FINANCIAL SERVICES

Salesfully for financial services professionals

Grow your insurance sales agency, investment firm, or venture capital organization by leveraging the power of custom data.

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Join the hundreds of financial services firms currently using Salesfully

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Lack of detailed data about your sales prospects and clients can hamper the growth of your financial services organization.

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Salesfully is a cloud-based all-in-one data discover platform used by many insurance agencies and financial services firms all around the world to gain insights into pertinent data about their customers, clients, and so on.

Transform your financial services organization through the use of targeted marketing data

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About our data

Our platform is buit on quality data sourced from both public and non-public channels. With over 200 million consumer and business data and dozens of data points, you are sure to find the data you need to build your next marketing campaign

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Data uses

Data sourced from our platform is ideal when engaging in direct marketing. Our users find our platform to be most helpful when executing telemarketing campaigns, mailers, business-to-business email campaigns, and so on.

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Support

Whether you have a question about our service or require assistance in using your account, we are here to provide support 7 days a week, 24 hours a day. Contact us anytime. 

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Frequently asked questions

What exactly is Salesfully?


Salesfully is an all-in-one marketing data platform. In essence, our system provides small business owners and mareting teams with the tools needed to access quality detailed data on over 250 million U.S businesses and consumer households.




How can Salesfully help my business?


Whether your market your services to business or consumers, you can access the data on said businesses and/or consumers through our system. This data, also known as sales leads can help serve as the foundation of any direct marketing campaign you plan and execute:




Can I export my sales leads to use in other programs?


Yes! As a premium user, you will be able to search for, and export ( in excel format) all sales leads to use in other applications like a contact management system, direct mail platforms, etc.




How many leads can I download at a time?


Our system allows you to export unlimited sales leads for just one flat monthly rate. There are no extra costs to download your leads.





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