Genius Review

The following is a review of the marketing automation solution.


  • Ranked #1 on AppExchange for marketing automation.
  • Genius list automatically creates SF Campaign.
  • Automatically notifies rep if email is opened or person is on the site.
  • Quick speed to market.  Less than one week.
  • Intuitive process and sales friendly user interface.
  • Genius URLs:  Trackable PURL that can take customer back landing page for tracking of both online and offline communications.
  • Outlook integration.
  • SmartGroup function gives customer the ability to segment prospects/customer based on predefined criteria.
  • Interact function creates personalized message to customer when the get to website.
  • Deliverability check on outbound email campaigns.
  • Ability to quickly add responded emails to future campaigns.
  • Website replay provides sales rep quick visual tour of what web pages the prospect or customer viewed.


  • No integration with direct mail or other outside vendors.
  • Lacks some more sophisticated marketing automation features.
  • No ability to track visitors that are guests.
  • Limited to total score versus other metrics on Lead Scoring.

Implementation Process

  • Account is provisioned within the 45 minutes of contract.
  • Dedicated customer success manager.
  • Unlimited tech support via email or phone ( 6 – 5 p.m.)
  • No charge for standard implementation process which consists of 5, 1 hour sessions
    • Session 1: Build 2 email templates and landing pages.
    • Session 2: Build 1 workflow for lead nurturing campaign.
    • Session 3 – 5: Customer can pick what topics they want to focus on.


  • Marketing Automation solution is based on size of database.
    • 0 – 25,000 leads/contacts: 5 sales and 1 marketing user. $18,000 per year.
    • Custom packages can be put together for smaller list ($15,000 or less).
  • Email marketing solution does not include all the automation, lead scoring.
    • 0 – 25,000 leads/contacts: $9600

Screen Shots