Craig Klein

SalesNexus & QuickBooks Integration-Sales Opportunities

Salesnexus and Quickbooks Integration-Sales Opportunities

Today we’ll be showing you how to automatically create a new task for a member of your team in SalesNexus CRM when an invoice gets paid in the accounting software Quickbooks. This can alert them in real time when an invoice is paid, what it was for, and how much they paid, so that they … Continue reading

SalesNexus & QuickBooks Integration-Payments

Using a free account with Zapier, you can integrate SalesNexus with thousands of apps that you use every day.  Today we’ll be showing you how to automatically create a new task for a member of your team in SalesNexus CRM when an invoice gets paid in the accounting software Quickbooks. This can alert them in real … Continue reading

4 Steps To Market Domination-Achieve Sales Success

Is your team onboard? Do you know what to ask customers? Do you have key processes written down, step by step? Are you staying in touch with all of your past leads, past customers and current clients? Do you feel snowed under with so many other daily tasks that you’ve run out of inspiration for … Continue reading

4 Ways Marketing Automation Can Maximize Sales

maximize sales, Maximum profit concept. Button for maximize income. 3D rendered illustration.

If you own or market a business, you’ll recognize this dilemma:  you’re not meeting your goals for new sales.  You ask yourself, “Do I need to hire more salespeople?”  Of course, that means more money going to your salary line, and less to other key priorities.  So, you ask yourself another question, “Are my current … Continue reading

Sharpen Your Sales Force by Using SMART Goals

A young boy dressed as a businessman sits at his desk smiling as there is some good business happening. He sits at his desk with retro computer and phone.

Successful salespeople rarely credit their organizational skills for their accomplishments but instead consider their art of persuasion to be their strongest asset. Yet those same people readily acknowledge that being organized, motivated, and able to multitask will do wonders to boost their closing rates and overall success. Many sales managers have found the SMART goals … Continue reading

How Good Is Your Sales Team? 5 Metrics You Should Be Tracking

Sales Team Metrics – So, how good is your sales team?  If your answer is fuzzy (as in, “they’re pretty good,” or “I’m sure they know what they’re doing”), you could be wasting a lot of salary on salespeople who lack either the proper training or adequate motivation to do their jobs right—and that could … Continue reading

Use Blog Content to Charge Your Sales Process

Blog content in your sales process

Blog Content Blog Content – Sometimes salespeople are confused to spend their times working on blogging rather than cold calling leads or emailing old accounts. In fact, blogging could be the key to rekindling those relationships by using new, interesting content. Additionally, blogs are a source of incoming traffic that could generate the next sale … Continue reading

4 Excuses Salespeople Give For Not Using a CRM

CRM Excuses

Salespeople CRM Excuses – Salespeople can be finicky, but you don’t want them any other way. After all, they are the divas of your company, setting their own schedules and driven by results instead of sitting at their desk waiting for the whistle at the end of the shift. That being said, you still want … Continue reading

Your Contact Us Form Isn’t Cutting It

contact us form

Any given business owner with a website will be able to confidently tell you, “I get new leads all the time; I have a “Contact us!” form.” Certainly, this is true, and a hyper-motivated person who is incredibly excited to get their hands on your product or service will use it, but the numbers don’t … Continue reading

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