Live and On Demand Training

Get the most from your CRM and Automation with on-demand training, Live Instructor Led Training and Custom Role Based Training Packages. Quickly ramp up your sales team so they can keep making sales and add SalesNexus into their processes.

Learn to Setup and Master SalesNexus the Easy Way!

Choose from on demand sessions for new users and live one-on-one sessions. We cover customizing fields and layouts, creating automated campaigns and managing outbound calling and relationships.

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, multi-step campaigns and adding customers to campaigns, as well as configuration issues like DKIM, SPF, etc), List Cleansing and more.

Live Instructor Led Training

Level up your skills with a 1 on 1 live session with our experienced CRM and automation experts.

Weekly Live Training Sessions

Weekly live sessions: 3 PM ET/Noon PT Tuesdays.
Setting up SalesNexus
Importing Contacts
Creating Pipelines
Creating Campaigns
Creating Web Forms
Automating Everything