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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

4 Steps To Market Domination Video Series

4 Steps To Market Domination: Video Training Series

Is your sales process disorganization holding you back and preventing you from reaching your goals? Ready to dominate your market and achieve sales growth? Our 4 Steps to Market Domination Video Series is designed to guide you through setting your CRM up in the right order, to set the foundation for your success. Introduction: What’s … Continue reading

How to Setup Email Capture for Office 365

How to Setup Email Capture for Office 365/Outlook

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 automatic!  If … Continue reading

How to Setup Email Capture for Gmail

How to Setup Email Capture for Gmail

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

How to Automate Follow Up With A CRM

Sales Babble Podcast-Automate Sales Follow Up with a CRM

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

SalesNexus & QuickBooks Integration-Sales Opportunities

Salesnexus and Quickbooks Integration-Sales Opportunities

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

SalesNexus & QuickBooks Integration-Payments

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

How to Start Improving Your Sales Process Today

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

Add New Fields to the Opportunities Page

Add New Fields to Sales Opportunity Page in SalesNexus CRM

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

4 Steps To Market Domination: Step 1

Recipe for Disaster - DIY CRM Setup

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

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