Genie 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 Genie’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, Genie 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:
Other Users will be able to do the following:
While Admins have full Genie 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.
Our award-winning customer care team is here for you. Call 877.708.3844 orContact Support