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.

How can we make it easier to find, acquire, and retain customers?

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  1. 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.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. placement of disclaimer

    The disclaimer at the beginning is too low on the page and i have to move to another screen to accept it. Please put the accept button at the top of the screen or put the whole thing higher on the page. This didn't use to be a problem...maybe with last update.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. x-dates for autos

    Can we have x-dates for autos?

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  4. Edit capabilities on lists created

    I have created a list and have found that several of the phone numbers and contacts are not accurate. It would be nice to be able to change those fields. I also use the auto dialer and when I find the righr number I have to manually dial. Since I pay for the priviledge to have auto dial I should be able to change that field. Also some of the leads are out of business it would be nice to be able to delete them from the list.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  5. Can we determine who a company uses for there internet

    Is there any way to determine who a company may be using for there say phone or internet provider?

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  6. sales data serach

    wide serach area like someone has find medical center or dentist dr easy to find us

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  7. Email indicator

    In the drop down box that shows the people at the lead it should have an indication which person has an email address.

    1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  8. Making a wish come true - Using the platform for imported leads

    I appreciate the leads produced by Salesgenie but I do get warm leads while in the field and would love to utilize the Salesgenie platform to organize/monitor/verify information while adding to databank(for credit perhaps.award system).

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  9. Activity Tracking

    Keeps a running total, when when each prospect was contacted, or a lead status was changed. Would be nice to know number of touches per prospect.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  10. Executive Info

    Under contact options: to filter companies that have an executive contact name in the U.S. Businesses view (the option is there in the new business view).

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. Verification Date

    Post date that the information was verified. I have gone into accounts with the information from Sales Genie only to find out is was several years out of date. For instance, the contact person has not worked there in 5+ years.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  12. New Data - Coop & condo ownership

    condo and cooperative ownership

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  13. Search Failure

    When I search to build a list and there are only a few results, say 1-4, no results are shown. I search a specific company by name and state, yielding one result. Nothing is shown.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  14. Import map layers

    Allow import of other shape, or map/GIS layers so that custom shapes don't have to be drawn multiple times.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. fix your mep

    fix your map

    1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  16. Provide Editable Template Name in "Customize Your Email" screen

    Please provide a way to SEE and change the name of a template in the Customize Your Email menu.

    Thank you

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  17. Credits

    Change the icon for seeing how many lead credits there are. My customer expressed concern because it was a $ sign. He said I would never have clicked on that, to me it seems like somewhere I have to spend more money.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  18. Improve accuracy of titles

    Improve the likelihood that the title shown in Salesgenie is the contact's actual title.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  19. Suggestions for who else I should contact based off previous lists I have built

    As a user, I want to contact as many leads as possible but may not have configured the search settings properly.

    Could Salesgenie offer intelligent suggestions based off of industry and geography settings I have already used on previous lists?

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  20. Provide a package that is scoped by geography, such as state or territory (northeast/midwest/etc)

    As a customer, I don't need access to the entire united states since my territory is restricted to a specific geography.

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