SalesNexus Reviews & Product Details

Customer service responds quickly. I also like that they offer weekly user training for my team. There are many options to customize the user interface, and I can group customers easily. The sales drip can be almost fully automated, which makes it great for email campaigns. Review collected by and hosted on G2.com.

There’s a bit of a learning curve for new users. I’d also like the search function to return all contacts under a customer, including second and third contacts, not just the first one. Review collected by and hosted on G2.com.

I find SalesNexus to be a very capable CRM platform. It's the central place where leads come in and offers powerful features to track client interactions like logging calls. I appreciate the straightforward and transparent approach of SalesNexus, avoiding excessive charges. The support provided is great, and the onboarding process was really good with informative calls to learn how to use the product effectively. Review collected by and hosted on G2.com.

Setting a default view to see all customers would be useful. By default, it creates focused views of customer interactions, however, I'd like the default to be everyone. Review collected by and hosted on G2.com.

SalesNexus offers great automation features for repetitive tasks, the email services and lead nurture were good and in general the system was enterprise grade. Review collected by and hosted on G2.com.

It's a steep learning curve for some users with all the features it has to offer. Review collected by and hosted on G2.com.

I like to use this system for its versatility and friendly interface, which allows orderly management and automate some marketing functions that usually take up a lot of time, with Sales Nexus CRM allowed us to improve sales management and optimize campaigns of marketing. I also like the attention provided by the technical support team, which is a very professional, attentive and patient team that has managed to resolve all the errors that have arisen from the problem and the mistakes made by my work team. Review collected by and hosted on G2.com.

At the moment I have no problems with the system, however, I think you can improve the interface a bit and add several functions. This was recommended to the technical support team and they were left to study the proposal and give me an answer as soon as possible. Review collected by and hosted on G2.com.

It's a great tool in this marketing operations space. The features like automated email on the schedule created by a user, as well as the reminder notifications to the users about the actions pending make it more interactive. Dashboards are very easy to create and it actually gives visibility to everyone in the hierarchy. Apart from this, I think the sync with calendar also works well. Review collected by and hosted on G2.com.

Not specific dislike to any function, but yes we need to connect more often with the support team for any changes that we desire to make. A great documentation can eliminate this. Review collected by and hosted on G2.com.

We were using SaleNexus, and I should appreciate how it really help the entire sales and marketing department. It helps us in generating more business by identifying right opportunities, tracking leads, narrowing down our target market based on our marketing programs helps us a lot in closing business in a timely manner. Integration with our communication platform Ringcentral was easy. Contact management and lead scoring help the sales representative a lot. Review collected by and hosted on G2.com.

Improvement could be on the user interface making it more ease for the users and also can improve on building an inbuilt library for dashboard templates. Review collected by and hosted on G2.com.

It has a fully automated customer relationship manager and marketing features. It can also email prospect salespeople to call leads. Its good for email campaigns. Review collected by and hosted on G2.com.

An upgrade should be done the campaigns to enable opening of all clicks. Review collected by and hosted on G2.com.

For those that cannot afford the InfusionSoft type products, this fits in fine. It has always been a great CRM and the email marketing is good enough to automate things well. I use campaigns on a weekly basis, as I send out security bulletins to my list. Review collected by and hosted on G2.com.

I currently have a one for one relationship with workflows and campaigns. I do not see where you would ever have a separate campaign using the same workflow. If it were to do that then you could have used the original campaign. I believe having workflows and campaigns complicate matters. There have been many other things I have found over the year but I did not document them. Review collected by and hosted on G2.com.

Usability, search and sorting capabilities, unlimited customization. Review collected by and hosted on G2.com.

I wish there was an inbox for email. It has some great email functionality, but to see all of your incoming emails in an "inbox" format, you must "marry" it to your currently used email platform. Review collected by and hosted on G2.com.

How many things we are able to do with our CRM. Review collected by and hosted on G2.com.

It is a bit hard to understand at first, but once you do its amazing the amount of possibilities. Review collected by and hosted on G2.com.