SalesNexus CRM and Automation

Opmerkingen: As previously stated: We use the system to calendar client visits and deadlines, docket important legal dates and record notes on the client.

Pluspunten: Our firm uses the system for our docket/calendar and conflict database. It's effective for that purpose.

Minpunten: When the system did it's last major update, many of the flexible portions of the system were taken out of where they were useful and hidden under one lump system settings. For example: To add a new city, one must go to system settings/change fields/field/add a new entry when it used to be available right on the city field of a new client record. That's neither user friendly or efficient. One has to think like a programmer to navigate many portions of the database now. While it's fine for someone like me with that background, to a novice user it's confusing and frustrating.

Opmerkingen: Everyone I have spoken to at Sales Nexus over the years has been extraordinarily responsive to my needs as a small company. The chat feature allows me to explain better my situation, and get better answers than a help desk. It also gives me a transcript of the exchange so I can save them and not forget the procedures. I am also impressed by the persistence of the support staff in pursuing my problem du jour to make sure that I’m totally satisfied. Sales Nexus is the center of my company’s marketing, and has been an investment that continues to return its cost to me as profits. I’ve tried many other ways of doing business, and none were as cost-effective and game-changing as Sales Nexus. The staff is available and super-intelligent. Today Mark knew to include a tweak that I forgot to say I needed, and I was amazed to see it already implemented for me without addition explanation or charge. Thank you guys at support in Sales Nexus. You make a difference for me everyday!

Pluspunten: I use the email features of SN to great advantage. If you want to send a direct, personal message to a lot of people, Sales Nexus is really the cheapest and most reliable, while allowing you to get help every step of the way.

Minpunten: There may be features you won't need in the program, but it's still worth the benefits.

Opmerkingen: I have been using Nexus for 6 years. I'm a big CRM guy and I am constantly checking to see what else is out there- nothing has convinced me to move. The reasons are:
1) EXTREMELY custom - izable fields
2) VERY robust sorting abilities, you can sort, filter and search and find anything you are looking for
3) VERY robust scheduling follow up ability- with campaigns, you can schedule a series of activities on auto pilot
4) Reporting- so many ways to generate the reports you need
5) Dashboards (also very customizable) - can see your Key Perform. Indicators at a glance
6) VERY robust admin features- the ability to have separate sales reps/managers with different access/edit levels
There are many more reasons, but this is still the best CRM around!

Minpunten: Printing letters- the mail merge if you are mass printing is not very functional- needs work.

Pluspunten: I have been using Sales Nexus for years. I think they have a great CRM system with the ability of scheduling tasks and emails. No need to add an email marketing system with all of their functions. They are a contact management and marketing platform combined. They have excellent customer service that lets you know when they are going to be doing maintenance. If there has ever been a problem they are quick to respond with answers to my questions.

Minpunten: I really can't think of anything I don't like with the exception of a subscribe form which you can add to your website youself, which is what I did. Their email templates are easy to use and design with links to social media, they have sales propecting as well as a lead system.

Opmerkingen: I have been using SalesNexus for more than 9 years. The support team is wonderful to work with and ALWAYS solves whatever issue I need help with. The tutorial and training are top notch! The email click notifications turns leads into "hot leads" helping close more sales.

Pluspunten: The customer support chat, intuitiveness and ease of use of SalesNexus are it's best features.

Minpunten: The "Quick Search" field only allows a search of all primary fields or up to three of the primary fields to be searched.. I would like to see that increased to 5, but it's so easy to designate which three fields it's not a "real' Problem but more my preference.