Exciting new features are arriving to SalesNexus users! Let’s take a look at the improvements for the SalesNexus Release scheduled for Thursday, February 6th, 2020. Read on for the latest and greatest! Release February 6th, 2020 Enhancements & Improvements Imports 1917 – For import, check duplicate on email address by default 1911 – Ability to … Continue reading
Navigate to the X Menu on the upper left hand side of your SalesNexus Database.X > System Settings > System Settings Click “Manage Users” under the “X” Menu > System Settings Choose Your User from the list on the left and then click the eye symbol shown below to view or change your current password, … Continue reading
Whether you’re starting 2020 off with a bang, or are struggling to keep up, the following tips are for you! WHAT’S INSIDE: As Featured On The Sales Babble Podcast, Download Our 12 Sales Tips To Organize Processes, Improve Sales, And Cultivate Top Producers This Year!
Have a customized form on your website that you’d like to use to capture leads into SalesNexus CRM? If you have a website and use a “Contact Us” form that collects information about a new lead, and you aren’t using SalesNexus Web Lead Capture to add these contacts automatically to your database, then you are … Continue reading
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
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
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
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