SalesNexus

08/27/2026

What happens after a new lead comes in?

With SalesNexus, you don't have to manually manage every step of the sales process.

You can build a pipeline with the stages that make sense for your business, then use Stage Automations to keep things moving automatically.

For example:

A prospect fills out your Request a Quote form.

➡️ They're automatically added to your sales pipeline
➡️ An email is sent to them
➡️ A call is scheduled for the sales rep
➡️ After the call, they're moved to the next stage
➡️ If they remain in the stage, a text message can be sent to keep the conversation going

From the moment a lead comes in, SalesNexus can help make sure the right actions happen at the right time.

Less manual work. More consistent follow-up. More opportunities to close.

Watch the video to see how Pipeline Stage Automations work in SalesNexus.

08/26/2026

Did you know SalesNexus Lookups can do more than just find contacts?

With Lookups, you can build custom lists based on the criteria that matter to your business, choose exactly which fields you want to see, and easily switch to a table view to sort and analyze your data.

You can also take action on your results, including updating fields for multiple contacts at once and cleaning up duplicate records.

Create a Lookup, find the contacts you need, analyze your data, and take action, all in one place.

Take a look!

08/24/2026

Sorry for being MIA on social media last week! We’ve been super busy helping our customers get comfortable with the new SalesNexus application and making sure everyone has the support they need during the transition.

That said, our weekly live training session is happening tomorrow at 3 PM ET / 12 PM PT!

Join us as we walk through the new application, answer your questions, and help you get more comfortable with the new system.

Register for tomorrow’s live training:
streamyard.com/watch/PpWTuj5bZBFs

Want to catch up on last week’s training session? You can watch the recording here:

Watch last week’s training:
streamyard.com/…

We hope to see you tomorrow!

StreamYard is a professional live streaming and recording studio in your browser. Record your content, or stream live to Facebook, YouTube, and other platforms.

08/11/2026

📣 AS A REMINDER: Free SalesNexus Live Training!

Ready to automate your leads, manage your pipeline, and close more sales the easy way? 🚀

Our free live training sessions make it easy to get SalesNexus set up and working for your business. Join us live and learn how to get the most out of your SalesNexus account!

📅 Upcoming Sessions:
🔹 Tuesday, August 11 | 3 PM ET / Noon PT (that's Today!)
🔹 Tuesday, August 18 | 3 PM ET / Noon PT

👉 Register for a Live Training Session: streamyard.com/watch/u2tmjBVyaaYb

Need a little extra help getting started? SalesNexus also offers setup and training services with options designed to help you get up and running quickly. Reach out to us for inquiries!

Have questions or need assistance? We're always here to help!

📧 [email protected]
💬 Or reach us through CHAT directly from your SalesNexus database.

Don't miss out! Join us and start getting more from SalesNexus today. 💙

08/05/2026

Missed yesterday's SalesNexus Training? No worries, we've got you covered!

The full recording of this week's training session is now available, so you can catch up whenever it's convenient for you. Whether you want to watch the entire session or revisit a specific topic, it's all here.

🎥 Watch the full recording here: streamyard.com/…

Short on time? Don't worry! We'll also be sharing bite sized clips from the training over the next few days, so you can pick up key tips and insights in just a few minutes.

Happy learning!

StreamYard is a professional live streaming and recording studio in your browser. Record your content, or stream live to Facebook, YouTube, and other platforms.

07/30/2026

Don't waste time searching your inbox before every customer call.

With SalesNexus Email Conversations, every email you've sent to or received from a contact is automatically available right inside their CRM record. Connect your Gmail or Outlook account, and you'll have complete conversation history at your fingertips.

Need to respond? Open the email thread, click Reply, and let AI draft your response in seconds.

✅ View complete email history
✅ Keep conversations tied to your CRM contacts
✅ Reply faster with AI assistance
✅ Stay prepared for every customer interaction

Spend less time digging through emails and more time building relationships.

07/29/2026

🚀 Creating personalized emails in SalesNexus is as easy as ever!

If you've used the email editor in the legacy system, you'll feel right at home. Your existing templates are already there, and the familiar drag and drop editor makes designing emails quick and simple.

✨ Add images in seconds
📝 Drag in text blocks with ease
👋 Personalize every email using mail merge fields, including custom fields unique to your business

Build beautiful, customized emails that connect with your audience and save time every step of the way.

07/27/2026

🚀 Ready to get more out of SalesNexus?

Join our FREE live training sessions and learn how to automate your leads, manage your pipeline, and close more sales with ease! 📈

Our live training sessions are designed to help you get SalesNexus set up and working for your business.

📅 Tuesday, July 28 | 3 PM ET / Noon PT
📅 Tuesday, August 4 | 3 PM ET / Noon PT

🎓 Register for a Live Training Session and get started today!
streamyard.com/watch/yakB6HQPhSJK

Need additional help? SalesNexus also offers setup and training services to help you get up and running.

We're always here to help! Reach out to us at [email protected] or connect with us through CHAT directly from your database.

Join us live to get started growing sales with SalesNexus the easy way! Get started quickly: Load contacts Layout Customer Screens Create email and SMS campaigns Automate every interaction Let Nexi AI make it all easy for you

07/24/2026

🎙️ AI Won't Replace Salespeople. It Will Help Them Be More Human.

SalesNexus Founder Craig Klein recently joined The Sunny Ray Show to talk about the future of sales, the evolution of CRM, and why AI isn't here to replace great salespeople.

With 15 years of enterprise sales experience and a history of closing multi-million-dollar deals, Craig shares his perspective on why high-stakes sales still require something AI can't replicate: human trust, context, and connection.

He also discusses the story behind SalesNexus, the company's AI-native rebuild, and how AI can give salespeople the context and guidance they need to be more present and effective in every conversation.

🎧 Tune in to hear Craig's take on why the future of sales isn't about replacing people. It's about giving them better tools to succeed.

👉 Listen to the full episode: sunnyray.com/show/ep/mqq4tuhsuh0

07/22/2026

What if you could take your sales playbook and use AI to help turn it into an automated sales process? 🤯

In a recent training session, we explored how AI can work alongside SalesNexus to bring a detailed sales playbook to life.

By giving AI a client's existing playbook, including who to target, what to say, which emails to send, and how to approach each stage of the sales process, it can help build out the structure needed to put that strategy into action.

In this example, AI helped create 40+ email templates and pipelines that automatically engage new leads as they move through the sales process. 🚀

The result? Your sales strategy isn't just sitting in a document. It's actively working for you.

Want to learn more about connecting AI with SalesNexus to build smarter, more automated sales processes? Stay tuned for more! 👀