Craig began SalesNexus 17 years ago to help businesses reach new customers. In short, to manage customer relationships and grow scales. Therefore, SalesNexus implemented all elements of sales and marketing in one platform. In addition, SalesNexus also works with marketing automation and generate leads for companies.
Listen to Craig Klein talk about SalesNexus. The art of sales and more on this episode of The Thoughtful Entrepreneur above.
UpMyInfluence is an Influence Agency dedicated to turning thoughtful entrepreneurs into media celebrities. To increasing their authority, influence and revenue. To learn how we can help you, check out Josh’s free webinar.
Recently, Lori Jones of the Integrate & Ignite Podcast interviewed Craig Klein, CEO of SalesNexus to discuss the topic of How to Align Sales & Marketing through CRM & Marketing Automation.
Listen in on his conversation with host Lori Jones as they discuss email marketing, lead generation, and finding your perfect customer.
Today we’ll be showing you how easy it is to integrate SalesNexus and Calendly, a Calendar and Scheduling Management App that helps you schedule meetings without all the back-and-forth emails.
Calendly is a scheduling tool that allows your clients and customers to schedule meetings with you by choosing from the available time slots on your calendar.
This saves you hours that you would have normally spent setting up meetings. SalesNexus is not affiliated with Calendly, but we do integrate with them.
Once you integrate SalesNexus and Calendly, when clients schedule meetings on your calendar, the meeting syncs with your SalesNexus Calendar as well.
Check your calendar (not the SalesNexus calendar), and confirm the appointment is present
Once you see the appointment on your calendar, next check the SalesNexus calendar (it can take up to 10 minutes for a new appointment to show on your SalesNexus calendar)
Thats it! You are now ready to manage all of your meetings using SalesNexus, saving time and allowing you to put more focus on the important things!
NOTE: SalesNexus is not affiliated with Calendly. If you encounter issues with Calendly, you will need to reach out to their support personnel.
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 easy it is to integrate with FullContact, a business card management Management App that allows you to take a picture of a business card and have it automatically be uploaded as a new contact into your SalesNexus CRM.
Imagine you, at an expo or trade show event, dazzling your new contacts when you whip out your phone to screenshot their business card and say “Once I get home, my CRM will automatically alert me to follow up with you.” How cool is that?
FullContact use does requires a paid subscription to Contacts+, however, for a limited time, contact sales@sn9.fifoma.com when you set your zap up, and we’ll give you a credit to your Salesnexus account to help out (limited time promotion).
How to Integrate FullContact (Contacts+) and SalesNexus CRM
Once done, Click “Make a Zap” in the upper right hand corner.
Choose the FullContact App and Trigger Event ” New Business Card Transcribed in Contacts+ “
Choose your FullContact account or “Add a New Account”
Enter Your Login Credentials for FullContact and click “Sign in”
Confirm that you want to allow Zapier to connect your FullContact account by clicking ” Yes, Continue” . You’ll have the option to add Teams or Tags. You can leave this blank and move on.
Once your FullContact account is synced, you will have the option to test, by automatically pulling in any business cards you’ve already uploaded through the Contacts + app. For now, you can click “Skip Test” to move to the next step and do this part later.
Now you want to set up what happens in SalesNexus once you snap a photo of any business card in the Contacts+ App.
Click the Blue + sign at the bottom to start the next step!
Under “Choose App & Event” search for SalesNexus.
Then under “Choose Action Event” choose “Create Contact”
Next, you’re on to Step 2!
Choose your SalesNexus account by clicking “Add a New Account” Or searching for your SalesNexus account.
Enter in your SalesNexus login credentials, and submit the information by selecting “Yes, Continue”.
Now it’s time to customize how the Contact will appear in SalesNexus!
Under “Customize Contact”, fill in the fields below as shown in the example images.
Almost done! Once you’ve clicked continue, Zapier will ask to “Find Data” and bring in a sample contact from the Contacts+ App to send to SalesNexus to Test your Zap.
To test your new Zap setup by sending a Test Contact to SalesNexus, click “Test and Continue” to move on.
Now, if you are on a paid zapier plan, you can add one final step. (Free plans don’t get more than one step). Skip this step if you don’t want to upgrade or aren’t on a paid plan.
This next part will create a task in SalesNexus for you alerting you every time a Contact is added from the app into SalesNexus so that you can remember to follow up after an event.
Your’re going to click the blue + sign one more time, choose SalesNexus as your app, and “create activity” as your action event.
Then you’ll fill in your SalesNexus account info again, as you’ve done previously. Now, under “Customize Activity” fill in the below information exactly, and under email address search for “work email”.
And done! This is how your finished zap will look.
Final Step
Make sure your zap is turned on by going to “My Zaps” in Zapier and ensuring your zaps toggled “on”.
You’re done! Congrats!
Snap a photo of a business card with the Contacts+ app, wait for them to transcribe the contact info, once it’s been transcribed, it will automatically add the contact to your SalesNexus account.
Plus, if you added the last step, it will add a task for you to follow up with that contact to your SalesNexus task list.
Login to your SalesNexus and check under Menu> Contacts > View Contacts to find your contact.
The biggest failure in sales is follow up. On average sellers follow up twice when they need to follow up at least 8 times.
What are some of the characteristics to automate follow up?
Lead nurture is a necessity for follow up. Automating the process demands having a CRM.
Use a drip campaign for the majority of leads who never get back to you.
Follow up emails should not be salesy. Instead they should share free advice similar to blog posts.
Simple little emails is the focus to automate Follow Up
KPIs Matter
We talked at length on what data to collect and when. The most important metrics are KPIs, Key Performance Indicators:
Every business is different. Don’t take the metrics out of the box, focus on data that make sense for you.
Number of calls, number of new leads are a good place to start.
Focus on little details e.g seller collected 100 qualified leads. But ask the question, is the target industry correct? Is the size of organization correct?
CRM Value to Manager and Seller
Configure the CRM in a way that adds value to both seller and sales manager. Make the CRM the source of all leads. Don’t forward the leads via email. The desire for new leads will keep sellers in the CRM. Inconsistency shows up when leads arrive all over the place. It’s a killer when you hope to automate follow up.
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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 accounting software Quickbooks.
This can alert them in real time when an invoice is paid, what it was for, and how much they paid, so that they aren’t waiting around to be notified, and can take the appropriate next steps.
Using a free account with Zapier, you can integrate SalesNexus with thousands of apps that you use every day.
SalesNexus wants to invite you to our Zap on the platform Zapier! Click here to accept this invitation: SalesNexus Zapier Invitation!
Once you click the invitation link and login to Zapier, you should see the following:
Click “Accept Invite & Build Zap
Click “Make a Zap” in the upper right hand corner
Choose the Quickbooks App and Trigger Event “New Invoice”
Choose your Quickbooks online account or “Add a New Account”
Enter Your Login Credentials for Quickbooks and click “Sign in”
Confirm that you want to allow Zapier to connect your Quickbooks account by clicking “Yes, Continue”
Once your Quickbooks account is synced, you will have the option to automatically test for new invoices/data. For now, you can click “Skip Test” to move to the next step and do this part later.
Now you want to set up what happens in SalesNexus once an invoice is paid in Quickbooks.
Under “Choose App & Event” search for SalesNexus.
Then under “Choose Action Event” choose “New Payment”
Next, you’re on to Step 2! Choose your SalesNexus account by clicking “Add a New Account”
Enter in your SalesNexus login credentials, and submit the information by selecting “Yes, Continue”.
Now it’s time to customize how the task will appear in your task list in SalesNexus! Under “Choose Account, fill in the fields below as shown in the example images.
Almost done! Once you’ve clicked continue, Zapier will ask to “Find Data” and bring in some sample invoices that were recently paid from Quickbooks to send to SalesNexus to Test your Zap.
To test your new Zap setup by sending a Test Payment Notification Task to SalesNexus, Under Customize and “Send Data” click “Test and Continue” to move on.
Login to your SalesNexus and check your tasks under Menu > Tasks > View Task List and boom!
An invoice created in Quickbooks, will create a task for you in SalesNexus notifying you of the payment, what it was for, and the $ amount.
Final Step – Make sure your zap is turned on by going to “My Zaps” in Zapier and ensuring your zap is toggled “on”.
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 accounting software Quickbooks.
This can alert them in real time when an invoice is paid, what it was for, and how much they paid, so that they aren’t waiting around to be notified, and can take the appropriate next steps.
SalesNexus wants to invite you to our Zap on the platform Zapier! Click here to accept this invitation: SalesNexus Zapier Invitation!
Once you click the invitation link and login to Zapier, you should see the following:
Click “Accept Invite & Build Zap
Click “Make a Zap” in the upper right hand corner
Choose the Quickbooks App and Trigger Event “New Invoice”
Choose your Quickbooks online account or “Add a New Account”
Enter Your Login Credentials for Quickbooks and click “Sign in”
Confirm that you want to allow Zapier to connect your Quickbooks account by clicking “Yes, Continue”
Once your Quickbooks account is synced, you will have the option to automatically test for new invoices/data. For now, you can click “Skip Test” to move to the next step and do this part later.
Now you want to set up what happens in SalesNexus once an invoice is paid in Quickbooks.
Under “Choose App & Event” search for SalesNexus.
Then under “Choose Action Event” choose “New Payment”
Next, you’re on to Step 2! Choose your SalesNexus account by clicking “Add a New Account”
Enter in your SalesNexus login credentials, and submit the information by selecting “Yes, Continue”.
Now it’s time to customize how the task will appear in your task list in SalesNexus! Under “Choose Account, fill in the fields below as shown in the example images.
Almost done! Once you’ve clicked continue, Zapier will ask to “Find Data” and bring in some sample invoices that were recently paid from Quickbooks to send to SalesNexus to Test your Zap.
To test your new Zap setup by sending a Test Payment Notification Task to SalesNexus, Under Customize and “Send Data” click “Test and Continue” to move on.
Login to your SalesNexus and check your tasks under Menu > Tasks > View Task List and boom!
An invoice created in Quickbooks, will create a task for you in SalesNexus notifying you of the payment, what it was for, and the $ amount.
Final Step – Make sure your zap is turned on by going to “My Zaps” in Zapier and ensuring your zap is toggled “on”.
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 navigate through this hidden monster.
The hidden monster has a name. It’s called disorganization, and it has its claws in your organization. That’s why we’ve developed a four-step process to Sales and Marketing Market Domination.
Watch this quick video below to understand what exactly the 4 Steps To Market Domination ARE and how it can help you in 30 days or less!
Organize your marketing and selling processes with this straightforward 4-step process. Get automated in 30 days. PLUS, you don’t have to stop taking care of your customers in the meantime!
About SalesNexus
At SalesNexus, we know the pain of finding, training, and managing salespeople.
For over 15 years, SalesNexus has helped thousands of salespeople get organized, dominate their markets and grow their businesses WITHOUT busting the budget and risking everything.
What You’ll Get With The 4 Step Guide
Our four step process has been honed over 15 years to ensure that your time investment is at a minimum. With our 4 steps to market domination, you’ll get your team on board to implementing new processes.
You’ll identify key questions that you MUST be asking your customers and organize that information.
You’ll create simple and effective messaging strategies for all of your key audiences, you’ll set up the CRM and automate emails and processes AND train your team to use your customized solution-all within 30 days!
Benefits
What are the benefits to you? Every potential customer will hear from you continuously and automatically. Plus, by casting your net much wider, your sales team will spend more of their time BUILDING relationships with customers, and less of their time trying to find someone to sell to.
Sales in your existing markets will start to go up. Additionally, sales in markets you’re NOT EVEN IN TODAY will start to climb. Therefore, you’ll be spending less time struggling to keep it all going. And more time building higher sales, growing profits and better, stronger, longer customer relationships.
Get Your Free Copy of The 4 STEPS GUIDE TO MARKET DOMINATION Today!
Don’t spend another year scratching your head, losing market share, or hiring and firing salespeople just to stay even.
Get the guide now! It won’t cost you a dime, and it’s totally free! And, not acting could cost you millions in lost opportunity.
Organize your sales and build a scalable marketing and sales machine with our free guide. We know you may not think that you’re ready, but we’ve refined this approach to make it as easy and time efficient as possible.
