CRM Forecasting Prospecting Training 
Adaptive Business Services
JANUARY 24, 2024
As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. A prospective client had a 3×5 card, generally with their business card stapled to it, and this was used to keep track of activities. Even then, that response may be more of a “wish list” than an accurate forecast.
The Pipeline
SEPTEMBER 2, 2020
From the time of the first salesperson, sales leaders have been trying to figure out how to get their teams to prospect. In a recent survey, 42% of sales and corporate leaders identified prospecting as a skills gap in their organizations. How do sales leaders create and balance the core element of a fine-tunes prospecting machine?
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Sales 2.0
MAY 30, 2023
Once AI is implemented, she says, “The question then becomes, ‘do sales organizations that use technologies like this shift their time to higher value activities, like training, researching prospects and strategy, so that when they do get face-to-face time to sell, they show up prepared and better trained?’” Heidi: I think so.
The Pipeline
SEPTEMBER 14, 2017
Because I wanted to focus on a specific question, I glossed over the question I am sure many had as I set out a scenario, specifically when we ask sellers: “Who is your best prospect?”. What I found that unless you get a uniform answer to that question, you can bet that they don’t even know what a prospect is.
Sales 2.0
JANUARY 11, 2024
AI needs huge amounts of data for training. Here’s my forecast though: Prompt engineering will not be enough to give any business a lasting competitive edge. In sales a lot of our proprietary data lives in our CRM system(s). We’ve just seen the first waves of generative AI tools for CRMs come out from Hubspot and Salesforce.com.
Nutshell
JANUARY 17, 2023
What is CRM? CRM software, short for customer relationship management software, is used to manage, analyze and understand customer interactions by storing and organizing business data. CRM systems also include the ability to report, visualize and forecast data to improve their customer workflows. What can a CRM do?
criteria for success
MARCH 23, 2022
Organizations tend to under-invest in leadership skills training. Here are 6 signs you need to invest in leadership skills training – and some resources that can help. An overwhelmed executive team is the most obvious sign you need to invest in leadership skills training. They're worth the investment! Download Now.
Expert insights. Personalized for you.
71 
Let's personalize your content