Welcome to Our Blog
Let’s face it - most CRMs feel like they were built in a boardroom by people who’ve never closed a deal. But not here. We’re flipping the script. This blog is your backstage pass to smarter selling, real-world tips, and a whole lot of personality.
How to Automate Follow Up With A CRM
Pat Helmers of the Sales Babble Podcast recently sat down with Craig Klein, CEO of SalesNexus to discuss the challenges of lead follow up and How to Automate Follow Up With A CRM In this episode,...
SalesNexus & QuickBooks Integration-Sales Opportunities
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...
SalesNexus & QuickBooks Integration-Payments
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...
How to Start Improving Your Sales Process Today
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...
Add New Fields to the Opportunities Page
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...
4 Steps To Market Domination: Step 1
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...
Easily Edit Info on Lookups and View All Contacts Screen
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:...
3 Ways You Could Be Spooking Away Sales Leads
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!...
Logging Calls In SalesNexus
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,...