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.

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CRM Commission Contract Referrals 71

Adaptive Business Services

AUGUST 23, 2023

You can get a listing of all deals in all pipelines, but you also have the ability to filter certain fields in that list. Additional Workflow and Pipeline Lists – Workflows and Pipelines are similar in that you can see them in either a board or a list format. For pipelines it is all, won, or lost.

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Adaptive Business Services

APRIL 20, 2022

My business name is Adaptive Business Services. How much is in my pipeline in my Nimble CRM and what are my closing ratios? Deal reviews, pipelines and forecasts … these are important. Nothing in their pipeline? A healthy pipeline and nothing is closing? I am both old and old school.

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Adaptive Business Services

NOVEMBER 16, 2022

These records, while still associated with a contact record, are graphically displayed in a pipeline which is structured to represent your specific sales process. You can create multiple pipelines, but a deal can only reside in one pipeline at any time. A deal will leave a pipeline in one of three ways …. It’s deleted.

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Adaptive Business Services

NOVEMBER 29, 2023

Many folks who I speak with, as a part of my Nimble CRM implementation and training services, express a desire to do this and this only. However, when we begin a discussion of what Nimble is capable of, and how it can become even more effective in their business, their eyes light up. Kiss your proven process and pipelines goodbye.

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Contact CRM Customer Relationship Management Relationship building 71

Adaptive Business Services

DECEMBER 13, 2023

Speaking of automations … Nimble is heavily focused on building a more sophisticated automation engine that will power, among other things, messaging as well as deals/pipelines. Deal Records and Pipelines Last month, we talked about workflows. I would expect to start seeing these possibly as early as Q1 next year. Let’s convert.

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Adaptive Business Services

JULY 26, 2023

No Stats) appeared first on Adaptive Business Services. Instead let’s talk about those things that just make sense. 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

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Adaptive Business Services

MARCH 8, 2023

While deals are used to create a pipeline and, while they generally include things like a potential dollar value, a predicted close date, and a percentage probability of closing, they don’t have to use these variables. The post Using Nimble CRM Deals for Project Management appeared first on Adaptive Business Services.

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Adaptive Business Services

JULY 6, 2022

It gives you a more realistic view of your total pipeline value – (included in step #7). Monitor your deal pipeline and adjust (edit the deal record) value, close date, and probability of closing as needed. Move your deal through the stages of the pipeline (drag and drop) which is reflective of your sales process.

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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).

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Adaptive Business Services

AUGUST 11, 2021

Customized pipelines with deal stages including the maximum number of days in each stage. Customized lead pipelines. The post Customizing Nimble CRM for the Signage Industry [Video] appeared first on Adaptive Business Services. Up to 1,000 custom data fields in a wide range of field formats. Thank you and good selling!

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Adaptive Business Services

MAY 4, 2022

Last, But Not Least … Sales Pipelines. A sales, or deal, pipeline should closely reflect the stages of your sales process. Your pipeline will have stages and each stage represents the next critical step in the sales process. As you evaluate your pipeline, be sure to ask yourself the following questions ….

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Adaptive Business Services

MARCH 17, 2021

Another culprit is just not knowing what you have in your pipeline and whether or not you have enough in there, let alone if what you do have is even remotely accurate. . Pipelines and Deals in Nimble CRM. Let’s look at a pipeline. Your pipeline should reflect your sales process. More” is not always the answer.

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CRM B2B Pipeline Commission 71

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! Maybe increasing the pipeline is the answer. If they are making the calls and their pipeline is skinny, that would be a training issue.

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Adaptive Business Services

JUNE 1, 2022

Workflows, Deals, & Pipelines. Workflows and Pipelines are similar in the sense that both are used to display the stages, in order, of a process. Both workflows and pipelines allow me to drag and drop contact or records through the various stages. Deals are added to Pipelines. and what their total pipeline value is.

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Adaptive Business Services

MAY 26, 2021

If you have connected your current email and calendar services to your CRM, these are logged to the contact record automatically. You simply do not know what you have in your pipeline let alone if that number is enough to meet your goals and needs. You have a pipeline, but you are not managing it correctly. Manage your pipeline.

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CRM Pipeline Commission Contact 77

Adaptive Business Services

AUGUST 25, 2021

You need to have proof available that your services work! What kind of returns (dollars or otherwise) as a result of investing in your services? How are they spending their dollars now as they relate to your services? Create a pipeline that tracks your sales process. Gather testimonials and LinkedIn recommendations.

Sell 87

Sell CRM Referrals Up-sell 87

Adaptive Business Services

JANUARY 12, 2022

Use your CRM to document all steps and to track your progress through your leads and sales pipelines! The post Sales Process Example – Electric Signs appeared first on Adaptive Business Services. Where this is not practical, Zoom or phone. Do not become lazy and complacent and rely solely on email. Pre-Meeting.

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Electricity Process Sales CRM 71

Adaptive Business Services

MAY 19, 2021

For $175 you will be receiving $449 worth of services! Help you to customize Nimble data fields, activities, pipelines, and dashboards. appeared first on Adaptive Business Services. I would call that a great deal! What can you use me for? Well, really just about whatever you would like and need. Answer any questions.

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Adaptive Business Services

MAY 6, 2020

Increase your pipeline. If a trigger event for my product or service is new construction, and I find such a project, this would also be a warm call. Sales 101 appeared first on Adaptive Business Services. Not often enough, it seems, on both counts. The common answer to sales challenges has always been to “do more”.

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Adaptive Business Services

JULY 28, 2021

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. A business attorney, commercial lender, and a financial advisor = Professional Services Power Partners. Let’s just say that I always picked up the check.

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Networking Referrals CRM Cold Call 77

Adaptive Business Services

JANUARY 13, 2021

Check your pipeline status. The post A Few Nimble CRM Questions Answered appeared first on Adaptive Business Services. That, my friends, is the feature. Stupid me. I focused on the benefit. How should you use CRM every day? Check your dashboard and your calendar for activities and recurring reminders.

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CRM Contact Pipeline Follow-up 83

Adaptive Business Services

MARCH 31, 2021

Create an opportunity (deal) and drag and drop it through their sales pipeline. These types of deals are simply … better business and this fact holds true for the salesperson, the sales manager, and for the company. The post Nimble CRM Was Built for Salespeople Who Hate CRM appeared first on Adaptive Business Services.

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Adaptive Business Services

DECEMBER 11, 2019

New opportunities from referrals are tracked within your CRM pipeline and these opportunities can generally be tagged by their “source”. Sold” reports are then generated by source via the pipeline interface. The post Becoming a Master Networker – Tracking Your Results appeared first on Adaptive Business Services.

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Networking Referrals CRM Customer Relationship Management 48

Adaptive Business Services

DECEMBER 18, 2019

Although certain industries and services/products are more appropriate for video, audio or imagery, if yours falls in that genre, consider the addition. You put in the work every day to earn more business, why not take the time to make sure your pitches and proposals work as hard as you do to get the deal done. Happy hunting!

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Adaptive Business Services

OCTOBER 31, 2018

It organizes your notes, your pipeline, your calendar (including reminders), and your next steps! Read on at Maximize Social Business …. The post How to Use Social Selling to Crack Major Accounts appeared first on Adaptive Business Services.

Sell 48

Sell CRM Referrals Up-sell 48

Adaptive Business Services

APRIL 3, 2019

With one good weekly leads group and some quality power partner relationships, I was able to keep my pipeline very very full with quality opportunities. The post Becoming a Master Networker – Establish Your Budgets appeared first on Adaptive Business Services. The secret is quality vs quantity. Stay tuned!

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Networking Commission Up-sell Pipeline 54

Hubspot

JANUARY 3, 2020

CRMs work for a plethora of business types across a variety of industries including technology, business services, retail, banking, manufacturing, security, communication, and media. Keep reading to learn more about the reasons why CRMs are beneficial and important to the success of all types of businesses.

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CRM Appointment Contact Manufacturing 71

Adaptive Business Services

JULY 25, 2018

You must design your outbound sales script in such a manner that your sales reps do not present themselves as hardcore product and services seller in front of the target customer base. Yes, forget that you have to fill up your sales calling sheets and follow-up on the sales deal pipeline. Various questions that engage the prospect.

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Cold Call Hospitality Price Sales 59

Adaptive Business Services

JANUARY 2, 2024

We will cover … YOUR EMAIL SIGNATURE Nimble has the ability to directly connect to your Google, Microsoft, or any other IMAP enabled email and it will sync your emails both ways between Nimble and those services. WORKFLOWS Workflows (and Pipelines) represent a process. 6) in my pipeline projected to close each month.

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Adaptive Business Services

OCTOBER 18, 2017

Less than a year ago I agreed to subscribe to a service offered by my hosting company that would create daily backups. Once again, I went with their recommended service and, while it worked, it was pricey for someone like myself. Step 4: Build your pipeline. I agreed to a six-month contract and installed it on one site.

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Sell CRM Up-sell Contract 59

Adaptive Business Services

APRIL 23, 2018

Clear, Customizable Views of Your Pipeline, Social Signals, Appointments and Tasks in an actionable dashboard. Nimble today soft-launched their redesigned Today Page, an intuitive, all-in-one dashboard that delivers clear views of the pipeline and the people you plan to engage during today’s meetings, on tasks and via social media.

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CRM Launch Appointment Pipeline 11

Lead Fuze

OCTOBER 1, 2021

Prospecting is a critical sales activity since it is often the first stage in the sales pipeline. The information you gain from speaking with prospects might assist you in determining the optimal positioning of your goods and services. Your pipeline is critical to your survival. 25 Prospecting Techniques In Sales .

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SaaStr

JULY 12, 2022

I ran their web business service unit which hit $180 million in ARR last quarter. You work at a billion dollar company, pipeline’s really important. If you’re at a startup, for me pipeline is a sign of failure. The good ones, there’s no pipeline. It’s like services, professional services.

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PandaDoc

SEPTEMBER 2, 2020

Adaptive Business Blog. Adaptive Business Services focuses on B2B selling, primarily outbound, and that includes weaving social selling strategies and techniques into traditional selling methodologies. Check out Sales Pipeline Radio too – www.salespipelineradio.com. Heinz Marketing. Score More Sales. Sales Loft.

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Lead Fuze

AUGUST 5, 2021

Diagnose Your Sales Pipeline to Increase Performance. This huge blog site yields contributions on a massive list of topics including Sales, Marketing, Customer service, IT and Small Business. Adaptive Business Services. Managing Member at Adaptive Business Services. A Post Worth Your Time.

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Score More Sales

JULY 25, 2012

“One of the BEST ways to increase revenues without increasing headcount is to de-pollute your sales force,” according to Mike Moorman, Managing Principal at ZS Associates, a large business services firm that works to help transform sales for their clients. They are side-tracked by most often customer service and support issues.

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