SalesNexus January 2024 Release

by | Jan 29, 2024

Today, SalesNexus announced the release of the latest updates to its CRM and Marketing Automation Suite. This is scheduled to be available on MondayJanuary 29, 2024

Here’s all the updates you can expect in the latest rollout:

HERE'S WHAT'S NEW

NEW FEATURES

Attach Documents to Emails

Sending personalized emails with attached PDFs or images can enhance your communication strategy. 

In addition to links, images, buttons, and videos, you can now attach documents to your emails straight from the email template builder.

RampedUp Append in View All Contacts, View Lookup, Create Contact

Unlock the power of enhanced contact enrichment with the seamless integration of RampedUp within SalesNexus.

This integration allows you to populate missing information such as Name, Title, Company Name, Phone Numbers, Address, Industry, and more for your new contacts, old contacts, and lookups. 

See the difference below

January release

Take advantage of this RampedUp integration to enhance your contact data and streamline your workflow within SalesNexus.

Mail Merge with Sales Opps

Efficiently merge your sales communications with SalesNexus using the Mail Merge feature on Sales Opportunities.

Now you can seamlessly integrate personalized Sales Quote Templates into your workflow.

Use the new sales templates to create personalized quotes for your customers by using the “merge tag” function. 

January release

Email Template feature added to Sales Opps

Moreover, you can easily access the email template feature straight from Sales Opps.

Get the step-by-step instructions on how to access and merge email templates from your opportunities page here.

 

Docusign in Contacts and Sales Opps

We have updated the features in our Docusign integration to add in contracts and sales opps. 

Docusign

Start by connecting your Docusign account with SalesNexus.

 

Simplify the process of sending contracts and proposals for e-signature. 

By seamlessly connecting DocuSign with SalesNexus, you can effortlessly merge your DocuSign templates with customer and sales data. Get the step-bystep guide on how to get this done here.

You can also watch the video below:

ENHANCEMENTS

Group Export Security Improvements

January Release

Now you can easily export one or all of your groups at the click of a button. 

Head over to the groups page, and you should be able to find this new button beside the search bar at the top of the page.

Brand New Email Templates

Check out the new templates available in our database. These include:

  • New sales templates for invoices and cold outreach
  • New starting email template designs
January Release

Mobile App Enhancements

BUG FIXES

  1. Automation Service Performance Optimizations
  2. Mail Merge and Mail Labels compatibility update
  3. Autopush on Record Manager from Group to Contact fixed
  4. View Campaign errors fixed

Watch the video below for all the updates: