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