InsideView Products Release Notes

In this release we have made enhancements including Company Taxonomy updates and Branch Matching. 

Company Taxonomy Updates

We have made several updates to our company data taxonomy across all products including: 

• Company Status
• Company Type (previously called Ownership Type)
• Business Structure
• Site Types

We are making these updates to more accurately provide company information that is crucial for understanding customer and prospect accounts. Many customers need to know if a company record is a branch versus a global parent for account assignments, lead routing, and to determine if it is a viable account for sellers to pursue.

Click the links below to learn more:

• Updates to the Company Record
• Updates to Exporting a Company Record or a Branch Record
• Updates to Search Results
• Updates to Global Search
• Updates to Company Preview
• Updates to the Edit Match Page
• Updates to List Build Filters
• Updates to the List View Page

Updates to the Company Record

• The company type and business structure are now shown below the company name. 
  • Exception: When the company status is something other than Operating for both type and structure it will be replaced with status such as Acquired by XYZ or Out of Business.
• When the site type is known it is shown under the company address. 
• The Ultimate Parent button that shows a hierarchy diagram for some subsidiaries has been removed.

Updates to Exporting a Company Record or a Branch Record

When you export a company record or a branch record, the left-hand column now shows the business structure under the company name. In the example shown below, the business structure for Jones Lang LaSalle Chicago is the Branch of Jones Lang LaSalle Incorporated. 

You can also choose to export the parent record to your CRM instead of the branch record by clicking the radio button to the left of the parent company logo.

Updates to Search Results

The Autocomplete search results and the Recently Viewed results now exclude the company type (for example, Public versus Private company). 

The information now included under the company name in the search results includes:

• Business Structure
• Industry
• Location

Recently Viewed results now include branch records with business structure and location shown below the branch name. 

Out of Business companies and branches also now appear in the Recently Viewed results.

Updates to Global Search

The Global Search table now includes additional columns for business structure and branch count. 

Branches can now be expanded by clicking on the number or the arrow next to them. Only 5 branches will load at a time. You can click the View More link to view additional branches.

When you perform a search with a location, the system now searches and filters across the associated branches. If a branch matches the search result, you have the option to expand the branches section. 

Updates to Company Preview

The Company Preview now shows the company type and business structure below the company name. 

• Exception: When the company status is something other than Operating for both type and business structure it will be replaced with status such as Acquired by XYZ or Out of Business.

When the branch site type is known it is shown under the company address. 

Updates to the Edit Match Page

The Edit Match page now includes the company type, business structure and branch count. 

Updates to List Build Filters

List build filters now include the following fields:

• Company Status
• Company Type (previously called Ownership Type)
• Business Structure (this is a new field)

Under Company Status, the Operating field is automatically  selected by default. 

Updates to the List View Page

Business structure is now shown as a column on the List view page.

Branch Matching Updates

In this release you can now identify branch records and match them to specific branch locations. A branch is an outlet of a company or, more generally, an organization that (unlike a subsidiary) does not constitute a separate legal entity, while being physically separated from the organization's main office.

For example, Demandbase, Inc. is a Global Parent company headquartered in San Francisco with branch locations in New York, Seattle, San Mateo, and England. 

Branch matching is important because it allows for:

• Higher account and lead match rates
• More accurate matches
• More accurate account hierarchies
• Better organization of family tree records

Click the links below to learn more about Branch Matching updates in Data Integrity and Insights.

• Branch Matching Updates in Data Integrity
• Branch Matching Updates in Insights

Branch Matching Updates in Data Integrity

In this section, you can view Branch Matching updates to Data Integrity.  Click the links below to learn more:

• Review Account Matches
• Change Account Matches
• Use Cases

Review Account Matches

• You can now clearly view the business structure of a matched account record (for example,  a branch versus a subsidiary versus a global parent).
• You can now view the full address details for branch records.

Change Account Matches

• Now you can choose to match to a branch, subsidiary, global parent, or independent company.
• Admins can change matches within the Data Integrity Review Matches page.
• You can change matches within the CRM via the Data Integrity Update button.

Use Cases

Tag Branches and Maintain CRM Quality

Automatically enrich account records in CRM with proper firmographics, including business structure and address fields.

• Use Data Integrity to match and enrich account records at scale to enable proper account qualification, scoring, and assignment.
• Leverage end users to update matches in the CRM to ensure data quality standards are met.

Manage Account Hierarchies in CRM

Automatically build out account hierarchies leveraging native CRM technology.

• Use Data Integrity to automatically link account records in the same family tree to enable proper account qualification, scoring, and assignment.
• Leverage the Sales Intelligence Cloud to fill out missing entities in family trees that sellers should add to their prospect lists.

Branch Matching Updates in Insights

In this section, you can view Branch Matching updates to Insights. Click the links below to learn more:

• Branch Records: CRM and Browser Extension
• Export and Sync Branch Data
• Branch Export Settings
• Use Case

Branch Records: CRM and Browser Extension

Branch records are searchable and matchable in the CRM app as well as the browser extension.

Export and Sync Branch Data

• You can view branch records in bulk from the parent account record.
• You can filter branches by Location and Site Type.
• You can now select and export branch records in bulk.

• Branch records can now be synced as net new records in the CRM if the admin enables that feature.
• Existing CRM records can now be matched to and updated with branch data regardless of the admin settings.

Branch Export Settings

Admins can now allow end users to create branches as net new records in a CRM

• This option does not affect the ability to match to and update existing CRM records with branch data.
• This option is disabled by default.

Use Case

Qualify Prospect Accounts

Research an account or lead to determine if it’s a viable prospect.

• When using Insights to research leads and accounts, if you encounter a branch record, ask yourself “Do branches make local purchase decisions?” If not, look at the parent record instead.
• When you find a relevant branch record, move up the family tree to a branch’s parent account to find viable decision makers.

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

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

• Editing an Existing Market Segment

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

• Managing Tech Profiler Data Settings
• How to Build Lists

InsideView Target

• How to Build a Company List

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.

This release rolled out only bug fixes. There are no new features released.

This release rolled out only bug fixes. There are no new features released.

This release rolled out only bug fixes. There are no new features released.