SalesNexus & QuickBooks Integration-Sales Opportunities

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 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 […]

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SalesNexus & QuickBooks Integration-Payments

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 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 […]

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How to Start Improving Your Sales Process Today

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 Dig Into How to start improving your sales process How to start turning “NO’s” into “YES’s” Step-by-step process for market domination What are the most important KPI’s to measure success […]

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4 Steps To Market Domination: Step 1

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 they can’t get everyone on the same page, following the same process. New software will not fix that problem by itself. Of course, providing automation and making life easier can […]

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Hand drawing sales growth graph with blue marker on transparent wipe board.

5 Benefits Of Sales Process Automation

Sales process automation has the opportunity to revolutionize the way that you work with leads. You don’t want to lose leads because of being too busy. When you implement the right software, you can support the sales process by automating a number of tasks. Manage More Leads with Less Effort More leads will provide you […]

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A dial with red needle pointing on the word sales, concept image suitable for leads conversion purpose.

Do You Have a Sales Process Problem?

Is your sales process holding you back and preventing you from reaching your goals? Sure, it’s easy to know if sales are on track.  If they’re not, how do you know where the problem is? Think twice before you blame the usual culprits: Economic conditions or changes in your industry The sales people The competition […]

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Your Customer's Buying Process

Your Customer’s Buying Process

What is the buying process your customers goes through?   It’s not because they saw an awesome presentation, it’s because they have a need or a problem that is affecting them on an emotional level.  Even in business situations, people buy for emotional reasons. We all have pretty basic emotional needs, and in the end, […]

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Supercharged Selling

Sure, selling is an art.  Most good salespeople bring intuitive “people skills” to the table.  However, what separates the top producers from everyone else is often process. The most common short comings that undermine a salesperson’s success are Call Reluctance and Lack of Focus on Prospecting. Salespeople often prioritize customers that are about to purchase […]

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Craig Klein appears on Texas Business Radio

I have the opportunity to appear on Texas Business Radio on July 9th.  Jay Curry interviewed me and we dug into what businesses need CRM solutions, how do they choose the right technology and how to use CRM and Marketing Automation to grow your business. Watch the short interview here. We discussed how SalesNexus compares […]

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