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119 Facts About Email Marketing

Email Marketing Facts You Didn't Know

Facts About Email Marketing – Email marketing can be tough to master for even seasoned marketers.  I find that B2B brands wrestle with email marketing more than most.  The sales team tends to dominate the messaging and that’s typically not a good thing 🙂 Websitebuilder.org recently published a great infographic called “119 Facts You Don’t … Continue reading

Manage Accounting Information in CRM Software

Using Accounting Info in CRM Software

If you’re using custom or uncommon Accounting Software, having access to Accounting Information in CRM software can be difficult. Giving sales and customer service staff access to credit limits, credit balance, YTD sales and other information typically only available in your accounting system provides a better customer experience and reduces errors, canceled orders and wasted … Continue reading

Creating Email Templates for Sales Follow Up in CRM

Email Template for Sales Follow Up

One of the first things most people want to do with their CRM solution is to create email templates that sales people can quickly send to customers.  Sales follow up emails, requests for appointments and all the other types of emails that you send to customers over and over again each day. Your CRM system … Continue reading

Accurate Sales Forecast with CRM

Accurate Sales Forecast

How can you easily get a sales forecast with CRM solutions?  That’s supposed to be one of the primary reasons to get a CRM in the first place isn’t it? Managing the sales pipeline and creating a reliable forecast of revenue is one of the most common reasons companies implement a CRM solution.  But, just … Continue reading

Why is my CRM Project Stalled?

CRM Project Stalled

In 25 years of helping sales teams implement CRM solutions, I’ve learned there are two main reasons that CRM projects get stalled.  And believe it or not, that is happening to a LOT of businesses! As a CRM vendor, we’ve studied the reasons that deals don’t close and by an overwhelming majority, the primary reason … Continue reading

SalesNexus Release Notes

SalesNexus Release Notes

SalesNexus Releases Improvements and bug fixes released in SalesNexus CRM and Marketing Automation are listed below with most recent at top. Release February 6th, 2020 Enhancements & Improvements Imports  1917 – For import, check duplicate on email address by default 1911 – Ability to Sync Google & Outlook Contacts on the Import Page 1918 – … Continue reading

Affordable, Scalable Lead Generation Process

Lead Generation

Are you searching for a simple lead generation process that fits your budget?  Lead Generation starts with building your list.  When it comes to purchasing a lead list, there are two general options: Purchase lead generation lists from specific industry groups that are very focused on markets you target.  These tend to be the best, … Continue reading

CRM Training Success

crm training

Effective CRM training is the key to getting your sales team onboard and off to a fast start, without disrupting their sales efforts. Lack of user adoption is the #1 killer of CRM rollouts.  However, typical training approaches can err on both sides of the equation, too much information as well as not enough. Common … Continue reading

Find Emails Instantly with SalesNexus CRM

find emails

SalesNexus CRM and Marketing Automation just released the ability to find emails instantly for your leads, prospects and customers. With an integration with GetEmail.io, SalesNexus now allows users to quickly find the correct email address for a new prospect or customer. Anytime a user enters the first and last name, and either the company name … Continue reading

Sales Ethics

sales ethics

What are your company’s sales ethics? Of course, when we typically think about the ethics of our companies, we think of our values, mission statement, HR, accounting and even production.  Shareholders, the board and management establish the values, HR communicates those values to the staff, marketing communicates them to customers and of course, customers experience … Continue reading

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