get the most out of your salesgenie experience get the most out of

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

CONTENTSCONTENTSPg 3. B2B Tips & Tricks

Pg 16. B2C Tips & Tricks

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B2B TIPS & TRICKS B2B TIPS & TRICKS Salesgenie provides a complete custom

solution for your self-prospecting needs. Here are 12 tips to help with

your B2B prospecting.

Salesgenie provides a complete custom solution for your self-prospecting needs. Here are 12 tips to help with

your B2B prospecting.

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Saved SearchesChances are, you are going to be using the same basic search parameters every time you jump on Salesgenie – maybe targeting different locations or different business sizes.

If that's the case, saved searches are a great way for you to search even faster. Search once and then click on the save icon on top of the results page. Name your search and click save. Come back again any time and that search will be available to run right from your home page.

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Save

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New Business Lead AlertsSalesgenie adds tens of thousands of fresh new businesses to its data-base each week – chances are a few of them will meet your criteria! There is just one thing you have to do:

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

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Salesgenie’s new business database includes:40,000 new businesses added weekly

2.1 million new businesses added annually

Information collected from over 250 sources to ensure accuracy

Alerts

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Data EnhancementYou have plenty of contacts on file, but it’s hard to keep them current. You might be missing important information like email addresses or company expenditures. 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 fill in the blanks. 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 Salesgenie’s database

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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Using Business Details toGet to Know Your Prospect

You’ve just found a business that has the basic parameters that you are looking for. Congratulations! Open up the business 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 talk to them:

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Quickly navigate each company’s maze of titles to find the right contact for you. Use LinkedIn to gather more information on these contacts and see if any are within your larger network.

Management Directory

Packed with up-to-date information, even for smaller companies. Understand the issues they are dealing with today!

Company News

Is a company a potentially risky proposition? Get an initial read through the credit score meter.

Credit Score

Get to know what your target is buying at a glance. It helps to know their budget for o�ce products before you try selling them paper.

Business Expenditures

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

Nearby Businesses

Relevant details about the business’ size and products.

Company Details

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Competitor ReportSalesgenie gives you so many ways to learn about potential customers. It’s as if it was its job! Another simple tool you should get to know is the competitor report.

Once you’ve found a good lead, click on the competitors report on the left sidebar. A list of businesses that do the same thing in the same area pops up. At a glance, get a feel for any industry, where your target business fits in that line of business, as well as a tidy list of new businesses that you can add to your leads.

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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 helpful to know what’s out there.

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 companies that fit your criteria in that area.

• If you have a business you are going to visit, map it and find similar ones 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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Find the Right Contact with LinkedIn Integration

Wouldn’t it be great if there were a place where people networked and volunteered up to date information about their position in a company? Oh wait, there is! LinkedIn – and it’s now fully integrated into Salesgenie’s business detail page.

Once you find a company, just click on the LinkedIn icon and instantly:

• Find other people who work at the company, including new hires• Get up to date information about promotions and job changes• See if they are in your network• Follow companies

Combining Salesgenie’s huge database with LinkedIn provides you with an even better shot at

finding the right person to contact.

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Customer ClonerDo you have the perfect customer? Don’t you just want to clone them? Salesgenie has the technology! You don’t even need a DNA sample.

From the Business 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 like it!

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Direct MailHere’s a win-win scenario: You want to offer potential customers you found on Salesgenie great deals by sending them a card or brochure. Your post office really needs your business and is willing to take those deals right to your customers at a low, low rate. Let’s make this happen!

Salesgenie makes it easy to get your message into the hands of the right audience with Direct Mail Services.

Once you have a list of addresses you want to mail to, you can contact our team of marketing experts - they can do it all! They will help design your mailing, take care of printing and addressing, and even mail it off for you!

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If you do direct mailing all the time or are just trying it out, Salegenie’s cost-e�ective and

timesaving direct mail service is hard to beat!

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Email BlastsFor email aficionados, Salesgenie has the tool for you. Armed with email contacts you found in your search, you can instantly message one-to-one or send emails out to an entire list of people you want to reach.

• To send an email out to a large group, go to your search results, click on the emails icon above the search results. Upload your own email design or choose one of our custom templates, write, and send out your message.

• One-to-one emails are easy too – go to the business detail page and click on the email icon.

• We keep working after the email is sent to give you reports on how successful your email was and lists of contacts that opened it.

Use your time wiselyEmail marketing generated returns of 40:1 in 2011!

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Salesforce.com IntegrationIf you use Salesforce.com to manage your contacts, you are in luck. Salesgenie fully integrates Salesforce.com, helping increase 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

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

provided by Salesgenie!

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Salesgenie Mobile AppIf you are on the road a lot, or just addicted to your tablet or smart 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 use on 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 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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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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Share


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!

Share


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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Share


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.

77

Share


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]

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