InsideView Products Release Notes

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:

• Managing Custom Agents
• Setting Up InsideView Connections
• Using Connections
• Managing Watchlists 

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.

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

  • Editing an Existing Market Segment

• InsideView Insights

  • Managing Intent Data Settings
  • Using Intent Data
  • How to Build Lists

• InsideView Target

  • How to Build a Company List

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:

• Step 2: Prioritize Leads
• Step 3: Prepare
• Using Connections
• How to Build Lists

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.