InsideView Sales Release Notes v135 (06-May-2017)

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Contents

About InsideView Sales

What’s New in v135?

Support and Feedback 

About InsideView Sales

InsideView Sales offers the most accurate and complete market intelligence that powers productivity across the enterprise. Up-to-the-minute intelligence from over 40,000 sources is delivered into your business workflow through various InsideView CRM integrations. The Insideview for Sales product suite also includes:  

  • InsideView Mobile™ – Provides market intelligence on your mobile device making it easy to access on the go.
  • InsideView Account Management™ – Provides leadership change updates and market intelligence to keep you informed about important activities across your accounts and arms you with insights to retain and grow them.

What's New in v135

Click the following links to browse through the feature updates and enhancements in the respective products:

New Features in InsideView Sales 

Sync and Update Multiple Contacts

InsideView Sales for SAP Hybris Sales Cloud allows you to sync/update multiple contacts in your SAP C4C CRM. 

To enable the Multi-Update feature, select any check box to filter list of executives or perform a keyword search by name and/or title as illustrated:

Multi_Update_Big.png

Click Multi-Update and on the Sync People with CRM page, select up to 20 executives and then, click Sync as Contacts to update them into your SAP C4C CRM with a single click.

Multi_Update1_SAP_Big.png

For more information, read the articles How to Map Custom Fields (Sync), How Do I Enable and Use Multi-Update Feature?, and Troubleshooting Sync Issues in InsideView Sales for SAP Hybris Sales Cloud in our Knowledge Base.

Localization Preference Improvements

InsideView Sales allows you to select region specific localization preference for Currency, Date and Address format in the User Profile page.

localization_preference.png

The Localization Preferences are very clear and explicit because your selection will localize the currency, date and address format accordingly. By default, the localization option is set to the US Dollars, American date and address format. You can select the following options for localization:

localization_preference1.png

LinkedIn Connections Import Changes 

LinkedIn recently changed their connections export functionality and file format. Follow the updated instructions  in the Add LinkedIn Connections window as illustrated below to export your LinkedIn connections. Later, you can import these as your Connections in InsideView Sales.

LinkedIn_Changes_New.png

For more information, read the article Setting Up InsideView Connections on our Knowledge Base.  

InsideView Sales is Compatible with NetSuite 2017.1 version

InsideView Sales now works seamlessly for users on the latest version of NetSuite 2017.1. This is good news for all NetSuite users who have migrated or plan to migrate to the newest version of their NetSuite CRM. 

New Features in InsideView Mobile

There are no feature updates and bug fixes in this release.

New Features in InsideView Account Management

There are no feature updates and bug fixes in this release. 

Support and Feedback

For technical issues, email contact support. Insideview’s Support team will contact you within a few hours to address your technical problem.

Please share your feedback and ideas with us by sending an email to kb@insideview.com or click the Feedback button on the right-hand side of this page.

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