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...
Paul Maskill of the Business Owner's Freedom Podcast recently sat down with Craig Klein, CEO of SalesNexus to discuss How to Start Improving Your Sales Process TODAY. What They Dig Into How to start improving your sales processHow to start...
Want to add new fields to SalesNexus for the Sales Opportunity Page? First, you'll add the fields to SalesNexus, as shown in Step 1, and then you'll add them to your Sales Opportunity Layout as shown in Step 2. Read on for details. Step 1 Go to the "X" menu >...
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...
Applies to: R4 Version Edit Information on Lookups and View All Contacts Screen by simply Clicking & Holding on any Field To do this, follow below: Click on the Field you want to edit, and hold for 5 Seconds NOTE: To reduce the amount of time...
Are you making these 3 mistakes with your sales leads and unintentionally scaring them off? Don't allow this to mess up meeting your Sales Goals! Have you or someone you know ever pulled one of these scary moves. Here's our take on the top 3 ways you could be...
There Are Two Ways to Log a Call in SalesNexus. First Way: 1. Navigate to "Tasks" in the menu at the top of your screen, and click" Log a Call" to fill out the details of the call along with related follow ups. 2. Next, fill out the information gained from...
Recently, Doug Morneau of the Real Marketing Real Fast Podcast sat down in the studio with Craig Klein, CEO of SalesNexus to discuss the two main challenges that slow growth for Small and Medium Sized Businesses. Number one, potential customers just don't know that...
Does your business rely on good old-fashioned salespeople to bring on new customers? Inevitably, a hidden monster is eating up your resources, costing you customers and slowing your growth. Read on to discover the 4 Steps to Market Domination - a guide to help you...
Is your team onboard? Do you know what to ask customers? Do you have key processes written down, step by step? Are you staying in touch with all of your past leads, past customers and current clients? Get the 4 Steps To Market Domination here! Do you feel snowed...
