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CRM for Sales & Marketing | All in 1 Marketing and Sales Automation Tool Empower your team with tools that improve productivity and free up time. A simple, easy to use CRM that helps teams unlock productivity and grow sales. Free Trial Available. Chat Support Available. Fast to Setup.

How to Change Your Password in SalesNexus

Retrieve, Reset, Change Your SalesNexus Password in Seconds!

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

How To Easily Group Contacts in SalesNexus

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

4 Steps To Market Domination Video Series

4 Steps To Market Domination: Video Training Series

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

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

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

Use Blog Content to Charge Your Sales Process

Blog content in your sales process

Blog Content Blog Content – Sometimes salespeople are confused to spend their times working on blogging rather than cold calling leads or emailing old accounts. In fact, blogging could be the key to rekindling those relationships by using new, interesting content. Additionally, blogs are a source of incoming traffic that could generate the next sale … Continue reading

A Sale is the Result of a Great Conversation

Not closing enough deals?  Maybe you’re talking too much. Watch this short video by Sales and Marketing strategist, Steve Yastrow: It’s not the smooth talk or the dazzling presentation you’ve delivered that get the order.  Sales happen when customers make their own decisions to part with their money and invite you to be one of … Continue reading

Sales Training and CRM Go Hand in Hand for Success

Sales Training ROI grows with CRM

There are plenty of old-school techniques for training your sales team that rely on outdated methods of reaching the customer. In a technologically connected era, sales teams must combine the strengths of in-person sales (if such sales even happen in your industry) with the essential skills of managing client relationships online. Management of businesses need … 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

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