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