Unify Your Revenue Engine With Salesgenie
Turn silos into a single motion. Salesgenie® revenue operations solutions unites sales, marketing, and customer success on clean data and coordinated workflows. You’ll get accurate results without all the guesswork, ultimately improving your ROI and conversions.
Salesgenie Earned Coveted G2 Badges for Fall 2025
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Explore How Salesgenie Powers Revenue Operations
Our RevOps solutions give you a reliable foundation and the tools to streamline it across the funnel. Govern data quality, orchestrate workflows, and control cross-team performance in one place. With unified segments and accurate contact data, you can scale what works and fix what doesn’t.
Sales Operations
Ensure your sales operations team has the right data, tools, and processes to close more deals and drive increased revenue.
Marketing Operations
To help your marketing operations team tell a clear story, Salesgenie offers DIY capabilities, email marketing, direct mail services, social media, and much more.
Customer Success Operations
Let your customer success team build more meaningful relationships with customers by tracking, retaining, and expanding customer accounts efficiently.
RevOps Leaders
RevOps leaders are skilled in seeing the bigger picture, and with Salesgenie, they can align strategy, technology, and analytics to maximize revenue impact.
How Salesgenie Helps You Create a Unified Revenue Funnel
Turn scattered tools and spreadsheets into a cohesive revenue system. Salesgenie’s RevOps solutions unify customer and prospect data, orchestrate lead handoffs, and expose full-funnel visibility, from campaign to closed-won to expansion. Accurate contact data powers every step, ensuring clean records, faster routing, and better conversions.
Customer & Prospect Data
Start with accurate contact data you can trust. Enrich profiles with firmographics and channel preferences so your team connects with the right buyers.
- Target by location, industry, company size, and more.
- Access phone, email, and postal details to expand outreach options.
- Create reusable saved segments to keep lists fresh and consistent.
Optimize Lead-to-Revenue Processes
Tighten every handoff so no lead is lost. You can easily conduct routing and cadences with accurate contact data to speed first-touch and improve connect rates.
- Send sales reps vetted and relevant leads that match their targets.
- Auto-assign by territory, role, or account ownership.
- Push ready-to-work lists directly into rep workflows.
Measure the Entire Lead Cycle
Know what’s working across campaigns, segments, and teams. Use accurate contact data to power attribution and ROI you can trust.
- Track conversion by stage, channel, and audience.
- Monitor pipeline velocity and coverage by segment or territory.
- Compare campaign ROI to double down on high-yield efforts.
CRM Integration
Keep systems in sync without the busywork. Connect Salesgenie to your CRM to auto-update records, eliminate duplicates, and keep segments clean.
- Export or sync lists to popular CRMs, such as HubSpot and Salesforce, with mapped fields.
- Update and enrich existing records to improve match rates.
- Maintain data hygiene with deduplication and standard field formats.
Simplify Multi-User Access
Right people, right access, every time. Give teams secure, role-based access to shared data and workflows and enforce standards through configurable permissions and approvals.
- Seat and permission management for sales, marketing, and CS.
- Shared lists, notes, and activity views to align execution.
- Team-level reporting to compare performance across groups.
Multichannel Marketing Solutions
Meet buyers where they’re most likely to engage. With our RevOps solutions, you can turn precise segments into coordinated campaigns that show up in the right places at the right time. Keep your core messaging on brand while meeting every touchpoint.
Direct Mail
Launch targeted postcards or letters to precise ZIPs and neighborhoods to open new doors.
Run targeted campaigns to verified contacts to drive your messaging and bring in new business.
Phone Lists
Equip your reps with up-to-date numbers for efficient outbound calling and follow-ups.
CTV
Extend reach with audience-matched connected TV that reinforces high-value campaigns.
Social Media Advertising
Precisely target relevant social media users by building custom campaigns that are shown on top sites.