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SalesNexus Review

PROS / This content management system offers excellent customization.

CONS / Third-party integrations cost extra.

 VERDICT / SalesNexus is an excellent content manager for the budget-minded because it offers a full range of features at an excellent price. However, if you want integrations, you need to do them yourself or pay extra.

While not the cheapest contact management system on our lineup, SalesNexus earns our recommendation for budget-minded businesses because it combines the best contact management features with extras that help you with sales and marketing – the primary reasons for collecting customer contacts in the first place. It also works with employees. This Top Ten Reviews Bronze Award Winner is easy to use and feature-rich, an excellent choice for any business.

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Contact Management

SalesNexus is a contact management system that has a strong focus on sales and marketing tools. Each contact portal tracks interactions, orders and project progress, plus monitors the actions of individual employees. This cloud-based contact management program uses real-time sharing, so you can bring each department to the table and work simultaneously with others within a client account.

The email capabilities are very useful, as this contact manager also lets you create targeted campaigns within the software. It offers invoicing tools and dial-out from the program. It has built-in integrations for Sage 50, Microsoft Nav, QuickBooks and Vista, plus API capability. However, these cost extra unless you use an API and do it yourself.

SalesNexus is easy to navigate, with an intuitive design. The contact screens are excellent, showing all the important information in a very readable format. You can customize the fields to make sure the information you need is clear and accessible. The command tabs are logical, and the program uses dropdown menus for its functions.

Additional Management

Because sales drive business, SalesNexus includes some powerful lead-generation and follow-up tools. Email marketing and document management allow you to create and send documents from within the software, such as sales quotes, invoices and contracts, or to attach them to the specified contact account. Inventory management is also available, but through third-party integrations.

You can use several of the tools in this customer relations management program to track and support individual employees and sales teams throughout the customer-interaction process. The group calendar lets you see at a glance which tasks have been assigned, the projected dates of completion and when those tasks are done. You also have tools available to create an interactive knowledgebase with articles, FAQs and guides for your employees to help them better assist your clients.

Because SalesNexus is cloud-based and includes a convenient mobile app, all of these features are accessible from your smartphone and tablet. This also means SalesNexus is compatible with systems overseas, so even your international offices can be connected to the same CRM program.

Help & Support

SalesNexus provides a library of video tutorials that are very detailed in guiding you through each function of the CRM program. It also has options to connect with support personnel, such as telephone and email, though some one-on-one consulting services do cost extra.

Summary

SalesNexus combines contact management tools with powerful sales and marketing features. The cloud-based program gives mobility to your sales and service teams, while the real-time collaboration tools let you connect whether your team members are at the office, in the field or in your overseas office. The online video tutorials are detailed enough to guide you through the program.

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