Using Connections

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In InsideView Sales, all of your connection information is displayed on the Connection Details page. These connections are determined based on previous employers, education, personal, and reference account details that you entered while setting up your connections.

Finding Connections

You can use Connections to:

  • Identify your direct connections to a prospect: The person could be your co-worker, previous co-worker, an employee of your customer, or a personal connection.
  • Identify mutual connections with the prospect: See who in your connections are connected to your target.
  • View your connection details with an executive at a company.
Step Description Details
1 Go to the Company Info page Access the Company Info page of your target company. To do so:

In your CRM, locate the company (Account) and click its name. The Company Info page opens in the InsideView CRM view.

or

In the standalone InsideView application, enter the name of the company in the search box, click the search icon, and select the correct company from the Companies section in the search results based on its Name, Type, Location, Revenue, and Employees information.

2 View All Connections On the Company Info page, click Connections to see the complete list of employees you connect to in the company.view_connection.png
3 Filter the list by details You can filter the list by job levels, functions, contact location and by the type of connection you share with them. You can also search for executives by their name or job title using the search box above the list.
4 See the connection details page To open the Connection Details page for an employee, click View Connections.

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Sending Referral Requests

InsideView Sales enables you to ask someone who knows the person you are trying to reach to introduce you to that person. You can send referral requests to your connections through the Connection Details page.

To do so: 

Step Description Details
1 Go to Connection Detail page Go to the Connection Detail of your target company by following the steps in the Finding Connections section.
2 Ask for Referral On the Connection Details page, choose your preferred referral from the list and click Ask for Referral. An Outlook message opens with the email address of the connection in the To field.

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Note: The Ask for Referral button is unavailable for connections whose email address is not present in the InsideView Sales database.

3 Send the Request Enter your request. You can use the automatic message provided by default or customize it to suit your needs.

Tip: You might want to provide the referrer with recent news you find in the InsideView Sales Agent results to use as a conversation starter. If you know the referrer well, you consider asking the person to include a positive comment about you.

Click Send.

Resolving multiple matches

When you upload your connections, if InsideView Sales detects multiple potential matches to a personal connection you’ve added, you'll see the Resolve Matches icon next to the connection.

Step Description Details
1 Navigate to Resolve Matches section Click the Resolve Matches icon.
2 Resolve multiple matches In the Resolve Matches dialog box, review the details of matching records, and double click the correct record.

Connecting Your Social Media Accounts to InsideView

It's easy to connect your social media accounts to InsideView so that you can view the information that your prospects share on LinkedIn, Twitter, and Facebook. You can do this from an individual's page or from the Connect Social Media page. The following section illustrates how to do this.

Step Description Details
1 Select an Individual Enter the individual's name, for example Umberto Milletti, in the Global Search box.

Select the correct name from the auto complete suggestions, then click Search. The individual's page will display.

Figure 1: Umberto's Main Page

connection_umberto.png

2 View LinkedIn profile In the LinkedIn box, click the View Profile link to login to your LinkedIn account.

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3 Connect to your Twitter account On the individual's main page (Figure 1 above), click Sign in to get social insights. The screen below will display.  Enter your Twitter credentials and click Authorize app. Note: You will have to do this only one time.

The individual's Twitter information will display.

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