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”.
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 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.
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”.
Is your sales process disorganization holding you back and preventing you from reaching your goals?
The reason most sales teams lack consistent process is that they can’t get everyone on the same page, following the same process.
New software will not fix that problem by itself. Of course, providing automation and making life easier can encourage the team to move in the right direction but, it’s not enough by itself.
That’s why arguably the most important and very FIRST step of the 4 Steps To Market Domination is all about Getting Your Team On Board.
Did you know, that the #1 mistake we see leaders make is conducting their search for CRM solutions in isolation?
Get Your Team On Board
Believe it or not, your team feels the same need for consistency and process that you do. Engage the team in this process EARLY!
Remember, one of the primary challenges in automating your marketing and selling so you can grow faster is just finding the time to work on it while you’re trying to take care of business at the same time!
Why not enlist the team in helping so that you can share the work?
We’re sales people too. We’ve been sales managers as well.
We’ve seen it from both sides of the coin.
We understand that getting your team on board can be one of the most difficult hurdles to overcome when looking at switching to or getting a new CRM.
Sales process automation has the opportunity to revolutionize the way that you work with leads. You don’t want to lose leads because of being too busy. When you implement the right software, you can support the sales process by automating a number of tasks.
Manage More Leads with Less Effort
More leads will provide you with the opportunity to increase revenue. Often, sales teams only work with a certain number of leads because it is all they can juggle. However, using sales process automation tools will allow you to manage even more leads with even less effort.
By taking the time to implement sales process automation, you can make sure that the full process that you use is supported. You can work efficiently without missing any necessary steps.
Connect with Prospects When They’re Ready to Buy
It is impossible to guess when a prospective customer is going to buy. They may be early on in the sales funnel or just gathering information for a purchase later on. Then again, they could be ready to buy right now. Since you don’t know, you want to make sure to connect with them whenever they’re ready. This requires constant communication – and you can automate emails so that it’s easier for a prospect to buy when they are ready.
Spend Less Time Cold Calling
Although some cold calling is necessary, you don’t want to waste all of your time doing this. There are some sales teams that may be making hundreds of calls a day. You have to decide if this is really the sales approach you want to take.
You can be more productive throughout the day and get better results by using automation tools. This way, you nurture the leads that you do have. You can then use cold calling as a way to generate more leads that can be added into an automation process. It allows you to start working smarter instead of harder.
Obtain More Analytics
Many sales teams don’t realize the number of analytics that can be generated using sales process automation. You can learn more about your target demographic so that your approach is more effective. Additionally, you can learn more about conversion rates so that you can see how you are improving week after week, month after month.
Once you automate the sales process, you may be surprised by just how many analytics are created. You can then make adjustments to your approach, which will be absolutely vital to your success.
Sales Process Automation is Easy to Implement
Another benefit of sales process automation is that it is easy to implement. Once you create the various automated emails, they run behind the scenes without any input from you. Of course, you can change the emails periodically as a way to change your strategy and personalize to your target demographic. However, getting started is easier than you might think.
CRM platforms have become more powerful than ever. You can become more productive and grow your business more effectively when you use the right automation tools.
It’s all about choosing the software that will best suit your needs. You want something that offers all of the latest tools while being scalable to the growth of your business. Once you have a good program in place, you can begin to strategize your approach while customizing to your target audience.
Rather than feeling overwhelmed by the entire process, you can turn to SalesNexus.com. As a professional sales software company, you can get a solution that will work for you. We look forward to talking to you about the software that can help you grow.
What is the buying process your customers goes through? It’s not because they saw an awesome presentation, it’s because they have a need or a problem that is affecting them on an emotional level. Even in business situations, people buy for emotional reasons.
Excerpted from Inside-Out Selling
We all have pretty basic emotional needs, and in the end, every purchase can be tied back to satisfying one or more of those needs. The business reasons for the purchase are just the rationalization of that emotional need. The technical reasons are just another way of rationalizing the need.
“Why did you buy those expensive new headphones?”, she asks me. “Because I’m editing all of this audio for our Youtube videos and those cheap ones didn’t have the frequency range to let me filter out the static properly.”, I say. When the real truth is that I have been watching Youtube videos about how to make awesome, professional videos and the “experts” all use these expensive headphones and I want to feel like and look like an expert.
Buying Phases
Many buyers cannot identify the real emotional reasons they’re making a purchase themselves because, they are not always conscious of it. This is why typical television advertising works so well. I want to feel and look like the people I see in the ad so I buy the weight loss product whose name you mention at the end.
Salespeople can best maximize their opportunity by developing a keen sense of where the buyer is in the process.
The buyer may not be able to say that they’re unhappy with their job and would like a trip to Vegas to blow off steam, but, when presented with an opportunity to do just that, which can be rationalized as making an investment in marketing at a trade show, they might move mountains to make it happen.
Most B2B sales discussions never touch on the emotional aspects. It can be perceived as inappropriate in a professional setting. There may be more than one person influencing the decision, and they’ll each have their own emotions of course. Typically, the conversation centers on the business and technical rationalizations for the purchase.
Company’s frequently agonize over defining their sales process for the purpose of measuring sales activities and tracking sales opportunities in their CRM software. However, creating a sales process before understanding your customer’s buying process can be a catastrophic mistake.
Every buying process goes through the exact same phases that may be at an emotional, business, or technical level (or all three).
Awareness – the customer first becomes aware of an opportunity, need or problem.
Action – the customer decides to do something about it.
Research – the customer absorbs information about causes of the problem, and possible options/solutions., etc. Here they are primarily accumulating enough knowledge to confirm that they have a clear understanding of the problem or opportunity and the range of possible options/solutions.
Engagement – the customer starts to take action with one or more solution provider – filling out a form on the site, calling sales, contacting support, downloading a report, etc. Here they are beginning to consider specific solutions – options, pricing, terms, etc.
Purchase – the customer at least thinks they know what they want to buy, may attempt to negotiate and may or may not actually make the purchase.
Here’s a breakdown of the emotional state of the buyer, and “do’s”/”don’ts” for each phase:
Awareness
Emotional State: Emotions high. Possibly scared or excited. Possibly not all that rational.
Don’t: Offer solutions. Quote prices. Be Aggressive. Start talking about yourself. Don’t fix.
Do: Be empathetic. Ask open ended questions. Get them talking about the story behind the situation. Keep the focus of the conversation on them. Help them process this new situation by listening. Use validating statements – “That must have been tough.” “I bet that made you angry.” “Were you scared?” “How did you feel about that?” “Tell me more about that.” Keeping them talking by using open ended questions helps keep them engaged and increases the opportunity of moving the conversation to the next stages. Keeping them talking is a great sign that the conversation is moving forward . Always use open ended questions, Not Yes or No questions.
Action
Emotional State: Resolved. Curious. Possibly jumping to conclusions.
Don’t: Jump to the purchase phase! Suggest solutions, and. Tell them what they should do.
Do: Help them rationalize the potential purchase and. Help them envision themselves in the future once the solution is in place. Ask questions like “What will you do with your time once this is over/fixed?” “How will you feel once this is all over?” Help them envision the realistic decision making process – “Who else will be involved in making this kind of change?” “Do you think they see the problem the way you do?”
Don’t: Quote prices. Provide spec sheets or brochures or contracts. Get defensive if they’re investigating options that aren’t in your sweet spot.
Do: Tell stories about other customers. Share case studies. Provide educational materials. Share informative but neutral content (not sales pitches or brochures).
Engagement
Emotional State: Ready to talk. Open to discussions, meetings, presentations, etc. Coordinating. Accommodating.
Don’t: Jump to Closing or Asking for the Order.
Do: Help them be sure they’ve thought of everything and are being thorough. Ask for written requirements docs, and offer to help them document the requirements. Revisit who’s involved in the decision. Ask about budget authority.
Purchase
Emotional State: Get it done mode. Open and honest. Negotiating.
Don’t: Assume you’re the only vendor they’re having this conversation with. Buyers often “pretend” to be in buying mode when they’re not. Don’t assume the person you’re talking with has the sole authority to execute the purchase.
Excerpted from Inside-Out Selling
Do: Qualify their readiness to make the purchase. “When do you need to have this up and running/in place/delivered?” “Are there others that need to be part of this decision?” “Are you still considering other vendors/solutions?” “Who will be involved in the implementation? What’s their availability for this
The most common short comings that undermine a salesperson’s success are Call Reluctance and Lack of Focus on Prospecting.
Salespeople often prioritize customers that are about to purchase over doing the networking, research and outbound calling that put new prospects into the top of their funnel. Of course, they should focus on closing business. That’s why having a process that ensures ample time is allocated to prospecting is crucial to maintain success.
Watch Supercharged Selling now to see how to avoid these pitfalls!
A good way of organizing who needs to be called and why also helps avoid call reluctance. Let’s face it, its easy to over analyze a call you’re about to make. It’s easy to spend 5 or 10 minutes mentally rehearsing the call. But, the fact is that most outbound calls end with a voice mail. And that means you’re wasting 5 or 10 minutes per call.
Being organized and following a process help you know exactly what you need to say to a prospect or client without all the planning and rehearsing and that allows you to make more prospecting calls in less time.
We put together Supercharged Selling to help sales leaders and salespeople see the basic steps to creating a process and organizing sales activity to manage more customers more effectively using their CRM software.
I have the opportunity to appear on Texas Business Radio on July 9th. Jay Curry interviewed me and we dug into what businesses need CRM solutions, how do they choose the right technology and how to use CRM and Marketing Automation to grow your business.
solutions, how do they choose the right technology and how to use CRM and Marketing Automation to grow your business.