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. It was also used to ensure that follow-up tasks were completed when due. Assigning leads for follow up and having a record of those. This was our contact record.

CRM 71

CRM Commission Territory Repeat business 71

Adaptive Business Services

JUNE 2, 2021

The first steps are the most critical as they will lay the foundation for what follows. These are the business process owners and they represent the end users. An Implementation Workshop addressing the following should be performed to define how Nimble will be set up and configured for your business.

CRM 96

CRM Commission Repeat business Represent 96

Adaptive Business Services

DECEMBER 20, 2017

Follow-up – Beware of buyer remorse. This is where referrals and repeat business are born. Propose and Close – Having achieved customer agreement that your proposed solution meets both their needs and their budget, it’s ink time. Now your work really starts! Make it social! Now let’s look at this socially.

Process 54

Process Sell Referrals Cold Call 54