Thursday, July 15th, 2021, SalesNexus released updated versions of it’s mobile apps for both iPhone and Android.
HERE’S WHAT’S NEW
Ability to add new contacts on mobile
Add new contacts to your contact list, straight from your phone!
To do this, simply go to your contact list, click on the “Add contact” icon on the upper right hand corner of your screen, and fill out the form with details for your new contact.
Html content in contact’s notes now displays properly
You can now view the notes in your contacts properly – they will no longer show up as HTML code.
To check this, simply choose one of your contacts from your Contact List, click on “Details”, and then “Notes.” You should be able to view those notes as written text.
Email links content in contact’s notes can now be viewed within the app
Now, if you have inserted an email link in the notes of a contact, you will be able to view and open that easily from the app.
All you have to do is go to the contact’s notes and click on the underlined link. It should open up that email for you.
BUG FIXES
User interface enhancements
Fixed problem where user is unable to recover from network loss. Now, if you encounter a network problem, you will be able to tap a button to reload the page.
Improved activity indicator and timing when searching or refreshing in contact list, specially when recovering from error.
Improved delivery of activity information about users’ actions. You will now know exactly what’s going on as you will be notified as soon as an action has started, has failed, or has successfully been completed.
When the session expires, you will automatically be logged out, just as you would on the website.
Improvements on the display
Now it’s easier to navigate around the SalesNexus mobile app! We’ve fixed the following bugs so that the displays are front and center, cleaner, and easier to find.
The login page now asks for your email address instead of your username.
We have improved the layout so that the margins fit nicely, the notifications and error messages are centered, and you can easily scroll to see all the items on your screen.
When completing the task, the results fields are conveniently opened for you so that you can readily select an option.
You will now see the name of the Record Manager instead of code (user ID).
Additional Bug fixes
Fixed bug where sometimes the contact details are missing certain layout details.
We’ve removed some of the redundancies in the input fields (the input placeholder text have been removed).
Fixed clearing tasks with follow up changes display the wrong duration.
Have you ever wondered how to win more business by communicating with your clients and knowing your clients more?
How do you make your business stand out when there’s a ton of competition?
Listen in on the conversation between SalesNexus CEO Craig Klein and SaaS Story In The Making host Matt Wolach. They discuss how an intimate knowledge of your customer base can help you win more business and keep your customers longer.
In this episode, Craig shares his expertise and advice in adapting your business to the digital world, utilizing CRM tools to your advantage, and the secrets to keeping your customers coming back for more.
Building SalesNexus as an all-in-one tool
For most of our competitors, you get a CRM for your sales team. Then you’re going to have to add on some modules that will do other things like marketing automation and email marketing. The challenge lies in the complexity of these systems of models. A company can start with one thing, but as they acquire other businesses, they bolt it all together in a kind of Frankenstein kind of thing.
The bottom line is, you don’t get a lot of salespeople who are satisfied with their CRM. Ultimately, that’s the Achilles Heel. If you can’t get your salespeople to use your CRM, then it’s not going to work for the business.
What we have tried to do is boil all of those different tools into one system to create an all-in-one automated CRM tool that’s driven by the sales price.
Standing out among the competition
To differentiate SalesNexus from the rest of the competition, we have fundamentally focused on the ease of use for the salesperson. One of the important elements of that is the ability to customize your CRM.
What you want is your salesperson to be on the phone with a customer, and everything they need is right there on one screen. It walks them through the important stuff you must fill out so that you can run reports and do the analysis as the manager, then hit next to go to the next person and do it again. We want them to be as productive as possible without wasting their time.
So with SalesNexus, that’s always been one of our fundamental strengths. We focus a lot of energy on allowing the customer to easily layout that screen the way just the way they want it.
Adapting to fit the needs of the customer
Our competitors have these certified consultants that will help you with things like training and setup if you need it. We are different in that we have never farmed that work out to others – we’ve always done it internally.
We do that because we know how important it is to help the customer get it right. Ultimately, if we help them get it right, they’re going to be a customer much longer. So, we build relationships with our customers that are much more intimate than most SaaS companies, frankly.
Moreover, we’re getting a lot of feedback as a result of that. We have garnered a lot of learning about what they really need to make it work for their business processes. Specifically, we learn what tools they require in the platform.
That’s what I love about what we do. I get to meet all these business owners and salespeople and just help them solve that problem.
And the result? We keep our customers.
Our churn rate keeps getting longer as we get older. The last time we measured it (6 months ago) we found our churn rate is 4 times less than the industry average. We win more customers who stay with us four times as long because we’re so connected with our audience and market.
Stepping in to support customers
I get involved as much as I can – I love doing it. And we have a team. As a new customer, they can sign up and set up the system themselves. The interface is easy for them to do the customization on their own. However, a lot of people want help. It’s hard to know how to do, especially if it’s your first time using a CRM for a new business.
So we can bring all of that experience and expertise to the table and help them answer those questions and then just go set it up for them. Then, in the end, we train their team. But by then, it’s not like a generic training course in our tool. It’s more we understand your business processes, here’s how to use this tool in your business. So it’s much more impactful for the salespeople when we go live.
We started doing a lot more email marketing help in that regard. A lot of our customers are very inexperienced with that and need a lot of guidance. Now we have a team that can help not only just design email templates but really work with the customers on the strategy too.
That’s tremendously helped us win more business in the last year or so because so many people lost contact with their customers. Not only do they get sent home to work, but now you can’t call your customer at work – they’re not in the office. So, email marketing has been a real saving grace for a lot of salespeople.
Top tips to win more business
Number one is just being very, very customer-focused and very engaged with the customers.
At the end of the day, salespeople are pretty simple animals. They’re motivated by the money of course, but most of the good ones are really motivated by the relationship with the customer. They want to spend their time engaging with the customer. That’s what we try to focus our attention on – automating that experience so that everything they need is right there.
Number two is to listen and adapt to your audience.
Initially, we were just a CRM. We didn’t have the marketing automation capabilities. And then we began to do our own digital marketing. We started to learn very quickly that you needed to have a really well-managed lead funnel in order to maximize the ROI on that advertising investment.
So that’s when we built our first email marketing capabilities, it was really for our own needs. That was a real game-changer for us because the timing was really good. At that time, everybody else was getting into ad words too, and struggling with the same thing. That’s when we realized that this all-in-one capability was so powerful for a sales team. We were able to solve that problem for customers that are investing in digital marketing, and that was a huge game-changer.
We recently released the ability to add that text messages. So that’s helped us win more business too. It’s mind-blowing how often people respond to text messages.
Finally, don’t discount the importance of your sales funnel.
We talk to new startups all the time, and they tend to be hyper-focused on only one part of the funnel.
I think it’s really important to take a step back and envision that entire funnel. You can view it as the customer’s entire journey through the relationship with your company. Then, you should ensure that you’ve got the tools and technology in place to manage that journey. Make sure that you’re engaging them and using content, and your sales team and everything else to bring them down through that funnel. With today’s tools, you can basically automate that entire process.
LEARN MORE
SaaS Story In The Making is the podcast that features the people who made the software world, what it is today and the leaders who are shaping the future of technology.
Visit https://mattwolach.com/ to learn more about how host Matt Wolach helps software companies achieve maximum growth.
Is it time for you to look for a Salesforce alternative? Thousands of companies just like yours start with Salesforce with great expectations only to be disappointed. Frustrations with under-utilization and ever growing costs are the norm. Worst of all, Salesforce keeps customers locked into long term contracts and makes it difficult to migrate to other tools.
Guide to Leaving Salesforce
That’s why we’ve created this guide to clarifying your needs, finding a Salesforce alternative, and migrating successfully.
We’ve been helping businesses succeed with CRM for 20 years. We’ve developed a step-by-step process for defining CRM requirements, selecting the right CRM and Marketing Automation tools, and setting up your CRM. All of these make sure it works for your team and your business.
Often businesses choose Salesforce as their first CRM because it’s the name they know and/or one of the team members had prior experience with Salesforce. However, it’s likely that through setting up and using Salesforce, you’ve learned that those aren’t the best reasons to choose a CRM.
Think of this as an opportunity to revisit your CRM objectives based on the experience you’ve had with Salesforce. Your experience using Salesforce will allow you to choose and succeed with a Salesforce alternative much more effectively.
Our Guide to Leaving Salesforce provides 20 questions you and the team should consider. These help you be clear on the top priorities and requirements for your new CRM.
Clarify Your CRM Goals
You’re probably getting conflicting input from your staff about Salesforce. Whereas some may love it, others may claim it’s counterproductive in their role. Almost universally, businesses that subscribe to Salesforce find themselves dealing with a lot more complexity than they were prepared for.
Moreover, costs often escalate quickly. In demos, the sales team showed you all the capabilities of all of the add-ons and additional modules. However, they don’t explained the additional costs clearly. Plus, businesses often find it necessary to hire an outside consultant. Supposedly, these consultants help with setup and on-going maintenance or dedicated internal staff to these efforts.
Ultimately, our Guide to Leaving Salesforce gives your team objective measures to consider in evaluating the pros and cons of sticking with your current CRM, or choosing a Salesforce alternative.
Searching for a Salesforce Alternative
You’re a more experienced buyer than you were the first time. Even so, it’s easy to let the process run away from you. Every member of your team may have differing opinions. Also, demos tend to cloud the issue with exciting bells and whistles that are not essential. Our Guide gives you easy-to-use tools for prioritizing requirements and capabilities. These enable you and the team to make an objective decision.
Migrating CRM Data
One of the most common reasons that businesses feel “stuck with Salesforce” is that they have accumulated so much valuable information about customers. Then, they aren’t sure how to transfer that information into an alternative CRM successfully. Alternately, at SalesNexus, we’ve helped customers migrate their CRM data successfully thousands of times.
We have developed a systematic process that ensures you won’t lose valuable information and minimizes downtime for the team. Thus, our Guide to Leaving Salesforce breaks the process down for you into specific, simple steps.
Why customers are looking for Salesforce Alternatives
Salesforce has done a good job of marketing themselves as a leader in the CRM industry but are they? Let’s see what most ex-Salesforce customers think about the CRM and why they are looking for alternatives.
Hard to Integrate
Salesforce has done a good job of marketing themselves as a leader in the CRM industry but are they? Let’s see what most ex-Salesforce customers think about the CRM and why they are looking for alternatives.
Full of Unexpected Fees
Salesforce asks you to pay for every little adjustment, customization, or improvement. While a free feature in most CRMs in the market, many businesses complain that they have to pay for every upgrade they require. Some have even reported going through five different levels (and payments!) just to get the features they want!
Not Generous with Your Data
As more activity moves into the cloud, one important question that has been raised is who should own data. Most responsible cloud companies believe that although they store this data, it ultimately belongs to the individuals or businesses who create it. In Salesforce it’s not the case. Customers pay for weekly backups!
SalesNexus Offer to Salesforce Users
If you’re fed up with the inflated costs, lack of support, and complex processes to follow and ready to choose a Salesforce alternative, a primary impediment to choosing a new CRM solution may be that you’ve pre-paid for Salesforce or you’re under a long term contract.
That’s why we’re making this incredible offer to any Salesforce customer:
Free use of SalesNexus throughout the term of your Salesforce contract. Therefore, your CRM expense won’t double while you wait for your Salesforce contract to expire. Use SalesNexus free throughout your current contract!
Qualifications – must be under contract with Salesforce now. Must provide copy of Salesforce contract within 30 days of starting SalesNexus subscription.
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!
https://www.youtube.com/watch?v=aX6r1tFpmag
Please review the following help materials to get step by step instructions on implementing Text Messaging with SalesNexus.
Did you know, studies show that SMS messages have a whopping 98% open rate, plus text messages have a 209% higher response rate than phone, email, or Facebook. Not to mention, 90% of SMS messages are read within 3 minutes. That’s every sales person and marketer’s dream!
Now You Can Schedule Texts To Your Customers & Sales Leads
Text message marketing is a great tool for communicating with customers and colleagues. It works seamlessly across all of your devices and is included as a part of RingCentral Office for all customers.
Start taking advantage of SMS Text Messaging Automation with RingCentral and SalesNexus.
From text messages to email campaigns, SalesNexus helps you communicate better.
By adding text messages into the mix, we are making life easier for people who send and receive messages on a consistent basis (which is pretty much all of us).
The Opportunities are Endless
Here’s some tips for using it – let customers and leads know that you’ll be following up with a text and that they can text you at your RingCentral number.
Help them expect that open line of communication from you at the get go, and then all you have to do is schedule a campaign with the appropriate follow ups…. And let SalesNexus do the work for you.
Example Text Template:
Text: Hey Jane, we spoke recently and I let you know I’d be following up with you in a few days. Are you ready to continue our conversation?
So You’ve Created Your First Text Campaign. Simple, right?
The sky is the limit with this, so get creative with it – add more text messages to the campaign, or experiment by bringing some emails and calls into the mix.
There’s no limit to how many emails, texts, or calls you can add to a campaign in SalesNexus.
If you have any questions about RingCentral, texting with SalesNexus or how SMS can be beneficial to your business, please email us at support@sn9.fifoma.com. We’d love to hear from you.
Likewise, if you have an SMS success story, we’d love to feature you! Send us an email at sales@sn9.fifoma.com to get featured.
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.
https://www.youtube.com/watch?v=Rtb1nofDQ1Q
Let SalesNexus do the following up, and you take care of business. It’s your personal assistant for Marketing and Sales. Plus, you’ll be increasing productivity.
Did you know, studies show that SMS messages have a whopping 98% open rate, plus text messages have a 209% higher response rate than phone, email, or Facebook. Not to mention, 90% of SMS messages are read within 3 minutes. That’s every sales person and marketer’s dream!
Now You Can Schedule Texts To Your Customers & Leads
Text messaging is a great tool for communicating with customers and colleagues. It works seamlessly across all of your devices and is included as a part of RingCentral Office for all customers.
Start taking advantage of SMS Text Messaging Automation with RingCentral and SalesNexus.
From text messages to email campaigns, SalesNexus helps you communicate better.
By adding text messages into the mix, we are making life easier for people who send and receive messages on a consistent basis (which is pretty much all of us).
The Opportunities are Endless
Here’s some tips for using it – let customers and leads know that you’ll be following up with a text and that they can text you at your RingCentral number.
Help them expect that open line of communication from you at the get go, and then all you have to do is schedule a campaign with the appropriate follow ups…. And let SalesNexus do the work for you.
Example Text Template:
Text: Hey Jane, we spoke recently and I let you know I’d be following up with you in a few days. Are you ready to continue our conversation?
So You’ve Created Your First Text Campaign. Simple, right?
The sky is the limit with this, so get creative with it – add more text messages to the campaign, or experiment by bringing some emails and calls into the mix.
There’s no limit to how many emails, texts, or calls you can add to a campaign in SalesNexus.
If you have any questions about RingCentral, texting with SalesNexus or how SMS can be beneficial to your business, please email us at support@sn9.fifoma.com. We’d love to hear from you.
Likewise, if you have an SMS success story, we’d love to feature you! Send us an email at sales@sn9.fifoma.com to get featured.
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 calendar.
This saves you hours that you would have normally spent setting up meetings. SalesNexus is not affiliated with Calendly, but we do integrate with them.
Once you integrate SalesNexus and Calendly, when clients schedule meetings on your calendar, the meeting syncs with your SalesNexus Calendar as well.
Check your calendar (not the SalesNexus calendar), and confirm the appointment is present
Once you see the appointment on your calendar, next check the SalesNexus calendar (it can take up to 10 minutes for a new appointment to show on your SalesNexus calendar)
Thats it! You are now ready to manage all of your meetings using SalesNexus, saving time and allowing you to put more focus on the important things!
NOTE: SalesNexus is not affiliated with Calendly. If you encounter issues with Calendly, you will need to reach out to their support personnel.
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 a new contact into your SalesNexus CRM.
Imagine you, at an expo or trade show event, dazzling your new contacts when you whip out your phone to screenshot their business card and say “Once I get home, my CRM will automatically alert me to follow up with you.” How cool is that?
FullContact use does requires a paid subscription to Contacts+, however, for a limited time, contact sales@sn9.fifoma.com when you set your zap up, and we’ll give you a credit to your Salesnexus account to help out (limited time promotion).
How to Integrate FullContact (Contacts+) and SalesNexus CRM
Once done, Click “Make a Zap” in the upper right hand corner.
Choose the FullContact App and Trigger Event ” New Business Card Transcribed in Contacts+ “
Choose your FullContact account or “Add a New Account”
Enter Your Login Credentials for FullContact and click “Sign in”
Confirm that you want to allow Zapier to connect your FullContact account by clicking ” Yes, Continue” . You’ll have the option to add Teams or Tags. You can leave this blank and move on.
Once your FullContact account is synced, you will have the option to test, by automatically pulling in any business cards you’ve already uploaded through the Contacts + app. For now, you can click “Skip Test” to move to the next step and do this part later.
Now you want to set up what happens in SalesNexus once you snap a photo of any business card in the Contacts+ App.
Click the Blue + sign at the bottom to start the next step!
Under “Choose App & Event” search for SalesNexus.
Then under “Choose Action Event” choose “Create Contact”
Next, you’re on to Step 2!
Choose your SalesNexus account by clicking “Add a New Account” Or searching for your SalesNexus account.
Enter in your SalesNexus login credentials, and submit the information by selecting “Yes, Continue”.
Now it’s time to customize how the Contact will appear in SalesNexus!
Under “Customize Contact”, fill in the fields below as shown in the example images.
Almost done! Once you’ve clicked continue, Zapier will ask to “Find Data” and bring in a sample contact from the Contacts+ App to send to SalesNexus to Test your Zap.
To test your new Zap setup by sending a Test Contact to SalesNexus, click “Test and Continue” to move on.
Now, if you are on a paid zapier plan, you can add one final step. (Free plans don’t get more than one step). Skip this step if you don’t want to upgrade or aren’t on a paid plan.
This next part will create a task in SalesNexus for you alerting you every time a Contact is added from the app into SalesNexus so that you can remember to follow up after an event.
Your’re going to click the blue + sign one more time, choose SalesNexus as your app, and “create activity” as your action event.
Then you’ll fill in your SalesNexus account info again, as you’ve done previously. Now, under “Customize Activity” fill in the below information exactly, and under email address search for “work email”.
And done! This is how your finished zap will look.
Final Step
Make sure your zap is turned on by going to “My Zaps” in Zapier and ensuring your zaps toggled “on”.
You’re done! Congrats!
Snap a photo of a business card with the Contacts+ app, wait for them to transcribe the contact info, once it’s been transcribed, it will automatically add the contact to your SalesNexus account.
Plus, if you added the last step, it will add a task for you to follow up with that contact to your SalesNexus task list.
Login to your SalesNexus and check under Menu> Contacts > View Contacts to find your contact.
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 aren’t waiting around to be notified, and can take the appropriate next steps.
Using a free account with Zapier, you can integrate SalesNexus with thousands of apps that you use every day.
SalesNexus wants to invite you to our Zap on the platform Zapier! Click here to accept this invitation: SalesNexus Zapier Invitation!
Once you click the invitation link and login to Zapier, you should see the following:
Click “Accept Invite & Build Zap
Click “Make a Zap” in the upper right hand corner
Choose the Quickbooks App and Trigger Event “New Invoice”
Choose your Quickbooks online account or “Add a New Account”
Enter Your Login Credentials for Quickbooks and click “Sign in”
Confirm that you want to allow Zapier to connect your Quickbooks account by clicking “Yes, Continue”
Once your Quickbooks account is synced, you will have the option to automatically test for new invoices/data. For now, you can click “Skip Test” to move to the next step and do this part later.
Now you want to set up what happens in SalesNexus once an invoice is paid in Quickbooks.
Under “Choose App & Event” search for SalesNexus.
Then under “Choose Action Event” choose “New Payment”
Next, you’re on to Step 2! Choose your SalesNexus account by clicking “Add a New Account”
Enter in your SalesNexus login credentials, and submit the information by selecting “Yes, Continue”.
Now it’s time to customize how the task will appear in your task list in SalesNexus! Under “Choose Account, fill in the fields below as shown in the example images.
Almost done! Once you’ve clicked continue, Zapier will ask to “Find Data” and bring in some sample invoices that were recently paid from Quickbooks to send to SalesNexus to Test your Zap.
To test your new Zap setup by sending a Test Payment Notification Task to SalesNexus, Under Customize and “Send Data” click “Test and Continue” to move on.
Login to your SalesNexus and check your tasks under Menu > Tasks > View Task List and boom!
An invoice created in Quickbooks, will create a task for you in SalesNexus notifying you of the payment, what it was for, and the $ amount.
Final Step – Make sure your zap is turned on by going to “My Zaps” in Zapier and ensuring your zap is toggled “on”.
Sales Email: Are your salespeople copywriters? Chances are, they’re not. Although sales jobs require a fair amount of copywriting, most sales reps are hired for their ability to persuade people verbally. Yet times have changed.
With online marketplaces booming, digital marketing and sales have become the norm. And while Internet shopping is more convenient for consumers, your salespeople are forced into acting as copywriters, even if they haven’t developed the skill. Nowhere is copywriting more important than in sales emails.
How Important is Sales Email?
It’s vital for businesses today to send out sales emails. Even when a shop has a brick-and-mortar location, consumers subscribe to email lists to learn about new products, keep up with changes, and receive discounts from their favorite businesses.
Email is equally beneficial for retailers. Consumers who make a purchase through email spend an average of 138 percent more than consumers who received no email. According to a Worldwide Business Research study, 80 percent of retailers report email as their top method of customer retention. Sales emails are effective, both for selling and retention.
Why Aren’t My Emails Getting Results?
Simply sending an email isn’t enough to increase sales. Your leads and customers’ inboxes look just like yours – cluttered and always growing. It’s difficult to stand out in a crowded inbox, but well-targeted emails grab a user’s attention.
Your emails must be relevant, timely, and tailored to the user’s place the buyer’s journey. This requires your salespeople to send emails quickly, with an understanding of each user’s interest in your company and where they are in your sales funnel. How well does your sales team keep up with these demands?
Is It Time to Reevaluate?
If your sales emails aren’t getting the results you need, reevaluate your process, beginning with your sales team’s activities.
How many emails do your salespeople send each day?
Are they writing one email at a time?
Do these emails have similar content?
Are you confident in what your team is sending to your customers?
Is this the best use of their time?
Your employees are most efficient when they can exercise their core competencies. Since we don’t hire salespeople for their copywriting skills, it’s unlikely that your salespeople would consider copywriting one of their core strengths.
So stop expecting the best copy from the employees who haven’t learned the skill or had enough opportunities to exercise it. Instead, find ways to make it easier for salespeople to manage their copywriting workload.
Email Marketing Automation
Effective sales email copy is difficult to write. But the good news is that these emails are often repetitive. Although your salespeople should customize their communications with each customer, they repeatedly need to send the same core information.
Instead of crafting each email one-by-one, email marketing automation lets you craft pre-built emails or email templates. A repository of four to five emails is often enough to cover common scenarios that your salespeople encounter frequently. An email automation system can include an integrated CRM, so even adding customer information to an email happens automatically.
The result is a streamlined, sales email process that only requires your team to point and click to schedule dozens of emails at once. Your salespeople are then free to spend the bulk of their time selling to customers, instead of struggling over email copy. With consistent, pre-built emails sent right when users want to see them, you’ll also see an improvement in response rates, along with more opportunities to sell.
Stop asking your salespeople to waste their time on repetitive tasks. Instead, let them focus on their strengths and leave the rest to email marketing automation.
