Adaptive Business Services

NOVEMBER 1, 2023

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. Workflows and pipelines can work together although they don’t need to.

CRM 71

CRM Commission Contract Referrals 71

Adaptive Business Services

JULY 28, 2021

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. Becoming referral worthy. You are responsive. .

Networking 77

Networking Referrals CRM Cold Call 77

Adaptive Business Services

MAY 6, 2020

Increase your pipeline. Referrals – The holy grail of opportunities. A good referral is generally worth its weight in gold and will often bypass that pesky “competition” scenario. I have always been driven by referrals and I have also been driven by ratios …. Not often enough, it seems, on both counts.

Referrals 87

Referrals Appointment Cold Call Construction 87

Adaptive Business Services

MARCH 31, 2021

Create an opportunity (deal) and drag and drop it through their sales pipeline. All of this results in increased revenues and repeat and referral business. I simply cannot stress repeat and referral business enough. The most time-consuming aspect of selling is finding new business. 14-day trial !

CRM 90

CRM Referrals Contact Pipeline 90

Adaptive Business Services

FEBRUARY 10, 2021

Recently Dave published a couple of articles on prospecting where he shared that, when sales are low, the answer that most sales managers have is … “We need to fill the pipelines! Can I get a referral? Maybe increasing the pipeline is the answer. The post It’s All About the Ratios appeared first on Adaptive Business Services.

Cold Call 77

Cold Call Pipeline Referrals Contract 77

Adaptive Business Services

DECEMBER 11, 2019

Referrals given to who. Referrals received from who. Sales (who, what, how much) made as a result of a referral . Within the contact record you record any activities, and you can generally classify these, such as “referral given” or “referral received”. What do you want to track?

Networking 48

Networking Referrals CRM Customer Relationship Management 48

Adaptive Business Services

AUGUST 25, 2021

How are they spending their dollars now as they relate to your services? Power Partners are referral relationships that you develop with non-competing salespeople who call on your same target market. Create a pipeline that tracks your sales process. Do you have accounts that you can reference that are in their same industry?

Sell 87

Sell CRM Referrals Up-sell 87