Adaptive Business Services

MAY 15, 2024

You will have a complete record of all of your activities with each prospect, suspect, customer as well as a graphical overview of the leads that you are pursuing and the deals that you are hoping to close. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 77

CRM Pipeline Contact Closing 77

Adaptive Business Services

DECEMBER 1, 2021

Successful selling has always been tied directly to the ability to create, maintain, and build relationships with customers. He who spends the most quality time in front of the customer, all other things being at least equal, wins. I’m calling to check in” is about the last reason for getting back to a customer.

Customers 71

Customers Meeting Technology Technology 71

Adaptive Business Services

OCTOBER 6, 2021

No matter what industry or position you work in, it’s always good business to cultivate strong customer connections. Is what you say (including how you say it) the most important thing when you’re trying to impress and retain your customers? But what goes into the process of developing them? Is language chief among them?

Customers 71

Customers Up-sell Networking Promote 71

Adaptive Business Services

MARCH 20, 2024

This also eliminates the need to update contact records on two services … Nimble and your email marketing program. Before the introduction of Customer Relationship Managers (CRM), we had Contact Managers. Say it ain’t so! Another video!?:)

CRM 71

CRM Customer Relationship Management Contact Relationship Management 71

Martech

NOVEMBER 14, 2023

Reverse engineer segmentation Customer segmentation is something marketers frequently do to improve marketing automation and make sure the right messages are sent to the right group of customers. Too often, marketers break down their customers into segments by role or demographics. As a result, you’ll know your customers better.

Contact 118

Contact Engineering Service Strategize 118

Adaptive Business Services

APRIL 1, 2020

With the advent of the internet, customers are more. There is the assumption that these folks, unlike salespeople, are not going to be prejudiced (driven) by personal gain toward a particular product or service. If this is a new customer, you are not going to walk into this deal in a position of trust. informed than ever before.

Customers 83

Customers Trust Education Up-sell 83

Adaptive Business Services

MARCH 27, 2024

In fact, my attempting to create these integrations could be a disservice to my customers. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. The post Why I Generally Don’t Do 3rd-Party Nimble CRM integrations appeared first on Adaptive Business Services.

CRM 71

CRM Contact Represent Clients 71

Adaptive Business Services

FEBRUARY 7, 2024

First a few clarifications … Multi-value custom fields – You can actually use this feature on multiple field types! To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. Happy February! Let’s get to it! Here is a video on the new compose window.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

MARCH 6, 2024

You can, and you should , be leveraging these capabilities to provide better customer service and to increase your revenues! To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. A Nimble contact record is the nerve center of your CRM.

CRM 62

CRM Follow-up Consult Networking 62

Adaptive Business Services

NOVEMBER 29, 2023

Before there was CRM (Customer Relationship Management), there was CM (Contact Management). I’m rather fond of the principle that “everybody sells” in a business as selling incorporates so many non-selling functions with the ultimate shared goal of creating, and nurturing, satisfied customers.

Contact 71

Contact CRM Customer Relationship Management Relationship building 71

Adaptive Business Services

JANUARY 24, 2024

Revenues are the lifeblood of your business. Better customer relationships. We not only want to secure new customers, we need to increase business with our existing clients. Focus on those prospects who are most likely to do business with us. Customers vs. prospects. More and better prospects. By territory.

CRM 71

CRM Commission Territory Repeat business 71

Adaptive Business Services

JANUARY 31, 2024

This gave the customer an extra layer of confidence. The customer was ecstatic. The result … we secured all of their future business including their sandblasted signs. I vividly remember a customer coming in with a pair of Levi’s that I swear had been run over with a gas lawn mower. Management agreed. To err is human.

Transportation 71

Transportation Commission Territory CRM 71

Adaptive Business Services

MAY 3, 2023

How to build relationships with Nimble Get to know both your customers and your prospects – People buy from those who they know, like, and trust. If you would like to chat with me to determine if Nimble CRM might be right for your business, please book a free 30 minute Zoom consultation with me. Selling skills … not a data item.

CRM 122

CRM Pipeline Consult Business Services 122

Adaptive Business Services

JANUARY 10, 2024

Another new update, and one that I had not heard of in advance, is the release of a new custom field type … multi-value fields. In this case … the workflow is used to determine whether or not this person or a company, and what they want, is a good match for your services. New field type! I call it “multiple checkboxes”.

CRM 71

CRM Pipeline Territory Represent 71

Hubspot

SEPTEMBER 26, 2012

Research released earlier this year by Sabio and the Customer Contact Association showed that anywhere between 25% and 40% of the calls that are being handled by UK contact centers are unnecessary or avoidable. Customers calling to clarify complicated pricing and other terms and conditions issues. before they even become a problem.

Service 73

Service Customers Education Legal 73

SaaStr

JULY 7, 2019

Many start-ups and even larger SaaS customers are reluctant to provide a Service Level Agreement — an SLA — that says they will, well, stay up. The Service will serve Customer Content 100% of the time without qualification. ” Is 100% possible for any CDN, and web product? What if Amazon goes down?

Customers 88

Customers Contract Trust Service 88

Adaptive Business Services

DECEMBER 28, 2022

I had spent a part of 2022 trying to break into electric signage (my background as an owner and a manager) as a vertical market for my consulting services. My Nimble CRM consulting business has been going well, but I would like to do more of it so that will be an area of focus. I had also gained very little traction toward that goal.

Electricity 71

Electricity Referrals CRM Consult 71

Adaptive Business Services

SEPTEMBER 20, 2023

When I asked the customer why he chose me, he told me that “I was the only salesperson left”. The post On Persistence appeared first on Adaptive Business Services. I did get that sale. Last man standing. That’s o.k. I’ll take it. I also took a lesson from that experience. Persistence is the necessary element in all of this.

Business Services 71

Business Services Presentation Prospecting Service 71

Adaptive Business Services

SEPTEMBER 6, 2023

Bye, bye birdie – Changes to X’s API (Twitter) have caused Nimble to discontinue an integration with this service. Custom Activities – These are created in your settings. Tasks, custom activities, events, and calls are all available widgets for your Today Page. Here’s a video ! Message – Send an email.

CRM 71

CRM Contact Clients Consult 71

Adaptive Business Services

JUNE 14, 2023

Your customer outreaches will become personalized. If you would like to learn more about Nimble CRM and my training services, please feel free to book a free 30-minute Zoom consultation with me. The post The 5 R’s – Sales & CRM 101 appeared first on Adaptive Business Services.

CRM 62

CRM Clients Sales Contact 62

Adaptive Business Services

MARCH 30, 2022

Only then could the blood-letting, the mortal combat between seller and customer, begin. What if the customer says “no”? Generally my customer will instead ask me … “What do we need to do to get started?” You educate the customer on your product or service and that includes the process of securing it.

Technique 71

Technique Education B2B Closing 71

Adaptive Business Services

AUGUST 18, 2021

This is a story about customer service. They have earned a repeat customer. Because I know that they take care of business and they will stand behind what they sell. appeared first on Adaptive Business Services. I was somewhat surprised when it shipped from Germany. This was based solely on my good word.

Transportation 71

Transportation Manufacturing Service Gaming 71

Adaptive Business Services

NOVEMBER 16, 2022

Handling an incoming customer inquiry would be a good example. When somebody contacts our company about our services, we need to assign this inquiry for someone to handle. They have expressed an interest in our services but they do not yet represent an opportunity. Are they the M.A.N.? Are they the M.A.N.?

CRM 71

CRM Represent Pipeline Contact 71

Adaptive Business Services

APRIL 19, 2023

Selling is a contact sport and that means being in front of the customer and building trust and relationships. Applaud their efforts to self-educate while offering your services to provide clarifications and to answer any questions. The post The “BBD” in Sales appeared first on Adaptive Business Services.

Sports 71

Sports Education Sales Technique 71

Adaptive Business Services

JULY 26, 2023

No Stats) appeared first on Adaptive Business Services. If you would like to learn more about Nimble and whether or not it might be the right choice for you, please book a free 30-minute Zoom consultation with me. The post Here’s HOW a CRM Will Increase Your Sales! (No

CRM 62

CRM Pipeline Contact Represent 62

Adaptive Business Services

AUGUST 24, 2022

Will you be needing to create custom fields in Nimble? While you can do this at any time, if you are moving data into Nimble and a standard field to accept that data is not already in place, you will need to create a custom field(s) first. appeared first on Adaptive Business Services. Garbage In does equal Garbage Out.

CRM 71

CRM Contact Consult Price 71

Adaptive Business Services

FEBRUARY 17, 2021

You will first want to identify those who are most likely to do business with you or to refer you to those who will. You also need to be thinking about your existing customers. I use custom activities (you can create these in Nimble) to register vs schedule taps and touches and referrals given and received. I like referrals.

Referrals 127

Referrals CRM B2B Electricity 127

Adaptive Business Services

MARCH 22, 2023

These areas should be addressed prior to committing to any CRM or my services. Are there custom fields of data, maybe unique to your business, that you will need? Moving your current data Many businesses want to move their existing data from their current CRM or a source like Google or Outlook. Most suffered from both.

CRM 62

CRM Consult Promote Business Services 62

Adaptive Business Services

MARCH 22, 2023

These areas should be addressed prior to committing to any CRM or my services. Are there custom fields of data, maybe unique to your business, that you will need? Moving your current data Many businesses want to move their existing data from their current CRM or a source like Google or Outlook. Most suffered from both.

CRM 62

CRM Consult Promote Business Services 62

Adaptive Business Services

AUGUST 4, 2020

The video below will demonstrate what I have done to Nimble in order to customize it for these tasks. Enjoy and, if you are wowed but in need of some help, I would be more than happy to chat with you and to also discuss my paid services. Note that you can probably do something similar with most, if not all, CRMs.

Referrals 113

Referrals CRM Networking Gaming 113

Adaptive Business Services

OCTOBER 4, 2023

More resources … Reports for web forms Customize web forms and templates Embed your web form Getting started with Nimble web forms Nimble’s web forms billing details Web forms are an optional additional charge to your Nimble subscription so let’s talk a bit about your options when using web forms with Nimble.

CRM 71

CRM Contact Consult Up-sell 71

Salesforce

JUNE 12, 2023

The hottest topic in service today is generative AI, especially in the contact center. 84% of IT leaders we surveyed in a recent study say generative AI will help their organization better serve customers, and every day I speak with service leaders who are excited about the potential for generative contact center AI.

Contact 98

Contact Service CRM Start-ups 98

Adaptive Business Services

MARCH 1, 2023

Whenever I think of salespeople who I have interacted with as a customer , the really good ones all share these qualities. And, when a customer has negative thoughts, or their mind wanders … it’s never good for you! The post A Simple 3-Step Plan for Selling Success appeared first on Adaptive Business Services.

Sell 71

Sell Electricity Clients Up-sell 71

Adaptive Business Services

JULY 27, 2022

While techs never had any quotas, they were encouraged to sell time and material service, maintenance agreements, and supplies. Instead, they were perceived by customers as being …. Maybe it’s because I am a customer in addition to being a sales rep. Honestly, I don’t remember them even being compensated for these sales.

Objection handling 71

Objection handling Quota Pitch Technique 71

Adaptive Business Services

AUGUST 4, 2021

I.e., offering a customized solution for specific industries. Basically, this involves customizing Nimble specifically for a given market. From there, Nimble can be further customized for any given company’s unique needs. I can also offer additional services on top of a customized CRM solution. Creating a template.

CRM 87

CRM Strategize Networking Contact 87

Adaptive Business Services

DECEMBER 15, 2021

Instead, let’s talk about being different and, if you are perceived by your customer as being just that, your sales will increase dramatically. We looked at their companies to determine their services. As it turns out, we were dealing with both the customer’s internal and external teams. . That would take some time.

Process 77

Process Sell Repeat business Referrals 77

Adaptive Business Services

SEPTEMBER 22, 2021

Selling time is for being in front of a customer. 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. The post Characteristics of Successful Salespeople appeared first on Adaptive Business Services.

Manufacturing 77

Manufacturing Technique Trust Up-sell 77