Building the right business list starts with two key steps: maintaining your own customer data and using Salesgenie’s powerful U.S. and Canadian business database. Together, these steps help you find more of your ideal prospects.
Collect and Enrich Information
- Save key details about your customers such as name, address, phone number, email address, purchase history, and contact history
- Use Salesgenie to add deeper insights such as industry (SIC code), lines of service, employee size, annual revenue, expenditures, and executive contacts
- These characteristics give you a clearer picture of your ideal customer profile
Track and Maintain Your Data
- Be consistent about when and how you update your customer information
- Clean, accurate records ensure your business list remains valuable as it grows
Getting Started in Salesgenie
- From the Home Dashboard, click Search for Leads in the top section
- By default, the database will be set to U.S. Businesses. Use the dropdown if you’d like to switch databases
- Use the Quick Search bar for simple lookups, or select Filters for advanced search options
Best Practices for Filtering Your List
- Start with geography: Narrow results quickly by location before applying other filters
- Use broad-to-specific filtering: Begin with characteristics shared by many records (industry, employee size, sales volume), then refine further
- Apply filters step by step: After each filter, assess how many records remain before adding another
- Save your work: Each time you refine a search, save it as a new list so you preserve the filter criteria used
- To reset, click Clear All near the top right of the screen
Navigating Salesgenie
Home Dashboard Sections
- Search for Leads: Access databases to find businesses or consumers and build lists
- Saved Lists: View your most recent saved searches, including database, record count, and creation date
From the three-dot menu on each saved list, you can:
- Manage Lists
- Group By
- View Report
- View Criteria
- Clone Criteria
- Rename List
- Delete List
Left Navigation Sidebar
- Toggle between Business and Consumer databases
- Access Saved Lists
- Manage Email Campaigns and Direct Mail
- View Tasks
- Adjust Settings
- Access Support
Working with Lists
List View (Search Results Page)
- Appears after you apply at least one filter and run a search
- Shows a preview list of records matching your criteria
- Quick search and filters are always available to refine further
Record Detail View
- Provides complete information for each record in Salesgenie
- Business and consumer detail pages are organized differently, tailored to each database
To return to the Home Dashboard at any time, click the Salesgenie logo in the top-left corner.
With these steps, you’ll create targeted, profitable business lists that help you find and reach the right customers faster.