Adaptive Business Services

MAY 14, 2025

In preparation for starting to work with two new Nimble CRM clients who have substantially large and junked up databases, I decided to experiment with AI to see if I could deploy that in the cleanup. I then began a process of checking records page by page and I was appalled! Im close to finalizing it. Heres what happened.

CRM 86

CRM Contact Clients Consult 86

Veloxy

JANUARY 7, 2025

The quicker you can close a deal, the faster you can move on to the next one. It can help you close deals faster, increase your sales volume, and improve your bottom line. We’ll explore the ins and outs of the sales cycle, identify key metrics for improvement, and provide actionable insights to enhance your sales process.

Objectives and Key Results 130

Objectives and Key Results Negotiate CRM Sales 130

Partners in Excellence

FEBRUARY 4, 2025

We’ve been reworking and implementing a revised selling/buying process. Their previous process was poorly defined, outdated, and people weren’t using it. I don’t need no stinkin’ process, f**k off… ” (OK, I made the last one up, but I have encountered a lot of sellers thinking this.)

Process 84

Process Sales Up-sell Pipeline 84

Sales Gravy

APRIL 10, 2025

But automation doesnt close deals. Fancy decks, CRM tagging, and custom email flows feel like progressbut they dont get the contract signed. Because conversations close dealsperiod. But heres the thing: no is part of the process. But automation doesnt close deals. Because conversations close dealsperiod.

Closing 82

Closing Objection handling Cold Call Contract 82

Sales Pop!

OCTOBER 20, 2021

They automate the process of filtering leads by industry, job title, location, and other criteria that are commonly found on LinkedIn. To start, we should eliminate the idea that automated lead generation will be an entirely hands-off process. Less work and faster deal closing. Why Should You Automate LinkedIn Lead Generation?

Lead generation 242

Lead generation B2B Closing Cold Call 242

Martech

AUGUST 12, 2024

By automating billing processes, businesses can reduce workloads around invoicing and payment collection, reducing administrative overhead and improving cash flow management. By streamlining the calling process, sales and service teams can step up their productivity and reduce time spent on administrative tasks.

CRM 124

CRM Pipeline Contact Conversion 124

Veloxy

OCTOBER 22, 2024

Start for free The Role of AI in Sales Strategy As someone who’s spent years working closely with sales teams, I’ve seen firsthand how time-consuming and inconsistent traditional sales methods can be. Data-Driven Precision to the Sales Process AI completely changes the game. But how exactly does this work?

Prospecting 130

Prospecting Technique Pipeline Sales 130

Martech

JULY 10, 2024

Customer Relationship Management (CRM) systems manage interactions with current and potential customers, focusing on sales, customer service and relationship management. The data can then be processed and ingested by other systems for use in a wide variety of use cases. Do you need real-time data processing and personalization?

Closing 75

Closing Customer Relationship Management Relationship Management Technology 75

Martech

AUGUST 29, 2024

If you’re spending that much cash, be sure you’re getting results, whether it’s acquiring new leads, closing deals, or starting new partnerships. Your sales team can also pull LinkedIn insights straight into HubSpot , keep CRM records up to date in real-time and log activities without breaking a sweat.

CRM 126

CRM Contact Networking Follow-up 126

Adaptive Business Services

DECEMBER 18, 2024

Workflows vs Pipelines The similarity between workflows and pipelines is that each represents a process and that process is displayed as stages (steps) on what is referred to as a Kanban board. We follow the process steps to qualify them. Follow the deal process steps to close the deal. Lets try to clarify these!

CRM 71

CRM Pipeline Contact Represent 71

Heinz Marketing

SEPTEMBER 24, 2024

Tasks and Tools In this section, we’ll go through several everyday SDR tasks that can be automated and/or streamlined along with the AI tools to help do the trick. Appointment Scheduling Challenge : Coordinating calendars and booking meetings with prospects is often a time-consuming back-and-forth process.

Objectives and Key Results 105

Objectives and Key Results GTM CRM Follow-up 105

Martech

JANUARY 8, 2025

The faster the sales process, the faster the revenue growth. Whether thats adding complexity to a simple process or frustrating customers with needless back and forth, friction is bad news for deal velocity. Marketing teams play a crucial role in optimizing tools, content and communication throughout the sales process.

CRM 126

CRM Follow-up Sales Prospecting 126

Veloxy

MARCH 23, 2023

Understanding why one prospect became a customer while another went elsewhere will be key if you expect to make your sales process stronger for future bids. 15 Questions to Ask in a Win-Loss Analysis The 5 Rules of Successful Post-Decision Interviews Let’s start reinforcing your sales process!

Process 244

Process Objectives and Key Results Sales Up-sell 244

ClickFunnels

JUNE 24, 2021

The post Creating A Sales Prospecting Process That Works appeared first on ClickFunnels. How to create a sales prospecting process that works? How To Create a Sales Prospecting Process That Works Go Beyond Sales Prospecting: The Value Ladder Sales Funnel Want Russell To Teach You How To Build Your First Sales Funnel?

Prospecting 215

Prospecting Process Cold Call Customer Relationship Management 215

Martech

JANUARY 19, 2024

When it comes to CRM systems, companies can choose to process customer data in real time or batches. As a marketer, it’s important to understand the differences between real-time and batch CRM data and how each can be used effectively. Real-time vs. batch-based CRM data processing: How do they differ?

CRM 117

CRM Process Campaign B2B 117

Martech

JULY 25, 2024

Influencers may not be the right person to sign off on the final agreement, but more often than not, the C-suite isn’t close enough to the pain points to decide which vendor is best positioned to solve a problem. Are these contacts in your CRM system? Does your CRM system capture key contacts on opportunities? Processing.

B2B 133

B2B Legal CRM Lead generation 133

Adaptive Business Services

OCTOBER 23, 2024

Time flies and I’m guessing that it has been close to 10 years since LinkedIn decided to close its access doors to most third-party applications including Nimble CRM. Shortly thereafter, they did authorize limited access to a few enterprise level CRMs providing that you have the right LinkedIn premium account. Here’s how!

CRM 62

CRM Prospecting Contact Follow-up 62

Veloxy

DECEMBER 9, 2024

You’ve invested in Salesforce , hoping to streamline your sales process, improve customer relationships, and more. Streamline your implementation to focus on what matters most to your sales process. Implement strict data entry standards and regular audits to keep your CRM clean and reliable. Bureau of Labor Statistics.

Objectives and Key Results 130

Objectives and Key Results Negotiate Outside Sales Follow-up 130

Adaptive Business Services

DECEMBER 11, 2024

The vast majority of my Nimble CRM clients are solopreneurs. Nimble CRM has been built specifically for solopreneurs and small sales teams. All things being good, a deal is created which you then track through your sales process. Ive just scratched the surface of Nimble CRM. Are you thinking about a CRM?

CRM 62

CRM Contact Relationship building Follow-up 62

Adaptive Business Services

MARCH 5, 2025

I did run into a few bugs that are in the process of being squashed. Monitor Spam Complaints & Unsubscribes Closely Even with a low bounce rate, high spam complaints (above 0.1%) can get you flagged. My apologies as this is going to be long. This is why they call it beta testing. Body: Brief intro. Ask if theyd like an invite.

CRM 71

CRM Click Through Rate Contact Service 71

Veloxy

FEBRUARY 12, 2025

Salesforce Sales Cloud - CRM Platform My experience as a sales productivity platform CEO has exposed me to many CRM solutions. Image Source - Salesforce Salesforce Sales Cloud Features AI-powered automation makes the platform excellent at optimizing sales processes. Let me tell you why modern sales teams need it.

Product 130

Product CRM Price Objectives and Key Results 130

Salesforce

AUGUST 6, 2024

Previously, segmentation using legacy systems could be a weekslong process, with marketing teams relying on tech teams for an audience breakdown. Sell more, and faster, with AI With interested buyers lined up, now it’s up to the sales team to close deals. Now Sandstone is ready to reach out to its targeted customers.

Real Estate 128

Real Estate Non-Profits Click Through Rate CRM 128

Martech

JULY 24, 2024

Also, you should aim to eliminate spreadsheets, especially if you have a great CRM. As we’ve got other ways to improve our processes, we’ll put the Instantly.ai In this case, we’re going to get Zapier to create a contact in our CRM (SharpSpring) whenever anyone registers for a webinar on the WebinarGeek platform.

CRM 122

CRM Contact Start-ups Process 122

Sales Gravy

JANUARY 14, 2025

Choosing the Right CRM: Beware of Overkill Eric also mentioned his teams struggle with an outdated CRM thats not built for strong tracking. For smaller teams (like Erics with just two salespeople), adopting a massive enterprise CRM can be overkill. Choose a CRM that matches your current size and selling process.

Appointment 98

Appointment Cross-sell CRM Pipeline 98

Search Engine Land

AUGUST 14, 2024

Qualifying leads for ad platforms using CRM data. Sales process. CRM or other database Everything you do in lead gen revolves around generating inbound queries. You need a place for those leads to go, a process and people to follow up with them and a way to determine which ones are most valuable to your business.

CRM 116

CRM Campaign Niche Negotiate 116

Martech

SEPTEMBER 6, 2024

Tenyx’s co-founders, Itamar Arel, who serves as CEO, and Adam Earle, the company’s CTO, and their team will join Salesforce to help further grow Salesforce’s Agent offerings upon the close of the acquisition, Salesforce said in a release. Processing. Why we care. As the U.S.

CRM 114

CRM Trust Service Closing 114

Sales Pop!

JULY 11, 2024

The ability to harness data to inform decisions, personalize interactions, and optimize sales processes is no longer optional—it’s a competitive necessity. Pipeliner CRM is a powerful tool designed to support data-driven selling, providing sales teams with the insights and capabilities they need to excel.

CRM 130

CRM Pipeline Sell Represent 130

Martech

JANUARY 9, 2025

Dig deeper: How to align processes to drive martech utilization Martech investment and usage patterns Meanwhile, CMOs have slightly reduced martech spending as a share of the total marketing budget, down 0.9% CRM, MAP, CDP) by asking: Can this platform reduce dependency on external vendors? Processing. from spring 2024.

Government 123

Government CRM Technology Technology 123

PandaDoc

JUNE 2, 2025

They shape those needs by reframing perspectives, taking control of the sales process, challenging customers to look past outdated assumptions, and help buyers see problems in a new light. From research, the pair found that reps who consistently closed complex deals werent necessarily the friendliest or the most experienced.

Process 52

Process Objectives and Key Results Sales Angle 52

Heinz Marketing

SEPTEMBER 29, 2024

Web Scraping and Data Enrichment: Clay allows users to automate the web scraping process by pulling data from websites, LinkedIn profiles, and various other online platforms. CRM Integration: Clay seamlessly integrates with popular CRM systems like Salesforce, HubSpot, and Pipedrive.

CRM 96

CRM Pipeline Prospecting Consult 96

Martech

AUGUST 1, 2024

Our agency conducted an extensive two-year analysis of content consumption across four industries, examining over 50 closed deals. In other words, we only saw a connection between content engagement and the buyer’s journey in 20% of closed, won deals. Champions were present from the middle to the end of the process.

Customers 122

Customers Construction Presentation Trust 122

Martech

JULY 11, 2024

CFOs are scrutinizing the financial landscape for tech companies more closely, putting significant pressure on marketing departments. When evaluating new platforms, prioritize robust CRM integration and customer data platforms (CDPs). This ensures a strong compliance foundation, simplifying the evaluation process.

A/B testing 104

A/B testing Niche CRM Price 104

Salesforce

OCTOBER 2, 2024

AI tools are designed to mimic portions of human intelligence, specifically information processing and decision-making. For small businesses, AI offers the opportunity to streamline processes, reduce manual effort, and keep overhead costs down. Many small businesses have a small IT team, or none at all.

Customer Relationship Management 122

Customer Relationship Management Education CRM Relationship Management 122

Salesforce

MAY 29, 2025

Were in the midst of a digital agent revolution where AI is no longer just supporting tasks, but actively driving business processes, from handling service requests to closing complex B2B sales deals. Ethical Considerations for CRM Applications Enterprise AI agents must not only perform accurately they must do so responsibly.

B2C 95

B2C CRM B2B Negotiate 95

Highspot

OCTOBER 22, 2024

Consistently hitting your sales goals can sometimes feel like a game of darts – you’re trying to hit the target and close every deal, but it can be easy to miss the mark. If reps are misaligned on even just one step in the sales process, it can become nearly impossible to drive predictability within your sales force.

Process 52

Process Objection handling Quota Negotiate 52

Martech

NOVEMBER 6, 2024

These updates will give you deeper insights into your processes and more flexibility in your marketing efforts. Updated CRM object merge behavior to be aware of. How it helps you This update streamlines the process of adding personalized URLs stored in contact properties, such as tailored offer links or personalized landing pages.

Objectives and Key Results 119

Objectives and Key Results CRM Contact Pipeline 119

Veloxy

JUNE 23, 2021

Simple: with the following list of tools, techniques, and processes. The sales process matters. If we’re going virtual, then your sales process will need to be highly educational for prospects. This involves mapping out each and every single touch point within the sales process that wraps around meetings. Sound matters.

Sell 317

Sell Education CRM Up-sell 317