How to Get Started with InsideView Insights

There are two ways you can access InsideView Insights.

• Accessing from your CRM
• Accessing in Web View mode

Accessing from your CRM

If your company has integrated InsideView Insights with your CRM, you will see an InsideView Insights "frame" inside CRM records. Because the InsideView frame brings in information from outside your CRM, in Internet parlance, it is sometimes referred to as a "CRM View".

Configurations can vary. However, you will generally see the InsideView Insights "CRM View" from the following CRM record types:

• Accounts
• Opportunities
• Contacts
• Leads

You don't need a separate username or password for InsideView. Simply go to a record in your CRM and scroll down until you see a frame that resembles the one above.

You can browse InsideView tabs from within the CRM View. However, clicking on a company name, person name or certain other links will open a new browser tab for the Web View of the InsideView Insights interface.

The Web View interface gives you access to additional features, including InsideView's search and list building features. So if you don't see a feature you're looking for, try going to the InsideView Web View by clicking the hamburger menu in the top right corner and clicking “Open InsideView.com”.

Accessing in Web View mode

If your company has not integrated InsideView Insights with your CRM or you use InsideView features that are not included in the CRM View, you access InsideView in Web View mode by going to https://my.insideview.com in your internet browser.

Accessing Company Details

Use InsideView to research your target companies and plan effective sales strategies. InsideView provides comprehensive and up-to-the-minute information about companies so you can identify the best time and method to approach them. In InsideView, all the information pertaining to a company, be it a lead or an account, is displayed on a unique details page.

To navigate to the details page of an account or lead, open the account or lead record in your CRM and scroll down to see the InsideView CRM View for the record. You could also search for the company record directly in InsideView. For more information, read the article Search Tips in our Knowledge Base.

The information on a company details page is divided into separate tabs including: Overview, People, Insights, Family Tree, Similar Companies, Tech Profiler and more tabs covering unparalleled information from over 40,000 financial, media, and social sources.

A few things you can do with the company details:

• View your connections to key executives at the company
• View the latest business news about the company
• Find conversation starters
• Get relevant contact information
• Track the company by adding it to your Watchlist

Accessing Contact Details

InsideView enables you to sell more effectively by helping you find the right people, identify your mutual connections, and learn more about them so you can quickly and easily establish rapport and build credibility. In InsideView, all the information related to a person, be it a lead or a contact, is displayed on a unique details page.

To navigate to the details page of lead or a contact, open the record in your CRM and scroll down to see the InsideView CRM View for the record. You could also search for the person in InsideView. For more information, read the article Search Tips on our Knowledge Base.

Using InsideView you can:

• Discover connections to key people within your target accounts through your connections as well as your team’s connections
• Learn about your prospects and customers through 360 degree profiles and real-time updates from LinkedIn, Twitter, Blogs, and other social media
• Follow key people at top prospects and get alerted when they change jobs, get promoted, have a social update or are in the news