Helpful Resources to
Get the Most Out of Your CRM.
Whether you're just getting started or looking to master advanced features, our resource center has everything you need. Explore guides, tips, videos, and FAQs designed to help you and your team work smarter, sell faster, and make the most of your CRM.
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SalesNexus New User Basic Training
We cover how to setup your SalesNexus account including customizing fields and layouts, creating automated campaigns and managing outbound calling and relationships.
Scheduling Activities in SalesNexus
How to schedule activities in SalesNexus CRM and Marketing Automation
Managing Task List and Follow Ups in SalesNexus
How to manage follow ups and Task List in SalesNexus CRM and Marketing Automation
Adding & Managing Contacts
How to add new contacts and manage existing contacts in SalesNexus CRM and Marketing Automation
Importing Contacts into SalesNexus
How to import contact lists into SalesNexus CRM and Marketing Automation
Performing Lookups in SalesNexus
How to search for contacts in SalesNexus CRM and Marketing Automation
Performing Lookups and Searches
How to use the calendar in SalesNexus CRM and Marketing Automation
Syncing & Using the Calendar
How to use the calendar in SalesNexus CRM and Marketing Automation
Downloading the App
SalesNexus Mobile Overview - download your iPhone contacts, make calls, schedule calls, view notes and more all from anywhere, on your mobile phone.
Processing Automations
SalesNexus allows sales teams to automate any process.
Customizing Fields & Layouts
Tracking metrics that matter to your business is the key to CRM success.
Email Marketing & Campaigns
Marketing just got better
Getting Started with Email Marketing
How to Send Out Your Campaign
Your Guide to Creating Great Looking Email Templates
4 Steps to Market Domination
Onboarding Training Series
Introduction: 2 Steps Training Series
Step 1: Team Buy-In
Step 2: Organize Customers
Step 3: Start Automating the Process
Step 4: Train the Team
Training
Master your tools, boost your team’s confidence, and get more from your CRM
SalesNexus New User Basic Training
We cover how to setup your SalesNexus account including customizing fields and layouts, creating automated campaigns and managing outbound calling and relationships.
Email Marketing Training for new SalesNexus Users
We cover creating email templates, building multi-step, on-going campaigns and adding lists of customers to your campaigns, as well as important configuration issues like Email Authentication (DKIM, SPF, etc), List Cleansing and more.
Live Instructor Led Training
Level up your skills with a 1 on 1 live session with our experienced CRM and automation experts.
Webinars
Join our live and on-demand webinars to get expert CRM training, tips, and real-world strategies
Email Marketing Workshop 6
Topics covered:
Building Automated Lead Funnels
Capturing web and social media leads
Automating new lead follow up & nurturing
Triggering sales action at just the right time
Building Automated Lead Funnels
Capturing web and social media leads
Automating new lead follow up & nurturing
Triggering sales action at just the right time
Email Marketing Workshop 5
Topics covered:
Calculating ROI of Lead Nurturing Campaigns
Automating Sequences and Journeys
Triggering Sales Follow Up at Exactly the Right Moment
Calculating ROI of Lead Nurturing Campaigns
Automating Sequences and Journeys
Triggering Sales Follow Up at Exactly the Right Moment
Email Marketing Workshop 4
Topics covered:
Simple 3 Step Process to Create & Optimize B2B Email Campaigns
Building and Using Customer Personas
Writing B2B Email Copy that Gets Results
Simple 3 Step Process to Create & Optimize B2B Email Campaigns
Building and Using Customer Personas
Writing B2B Email Copy that Gets Results
Email Marketing Workshop 3
Topics covered:
Personalization & Localization
Sales Lead Generation Processes that Get Results
Audience Questions
Personalization & Localization
Sales Lead Generation Processes that Get Results
Audience Questions
Email Marketing Workshop 2
Topics covered:
Measuring Clicks & Conversions
Content Curation Tips and Tricks
Email Authentication
Audience Questions
Measuring Clicks & Conversions
Content Curation Tips and Tricks
Email Authentication
Audience Questions
Email Marketing Workshop 1
Topics covered:
Email Authentication – new requirements and tools.
Managing Engagement – recency, cleansing, etc.
Mistakes to Avoid – stay out of the Junk folder
Email Authentication – new requirements and tools.
Managing Engagement – recency, cleansing, etc.
Mistakes to Avoid – stay out of the Junk folder
Unlock Growth - Sales Enablement Webinar
How to transform onboarding, performance, and ROI with a powerful, AI-driven approach.
4 Ways To Boost Sales With Email Marketing Automation webinar
In this marketing automation webinar series, CEO Craig Klein will take you through the in’s and out’s of where to get your list, how to boost sales 20% with lead nurturing, effective emails for each buying stage, and automating sales emails to get fast results and increased client engagement.
Email Marketing Automation Webinar
Ready to take your email game to the next level? Join us as we review the strategies and techniques that turn a good email campaign into a GREAT one!
Text Message Marketing for Beginners
Ready to take your email game to the next level? Join us as we review the strategies and techniques that turn a good email campaign into a GREAT one! SMS Marketing Automation Webinar.
Back To Business – The New Normal of Generating Leads and Making Sales
When will customers return to their offices? When will industry trade shows start again? Who knows? Stop waiting! In this special webinar, we’ll show you how to build a list, create 1 or more emails, and send it out to convert leads on your website, schedule appointments, drive online purchases, and nurture & educate leads and clients.
Lockdown Marketing Alternatives Webinar
Are you feeling unable to communicate with your customers/market effectively?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 current crisis. Join in on this webinar to learn how to pivot your marketing!
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 current crisis. Join in on this webinar to learn how to pivot your marketing!
Email Marketing Masterclass Series
Connect with more customers and close more sales, without busting the budget or hiring more people! In this introduction for our upcoming Email & Marketing Automation Masterclass series, we explore the topics we’ll be diving deep into starting on March 11th.
Increase Margins With Sales Habits That Last
Help your sales team escape the trap of being just another vendor, competing to the bottom for the lowest price.
Watch this free sales management webinar to start differentiating your company, growing margins and increasing customer lifetime value. Author of “Ditch the Pitch”, Steve Yastrow, presenting.
Watch this free sales management webinar to start differentiating your company, growing margins and increasing customer lifetime value. Author of “Ditch the Pitch”, Steve Yastrow, presenting.
Too Many Wasted Leads?
Learn why fast, multi-touch response is the key to maximizing sales, how to do it easily and affordably and how to get the sales team to make it work.
Sales Reset With Andy Paul
Host of the Accelerate podcast, Andy Paul, shares what over 400 sales leaders say they would do first when sales have flat-lined and it’s time to reset the sales organization.
Increase Margins With Sales Habits That Last
Help your sales team escape the trap of being just another vendor, competing to the bottom for the lowest price.
Watch this free sales management webinar to start differentiating your company, growing margins and increasing customer lifetime value. Author of “Ditch the Pitch”, Steve Yastrow, presenting.
Watch this free sales management webinar to start differentiating your company, growing margins and increasing customer lifetime value. Author of “Ditch the Pitch”, Steve Yastrow, presenting.
Sales Leadership Best Practices
How to achieve sales accountability, lead and customer nurturing and complete customer information access and grow sales by focusing salespeople on the best opportunities, automatically.
Business Insurance CRM and Marketing Automation Best Practices
Hold insurance producers accountable, nurture leads and clients to cross sell and upsell and identify opportunities by integrating with other essential systems in your business. SalesNexus designed specifically for business insurance producers. Insurance marketing automation webinar.
How To Guides
Explore our step-by-step How-To Guides for quick answers, smart shortcuts, and more...
How to Add New Fields
How to Add More Users To my SalesNexus Subscription (Admin)
How to use RingCentral Click to Call with SalesNexus
How to Edit a Contact Record
How to Setup Google Calendar Sync
Import Contacts from Outlook into SalesNexus
How to Setup Web Lead Capture in Wordpress
Creating and Using Dashboards and Reports in SalesNexus
Creating and Using Dashboards and Reports in SalesNexus
How to Import Contacts into SalesNexus using a CSV or Excel File
How to search and find contacts using Quick Search bar
How to Create a Notes History Report
How to create Email Campaigns
How to Create Email Templates in SalesNexus
Email Delivery Technical Configuration Guide
How to create Email Campaigns
Why does my SalesNexus Campaign Statistics show so many Bounces?
DKIM
How to Cleanse Email Addresses with SalesNexus
Integrations
Integrating Quickbooks
RampedUp Training
Zapier Training
SMS Texting Campaigns
RC Click to Call
Sales Management
Creating Dashboards & Reports
Managing Sales Pipeline
We’ve increased our close rate on Internet leads by 25% just by automating the follow up process with SalesNexus!
SalesNexus is the most important sales tool in my real estate business, hands down! The scheduling, activity series for follow up and note keeping of client interaction are the three most valuable features to me personally. I simply couldn’t live without it – and the great customer service I receive from the team at SalesNexus is just icing on the cake!
$7.2B
Client Revenue Driven
2024
$500M+
Annual Media Spend
2024
100M+
Conversions Driven
2024
30+
Awards Won
2024
230+
Active Clients Managed
2024
5
Fortune 500 Clients
2024
Twenty Two Years of Marketing Excellence
Powerful sales automation, CRM & marketing tools, Designed to help your team crush sales goals. Turn more leads into sales, nurture relationships & automate follow-ups seamlessly with SalesNexus.