What is Salesgenie Team?

Salesgenie Team allows you to quickly and easily optimize your sales process by finding new leads, distributing them to your team, and tracking their performance saving you time while giving your sales reps all the tools they need to succeed.

Send prospect and customer emails, direct mail, and use Salesgenie’s dialer to reach your audience from every angle.

Advanced search functionality allows you to filter, segment and view all of our industry leading business and consumer databases. Truly unlimited access to every business and consumer in the US and Canada.

Custom lead assignments allows you to assign leads to each member of your sales team to keep them focused and productive. Find business contacts, send 1-to-1 emails, or make prospecting calls using the integrated click-to-call dialer. Take notes, schedule follow-ups, change lead status and more.

Get instant insights tracking the activity of your sales team. Monitor the number of leads worked and customers won. Performance tracking can be an important motivational tool to increase your team’s productivity and accountability.

By adding the Team package functions, Salesgenie will create a master account for “Admins” that oversees separate accounts for team members, or “Users”. Team members will only see the leads (or records) they’ve been assigned, so they can focus their efforts and you can easily manage results.

Users with Administrative access will be able to do the following:

  • Access every part of Salesgenie’s databases
  • Import, manage, research and create lists of customers and prospects
  • Add, edit and delete users
  • Assign leads from those lists to team members, with multiple assignment methods
  • Attach messages and instructions to these lists
  • Employ collaboration tools to connect and motivate team members
  • Track team progress by visualizing worked/unworked and lead statuses
  • Quickly implement targeted marketing campaigns
  • Generate reports tracking team or individual progress, exportable to
  • Excel
  • Export data to print, mail or import elsewhere
  • Everything a team member can (see below)

Other Users will be able to do the following:

  • Access lists of customers and leads assigned to them
  • View messages from managers attached to different lists or targets
  • Track worked and unworked customers or prospects in their lists
  • Sort and filter records within their own lists by multiple data points
  • View detailed customer or prospect information screens
  • Edit key information, including lead statuses, notes and follow-ups

Check out the Team Quick Start Guide

While Admins have full Salesgenie privileges to import Customer Data, build lists and deploy the marketing tools, Team members can only access and edit records that have been assigned to them. They do not have access to import Customer data, build new lists (though they can work with existing lists assigned to them) or deploy the marketing tools.

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