sales crm

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

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

Frustrated Sales Team

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

4 Steps to Market Domination Guide

Organize Your Sales & Marketing Processes Today!

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

Sharpen Your Sales Force by Using SMART Goals

A young boy dressed as a businessman sits at his desk smiling as there is some good business happening. He sits at his desk with retro computer and phone.

Successful salespeople rarely credit their organizational skills for their accomplishments but instead consider their art of persuasion to be their strongest asset. Yet those same people readily acknowledge that being organized, motivated, and able to multitask will do wonders to boost their closing rates and overall success. Many sales managers have found the SMART goals … Continue reading

4 Excuses Salespeople Give For Not Using a CRM

CRM Excuses

Salespeople CRM Excuses – Salespeople can be finicky, but you don’t want them any other way. After all, they are the divas of your company, setting their own schedules and driven by results instead of sitting at their desk waiting for the whistle at the end of the shift. That being said, you still want … Continue reading

Keep the Conversation Going

Can you hear a pin drop when you stop talking in meetings with customers?  How can you get the customer engaged in a meaningful conversation and keep it going? Watch this short video by Sales and Marketing strategist, Steve Yastrow: Customers are so busy that it’s difficult to get and keep their attention.  Personalizing your … Continue reading

What’s the Goal of your First Meeting?

You’ve got an appointment!  Now, what’s the goal for the meeting?  Spoiler Alert:  It’s not to close the deal! If you’re monologuing at customers and walking away disappointed, watch this short video by Sales and Marketing strategist, Steve Yastrow: The real goal of the meeting is to build the relationship with the customer. Three things … 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

Catch Buyers Lying with Sales CRM

Sales CRM catches customers lying

It’s easy for salespeople to see themselves as the conduit for all information instead of the sales CRM, marketing messages and other sources.  It’s almost impossible for a salesperson to fully appreciate how much information the customer is presented with online and how that “colors” their perspective. Retargeting is a relatively new trend that has … Continue reading

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