SalesNexus October 2024 Release

by | Oct 14, 2024

Today, SalesNexus announced the release of the latest updates to its CRM and Marketing Automation Suite. This is scheduled to be available on Wednesday, October 15, 2024

HERE'S WHAT'S NEW

WRITE NEW EMAILS WITH AI

Now SalesNexus will write your emails for you with AI!

Here’s a step-by-step video tutorial to show you how to utilize the power of AI to quickly craft professional sounding emails.

LAUNCH MEETN IN SALESNEXUS

Launch meetings with contacts instantly with Meetn!

Meetn is a more secure and more powerful alternative to Zoom and Google Meet.

You can open a free Meetn account, and try it out on SalesNexus. 

Launch Meetn in SalesNexus

To begin, navigate to a Contact in SalesNexus and click on the green video camera icon. 

If you have already registered with Meetn, clicking the green button would allow yoyu to instantly set up a web meeting with that contact. You can send out the link, or create an email invitation to your chosen contacts.

Launch Meetn in SalesNexus

ADD CONTACT FIELDS IN TASK LIST VIEW

When managing your task list, you have the options to choose which Contact and Activity columns are displayed/hidden from the task view. 

Now, you can can add ANY Contact field to your Task List view. Click the + icon at top middle and then pick the fields:

ADD CONTACT FIELDS IN TASK LIST VIEW

Once you click save, you will be able to see task info and contact info all in one view:

ADD CONTACT FIELDS IN TASK LIST VIEW

Use sales fields in automation criteria

Automation Plans allow you to let SalesNexus take care of scheduling Activities and Email based on specific changes to Contacts in your database.

You can create you plan, add criteria to the plan, and add sales fields to your automation criteria by clicking the Sales button:

Use sales fields in automation criteria

Use sales fields when creating webhooks

Sales fields available now in Webhook. To open this new feature, access the Webhook Template maker in SalesNexus.

Choose or create your own new brand for any app you’re sending info to:

Use sales fields when creating webhooks

You can then edit or choose the SalesNexus fields that will be included in your webhook:

Use sales fields when creating webhooks

BUG FIXES

  1. Several general performance improvements
  2. Fix bug in copying and pasting notes
  3. Fix create campaign bugs – create new template now points to the new editor
  4. View Contact details loading time optimization
  5. Import Improvements – faster, fixed bugs
  6. Updated API and Webapp to skip journaling for databases without automation