Make Sales Force Automation Easy

Task, Call and Appointment Management

Stay on top of opportunities to move them forward quickly and efficiently with sales force automation.  The online CRM software keeps task lists and calendars for every user so you’re all on the same page and reminded when its time for that important follow up.

Track it All with SalesNexus Online CRM

With all your information in one place, you can act confidently without wasting time searching for the latest and greatest information.  Call and meeting notes, document attachments, emails and letters sent, even changes in fields and sales opportunities are all in one history view for each customer.

Proactive Sales Force Automation Processes and Best Practices

You know what it takes to engage and close a customer.  SalesNexus web based CRM helps you ensure you put your best foot forward every time with sales force automation.  Easily create multi-step processes for every scenario that include call reminders, automated emails and direct mail.  Even in team selling environments, SalesNexus CRM campaigns keep everyone on the same page and remind the right team members when the time it right to do their part.

Manage Sales Teams and Security Using Web Based CRM

Assign leads and customers to the appropriate rep on your team with one click.  Create security groups to ensure the right people see the right information including management hierarchies.  Enable only those you choose to export lists and perform data administration.

Measure and Manage

From built in call reports and sales pipeline management to specific analytics on your latest campaign, SalesNexus online CRM software makes putting your fingers on the metrics that matter in your business easy with sales force automation.  Simple reporting wizards allow to quickly create unique reports on the fly.  When you know who’s doing what, you’re empowered to reward and coach team members and make decisions confidently.

Communicate Professionally

Stop spending time writing the same email, letter or quote over and over again.  SalesNexus web based CRM software creates templates you can use one contact at a time or for an entire list at once.  The SalesNexus library allows your team to access reference documents, articles, reports, videos, any file they need, in one place, anytime and send it to customers with one sales force automation click.