What is the turnaround time once my file has been uploaded?

Depending on the file size, processing times can range from a few minutes to a few hours. Timeframes will vary for larger orders requiring the assistance of a marketing expert.

What file types and sizes are supported by the Customer Data online tool?

Our online tool can process spreadsheets that contain up to 50,000 rows and 100 columns; the maximum file size is 30MB. Acceptable file types are CSV, XLS, XLSX, and tab delimited. To enhance a [...]

Is there an additional fee to use Customer Data?

Please contact your account representative for pricing information.

Can I see additional information about my customers that I didn’t already have?

Yes. You will be able to view the information that Salesgenie has about your customer by viewing the record details in Salesgenie. This will help you to ensure your customer records are accurate [...]

Can I see my customers on a map?

Yes. Customer Data allows you to distinguish customers from prospects by plotting your records’ lead status icons on a map.

Am I able to upload a customer file for other users in my organization?

Yes. Contact your account representative to learn more.

Can I add a lead status icons and tags to my customers?

Yes. When uploading your file you will be able to add the customer lead status icon (or any other lead status icon) as well as custom tags to your file. Any matched records will receive the [...]

Will I see all records that I upload on Salesgenie?

Only records that we match to Salesgenie will be available for display; those unable to be matched will not be displayed.

Will I see my data on Salesgenie?

Only Salesgenie data will be displayed. We match your customer record to the Salesgenie database and display the Salesgenie version of your customer record. The record will be flagged with a [...]

What is Customer Data?

Customer Data gives you the ability to use Salesgenie for both acquisition and retention marketing. Simply upload your customer file and Salesgenie will match your records with its own database. [...]