Using Connections

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In InsideView for 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 Connection Details to:

  • Identify your direct connections to a prospect: The person could be your co-worker, previous co-worker, am 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
StepDescriptionDetails
1 Go to the Watchlist screen Access the Company Details page of your target company. To do so:

In your CRM, locate the company (Account) and click its name. The Company Details page opens in the InsideView mash-up.

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 Details page, under the Connections section, click View All to see the complete list of employees you connect to in the company.
3 Filter the list by details You can filter the list by job levels, functions 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 the link that displays the number of your connections to the person.

 

Sending Referral Requests

InsideView for 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: 

StepDescriptionDetails

1

Go to Company Details Page

Navigate to the Company Details page of your target company. To do so:

In your CRM, locate the company (Account) and click its name. The Company Details page opens in the InsideView mash-up.

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 from the search results based on its Name, Type, Location, Revenue, and Employees information. 

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.

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

Starting a Conversation with a Connection

You can find important conversation starters when reaching out to your prospect or customers on the Start Conversation page.

To navigate to the Start Conversation page:

StepDescriptionDetails

1

Access Company Details

Access the Company Details page of your target company. To do so:

In your CRM, locate the company (Account) and click its name. The Company Details page opens in the InsideView mash-up.

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 from the search results based on its Name, Type, Location, Revenue, and Employees information. 

2

Start Conversation

On the Connection Details page, below the profile picture of the prospect, click Start Conversation.

Using the information on the page, you can:

  • Name drop a mutual connection: Review your common connections to gain familiarity with the prospect.
  • Reply to a company tweet: View and reply to the latest tweets of your prospect’s company.
  • Start a conversation about a compelling event: Read the latest news articles about the company or prospect, and the latest blog posts of the company.  You can also email the links to the news items or blog posts, or share them on your Facebook, Twitter, or LinkedIn profiles.
  • Contact the prospect: Write an email to the prospect. You can also use the phone number listed on the page to reach your prospect.
 

Resolving multiple matches

If InsideView for Sales detects multiple potential matches to a personal connection you’ve added, you'll see the Resolve Matches icon next to the connection.

StepDescriptionDetails

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.

 

StepDescriptionDetails

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 

 

2

Connect Your LinkedIn Account

In the LinkedIn box, click View Profile. If you are not logged in to your LinkedIn account, the screen below will display. Click View Umberto's full profile to login to your LinkedIn account.

3

Connect Your Twitter account

On the individual's main page (Figure 1 above), click Connect to Twitter. 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.

4

Connect Your Facebook Account

On the individual's main page (Figure 1 above), click Connect on Facebook. If you are not logged in to Facebook, the screen below will display.  Enter your Facebook credentials and click Log In.

Note: The information you can view on the individual's Facebook page will be based on their Facebook privacy settings. 

5

Connect Social Media Page

To connect your social media accounts, follow the steps outlined below:

In the Complete Setup box, click Connect Social Media.

Connect Your Twitter Account

Click Connect with Twitter and enter your Twitter credentials If you don't have a Twitter account, click Sign up for Twitter to create an account.

Connect Your Facebook Account

Click Connect with Facebook and enter your Facebook credentials. If you don't have a Facebook account, click Sign up for Facebook to create an account. 

 

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