get the most our of your salesgenie experienceget the most ... · to do it: • if you have your...

Get the most our of your Salesgenie experienceGet the most our of your Salesgenie experience

CONTENTSCONTENTSPg 4. Consumer Detail

Pg 5. New Lead Alerts

Pg 6. X Date Insurance Search

Pg 7. Salesforce.com Integration

Pg 8. Data Enhnacement

Pg 9. Saved Searches

Pg 10. Google Mapping

Pg 11. Customer Cloner

Pg 12. Suppress Records

Pg 13. Salesgenie Mobile App

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B2C TIPS & TRICKS B2C TIPS & TRICKS Here are 10 simple ways to accelerate

your B2C prospecting.Here are 10 simple ways to accelerate

your B2C prospecting.

Getting the Most Out ofthe Consumer Detail

You’ve just found someone that looks like the ideal prospect. Congratulations! Open up the customer detail, and you are faced with what might seem like a dizzying array of information. Relax, it’s going to be ok! Everything here can help you save time and understand the customer before you ever contact them:

What demographic does your contact fit into? What’s their income, what kind of products do they buy? Get a quick read on their housing and mortgage situation. If you are a political group, get information about their political leanings and contribution history.

Consumer Characteristics

Locate your target and the best way to get there!

Map & Directions

Save time – find out about other people in the area that also meet your search criteria.

Nearby Neighbors

What other adults live in the household? What’s their occupation? Do they have children?

Household information

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New Lead Alerts Salesgenie adds new contacts, including new homeowners, to its database each week – and chances are a few of them will meet your criteria. There is just one thing you have to do, and it is not hard:

After running your first search in the new movers database, just go to the alerts icon on the top left corner of your results. Name the alert, and decide whether to receive the email on a weekly or monthly basis. That's it!

Alerts

Beat your competition!Contact new prospects first with new lead alerts.

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X Date Insurance Search Special for home insurers, Salesgenie gives you the option in your custom search to look for homeowners that have their insurance expiring at a specific date. Add other search parameters like location and home value to find your perfect home insurance customer!

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Salesforce.com Integration If you use Salesforce.com to manage your contacts, you are in luck. Salesgenie fully integrates Salesforce.com, helping to add to your productivity.

• Click through the ‘find new leads’ wizard and transfer these leads to your Salesforce.com ‘Leads’ tab

• Transferred Salesgenie leads follow your established lead routing rules, ensuring even the most complex lead alignment rules are enforced

• Enhance existing Salesforce.com data with Salesgenie Enhance

• Avoid duplication by omitting existing records

Keep your existing SFDC data up to date with the most current information

provided by Salesgenie!

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Data Enhancement You have plenty of contacts on file, but you also know it’s hard to keep them current and you might be missing important information like email addresses or useful home ownership info. Who has the time to keep up?

Well, Salesgenie’s database has a lot of that information. Salesgenie’s special feature called ‘data enhancement’ will help you. There are two ways to do it:

• If you have your contacts in a spreadsheet, go to the data enhancement tab right on the top of your Salesgenie homepage, click ‘Get Started’, and follow the simple instructions from there.

• If you use salesforce.com to manage your contacts, you can check your contacts stored there against our database with Salesgenie Enhance.

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Have a larger file or want more customized data processing services? Infogroup’s team of experienced Data

Experts are always ready to help!

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Saved Searches Chances are, you are going to be using the same basic search parameters every time you jump on Salesgenie – generally your business will take you in one search direction.

Saved searches are a great way for you to search even faster. Search once and then click on the save icon on top of your search results. Name the search and click save. Come back again and your search will be available to run right from your home page.

Save

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Google MappingRoad trip! Time to jump in that old sedan, push aside the old fast food wrappers and make some face-to-face visits. If you are planning to visit a specific area or route, it is very helpful to actually see where you need to head.

Enter Salesgenie’s powerful map tool. From your search sidebar, go to ‘Map Based Search’.

• Draw a shape or radius right on the map. You’ll instantly get a list of all the individuals that fit your criteria in that area.

• If you have a person you are going to visit, map the location, and find similar people in the same area by searching for nearby neighbors.

• If you want to know what businesses are on a specific route, select ‘Drive Route’ to plan your trip based on your start and end address. Print out your results, rev your engine and get going!

95% of reps surveyed stated that Salesgenie’s mapping functionality, finding like prospects, and mobile

application has allowed them to be more e�ective and e�cient while prospecting.

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Customer ClonerDo you have the perfect customer? Don’t you just want to clone them? Salesgenie has the technology! It doesn’t even involve splicing anyone’s DNA. It just involves telling us to search for businesses that closely match that great customer.

From the target consumer’s detail page, just click on the clone icon above the details. In one easy step you’ll be given a set of search parameters that will yield more leads just as good as the one you know!

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Suppress RecordsIf you already have a large list of current contacts, you probably don’t want to be distracted by them every time you search for new leads. Good news – it’s actually possible for you to remove your current customers from search lists.

Just contact one of our representatives, provide them with your list and they will take care of the rest. Your searches will be cleaner and even more focused on just the contacts you’re looking for.

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The Goal is the Sale,Not the Search

If you are on the road a lot, or just addicted to your tablet or phone, the Salesgenie mobile app is about to become your new best friend. Whether you use Android, Apple or Blackberry, you have access to the power of Salesgenie, maximized for your device.

The simplified functionality and integration of GPS capabilities makes it easy to:

• View business and consumer profiles on the go• Get driving directions with Google Maps• Find other prospects that are near you at any time• Optimize your time with a built in contact manager and calendar

You’ll never need to go to the office again!

Access prospects on the go with apps available for iPad,

iPhone, Android and Blackberry

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ABOUT SALESGENIEABOUT SALESGENIESalesgenie from Infogroup Targeting Solutions combines sales, prospecting, and marketing into a customized online tool. Our easy-to-use interface enables you to find quality business and consumer leads as well as gain valuable insight about them. Salesgenie reduces prospecting time, increases close rates, and allows you to focus on leads most likely to become customers.

LEARN MORELEARN MOREVisit our WebsiteWatch our Video

Contact Salesgenie866.872.9069

[email protected]

get the most our of your salesgenie experienceget the most ... · to do it: • if you have your...

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