Onboarding Guide for AppSumo Customers Using SalesNexus

Welcome to SalesNexus! We’re thrilled to have you onboard as part of the AppSumo community. As a valued Sumo-ling, this guide will walk you through the essentials to ensure a smooth onboarding process and help you get the most out of your new CRM system.

1. Things You Need to Know

Key Features:

• Customizable CRM: Tailor SalesNexus to fit your business needs.

• Marketing Automation: Simplify your outreach with email campaigns and workflows.

• Sales Tracking: Monitor your pipeline and manage deals with ease.

• Contact Enrichment: Use our tools to enhance your contact data.

Getting Started:

• Log in to your account here: SalesNexus Login

• Import your contacts by following this step-by-step guide.

• Set up your email domain for sending campaigns (Guide).

Must-See Videos and Knowledge Base Links:

• Video Tutorials:

  • How to Import Contacts

  • Creating and Setting up an Email Campaign

  • Using Automation Workflows

• Knowledge Base Articles:

  • How to Create a Lookup

  • How to Create a Company Profile

  • Email Campaign Performance

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2. Live Sumo-ling Training

We want to ensure you have the tools and knowledge to succeed with SalesNexus. Below is the schedule of live training sessions we have each week, three days a week: 

Live Training Days and Times:

• • Mondays at 3pm EST 
  • Wednesdays at 3pm EST
  • Fridays at 12pm EST 

Feel free to join a training session using this link!

Can’t join our live training sessions? No problem! Our On-Demand Training is available anytime—you can access it as soon as you log in to your CRM!

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3. Plan Information

SalesNexus offers four tiers to meet your business needs. Here’s a quick breakdown:

License Tier 1:

• Users: 1
• Emails sent per month: 5,000
• Contacts enrichment per month: 100
• Storage per user: 2.5 GB
• Unlimited contacts 
• Outlook/Google integration
• Website integration
• RingCentral integration

License Tier 2:

• Users: 3
• Emails sent per month: 30,000
• Contacts enrichment per month: 200
• Storage per user: 5 GB
• Automation rules (up to 50)
• Zapier/API integrations
• Unlimited contacts
• Outlook/Google integration
• Website integration
• RingCentral integration

License Tier 3:

• Users: 5
• Emails sent per month: 75,000
• Contacts enrichment per month: 300
• Storage per user: 5 GB
• Automation rules (up to 50)
• Zapier/API integrations
• Unlimited contacts
• Outlook/Google integration
• Website integration
• RingCentral integration

License Tier 4:

• Users: 20
• Emails sent per month: 400,000
• Contacts enrichment per month: 300
• Storage per user: 5 GB
• Automation rules (up to 50)
• Zapier/API integrations
• Unlimited contacts
• Outlook/Google integration
• Website integration
• RingCentral integration

For more information about the tiers, please refer to your AppSumo purchase details or contact us.

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4. Additional Services

SalesNexus offers additional services to help you maximize your CRM:

• Consulting and Training Services:

  • Personalized training sessions

  • CRM setup assistance

  • Strategy planning for your team

  • Learn more here: Consulting Services

• Contact Enrichment with RampedUp:

  • Build and enhance your contact lists with up-to-date data.

  • Learn how to leverage this feature: Contact Enrichment

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Support

If you have any questions or need assistance:

• Contact our support team via email: [e-mail]

• Reach us in    from your database! 

Thank you for choosing SalesNexus! We’re excited to help you grow your business and achieve your goals.

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