Helpful Resources to
Get the Most Out of Your CRM.

Whether you're just getting started or looking to master advanced features, our resource center has everything you need. Explore guides, tips, videos, and FAQs designed to help you and your team work smarter, sell faster, and make the most of your CRM.







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Discover how to get around and use SalesNexus

SalesNexus New User Basic Training

We cover how to setup your SalesNexus account including customizing fields and layouts, creating automated campaigns and managing outbound calling and relationships.

Scheduling Activities in SalesNexus

How to schedule activities in SalesNexus CRM and Marketing Automation

Managing Task List and Follow Ups in SalesNexus

How to manage follow ups and Task List in SalesNexus CRM and Marketing Automation

Adding & Managing Contacts

How to add new contacts and manage existing contacts in SalesNexus CRM and Marketing Automation

Importing Contacts into SalesNexus

How to import contact lists into SalesNexus CRM and Marketing Automation

Performing Lookups in SalesNexus

How to search for contacts in SalesNexus CRM and Marketing Automation

Performing Lookups and Searches

How to use the calendar in SalesNexus CRM and Marketing Automation

Syncing & Using the Calendar

How to use the calendar in SalesNexus CRM and Marketing Automation

Downloading the App

SalesNexus Mobile Overview - download your iPhone contacts, make calls, schedule calls, view notes and more all from anywhere, on your mobile phone.

Processing Automations

SalesNexus allows sales teams to automate any process.

Customizing Fields & Layouts

Tracking metrics that matter to your business is the key to CRM success.

Email Marketing & Campaigns

Marketing just got better

Getting Started with Email Marketing

How to Send Out Your Campaign

Your Guide to Creating Great Looking Email Templates

4 Steps to Market Domination

Onboarding Training Series

Introduction: 2 Steps Training Series

Step 1: Team Buy-In

Step 2: Organize Customers

Step 3: Start Automating the Process

Step 4: Train the Team

Training

Master your tools, boost your team’s confidence, and get more from your CRM

SalesNexus New User Basic Training

We cover how to setup your SalesNexus account including customizing fields and layouts, creating automated campaigns and managing outbound calling and relationships.

Email Marketing Training for new SalesNexus Users

We cover creating email templates, building multi-step, on-going campaigns and adding lists of customers to your campaigns, as well as important configuration issues like Email Authentication (DKIM, SPF, etc), List Cleansing and more.

Webinars

Join our live and on-demand webinars to get expert CRM training, tips, and real-world strategies

Performing Lookups and Searches

Set up and add data to your Qobrix account to quickly get started.

Scheduling Activities

Set up and add data to your Qobrix account to quickly get started.

Managing Task List & Follow Ups

Set up and add data to your Qobrix account to quickly get started.

Adding & Managing Contacts

Set up and add data to your Qobrix account to quickly get started.

Performing Lookups and Searches

Set up and add data to your Qobrix account to quickly get started.

Syncing & Using the Calendar

Set up and add data to your Qobrix account to quickly get started.

Downloading the App

Set up and add data to your Qobrix account to quickly get started.

Processing Automations

Set up and add data to your Qobrix account to quickly get started.

How To Guides

xplore our step-by-step How-To Guides for quick answers, smart shortcuts, and more...

Performing Lookups and Searches

Set up and add data to your Qobrix account to quickly get started.

Scheduling Activities

Set up and add data to your Qobrix account to quickly get started.

Managing Task List & Follow Ups

Set up and add data to your Qobrix account to quickly get started.

Adding & Managing Contacts

Set up and add data to your Qobrix account to quickly get started.

Performing Lookups and Searches

Set up and add data to your Qobrix account to quickly get started.

Syncing & Using the Calendar

Set up and add data to your Qobrix account to quickly get started.

Downloading the App

Set up and add data to your Qobrix account to quickly get started.

Processing Automations

Set up and add data to your Qobrix account to quickly get started.

Integrations

Integrating Quickbooks

RampedUp Training

Zapier Training

SMS Texting Campaigns

RC Click to Call

Sales Management

Creating Dashboards & Reports

Managing Sales Pipeline

Jordan Rzad

We’ve increased our close rate on Internet leads by 25% just by automating the follow up process with SalesNexus!

Jordan Rzad

Director of Internet Marketing, Better Business Bureau, Houston

Melissa Johnson

SalesNexus is the most important sales tool in my real estate business, hands down! The scheduling, activity series for follow up and note keeping of client interaction are the three most valuable features to me personally. I simply couldn’t live without it – and the great customer service I receive from the team at SalesNexus is just icing on the cake!

Melissa Johnson

Realtor, melissajohnsonrealestate.com

$7.2B
Client Revenue Driven
2024
$500M+
Annual Media Spend
2024
100M+
Conversions Driven
2024
30+
Awards Won
2024
230+
Active Clients Managed
2024
5
Fortune 500 Clients
2024

Twenty Two Years of Marketing Excellence

Powerful sales automation, CRM & marketing tools, Designed to help your team crush sales goals. Turn more leads into sales, nurture relationships & automate follow-ups seamlessly with SalesNexus.