SalesNexus today announced the release of an update to it’s CRM and Marketing Automation suite, scheduled to be available on December 11, 2020.
Here’s what’s new…
Enhancements & Improvements
Notifications
Now SalesNexus alerts you of Important Changes in your account and keeps you focused on what matters with Notifications.
Notifications of Tasks Today, Past Due Tasks, Reaching Email Sending Limit, Unused Email Send Credits and more.
See Notifications in the top SalesNexus navigation.
New Notifications Admin page in Settings > My Account > Notifications.
Field Permissions
Now each individual field in the customer record can locked for editing only by admin users. Standard users can be allowed to view the fields but, not edit them, as configured by admin users.
Groups Improvements
Ability to import lists of groups from CSV/Excel
Ability to import contacts from CSV and auto-assign to Groups
Fixes to issues with auto-push of fields from Groups to Contacts
Fixes to Groups Layouts and Tabs
Contact Sync / Email Capture / Email Archival
New Admin Control Panel for Contact Sync, Email Capture/Archival
Improved archival of attachments captured from Outlook and Gmail
Fixes to issues with duplication of Email Capture notes
Emails & Campaigns
Create sales quote templates with the new email editor!
Undo button in email editor!
Changes to click tracking to ignore automated clicks (spam filters).
Fix click notes when no open occurs.
Fix templates names in Subject & Template Performance report.
Other Noteworthy Enhancements
Improve speed of importing contacts.
Easier updating of Record Manager when adding new contacts.
Bug Fixes
Fixed issue with right side layouts not appearing.
Fixed issues with time zones when sending emails and various other pages.
Exciting new features and enhancements are arriving to SalesNexus users on Thursday, August 6th, 2020.
Let’s take a look at the improvements for the release scheduled for Thursday, August 6th, 2020, most notable being our brand new Email Editor 5.0, SMS Text Message Campaign Capability, and improvements to our Imports Process. Additionally, an updated Settings Page, Integrations Pages, and other tweaks and improvements!
https://www.youtube.com/watch?v=euu44_ktiDk
Enhancements & Improvements
Send Automated SMS Text Message Campaigns (Or add text messages to existing campaigns)
Built in RingCentral Integration – Click to Call & SMS Text Message Campaigns
You can add SMS text messages to any campaign – mix and match campaigns with emails, calls, tasks and texts!
Create Text Message Templates utilizing custom merge tags for any field in your database. The opportunities are endless!
You can add SMS texts to any campaign – mix and match campaigns with emails, calls, tasks and texts!
Ability to clone rows, text, cells, or images in 1 click
Gorgeous New Starter Template Library for quick designs
Ability to rearrange and move rows by clicking and dragging
Easily add social links and social share icons
Access to Old Email Editor and Templates still available for use under “View Email Templates (old)” and “Create Email Template (old)”. Campaigns still work as expected, and you can mix old and new templates in your campaigns.
Improvements to Imports Process
FB2132 – import service – contact name -> first name + last name and vice versa reported issues
If no full name or first and last name is specified, our Automation will now generate the first and last name or full name based upon the full Name, and Vice Versa.
FB2057 – Import Service – easier handling mismatched data types
FB2069 – Imports – added ability to import notes
If you have a notes column in your import spreadsheet, you can map any field content to be created as a note on your contact records.
FB2103 – Import service – Duplicate Checking Capability in Upload File
New Import Feature will not allow you to import duplicate contacts
You can download a list of the duplicate contacts not imported after your Import
FB2118 – imports – remove field when mapped –
If you have already mapped any field (i.e. First Name), you cannot map it again. It will be unavailable to use.
Improved Email Delivery
FB2143 – For new clients and Free Trials, we have switched to use Amazon SES as an option for improved Email Delivery Rates.
If you would like to get setup through our updated mail server for improved delivery, reach out to support@sn9.fifoma.com for more information.
Contact Records
FB2025 – Reorganize Your Right Side Contact Layout Tabs
Click on the Menu Bars next to the Layout Names and drag them to the order in which you’d like them to Display
Other Noteworthy Enhancements
FB2116 – X Menu and Main Navigation Improvements – Instead of Clicking the “X” for Menu, you now click the “Menu” Icon to the right of the “X”
FB2158 – Check DKIM Status On My Record Page, or any user contact record – check DKIM status by the Green Check Mark ( DKIM Setup Properly), or Red X (DKIM not set up properly
DKIM Set Up Properly
DKIM Not Set Up Properly
Bug Fixes
FB2213 – Email template button BCC/CC works as expected
FB2197 – click notification duplicate activities when clicked too quickly
FB2073 – View Campaign button in View Contacts not creating lookup
FB2031 – Issue where Apply layouts created duplicates
FB2107 – logged out return url now redirects as expected
FB2128 – Fixed temporary issue where My Settings voip choice was not saving correctly
Exciting new features are arriving to SalesNexus users on Thursday, April 30th!
Let’s take a look at the improvements for the release scheduled for Thursday, April 30th 2020, most notable being our updated import process, the addition of the new Settings, Integrations Pages, and other tweaks and improvements!
Read on for the latest and greatest!
Release April 30th, 2020
Enhancements & Improvements
1919 – Imports – We’ve made some massive improvements to our Imports Process. We’ve also added the ability to add newly imported contacts to a Specific Group right from the Import Page!
2062 – All new⚙️Settings Menu! Everything is Streamlined. Just look for the ⚙️Gear Icon on your ToolBar or navigate to X Menu > System Settings. Here, Easily Add Contacts, Manage Users, Manage Your Account, and so much more! Can’t find something? Search for it!
2061 – Showcase Integrations for easier access to common integrations. No need to search, friends! Go to X Menu > System Settings > Integrations. Here you’ll be able to request web lead capture, get your email capture and calendars synced up, and connect with other applications you use every day!
2059 – Collecting Leads from Your Website has never been easier! Now you can request a Lead Capture Setup Script directly from your SalesNexus Account!
1966 – We’ve added the ability to merge contacts! Duplicate Contacts? No problem! In your contact lookup, click “Edit List” and then select the contacts you’d like to Merge. Made a mistake? No worries! You’ll see notes with the old information on the Contact Record’s “Notes” detailing the update.
1737 – Ability to delete Group Documents – Want to delete old files or irrelevant documents from a group? We’ve added the ability to delete documents quickly and easily from the Group Docs Screen.
2008 – Allow admin users to change username/login email address in user settings. New email? Tired of Your Username? Admins can now change the logon email address and username of any user, not just their password.
2066 – Import service UI improvements
Bug Fixes
1996 – Deleting a field will now be automatically removed from your layouts (no more errors)
Exciting new features are arriving to SalesNexus users!
Let’s take a look at the improvements for the SalesNexus Release scheduled for Thursday, February 6th, 2020.
Read on for the latest and greatest!
Release February 6th, 2020
Enhancements & Improvements
Imports
1917 – For import, check duplicate on email address by default
1911 – Ability to Sync Google & Outlook Contacts on the Import Page
1918 – When finished importing, save that mapping as last used
1915 – Add the ability to +add a new field from the imports page
1916 – Verify all setting are correct prior to continuing during the import steps
1923 – When looking at the previous imports page, add the ability to set current lookup from previous import
1941 – Introduced Smart Auto Mapping for fields in Imports
1943 – When mapping data, give tooltip with sample data to help the user match the column.
Email Campaign
1890 – Set a character limit on campaign name, template name, email campaign subject
1924 – Change the order of the campaigns menu
1927 – Make Template Name an editable textbox by clicking to open
1928 – Start A Campaign from any Email Template
1930 – Make a thumbnail preview of the email template on the email campaign screen
1932 – In View a Campaign details page, make the “Show..” button display whatever is selected
1934 – Added Open/Clicks Visibility & Date Filters
Ability to view Campaigns Open & Click Rates from the View Campaigns Page
Added Ability to Sort Campaign Results By Date in Campaign Details Page
Added date filter picker that affects the open/clicks/emails sent number
Contacts
1952 – Remove delete option for the all contacts security group
Bug Fixes
1929 – When copying an email template, the name should be named exactly as typed in (no underscores or “Copy”)
1940 – View Sales Report page not saving user selection
1959 – Saving and loading mapping checkboxes were not working properly in the imports page
1969 – remove DKIM warning from Company Profile & Create Campaign pages, send from snxsend.com in email engine
1973 – FTs updating their user info could change the contact id/status incorrectly in SNL
1987 – Update the automation database on edit list and when importing csv file. Basically editing/creating contacts using these methods will work correctly when working with Automation.
1988 – Improved compatibility with Outlook Capture
2004 – Bug fix that prevented users from saving their company name.
Various Additional Security Improvements
What are you wanting to see in the next release? Let us know in the comments below!
Ability to clone rows, text, cells, or images in 1 click
Gorgeous New Starter Template Library for quick designs
Ability to rearrange and move rows by clicking and dragging
Easily add social links and social share icons
Access to Old Email Editor and Templates still available for use under “View Email Templates (old)” and “Create Email Template (old)”. Campaigns still work as expected, and you can mix old and new templates in your campaigns.
Improvements to Imports Process
FB2132 – import service – contact name -> first name + last name and vice versa reported issues
If no full name or first and last name is specified, our Automation will now generate the first and last name or full name based upon the full Name, and Vice Versa.
FB2057 – Import Service – easier handling mismatched data types
FB2069 – Imports – added ability to import notes
If you have a notes column in your import spreadsheet, you can map any field content to be created as a note on your contact records.
FB2103 – Import service – Duplicate Checking Capability in Upload File
New Import Feature will not allow you to import duplicate contacts
You can download a list of the duplicate contacts not imported after your Import
FB2118 – imports – remove field when mapped –
If you have already mapped any field (i.e. First Name), you cannot map it again. It will be unavailable to use.
Improved Email Delivery
FB2143 – For new clients and Free Trials, we have switched to use Amazon SES as an option for improved Email Delivery Rates.
If you would like to get setup through our updated mail server for improved delivery, reach out to support@sn9.fifoma.com for more information.
Contact Records
FB2025 – Reorganize Your Right Side Contact Layout Tabs
Click on the Menu Bars next to the Layout Names and drag them to the order in which you’d like them to Display
Other Noteworthy Enhancements
FB2116 – X Menu and Main Navigation Improvements
Instead of Clicking the “X” for Menu, you now click the “Menu” Icon to the right of the “X”
FB2158 – Check DKIM Status On My Record Page, or any user contact record
At a glance check DKIM status by the Green Check Mark ( DKIM Setup Properly), or Red X (DKIM not set up properly)
DKIM Set Up Properly
DKIM Not Set Up Properly
FB2117 – Integrations Page UI Improvements
Your Most Helpful Integrations – All in 1 Place
FB2138 – Calendar View – Want to see more than 1 user’s calendar at a time & save the settings for next time? In the Calendar, check the users you want to see and click Save Selection.
