 71

Adaptive Business Services

JUNE 29, 2022

Confirming is so critical in multiple areas of the sales process. Now, I don’t know about you, but I’m going to need a CRM to keep track of all of these conversations. A good CRM is your memory bank and your client will think that your memory is photographic. Ok, you’ve answered their question to your satisfaction.

Clients 90

Clients CRM Pitch Represent 90

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. Prospecting – The ability to go out and to find new business. The Selling Process – Now that you have found them, what are you going to do with them? Inform the client of “the process”. Be prepared.

Sell 87

Sell CRM Referrals Up-sell 87

Adaptive Business Services

NOVEMBER 16, 2023

There is a bug, reported, that prevents me from using them in my CRM, Nimble. An important part of this process is the ease of editing the response before publishing it. The post FlyMsg – I Dip My Toe Into The AI Pool appeared first on Adaptive Business Services. Hopefully, this will be corrected. Maybe later.

Education 71

Education CRM Consult Technology 71

Adaptive Business Services

SEPTEMBER 1, 2021

Nimble CRM for Sign Sales. Nimble is an easy to use and very customizable CRM. When I was in the sign industry, I never saw a CRM that had been designed specifically for sign companies. Instead, and this is only one part of your hiring process, how about we do a little profiling? I’ll be back with my peeps !

Service 71

Service Electricity CRM Sales 71

Adaptive Business Services

JULY 13, 2022

It is in this process that you will solidify new skills. Mistakes are also a part of the learning process. I’m pretty comfortable with certain sales enablement applications with Nimble CRM being one of them. The post You Learn by Doing appeared first on Adaptive Business Services. At least I do.

Commission 71

Commission CRM Business Services Clients 71

Adaptive Business Services

MAY 11, 2022

This does not count for unexpected surprises or anyone in the process who might be dragging their heels. Would you like to chat about sales or Nimble CRM? The post The Role of Urgency in Selling appeared first on Adaptive Business Services. If yes, please book a free 30-minute Zoom consultation with me.

Sell 71

Sell Electricity Manufacturing Technique 71

Adaptive Business Services

SEPTEMBER 15, 2021

Let’s start with CRM (acronym), Customer Relationship Management. Not through the sales process. The post Selling Semantics appeared first on Adaptive Business Services. We used to call them Contact Managers, but should we really be managing our contacts? No, we should be managing our relationships. . Leading where?

Sell 77

Sell Customer Relationship Management Consult Relationship Management 77

Adaptive Business Services

JUNE 8, 2022

Much of the buying decision process may have been completed before reaching out to you. Would you like to chat with me about sign sales or about Nimble CRM. The post Sign Prospecting Tips appeared first on Adaptive Business Services. Understand the new rules – Is selling harder today than it used to be?

Prospecting 71

Prospecting Appointment Referrals Cold Call 71

Sales Pop!

OCTOBER 20, 2021

If you own a business-to-business service, lead generation can be a time-consuming task, especially as your clients are business owners themselves. They automate the process of filtering leads by industry, job title, location, and other criteria that are commonly found on LinkedIn. LinkedIn Lead Generation for B2B.

Lead generation 98

Lead generation B2B Closing Cold Call 98