Mila Osman

How to Integrate Calendly and SalesNexus

Today we’ll be showing you how easy it is to integrate SalesNexus and Calendly, a Calendar and Scheduling Management App that helps you schedule meetings without all the back-and-forth emails. Calendly is a scheduling tool that allows your clients and customers to schedule meetings with you by choosing from the available time slots on your … Continue reading

Email Marketing Masterclass – Quick Tips & Best Practices

Email Marketing masterclass series

Getting results in email marketing doesn’t have to be hard. In our recent Email Marketing Masterclass, we lay out simple explanations of the terms and best practices that are essential to success. The webinar covers: 1. Email Marketing Management – Using email to optimize all marketing messages.2. Target Audience, Personas, Segmentation3. Messaging Strategies4. List Building/List … Continue reading

Add New Contacts to CRM from Business Cards Instantly!

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 easy it is to integrate with FullContact, a business card management Management App that allows you to take a picture of a business card and have it automatically be uploaded as … Continue reading

Import Your Contacts from Outlook into SalesNexus in 3 Minutes

Importing Outlook Contacts into SalesNexus CRM

It’s easy to import your Outlook contacts into SalesNexus CRM! No more messy spreadsheets! Learn how simple it is to sync your Outlook contacts with SalesNexus: Navigate to Contacts > Import Contacts 2. Navigate to the “Outlook Contacts” tab at the top, and “check” the settings you’d like to enable. Understanding The Settings Options  If … Continue reading

Import Your Contacts from Gmail into SalesNexus in 3 Minutes

Importing Gmail Contacts into SalesNexus CRM

It’s easy to import your Gmail contacts into SalesNexus CRM! No more messy spreadsheets! Learn how simple it is to sync your Gmail contacts with SalesNexus: Navigate to Contacts > Import Contacts 2. Pick the Gmail Contacts tab at the top, and “check” the settings you’d like to enable. Understanding The Settings Options  If you … Continue reading

SalesNexus Release Notes

SalesNexus Release Exciting new features arrived overnight to SalesNexus! Let’s take a look at the improvements: most notable being our new import process, improvements to the email editor and campaign process & new smart mapping! Read on for the latest and greatest! Release February 6th, 2020 Enhancements & Improvements Imports  1917 – For import, check … Continue reading

How to Change Your Password in SalesNexus

Retrieve, Reset, Change Your SalesNexus Password in Seconds!

Navigate to the X Menu on the upper left hand side of your SalesNexus Database.X > System Settings > System Settings Click “Manage Users” under the “X” Menu > System Settings Choose Your User from the list on the left and then click the eye symbol shown below to view or change your current password, … Continue reading

12 Sales Tips You Should Steal for 2020 Success

Whether you’re starting 2020 off with a bang, or are struggling to keep up, the following tips are for you! WHAT’S INSIDE: As Featured On The Sales Babble Podcast, Download Our 12 Sales Tips To Organize Processes, Improve Sales, And Cultivate Top Producers This Year!

How to Setup Web Lead Capture from Your Website to SalesNexus

Capture Leads from Your Website to SalesNexus Automatically

Have a customized form on your website that you’d like to use to capture leads into SalesNexus CRM? If you have a website and use a “Contact Us” form that collects information about a new lead, and you aren’t using SalesNexus Web Lead Capture to add these contacts automatically to your database, then you are … Continue reading

How To Easily Group Contacts in SalesNexus

Separate and Group your Contacts by using the Group feature in SalesNexus!  The following steps will show you how to add a New Group in Salesnexus.  1) Click on Groups -> Create Group 2) On the “Create new Group” Window, you will have to add the Name the other fields are optional.  3) Click save  … Continue reading

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