(subject to change)
October 02, 2021 (v193)
Search Contacts in the Family Tree
InsideView Insights now allows you to more easily find relevant contacts within companies in the Family Tree who may be associated with a parent or child company. You can now discover contacts faster and easier with better Family Tree and Location search filters, which will improve your business outreach.
InsideView Insights lets you use the pre-filtered categories in the Company Overview and People sections that allow you to select the companies in the Family Tree for which you want to find contacts to start business conversations.
You can select these categories to filter contacts:
- Contacts at Parent: View all contacts in the parent company only.
- Contacts by location: View all contacts in a particular geographic location across the family tree.
- Family tree contacts: View all contacts across the family tree.
When you click on any of these categories, you will be redirected to the People section with the selected option to view contacts.
You can also select specific companies within a family tree to filter contacts.
You can also use the pre-filtered categories in the InsideView Insights responsive and mobile view.
Responsive View
Mobile View
For more information, read the following articles in our Knowledge Base:
- Using Family Tree
- Using InsideView’s Responsive View in Small Page Widths in Salesforce CRM
- Using InsideView Insights Mobile Website
September 04, 2021 (v192)
Enhancements to Technographics
InsideView Insights, InsideView Target, and InsideView Apex now allow you to view updated tech install data from DemandMatrix to help you win more business by identifying companies that use relevant technologies in your market. InsideView Data Integrity and API customers will also be able to enrich accounts and leads with the best-in-class technographic data from DemandMatrix.
Note: Technographic data is available for customers who have purchased the Elite license, or Enterprise license with the Technographics add-on.
In the “Build a List” feature, you can add Technology as a filter from the Insights tab to search companies based on particular technologies from a pre-configured list defined by your account admin.
You can follow the same instructions to set the Technology filter in InsideView Target and InsideView Apex.
In InsideView Apex, you can add the Technology filter when defining or editing an existing Market Segment. Open a market segment and click the blue Plus button to add the Technology filter.
Export PDF Enhancements
InsideView Insights now provides the Intent Topics in the PDF file that you download from the Company Overview page.
For more information, read the following articles:
InsideView Apex
InsideView Data Integrity
- Setting Up an Integration for Data Integrity in Microsoft Dynamics CRM Online
- Setting Up an Integration for Salesforce CRM in Data Integrity
InsideView Insights
InsideView Target
August 07, 2021 (v191)
Enhanced User Interface in InsideView Insights Multi-Export
The InsideView Insights user experience and navigation are enhanced for the Multi-Export feature both in the CRM and Web view to give you more control over the data that you export to your CRM.
When exporting multiple records to your CRM, you’ll see options to:
- Create new records in CRM only when an existing match is not identified for the exported record.
- Create new records for which no match is found and update one or more potential matches in CRM.
For existing matches, you can now click the View link to verify the potential matches that you are exporting and select one of the following options:
- Update Matches for all or desired records
- Create New Account/Contact/Lead to create an intentional duplicate
- Skip a record completely
The option to create new accounts, contacts, and leads will only be available if your admin has enabled the Create duplicate records in CRM option in the Export Settings.
For more information, read the following articles in our Knowledge Base:
- Exporting (Multi-Sync) Companies and People as Accounts, Contacts, and Leads in Your CRM
- Exporting Companies and Contacts to Your CRM
The InsideView Data Integrity Status field now includes a value to indicate when a record was previously managed by a data management process. The following values are now available for the InsideView Data Integrity Status field:
- Not Managed - Shows all records that have never been managed by a Data Integrity process.
- Managed - Shows all records that are currently managed by a Data Integrity process.
- Formerly Managed - Shows all records that have been previously managed by a Data Integrity process. Once the Data Integrity Process is updated, and if the record is no longer a part of the process, the status will change to Formerly Managed.
For more information, read the article Quick Start Reference - Setting Up InsideView Data Integrity in Salesforce CRM in our Knowledge Base.
July 10, 2021 (v190)
Insights Homepage Enhancements
The InsideView Insights homepage has been revamped to allow you to quickly navigate to your most important product features. You can now easily filter news using standard, custom, and team agents in addition to accessing saved lists and searches, connections, and learning resources with a single click. You can view and use the new homepage components both in the CRM and Web views.
Salesforce CRM view:
Microsoft Dynamics CRM view:
Web view:
Click the new Home link any time you want to return to this page.
For more information, read the following articles in our Knowledge Base:
Export Intent Data
InsideView Insights now lets you export the Intent Data topics that you have selected in the List Build page and Intent Data Settings page. You can export Intent Data topics from the Global Search results, Company Overview page, and the Companies and People tab in the List Build.
For more information, read the articles Managing Intent Data Settings and Using Intent Data in our Knowledge Base.
June 19, 2021 (v189)
Intent Data
InsideView Insights now allows you to view Intent data to help you win more business by identifying which companies are in the market to buy your products and services. Intent data gives you an edge over your competitors and provides you with more insights to identify companies that are interested in what you sell.
Note: Intent Data is available for customers who have purchased the Elite license or Enterprise license customers who have purchased Intent as an add-on.
An admin can configure Intent topics in the InsideView Unified Portal account settings page.
CRM View:
Web View:
The Intent tab on a company record allows you to view the Intent Topics, Scores, and Trends for the given company.
In the “Build a List” feature, add Intent filters from the filter dialog on to the Insights tab to search companies and executives that are surging on particular Intent topics. When you select the Intent filter, you would be able to select Intent topics and set the Surge score range to narrow down your results.
You can follow the same instructions to set the Intent filter in the InsideView Target and InsideView Apex.
Note: Intent topics that are configured by the Account Admin are available for selection as part of the Intent topics filter.
In InsideView Apex, you can add the Intent filter when you edit an existing Market Segment. Go to a market segment, click the Plus sign to add the Intent filter.
For more information, read the following articles:
-
InsideView Apex
-
InsideView Insights
-
InsideView Target
April 24, 2021 (v187)
Mobile Phone Numbers
InsideView Insights now allows you to access the mobile phone number of executives, provided we have the mobile number in the InsideView database. InsideView’s Mobile Number feature will increase the probability of directly contacting your prospect for better business outreach.
Note: The Mobile numbers for executives are available only when you purchase the InsideView Elite license.
You can view Mobile phone numbers in both the CRM and Web views.
Web View:
CRM View:
The Mobile Number feature allows you to view the type of phone number by hovering on the green dot icon.
In the List Build search, you can select the Mobile Phone filter to search executives with mobile numbers.
You can also view the Mobile number icon in the Contact Info column in the People search results.
Mobile Phone is available as a mappable field in the field mappings, which can be used to push the mobile number to the respective CRM field.
For more information, read the following articles:
March 27, 2021 (v186)
Multi-Sync Companies and People as Accounts, Contacts, and Leads
Now you can export companies, contacts, and leads in bulk from the InsideView Insights list build search results to Salesforce and Microsoft Dynamics 365.
You can also bulk export or sync companies from Family Trees, Global Search, and the Browser Extension. Contacts and leads can be exported in bulk from the People tab, Global Search, and Browser Extension, in addition to List Build results.
The "Export" option allows you to create new records or update existing records. Your Account Admin has the control and flexibility to set field update rules and bulk export settings for your account, contact, and lead objects.
For more information, read the article Exporting (Multi-Sync) Companies, Contacts, and Leads to Your CRM in our Knowledge Base.
February 27, 2021 (v185)
This release rolled out only bug fixes. There are no new features released.
February 06, 2021 (v184)
This release rolled out only bug fixes. There are no new features released.
January 09, 2021(v183)
This release rolled out only bug fixes. There are no new features released.
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