“Small businesses typically operate on excel spreadsheets because they can’t afford high end ERP systems. Small businesses that rely on contact management and CRM systems for sales and marketing automation often find that their CRM information is an island. Sales people can be much more effective if they have access to critical operational and accounting information about their customers. However, its often too costly and time consuming to integrate accounting and sales contact management systems.”, says SalesNexus founder and CEO, Craig Klein.

SalesNexus customers can now easily use any excel file to import new information to append to existing customer records in their CRM database. SalesNexus new Update/Importer allows users to select a column in their excel file to “match” to existing contacts in their CRM database and then update other fields in the CRM with other columns in the excel file.

“Small businesses can now export Year To Date Sales or Product Information from accounting systems like QuickBooks or other internal databases and easily add that information to their CRM so sales people can be more effective and customers can be served more proactively”, Klein said.

SalesNexus has published a description of using the Update/Importer to export information from QuickBooks and import that data into SalesNexus on its website here - http://salesnexus.com/support/exportqbdata.php 

Those interested are encouraged to attend SalesNexus’ webinar on Wednesday, October 14 at 2pm Eastern, where the Update/Importer will be reviewed in detail. Register here - http://salesnexus.com/demologon.php

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Craig Klein is CEO and Founder of SalesNexus.com, a leading online contact management system for small business sales teams. Craig’s a sales process guy. His passion is helping small businesses hire, train, measure and manage sales people through their sales process. Craig’s blog, Sell, Sell, Sell! has become a valued resource for business owners and sales executives.