salesnexus

How to Get Started Sending Text Messages through SalesNexus

send text messages instantly with 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!

Text Message SMS Automation with SalesNexus CRM

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!

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

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

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

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