Strategizing your Marketing and Sales Process

marketing automation, email marketing

Surprising Marketing Sales. Craig Klein is the CEO of SalesNexus. Craig began SalesNexus 17 years ago to help businesses reach new customers. In short, to manage customer relationships and grow scales. Therefore, SalesNexus implemented all elements of sales and marketing in one platform. In addition, SalesNexus also works with marketing automation and generate leads for companies. … Continue reading

Aligning Sales & Marketing – Integrate & Ignite Podcast

I&I Podcast Craig Klein - Aligning Sales and Marketing

Recently, Lori Jones of the Integrate & Ignite Podcast interviewed Craig Klein, CEO of SalesNexus to discuss the topic of How to Align Sales & Marketing through CRM & Marketing Automation. Listen in on his conversation with host Lori Jones as they discuss email marketing, lead generation, and finding your perfect customer. If you have … Continue reading

How to Get Started Sending Text Messages through SalesNexus

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

Schedule Texts Through Your CRM – Automatically!

SMS Marketing

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

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!

Business Card

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

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

12 Sales Tips You Should Steal for 2020 Success

sales tips

Whether you’re starting 2020 off with a bang, or are struggling to keep up, the following tips are for you! WHAT’S INSIDE: As Featured On The Sales Babble Podcast, Download Our 12 Sales Tips To Organize Processes, Improve Sales, And Cultivate Top Producers This Year!

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

How to Automate Follow Up With A CRM

Sales Babble Podcast-Automate Sales Follow Up with a CRM

Pat Helmers of the Sales Babble Podcast recently sat down with Craig Klein, CEO of SalesNexus to discuss the challenges of lead follow up and How to Automate Follow Up With A CRM In this episode, Craig and Pat chat about the issues sellers and sales managers face nurturing leads. They then go into problem solving mode and discuss strategies and tactics that can be used … Continue reading