SALESGENIE FOR CRM

Real-Time Business Intelligence for Your CRM

Use Salesgenie for CRM so you can stop using data from static databases or wasting time researching one record at a time. Increase your productivity by integrating Salesgenie with your CRM including Salesforce and Microsoft Dynamics. Every time you create or interact with a CRM record linked to the Salesgenie database, you’ll have real-time access to the most up-to-date information on your leads, contacts, and accounts.

Available for

Zoho, SAP, Oracle, and More!

Update and Enhance

  • Standardize new records as they are added
  • Stare and compare functionality helps you update and enhance records in real-time
  • Choose what fields are pushed and updated
  • Offline data cleansing for batch files

View Business Profiles

  • Research customers in Salesforce and Microsoft Dynamics with Salesgenie’s comprehensive business profiles
  • Score and prioritize leads using the enhanced profile data
  • Transform each CRM record into a complete, detailed, and accurate company profile, enriching your customer understanding
  • Find additional contacts/decisions makers at a business

Analyze

  • Profile your customers, prospects, and markets to see what they look like
  • Provide up-sell, cross-sell, and look-a-like models to help grow your clients’ business
  • Salesgenie can develop customized predictive models that can be applied to your data

Build Prospect Lists

  • Create prospect lists using hundreds of search filters
  • Send leads directly into your CRM
  • Search for unique prospects without any duplicate customer data
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