What is Email Capture? If you send and receive emails to your SalesNexus contacts, using your Gmail, MS Outlook, or other email service, then you need Email Capture! Email Capture allows you to see all of the emails sent and received from your contacts, directly in SalesNexus. And the best part is, it is all … Continue reading
Pat Helmers of the Sales Babble Podcast recently sat down with Craig Klein, CEO of SalesNexus to discuss the challenges of lead follow up and How to Automate Follow Up With A CRM In this episode, Craig and Pat chat about the issues sellers and sales managers face nurturing leads. They then go into problem solving mode and discuss strategies and tactics that can be used … Continue reading
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
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
Paul Maskill of the Business Owner’s Freedom Podcast recently sat down with Craig Klein, CEO of SalesNexus to discuss How to Start Improving Your Sales Process TODAY. What They Dig Into How to start improving your sales process How to start turning “NO’s” into “YES’s” Step-by-step process for market domination What are the most important KPI’s to measure success … Continue reading
Want to add new fields to SalesNexus for the Sales Opportunity Page? First, you’ll add the fields to SalesNexus, as shown in Step 1, and then you’ll add them to your Sales Opportunity Layout as shown in Step 2. Read on for details. Step 1 Go to the “X” menu > System Settings > Create … Continue reading
Is your sales process disorganization holding you back and preventing you from reaching your goals? The reason most sales teams lack consistent process is that they can’t get everyone on the same page, following the same process. New software will not fix that problem by itself. Of course, providing automation and making life easier can … Continue reading
Applies to: R4 Version Edit Information on Lookups and View All Contacts Screen by simply Clicking & Holding on any Field To do this, follow below: Click on the Field you want to edit, and hold for 5 Seconds NOTE: To reduce the amount of time required to “hold” the click, go to X > My … Continue reading
Are you making these 3 mistakes with your sales leads and unintentionally scaring them off? Don’t allow this to mess up meeting your Sales Goals! Have you or someone you know ever pulled one of these scary moves? Here’s our take on the top 3 ways you could be spooking away sales leads. You’re Ghosting … Continue reading
There Are Two Ways to Log a Call in SalesNexus. First Way: 1. Navigate to “Tasks” in the menu at the top of your screen, and click” Log a Call” to fill out the details of the call along with related follow ups. 2. Next, fill out the information gained from the call, with the … Continue reading