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SalesNexus & QuickBooks Integration-Payments

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

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 the Opportunities Page

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

4 Steps To Market Domination: Step 1

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

Easily Edit Info on Lookups and View All Contacts Screen

Easily Edit Info on Lookups and View All Contacts Screen

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

3 Ways You Could Be Spooking Away Sales Leads

3 Ways You Could Be Spooking Away Sales Leads

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

Logging Calls In SalesNexus

Logging a Call In SalesNexus

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

How to Target, Connect, & Convert Sales Leads

How to Target, Connect, & Convert Sales Leads

Recently, Doug Morneau of the Real Marketing Real Fast Podcast sat down in the studio with Craig Klein, CEO of SalesNexus to discuss the two main challenges that slow growth for Small and Medium Sized Businesses. Number one, potential customers just don’t know that they even exist. Number two, salespeople are investing too much time … Continue reading

4 Steps to Market Domination Guide

4 Steps to Market Domination Guide

Does your business rely on good old-fashioned salespeople to bring on new customers? Then there’s a hidden monster eating up your resources, costing you customers and slowing your growth. The hidden monster has a name. It’s called disorganization, and it has its claws in your organization. That’s why we’ve developed a four-step process to Sales … Continue reading

4 Steps To Market Domination-Achieve Sales Success

4 Steps To Market Domination-Achieve Sales Success

Is your team onboard? Do you know what to ask customers? Do you have key processes written down, step by step? Are you staying in touch with all of your past leads, past customers and current clients? Do you feel snowed under with so many other daily tasks that you’ve run out of inspiration for … Continue reading