Submit Your Ideas to Help Us Improve Your Experience

Welcome to our feedback page. If you have an idea you think can improve your overall Salesgenie experience or benefit others, we want to know about it. Our product team regularly reviews submitted ideas. Please provide specific details about your idea.

  1. Visual data sourcing for imported data

    There needs to be a way to tell the difference between our uploaded data and data contained in the sales genie database.

    If I upload our data for supporession or data management services, there is not way to tell if I am looking at data I imported (data I have internally to my company) or data that sales genie already had.

    There should be a color difference or something. Basically ... I purchased an email address that I already had.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. When

    Notes box: I like to type my notes as I am talking. The problem is the note box pops up over the address, phone number, and names. So it makes it difficult to confirm if you can't read it. Would like the note box to pop up where it is or be able to move it.

    1 vote
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  3. Change Lead Status in Bulk

    A new lead status has been created and I would like to change the status of a bulk amount of leads from their old status to the new status I created. Currently the only way to do this is by going into each individual lead and manually changing the status.

    2 votes
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  4. PROOF CHECK

    The attachment says it all. I am looking for a very prominent top executive of one of the top companies in the US and the primary decision maker has been deceased since 2009.

    THIS IS A BIG ISSUE WITH THIS DATABASE. PLEASE DO BETTER.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  5. sort by

    Sort by date of last note

    1 vote
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  6. 1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow DIY Direct Mail for New Mover customers

    We would like to hyper-personalize our mailers to new movers near our locations, which means we cannot meet the 250 minimum for your direct mail office. This could be resolved if we were able to use the DIY direct mail service through salesgenie like for businesses and regular consumers.

    2 votes
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    Under Review  ·  0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  8. View all lists assigned to a particular rep/user

    View all lists assigned to a particular rep.

    3 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  9. upload my own list of names with address

    I have a list of prospects that I want to upload so I can obtain Home value and auto vin information and then take that data and put it in Quote Burst to run accurate quotes. This will allow me to then send direct mail with the new updated information. So how can I upload a list into SG so I can use a specific list of names? it is a list of 55600 names so I cant do in manually.

    2 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. Make follow up appointment for business not in database

    Ability to add a new business to follow up list even though it is not in the SG database yet.

    3 votes
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  11. sort leads by SIC code

    It would be helpful to be able to sort the leads by SIC code

    3 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  12. Improve reporting features

    Provide a way to report and visualize a variety of metrics and user activity within Salesgenie.

    3 votes
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  13. age specific

    age should be age specific? like the DOB

    1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  14. Wealthfinder on Insights

    Add wealthfinder data to insights page

    1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  15. info id filter

    filter based in info usa id

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. Email Campaign improve access to and design of campaign performance tracking

    Compare responders to results benchmark and/or other campaign lists
    Add responder tags
    Access to responder details and counts

    3 votes
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    Planned  ·  0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow a Mobile App user to create drive routes between appointments from the map view

    Create route lists with multiple locations
    View drive times between locations
    Ability to add/remove stops/records from an existing route list
    View location details within a route list

    3 votes
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  18. PURGE LIST AT LEAST ANNUALLY, Or have auto-updating when we enter data of any kind

    I WOULD ESTIMATE 40% OF THE DATA IS OUTDATED. When you do 200 dials a day, that gets very frustrating. When I add a new owner, let it change your existing data and it's updated for you and everyone that uses it.(or have it programmed to go to your programmer and they can update it) Easy, huh? Same on phone # updates. And on Followup, that data needs to come up on a separate daily calendar so I know today's followups.

    2 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  19. what happened to the only 1 contact feature?

    Why did you remove the ability to limit contacts to only 1 person at a company? When I hit the road I like to print a list of the companies who are around or at where I'm going, I don't need to see every person who works there.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  20. SIC

    Verify SID's or leave as Not Classified if not confirmed. Don't go by Name Of Business. Please

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
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