sales leadership

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

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

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

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

CRM Adoption Silver Bullet

CRM Adoption Silver Bullet

CRM adoption is like the Holy Grail of sales teams.  It’s crucial to the congealing of the team, strategic initiatives and processes and underpins every goal for sales growth, marketing success and customer service brilliance. But, like Monty Python’s King Arthur clapping coconuts together to simulate the sound of horse hooves, sales managers often end … Continue reading

CRM Training Success

crm training

Effective CRM training is the key to getting your sales team onboard and off to a fast start, without disrupting their sales efforts. Lack of user adoption is the #1 killer of CRM rollouts.  However, typical training approaches can err on both sides of the equation, too much information as well as not enough. Common … Continue reading

I Don’t Need No Stinkin’ CRM

Don't Like CRM

…. Or Why Your Sales VP Just Quit It happens every day.  A growing business hires a sales leader from outside to “take us to the next level”.  The new guy or girl walks through the door ready to share their experience.  That’s a big part of why they were hired.  The business’ leadership is … Continue reading

Top