Salesforce

FEBRUARY 14, 2024

Are your service agents drowning in mundane daily tasks? Then your business might be a good candidate for customer service automation. Customer service automation isn’t a switch you simply flip. Here’s what you need to do to set yourself up for success. Our guide reveals how high-performing service orgs make it happen.

Service 98

Service Customers Contract Legal 98

Salesforce

NOVEMBER 21, 2023

Field service can help drive revenue growth by selling to your existing customers, also called upselling or cross-selling. But the question is, how can you reach this audience at the right time, with the right message, in a way that doesn’t make them feel like they’re being sold to during a service visit?

Service 105

Service Growth Cross-sell Appointment 105

Adaptive Business Services

JANUARY 24, 2024

Let’s first start with a little background. As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. This was our contact record. 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.

CRM 71

CRM Commission Territory Repeat business 71

Adaptive Business Services

MARCH 6, 2024

Feedly is a news aggregator which means that you can subscribe to the blog on selected websites, based on your interests, and then keep up with new articles when they are published. For example, I follow news on selling and on CRM. A Nimble contact record is the nerve center of your CRM. Are you thinking about a CRM?

CRM 62

CRM Follow-up Consult Networking 62

Salesforce

APRIL 30, 2024

Customer service metrics are the performance indicators you use to measure everything from agent efficiency to customer satisfaction. It’s what every successful company tracks and monitors to improve service quality – and quality is imperative. Where can you get started? Why are customer service metrics important?

Service 52

Service Customers Objectives and Key Results CRM 52

Adaptive Business Services

JANUARY 2, 2024

I have identified 20 distinct areas where we can customize your Nimble CRM account to meet your specific needs and we can do that in one to three meetings (3 hours total). EMAIL TEMPLATES You can create multiple email templates in Nimble and automatically merge (personalize) each email with fields found in the contact’s record.

CRM 71

CRM Customers Pipeline Contact 71

Veloxy

MARCH 5, 2024

When it comes to choosing an email service, you’re likely wondering about the “Outlook vs Gmail” debate and which will best meet your needs. Currently, 60% of businesses use Gmail as their email service provider, while Outlook is the preferred email application for 95% of large and very large companies. How do you choose?

Service 130

Service User Experience Price Transportation 130

Salesforce

APRIL 25, 2024

Good customer service is important — whether we’re receiving or providing it. But what is good customer service, anyway? Good customer service means meeting customer needs and expectations consistently. Our research found that 88% of customers say good customer service makes them more likely to purchase again.

Service 52

Service Customers E-commerce CRM 52

Salesforce

JANUARY 17, 2024

When you’re a customer Service Star, staying ahead of the curve isn’t just an advantage — it’s an absolute necessity. You get the pivotal role technology plays in shaping the future of customer service. Table of contents What is a customer Service Star? What is the Service Trailblazer Community? The answer is yes!

Service 132

Service Customers Networking Negotiate 132

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

NOVEMBER 1, 2023

We do have some interesting Nimble CRM news to report. I believe that the way responses are currently handled may be changing to allow for automatic contact creation with tagging. I wanted to start a discussion on workflows vs pipelines. They differ in the following manners … Contact records are placed in workflows.

CRM 71

CRM Commission Contract Referrals 71

Adaptive Business Services

OCTOBER 4, 2023

Lots of Nimble CRM news to report this month! Reminders can be applied to existing emails from your message inbox or within existing contact records. Zapier will work with probably most 3rd party web form applications such as Contact Form 7. Lots of new goodies for you to read up on! Here’s an article and here’s a video

CRM 71

CRM Contact Consult Up-sell 71

Adaptive Business Services

DECEMBER 13, 2023

Let’s get started. Key features include new form submission notifications as well as the ability to automatically create contact records and, if desired, add those to a workflow. I would expect to start seeing these possibly as early as Q1 next year. Happy holidays and all the best for the remainder of 2023! Hot off the press!

CRM 71

CRM Pipeline Contact Represent 71

Capterra Sales & Marketing Software

APRIL 26, 2021

The post 3 Salesforce Alternatives for CRM appeared first on Capterra. One of the most popular ways to learn about your clients and improve their experience is by building a customer journey map , and one of the best ways to collect customer data to build one is customer relationship management (CRM) software. Interaction tracking.

CRM 111

CRM Price Contact Finance 111

Salesmate

DECEMBER 4, 2020

The kind of support you provide to your customers is as important as your services. One handy way of ensuring the best services for any business is using a Customer Relationship Management software that enables timely services as well as personalized experience for their customers. What does CRM stand for in Financial Business?

CRM 52

CRM Service Finance Customer Relationship Management 52

Adaptive Business Services

NOVEMBER 16, 2022

Two of the most beneficial features of Nimble CRM are workflows and deals. Workflows are populated with contact records (people or companies). You can have multiple different workflows and a contact can appear in more than one at the same time. Deals are a part of a contact record and deals are also their own unique records.

CRM 71

CRM Represent Pipeline Contact 71

Salesforce

AUGUST 16, 2023

Attention service and field service pros: are you ready for an epic experience? At Dreamforce 2023 , we’ll help you take your field and customer service strategy to the next level — with AI, customer data, and a unified customer relationship management (CRM) platform. Trust us: you don’t want to miss them.

Service 98

Service Hospitality Entertainment Customer Relationship Management 98

Salesmate

MARCH 23, 2021

You are a budding entrepreneur and your start-up is just gearing up to take on the market. You are already aware that a CRM would be the viable option to invest in for the growth of your start-up, but you aren’t sure how it’ll be beneficial to you, especially at such an early stage of your business.

CRM 116

CRM Cross-sell Tradeshows Up-sell 116

The 5% Institute

JUNE 6, 2023

In today’s highly competitive business landscape, customer relationship management (CRM) has become a crucial aspect of successful organizations. A CRM system is a powerful tool that enables businesses to manage and optimize their interactions with customers throughout the entire customer lifecycle.

CRM 52

CRM Customer Relationship Management Relationship Management Pipeline 52

Adaptive Business Services

JUNE 1, 2022

After working with so many companies on helping them to implement Nimble CRM, the one thing that I have learned is that there is almost always more than one way to skin a cat. Here are a few of my favorite Nimble CRM hacks because … every company has unique needs. Nimble CRM Today Page. Nimble CRM Contact Records.

CRM 71

CRM Pipeline Contact Consult 71

Salesmate

DECEMBER 28, 2020

You are an agency driven by creativity and innovation; you customize your services for your clients according to their needs. It often happens that despite the best-in-class services and visible results, you are still not able to retain these customers and lose them after a project or two. Challenges faced by advertising agencies.

CRM 119

CRM Relationship Management Clients Pipeline 119

Adaptive Business Services

AUGUST 24, 2022

Nimble CRM is extremely easy to use, priced very attractively, and there are literally tons of how-to videos that are available on YouTube. Let’s start with getting ready to put Nimble to work for you …. Nimble is more than just a contact manager and there are multiple ways to approach any challenge. The list goes on ….

CRM 71

CRM Contact Consult Price 71

Martech

APRIL 4, 2024

Improved file management within the CRM. New suggested activity: reconnect with re-engaged contacts. Whether it’s ensuring a contract is uploaded when a deal is won or attaching specific documents to a contact record, this feature supports more robust data management. Enhanced forecast accuracy insights with AI Comparison.

CRM 52

CRM Objectives and Key Results Contract Strategic planning 52

Adaptive Business Services

AUGUST 4, 2020

While I am performing a number of initiatives, a big one is upping my game in the referral marketing (sales) arena by taking a course from a gentleman, Tom Gay , who I have known for over 10 years. You can do all of this on paper, a spreadsheet, or even on a document, but if you have a CRM … why? .

Referrals 113

Referrals CRM Networking Gaming 113

Salesmate

APRIL 3, 2020

Initially, CRM software was considered to be tools only for big businesses for managing large client databases. Today, even small businesses and startups easily benefit from choosing the best CRM software. Choosing a CRM for startups offers a lot to entrepreneurs with useful features that can help you build a better business.

CRM 116

CRM Pipeline Objectives and Key Results Contact 116

Adaptive Business Services

JANUARY 11, 2023

In October of 2021 I was contacted by an electric sign company where I had previously served as a partner during the 1990’s. This would include implementing Nimble CRM. I literally ended up with one, ONE , applicant who I was comfortable recommending for hire. While he had management experience, he would need to start in sales.

Electricity 71

Electricity CRM Sales Follow-up 71

Sales Pop!

OCTOBER 29, 2021

This is why we’re starting a new series of articles detailing why, when it comes to CRM, you need not have such worries with Pipeliner. For Pipeliner, we have chosen a very safe environment with Amazon Web Services (AWS). This activity is not even legal, as people would have to opt-in for us to contact them. Stay tuned!

CRM 98

CRM Pipeline Legal Government 98

Hubspot

SEPTEMBER 8, 2023

With softphones, you can call a client, prospect, customer, or colleague from anywhere, as long as you have internet service, a microphone, and a speaker. Because of the cost savings and convenience, softphones are growing in demand — the VoIP services market is expected to reach $472.26 billion by the end of 2033. million by 2025.

Service 65

Service Price CRM Contact 65

Adaptive Business Services

FEBRUARY 3, 2021

This applies equally to your use of Nimble CRM as well as to your selling skills and characteristics. Start on Nimble’s home page which is called the “Today Page”. Best practice – Start your day here. Nimble CRM isn’t complicated. Activities, Calendars, and Messages in Nimble CRM. Yes, it’s that bad.

CRM 87

CRM B2B Contact Referrals 87

Salesmate

DECEMBER 11, 2020

To prevent such errors, you need CRM software that is intuitive and adds value to your company. First, let’s look at what Insurance CRM is and the challenges insurance agents face to understand CRM’s need in business. What is Insurance CRM? Insurance CRM is designed specifically for companies and insurance agents.

CRM 128

CRM Cross-sell Clients Follow-up 128

Lead Fuze

JULY 3, 2023

Setting individual customer service goals is an integral part of any successful business strategy. Creating measurable objectives is essential for any salesperson, job seeker, entrepreneur or marketer aiming to enhance their customer service and business success. Reduce Cost Per Contact (CPC): Save Those $$$.

Service 52

Service Customers Objectives and Key Results CRM 52

SalesLoft

OCTOBER 19, 2023

Your CRM is not delivering as much value as it could. A survey of over 500 sales leaders found that most CRM ( customer relationship management ) systems are painfully difficult to use, with 76% of respondents reporting that their team doesn’t use the majority of tools in their CRM. Why is your CRM underperforming?

CRM 52

CRM Customer Relationship Management Relationship Management Pipeline 52

Adaptive Business Services

JUNE 2, 2021

The unfortunate fact is that a large majority of CRM implementations fail. In this series of articles, we’ll explore the many reasons why salespeople seem, almost universally, to HATE CRM. This is pretty easy to understand if your perception is that CRM will, at best, inhibit your selling. Dealing with CRM pushback.

CRM 96

CRM Commission Repeat business Represent 96

PandaDoc

NOVEMBER 16, 2023

However, creating accurate quotes manually — juggling between spreadsheets, and trying to keep up with rapidly changing customer data — can feel like an impossible challenge. This is where the right quoting software steps in to strengthen your CRM, fusing customer relationship management and advanced quoting processes under one roof.

CRM 52

CRM E-commerce Customer Relationship Management Pipeline 52

PandaDoc

APRIL 25, 2023

To help you establish those long-term relationships, one of the most important tools you can use is CRM (Customer Relationship Management) software. Let’s look at how CRM tools can help your sales process, as well as what the best sales CRM systems available on the market in 2023 are. How does CRM software help sales?

CRM 52

CRM Pipeline Sales Appointment 52

Sales Nexus

JULY 20, 2021

As new industries cropped up, email marketing services changed. Despite all odds, they continue to do email marketing services from home. The entire world has been disrupted by the current crisis but already, there are plans being made to start reopening US businesses and start returning to normal in certain areas.

Service 97

Service Objectives and Key Results A/B testing Meeting 97

Hubspot

NOVEMBER 28, 2021

When you first start out in business, you can probably manage to keep all of your customers or clients top-of-mind … because you don’t have that many. Contacting them at regular intervals to follow up on something they plan to buy or have already bought gets trickier. A Refresher on CRMs. What is a CRM strategy?

CRM 90

CRM Customer Relationship Management Teamwork Relationship Management 90