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Road Map to CRM Success

CRM Success Road Map

Are you embarking on the road to CRM success? If you’re like most companies implementing CRM software for the first time, you have more questions than answers when it comes to exactly how to set things up. It’s challenging to know how to properly configure your CRM software until you’ve used it a bit to … Continue reading

5 Business Disasters & How CRM and Cloud Computing Can Rescue You

CRM software helps overcome business disasters

CRM software, Cloud Computing and Written Procedures can protect your business from all of the most common disasters.   If it hasn’t happened to your business yet, just wait… it will!  No matter how hard we try to avoid it, life happens and it’s not always good. There are a few things that can happen to … Continue reading

Hurricane Harvey – Recover Business Operations

As the catastrophic effects of Hurricane Harvey continue to unfold, we would like to extend our deepest sympathies to our Houston and surrounding area clients. As many of you know, SalesNexus is also based in Houston.  Despite some personnel displacement, we want to assure you that our support team is fully functional, via phone (800) … Continue reading

Hiring Sales People and Ensuring Their Success

Hiring Sales People - Help Wanted

Are you hiring sales people? Are you nervous about how to on-board them and teach them the processes that lead to success? Has your company’s past sales training process consisted mainly of a few days of product training and a list of potential customers and a pat on the back? Have you decided it’s time … Continue reading

Old Pros Teach New Inside Sales Team New Tricks

inside sales team build relationships

Are you building your inside sales team? You’re not alone, across industries and markets, new inside sales teams are growing and outside teams are shrinking or accepting completely new roles. Undoubtedly, there is some friction between the old pros, the traditional outside sales people, and the new inside team and their management.  After all, the … Continue reading

CRM Software Takes Control of the Asylum

crm software takes back asylum

If you’re not using CRM software or just struggling to make it work for you, consider this parable: “Jones!  There are three days left in the quarter and we’re 10% behind our revenue number!  What’s going on?!”  The yell came from the owner of the company and hit Keith Jones like a punch in the … Continue reading

How to Write a CRM RFP

CRM RFP Customer Relationship Management Request for Proposal

Deciding to write a CRM RFP is a tough decision for most organizations.   (Acronym Disambiguation: CRM = Customer Relationship Management; RFP = Request for Proposal). Typical businesses decide to implement a new CRM solution, for the first time or to replace an existing solution, and go through a “selection process” that is loosely structured.  Typically … Continue reading

Infographic: Cost to Build a Lead Generation Campaign in Salesforce

Cost of Lead Generation in Salesforce

Putting together a campaign for lead generation in Salesforce.com is more complex than you might think.  There are several pieces to the puzzle.  Our new Infographic “What Does It Cost to Build a Lead Generation Campaign in Salesforce” gives a summary of the required components and their likely costs. First, we decided to pick a … Continue reading

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

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