Support

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.

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. SalesNexus Announces Version 5 Release – August 6th, 2020 Enhancements & Improvements Send Automated SMS Text Message Campaigns (Or add texts to existing campaigns) in SalesNexus Built in RingCentral Integration – Click to Call … 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

DDoS Attack affecting SalesNexus

Many SalesNexus users were unable to reach the system today, due to the DDoS attack affecting many websites today. Learn more about this attack here. As of 5pm EST Friday, the issue is on-going but SalesNexus availability seems to be back to “close to normal” for most users. The best place for up to the … Continue reading