Tag: referrals

Configuring Nimble CRM for Touch and Referral Tracking [Video]

I am currently spending some time each week investing in myself. 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.

When he moved to Boise, Tom and I connected on LinkedIn and he also became a member of my networking groups, NetWorks! Boise. While I have been familiar with Tom’s teachings in these areas, I have never dug in deep into their fundamentals which are structured around building an effective referral network based on win-win-win relationships.

The main goal of this system is to find, create, and build relationships with those folks who are best positioned, and most interested, in a mutually beneficial association. This will require the repeat engagements that are necessary to get to know each and to build trust. As such, in order to maximize effectiveness, you need to be able to track these activities and results.

As I am a Solution Partner for Nimble CRM, it only made sense to configure this application to assist me in my record keeping as well as to allow me to stay on top with this program’s suggestions. You can do all of this on paper, a spreadsheet, or even on a document, but if you have a CRM … why? 

The video below will demonstrate what I have done to Nimble in order to customize it for these tasks. Note that you can probably do something similar with most, if not all, CRMs. The focus is on what I believe to be the simplest, yet most critical functions of any CRM. Jon Ferrara, the CEO of Nimble calls these the 3 C’s …

  • Contact records – keep good notes, record activities, and organize your records.
  • Calendar – register events, tasks, and reminders.
  • Communications – log emails, phone calls, texts … whatever.

Enjoy and, if you are wowed but in need of some help, I would be more than happy to chat with you and to also discuss my paid services. I can be reached at craig@adaptive-business.com. Thank you! The actual Nimble video starts at 2:45 minutes.

 

Yet Another Post On The Topic Of Referrals

This is not the first time we have written on this topic and it certainly won’t be the last. Referrals are a hot topic. Everybody wants them and nobody seems to think that they are getting their fair share.  Unfortunately, you can’t just show up at a meeting or meet somebody for the first time and expect to receive a referral for your efforts. Referrals must be earned and, like anything worth having, that takes time, patience, and effort. Read W.O.R.K.

Today I would like to examine referrals from a couple of different angles. We will discuss earning them, training your good sources to give them, and a few of the missed opportunities where you can turn general information into potentially powerful referrals. Specifically, we are going to talk about getting referrals in a networking group from other group members.

Start by looking in the mirror…. Continue reading “Yet Another Post On The Topic Of Referrals”

I’d Love To Give You That Referral …. But

I have been incredibly busy this past week getting everything put into place for the launch of our third NetWorks! Boise group on January 5. This will be a Tuesday breakfast group code-named … Sunrise. How original (smile). Oh well, it works.  I’ve been thinking about the topic of this post for some time now and, in fact, it was originally created on one of my Posterous accounts that I don’t really promote as of yet. Still, the topic is timely. If Christmas is about “giving”, it only makes sense that I see so many “takers” these days (smile). Here is the original post in its entirety and please have a fun and safe Merry Christmas and New Years!! …..

Referrals are the “holy grail” of all networking activities. When you are provided with a referral, there is a better than average chance that, if anybody gets the sale, it’s going to be you. A good referral is like gold. Money in your pocket. It can range from “Please use my name” to “They are expecting your call” to “I’d like to take you out and introduce you to …”.

Now, let’s take a moment and think about that person who is providing you with this referral. If I give somebody a referral, I need to do so with 100% confidence that:

Continue reading “I’d Love To Give You That Referral …. But”