crm software

How to Integrate Calendly and SalesNexus

Today we’ll be showing you how easy it is to integrate SalesNexus and Calendly, a Calendar and Scheduling Management App that helps you schedule meetings without all the back-and-forth emails. Calendly is a scheduling tool that allows your clients and customers to schedule meetings with you by choosing from the available time slots on your … Continue reading

Add New Contacts to CRM from Business Cards Instantly!

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 easy it is to integrate with FullContact, a business card management Management App that allows you to take a picture of a business card and have it automatically be uploaded as … 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

Sales Emails: Stop Expecting Your Salespeople to be Copywriters

Sales Email or marketing

Sales Email: Are your salespeople copywriters? Chances are, they’re not. Although sales jobs require a fair amount of copywriting, most sales reps are hired for their ability to persuade people verbally. Yet times have changed. With online marketplaces booming, digital marketing and sales have become the norm. And while Internet shopping is more convenient for … Continue reading

Convincing Your Boss You Need CRM Software: Questions to Ask

boss-employee-working

Customer Relationship Management software should become an essential tool in establishing better communication with your staff and customers. You’ll find that many companies use these now, though you’ve perhaps waited to invest. As a business manager, you may know how much CRM software could help your company, yet haven’t convinced your boss to commit to … Continue reading

Retail vs. Wholesale Mortgage CRM Systems

business crm touchscreen

Retail and wholesale mortgage brokers are in the same industry, so it would stand to reason that their needs would be similar. In fact, the needs of these two groups are quite different. Most CRM systems are designed for retail mortgage brokers. It emphasizes loan submission and processing in service of individual clients. Wholesale mortgage … Continue reading

Eight Signs It Is Time to Replace Your CRM Software

man-customer-service

CRM software is a great business tool. It allows your staff to be up-to-date on all customer information, it measures your sales activities in real-time, it measures the return on investment of your marketing and ad campaigns, it helps your sales team stay focused on good sales opportunities, and it does so much more. That is … Continue reading

Road Map to CRM Success

CRM Success Road Map

Are you embarking on the road to CRM success? If you’re like most companies implementing CRM software for the first time, you have more questions than answers when it comes to exactly how to set things up. It’s challenging to know how to properly configure your CRM software until you’ve used it a bit to … Continue reading

5 Business Disasters & How CRM and Cloud Computing Can Rescue You

CRM software helps overcome business disasters

CRM software, Cloud Computing and Written Procedures can protect your business from all of the most common disasters.   If it hasn’t happened to your business yet, just wait… it will!  No matter how hard we try to avoid it, life happens and it’s not always good. There are a few things that can happen to … Continue reading

Hiring Sales People and Ensuring Their Success

Hiring Sales People - Help Wanted

Are you hiring sales people? Are you nervous about how to on-board them and teach them the processes that lead to success? Has your company’s past sales training process consisted mainly of a few days of product training and a list of potential customers and a pat on the back? Have you decided it’s time … Continue reading

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