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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. SalesNexus Announces Version 5 Release – August 6th, 2020 Enhancements & Improvements Send Automated SMS Text Message Campaigns (Or add texts to existing campaigns) in SalesNexus Built in RingCentral Integration – Click to Call … 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

Happy Sales People

happy sales people

The “World Happiness Report” for 2017 was recently released and it made me wonder how happy sales people are around the world. The World Happiness Report measures happiness in countries around the world, based on several different factors: GDP Social Support Healthy life expectancy Freedom to make life choices Generosity Perceptions of corruption Dystopia – … Continue reading

Sales Levity

funny sales movies

When in search of the lighter side of the sales profession, it strikes me that the list of funny sales movies is awfully short. There are lots of creative works about the dark side of selling, “Death of a Salesman” being the most obvious example. The humorous side of selling just doesn’t get as much … Continue reading

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