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).

CRM 71

CRM Electricity Pipeline Manufacturing 71

Lead Fuze

JUNE 29, 2023

Creating an emotional connection with customers that leads to brand loyalty and encourages repeat business is at the core of relationship marketing. Case study – Capital One’s reimbursement strategy Capital One goes beyond customer service by reimbursing venture cardholders for TSA PreCheck fees. The result?

Repeat business 52

Repeat business Campaign Real Estate Clients 52

Adaptive Business Services

FEBRUARY 17, 2021

Lasting relationships = repeat business and referrals. You will first want to identify those who are most likely to do business with you or to refer you to those who will. Tags allow you to organize/filter ( focus on) your contacts. A contact record can have multiple tags. Match touch frequencies to tags.

Referrals 127

Referrals CRM B2B Electricity 127