Featured Blog Posts

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...

Read More

SalesNexus & QuickBooks Integration-Payments

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 >...

Read More

Add New Fields to the Opportunities Page

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...

Read More

4 Steps To Market Domination: Step 1

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...

Read More

3 Ways You Could Be Spooking Away Sales Leads

Logging Calls 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...

Read More

Logging a Call In SalesNexus

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...

Read More

How to Target, Connect, & Convert Sales Leads

4 Steps to Market Domination Guide

Does your business rely on good old-fashioned salespeople to bring on new customers? Inevitably, a hidden monster is eating up your resources, costing you customers and slowing your growth. Read on to discover the 4 Steps to Market Domination - a guide to help you...

Read More

4 Steps to Market Domination Guide