How to Get Started with InsideView Sales

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There are two ways you can access InsideView Sales.

Accessing from your CRM

If your company has  integrated InsideView Sales with your CRM, you will see an InsideView Sales "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 "mashup."

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Configurations can vary. However, you will generally see the InsideView Sales "mashup" 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 "mashup." However, clicking on a company linkpeople link or certain other commands will will open a new browser window with the standalone InsideView interface.

The standalone interface gives you access to additional features, including InsideView's search feature. So if you don't see a feature you're looking for, try going to the InsideView standalone interface. 

Accessing in Standalone mode

If your company has not integrated InsideView Sales with your CRM or you use InsideView features that are not included in the CRM "mashup," you access InsideView in Standalone mode. To go to the InsideView Standalone interface, go to https://my.insideview.com. in your internet browser.

The Standalone InsideView interface opens in a new browser tab or window. If you got to the Standalone interface by clicking a link in the InsideView mashup in your CRM, you can go back to your CRM by selecting the previous browser tab or window.

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 mash-up for the record. You could also search for the company record directly in InsideView. For more information, read the article Search Tips on our Knowledge Base.

The information on a company details page is divided into separate tabs including: Overview, People, Buzz, Family Tree, Competitors and More tabs covering unparalleled information from over 30,000 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 events at the company.
  • Find conversation starters.
  • Get relevant contact information for the company.
  • Track the company by adding it to your Watchlist

Accessing Executive/Person 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 mash-up for the record. You could also search for the company 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.
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