SalesNexus is your all-in-one CRM and sales productivity platform, designed to boost efficiency with intelligent insights and seamless workflows. This article introduces the dashboard, foundational concepts, and navigation to help you get oriented quickly.
Tip: This article pairs well with a short video tutorial demonstrating SalesNexus’s clean, responsive UI and AI-powered side panels.
Core Concepts in SalesNexus
SalesNexus centers on interconnected elements that drive your sales workflow:
Contacts: Records for leads and clients, storing details like names, emails, custom fields, notes, emails, tasks, and linked opportunities. Easily segment and search contacts using dynamic lookups and AI-powered filters.
Opportunities: Trackable deals with stages, amounts, probabilities, and AI conversion forecasts. Link opportunities to contacts and goals for full pipeline management. Recent updates allow for inline editing and custom field support.
Goals: Strategic objectives (e.g., "Boost Revenue") that organize sales efforts. SalesNexus’s AI Learning System (ALS) recommends matches between contacts and goals, scoring relevance from 0-1 for targeted outreach.
Tasks: Action items that drive progress. Create tasks on contacts, opportunities, or as standalone items; assign to users, set due dates, priorities, and reminders. Tasks appear in "My Tasks," sync to calendars, and trigger AI alerts when overdue. Linking a task to an opportunity boosts pipeline visibility and ALS scoring.
Campaigns: Multi-step marketing or sales initiatives designed to engage contacts and drive conversions. Campaigns can be linked to contacts, opportunities, and goals, allowing you to track engagement, measure effectiveness, and automate follow-ups. SalesNexus provides tools to segment audiences, schedule communications, and analyze campaign performance.
These elements are deeply integrated via SalesNexus’s AI tools. For example, querying recommended goals for a contact ID pulls scored suggestions directly from your data, streamlining your workflow.
Dashboard Overview
When you log in, SalesNexus’s Dashboard serves as your customizable command center:
Left Sidebar: Quickly access core sections like Contacts, Opportunities, Goals, Tasks, Campaigns, and Settings. The sidebar is collapsible for a cleaner workspace.
Board: Panels display real-time data, such as "Active Opportunities," "AI Goal Recommendations," or "Campaign Performance." Add, remove, or rearrange panels using the right-side toolbar. Recent updates allow for drag-and-drop customization and role-based default dashboards.
Right Toolbar – Nexi AI Assistant: Access Nexi, your AI sales assistant, from the right toolbar. Use Nexi to ask questions, get recommendations, or automate actions. For example, you can prompt Nexi to create a new panel (such as a report or graph) directly from the toolbar, making it easy to visualize data or generate insights on demand.
Tip: SalesNexus’s UI auto-adapts—beta testers see sample data like a demo contact for testing. Pin sections for faster access.
Start by adding a dashboard widget for "Pending Tasks" to see how activities flow. If you need help, type in the AI panel: "Explain the dashboard," or prompt Nexi to create a new report or graph panel.
Navigation
SalesNexus’s navigation is designed for speed and clarity:
Toolbar Order: Nexi (AI Assistant), Switch Page View, Boards, Panels, Lookups.
Persistent Controls: Key controls remain visible as you navigate, with an auto-hide option for reduced clutter.
Shortcuts: Pin your most-used sections for one-click access.
Accessibility: The UI is fully responsive and supports high-contrast mode, keyboard navigation, and screen readers.
Getting Started
Add a dashboard widget like Pending Tasks to see how activities flow across your workspace.
Need a quick breakdown? Type Explain the dashboard in the Nexi AI panel.
Next, continue with setting up your account for full functionality.
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