Veloxy

FEBRUARY 12, 2025

Sales teams today spend 70% of their workday on non-selling activities a massive roadblock to hitting quotas. In my experience, the biggest culprits behind this inefficiency are bloated, disconnected sales tech stacks with poor training and low user adoption. Double Sales Productivity in only 1 Minute. Lets dive in.

Product 130

Product CRM Price Objectives and Key Results 130

Adaptive Business Services

OCTOBER 16, 2024

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 71

CRM Construction Contact Service 71

Adaptive Business Services

APRIL 2, 2025

Please be sure to check out these top 100 sales blogs on Feedspot. Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. I am honored to be one of them!

CRM 71

CRM Contact Represent Consult 71

Adaptive Business Services

MAY 7, 2025

Use a deduplication service. Welcome to the ABS Sales Corner In our last newsletter, we talked about the first stage of my lead qualification workflow. Your sales process. They differ in that contacts go into workflows and deals go into pipelines so we can track sales revenues and forecasts. Are you thinking about a CRM?

CRM 71

CRM Contact Pipeline Clients 71

Salesforce

DECEMBER 2, 2024

When you run a small business or startup, you may feel like you need to be great at sales, marketing, finance, and customer service, right? Here’s why these courses are a great choice for growth: Build skills on a budget You can explore different business areas, like marketing or online sales , without stretching your budget.

CRM 106

CRM Technique Finance Start-ups 106

Adaptive Business Services

NOVEMBER 6, 2024

Welcome to the latest edition of Nimble CRM Tips and Updates! Our existing group and message sequencing is designed for smaller campaigns, like for a targeted sales outreach. Are you thinking about a CRM? services including security, workflow, and telephony? services including security, workflow, and telephony?

CRM 62

CRM Contact Price Campaign 62

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

Salesforce

APRIL 15, 2025

FanDuel is a leading sports gaming company, offering sportsbook, fantasy, casino, racing, and other games to millions of users, and as the VP of AI, Automation, and Voice of Customer (VoC) Insights, my team is responsible for the customer service software that ensures a seamless, fast, and reliable experience at scale to keep customers engaged.

CRM 90

CRM Service Customers Sports 90

Salesforce

AUGUST 6, 2024

To see what a day in the life of such an AI enterprise might look like, let’s travel to the year 2028 and visit Sandstone Services, a fictional 37-year old mid-size company in Minnesota providing home maintenance services. After years of steady sales and profit growth, the 2,300-employee company has hit a rough patch.

Real Estate 128

Real Estate Non-Profits Click Through Rate CRM 128

Salesforce

SEPTEMBER 10, 2024

Over the years, you’ve put a lot of money into your customer service centers. You’ve upgraded technology, upskilled your agents, and invested in 24/7 self-service options. But here’s the thing: Cutting costs can’t come at the expense of customer service. Customer service and profitability go hand in hand.

Service 69

Service Customers Cross-sell Contact 69

Salesforce

OCTOBER 15, 2024

Sales invoices might seem inconsequential in the bustling day-to-day of your business, but they’re key to keeping things running smoothly. Not only does a well-crafted sales invoice keep track of what’s been sold and how much is owed, but it also helps keep your finances in check and ensures you get paid on time.

Finance 104

Finance Territory Price E-commerce 104

Adaptive Business Services

MARCH 5, 2025

One reason, the main reason, why this is so critical is that if you are not very careful, you run the very real risk of being labeled as a spammer either by the recipient, their email service provider, or even your email service provider. Generic emails ( info@ , sales@ , etc.), as these often bounce or trigger spam filters.

CRM 71

CRM Click Through Rate Contact Service 71

Adaptive Business Services

DECEMBER 18, 2024

A deal record also has its own important fields that are used to create sales and forecast reports: deal $ value, projected date of closing, and a % probability of closing. If you dont care about the sales numbers and keeping a record of individual deals, you could probably do it all in a workflow. Are you thinking about a CRM?

CRM 71

CRM Pipeline Contact Represent 71

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.

CRM 62

CRM Prospecting Contact Follow-up 62

Salesforce

JUNE 17, 2025

These are the classic signs that your business has outgrown spreadsheets and might benefit from a customer relationship management (CRM) system, an all-in-one tool for managing customer interactions, sales, and relationships. If keeping up with your data feels like a challenge, it might be time for a CRM. What is a CRM?

CRM 52

CRM Customer Relationship Management Contact Relationship Management 52

Veloxy

SEPTEMBER 29, 2021

Salesforce Adoption Pain Point #1 : Sales representatives report spending 66% of their day performing tedious, non-selling activity in Salesforce. This is a conundrum for most sales managers, as sales productivity is one of the common selling points of the Salesforce CRM platform. The key is Salesforce automation.

Territory 342

Territory Represent Sales Lead generation 342

Martech

DECEMBER 6, 2024

While structured data has long been the foundation of CRM, unstructured datalike conversationsholds the key to deeper insights into customer sentiment, behavior, and intent, said HubSpot CEO Yamini Rangan in a company release. With Frame AI, we can bring these insights into the customer platform to help businesses grow smarter and faster.

Conversion 117

Conversion CRM Technology Technology 117

Martech

NOVEMBER 7, 2024

They unlocked digital marketing superpowers at the company level, helping marketers communicate more effectively with executive leaders and colleagues in sales. The result is supposed to be a finely tuned list of accounts, giving sales and marketing teams clarity on where to focus their time and resources.

B2B 129

B2B Contract GTM CRM 129

Martech

JULY 25, 2024

This approach assumed that targeting a CEO, CFO or CMO would likely result in a sale. The bigger buyer group — the influencers of the sale — do a lot of the work, and sometimes, the person signing the checks is only interested in doing just that. Are these contacts in your CRM system? Here are a few examples.

B2B 132

B2B Legal CRM Lead generation 132

Adaptive Business Services

MARCH 19, 2025

If your bounce rate exceeds 1%, Nimble may place you in an email marketing quarantine (not sure what this means, but you can out) and Im guessing that you will still be paying for the service during this time. Duh:) Please be sure to check out these top 100 sales blogs on Feedspot. Are you thinking about a CRM? Just a guess.

CRM 71

CRM Contact Start-ups Service 71

Iannarino

JULY 16, 2021

One of the best things to track in your CRM is your competitor’s clients. If this idea is new to you, you may be surprised to find your competitor has tagged your company on your client’s record in their CRM. There are other reasons to track your competitors, but to explore another reason, we have to add another field in your CRM.

Price 345

Price Gaming CRM Clients 345

Tibor Shanto

AUGUST 5, 2021

In sales the go to is often sports, and one can understand why. It start with how sellers think about time; which is why in sales, time is value not money. But the reality of sales is that each day, quarter, and year you have more to juggle and no more time to do it in. By Tibor Shanto. Customer Value Management. Track Or Act?

Objectives and Key Results 293

Objectives and Key Results Sales CRM Prospecting 293

Salesforce

APRIL 7, 2025

No matter how great your brand is, bad customer service can drive people away faster than you think. A customer might not always notice flawless service. But good service isnt just about being polite or fast. Service AI agents help you achieve this personal touch without extra hassle.

Service 88

Service Growth Customers CRM 88

Salesforce

OCTOBER 2, 2024

And, 33% of sales teams expect to use it within two years. For instance, with the right customer relationship management (CRM) you can install a free chatbot to respond to customers. Get AI for your SMB Get started with artificial intelligence (AI) for your small business and scale fast with the #1 AI CRM for SMBs.

Customer Relationship Management 122

Customer Relationship Management Education CRM Relationship Management 122

Salesforce

JUNE 17, 2025

Here’s the reality: Customers want fast, flawless service, but your team is stuck using outdated tools while costs keep climbing. Our research finds that 82% of service reps say customer expectations are higher than ever. These AI agents aren’t here to replace human service — they’re here to make it better.

Service 59

Service Meeting Trust Territory 59

Heinz Marketing

SEPTEMBER 24, 2024

By Sarah Threet , Marketing Consultant at Heinz Marketing In a fast-paced sales environment, Sales Development Representatives (SDRs) face the constant challenge of balancing high-volume outreach with personalized engagement. Its AI-driven analytics help SDRs focus on leads that are showing active interest in your product or service.

Objectives and Key Results 104

Objectives and Key Results GTM CRM Follow-up 104

Martech

JULY 26, 2024

Take CRM as an example. CRM plays a very different role across industries. For example, many reports show high failure rates for CRM implementations. Below is a (selection of) the correlations of martech used in the banking and financial services industry. Current martech metrics are not doing the job.

Pharmaceutical 115

Pharmaceutical CRM B2C Technology 115

Veloxy

AUGUST 10, 2021

AI and machine learning have given wings to digital sales and marketing techniques. Not only does this make them more effective, it also boosts the chance of sales conversion. Research already shows that over 40% of sales and marketing teams wholly recognize the importance of AI. How to Improve Sales Processes with AI.

Process 328

Process Sales Technique Pipeline 328

Martech

NOVEMBER 1, 2024

Enterprise AI decisioning platform and CRM Pega released a new version of its Infinity platform, Pega Infinity 24.2. There are announcements, not just about the Pega platform, but also specific to Pega Decision Hub and its sales and service offerings. The enhancements are available immediately for Pega Cloud clients. .”

Campaign 139

Campaign CRM Gaming Service 139

Salesforce

AUGUST 15, 2024

Let’s say you start your workday by checking your email and going over your sales stats. For sales and service teams, customer relationship management (CRM) software is an essential part of the puzzle. CRMs offer a comprehensive view of customer data. You peek at your calendar to confirm a few meetings.

Product 89

Product E-commerce CRM A/B testing 89

Martech

NOVEMBER 6, 2024

Updated CRM object merge behavior to be aware of. How it helps you This update improves the mobile prospecting experience by giving sales reps a quick overview of their pipeline and highlighting the number of leads at each stage. Step up live call productivity with AI-powered Copilot assistance.

Objectives and Key Results 116

Objectives and Key Results CRM Contact Pipeline 116

Salesforce

JANUARY 9, 2025

So, closing more deals more quickly is a win for everyone sales representatives, sales managers, the finance department, and a company’s leadership. Say hello to the sales acceleration process. What you’ll learn: What is sales acceleration? Why is sales acceleration important?

Closing 98

Closing Represent Territory Lead generation 98

Martech

JANUARY 7, 2025

Since its launch at the Dreamforce conference in September 2024, Salesforce Agentforce changed the conversation around AI, customer experience and customer service. Service Agent , which replaces chatbots in handling customer service. Sales Development Representative , which engages with potential leads 24/7.

Launch 127

Launch Represent Engineering CRM 127

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. Earlier this year, we launched CRMArena to help evaluate LLM agents on basic B2C customer service tasks. What is CRMArena-Pro?

B2C 95

B2C CRM B2B Negotiate 95

Sales Pop!

MARCH 17, 2023

Sales enablement is a process that helps businesses equip their sales teams with the resources, tools, and information they need to improve their performance and close more deals. In today’s competitive market, sales enablement has become an essential strategy for any business that wants to stay ahead of the competition.

Cross-sell 244

Cross-sell Technique Sales Pipeline 244

Martech

OCTOBER 22, 2024

Salesforce will offer integrated ecommerce storefronts within its Starter and Pro Suites, all-in-one offerings that span marketing, sales, service and now commerce. There are many ecommerce vendors out there, so Salesforce understandably tries to appeal by packaging ecommerce storefronts in one suite with marketing, sales and service.

Price 117

Price CRM Launch Follow-up 117

Salesforce

FEBRUARY 24, 2025

Thats where software-as-a-service customer relationship management (SaaS CRM) yes, its a mouthful can make business easier. Our research shows that small businesses understand the value of CRM systems, with 92% of small marketing teams adopting CRM tools a rate that surpasses mid-market and enterprise adoption.

CRM 52

CRM Customer Relationship Management Relationship Management Price 52