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News and Announcements for SalesNexus Users.
Look here for any news about service interruptions, updates, new features and helpful tips on getting the most from SalesNexus.

SalesNexus and IQDial combine Auto Dialer with CRM Software

Auto Dialer with CRM Software

SalesNexus and IQDial have combined to integrate powerful Auto Dialer with CRM Software technology to make outbound calling campaigns easy, fast and effective. IQDial.com’s Auto Dialer solution dials up to 3 lines at once so sales reps are connecting to more prospects in less time.  IQDial also automates dealing with phone menus and leaving voice … Continue reading

Road Map to CRM Success

CRM Success Road Map

Are you embarking on the road to CRM success? If you’re like most companies implementing CRM software for the first time, you have more questions than answers when it comes to exactly how to set things up. It’s challenging to know how to properly configure your CRM software until you’ve used it a bit to … Continue reading

5 Business Disasters & How CRM and Cloud Computing Can Rescue You

CRM software helps overcome business disasters

CRM software, Cloud Computing and Written Procedures can protect your business from all of the most common disasters.   If it hasn’t happened to your business yet, just wait… it will!  No matter how hard we try to avoid it, life happens and it’s not always good. There are a few things that can happen to … Continue reading

Hurricane Harvey – Recover Business Operations

As the catastrophic effects of Hurricane Harvey continue to unfold, we would like to extend our deepest sympathies to our Houston and surrounding area clients. As many of you know, SalesNexus is also based in Houston.  Despite some personnel displacement, we want to assure you that our support team is fully functional, via phone (800) … Continue reading

Creating Email Templates for Sales Follow Up in CRM

Email Template for Sales Follow Up

One of the first things most people want to do with their CRM solution is to create email templates that sales people can quickly send to customers.  Sales follow up emails, requests for appointments and all the other types of emails that you send to customers over and over again each day. Your CRM system … Continue reading

SalesNexus Release Notes

SalesNexus Release Notes

SalesNexus Releases Improvements and bug fixes released in SalesNexus CRM and Marketing Automation are listed below with most recent at top. Release 4.8.6610 – February 8, 2018 Enhancements & improvements Added improved Company profile with Logo Added improved Email Template Creation based on Company Profile Added improved Manage Fields functionality Added Email Calendar Invites Added … Continue reading

Find Emails Instantly with SalesNexus CRM

find emails

SalesNexus CRM and Marketing Automation just released the ability to find emails instantly for your leads, prospects and customers. With an integration with GetEmail.io, SalesNexus now allows users to quickly find the correct email address for a new prospect or customer. Anytime a user enters the first and last name, and either the company name … Continue reading

Organize Customers with Multi-Select Drop Downs

SalesNexus introduced new “multi-select” drop downs to organize customers in your CRM. Previously customers often created large “grids” of check boxes in order to track and categorize customers that required large amounts of screen real estate and made searching for lists of customers based on these categories complex. Now customers can be tagged with multiple … Continue reading

The Ideal CRM Implementation Plan

Ideal Online CRM Implementation Plan

There are hundreds of CRM solutions available with a vast array of features for every type of user, industry and situation.  Yet half of CRM implementations fail to reach the goals management has for the CRM system. In most cases, CRM failure comes in the planning and implementation.  Too often, executives expect the CRM to … Continue reading

Is My Customer Data Safe with SalesNexus?

customer data security

On Friday, October 21, 2016, many popular sites were unavailable due to what is believed to be the largest ever DDoS attack on the DNS system of the Internet.  Many SalesNexus users were affected. Of course, when you can’t reach your customer information, you start to ask some important questions. We wanted to take this … Continue reading

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