We’ve created some resources for those that want to set up RingCentral with SalesNexus to schedule and send automated text messages easily through our system. This post will be your go to resource, so make sure to bookmark it if you’re looking to implement text messaging with SalesNexus! Please review the following help materials to get … Continue reading
Instead of stopping what you’re doing to pick up your mobile phone, use your CRM to schedule automated text messages. When a customer replies to your automated text, to say, confirm your 3pm meeting tomorrow, you instantly get the text to your phone, and can see the chat history in your CRM. Let SalesNexus do … Continue reading
Unable to communicate with your customers/market effectively right now? Either because you can’t pull together a list, or can’t get the right message to the right customer? Or maybe trying to target a new market? But with no list, and no existing relationships? Normal Marketing and Sales Tactics are unavailable due to lockdown and the … Continue reading
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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
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
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
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
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