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Configuring Nimble CRM for Touch and Referral Tracking [Video]

Adaptive Business Services

While I am performing a number of initiatives, a big one is upping my game in the referral marketing (sales) arena by taking a course from a gentleman, Tom Gay , who I have known for over 10 years. You can do all of this on paper, a spreadsheet, or even on a document, but if you have a CRM … why? .

Referrals 113
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How Nimble CRM Increases Company Sales Revenues

Adaptive Business Services

As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. 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. What are some of the general company benefits from a well managed CRM … Increased revenues.

CRM 71
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Nimble CRM Was Built for Salespeople Who Hate CRM

Adaptive Business Services

Nimble CRM is built for salespeople. So, what makes Nimble the salesperson’s CRM? 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. They are coded to sell. If they don’t sell, they don’t eat.

CRM 90
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From a Nimble CRM Webinar to a Free Mini Course

Adaptive Business Services

A little over a week ago I had the privilege of doing a webinar with Nimble CRM. The 3 C’s of CRM. How to use your CRM to generate repeat and referral business. Integrating your CRM into your social selling strategies. The focus was on how a B2B salesperson should be using Nimble daily.

CRM 87
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Hiring Salespeople

Adaptive Business Services

I do integrate behavior and selling skills assessments into this process, but only with the top candidates. I will assume that what I see during the interview process I will also see during training, how they will work with potential clients, and what will be their ability to earn repeat business and referrals. It’s my reward.

CRM 77
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Nimble CRM for B2B Salespeople – Start with the Fundamentals!

Adaptive Business Services

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. Nimble CRM isn’t complicated.

CRM 87
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Selling Fundamentals – Back to the Basics

Adaptive Business Services

A few weeks ago I was asked to coffee by a young man who I knew who was struggling a little bit with his selling. I should also mention that, while he had a CRM, he rarely used it and did not do so with any consistency. In my experience, there are 3 areas that are critical to selling success …. Keys to selling success.

Sell 87