Using InsideView Sales Mobile Website

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InsideView Sales mobile website lets you search for companies and contacts that you wish to target for your business dealings. 

Follow the instructions in the sections below to use all features in InsideView Sales mobile website:

Find Your Prospect Companies 

InsideView Sales mobile website lets you know more about your prospect companies. Here's how you can find right prospects:

Step Description Details
 1 Search for a Company Log in to InsideView mobile website: https://my.insideview.com/iv/, complete the following steps:

Tap the Search icon and select the Company tab to find companies that you wish to target.iv_mobile_company_zero.png

Enter the name of a company. For example, when you enter Inside, you will see type ahead suggestion of companies whose name starts with Inside.  Select the company and tap on the name as illustrated below:iv_mobile_search1.png

In the Company Detail screen, you will see the company's firmographic data. You can also tap the People tab to connect with right contacts and tap the Insights tab to view real-time news and social insights.iv_mobile_search2.png

2 View the company information  Go to the Company Detail screen by following the step 1.iv_mobile_company.png

In the Company Info tab/screen, you will see the following information:

Scroll down to view the company's data.

  • Company Name
  • Ownership Type
  • Industry Type
  • Company's Annual Revenue and Employee Count
  • Address
  • Description
  • Distribution of Contacts
  • Connections
  • Latest Newsiv_new_news.png
  • Industry Information and its profileiv_mobile_industry_profile.png

    Note: You can tap the View industry details or View more news links to view detailed industry information.

  • Competitor Informationiv_mobile_competitor_info.png

    Note: Tap the +Follow link to add competitors in your watchlist.  You can also tap the competitor Company Name hyperlink to view the company information in InsideView Sales web view.

3 Add Connections If there are no contacts and connections found for a particular company, tap the Add a person working at this company or Locate possible connection link.iv_mobile_no_contact_connection.png

Once you tap the link, you will be redirected to the Connections page in InsideView Sale web view where you can add your connections from Gmail, Outlook, LinkedIn and your personal connections.iv_connections

For more information, read the article Setting Up InsideView Connections in our Knowledge Base.

After you have added contacts, the following donut chart appears for contacts with their job function percentage:iv_mobile_contacts.png

 

Find and Engage with Contacts 

InsideView Sales mobile website lets you find contacts and engage with them to start your business conversations. Here's how you can find contacts working at your prospect company:

Step Description Details
 1 Search for People Log in to InsideView mobile website: https://my.insideview.com/iv/, complete the following steps:

Tap the Search icon and select the People tab to find the people that you are looking for.iv_mobile_people_zero.png

or,

Go to the Company Detail page by following instructions in step1 of the previous section and tap the People link as illustrated: iv_mobile_people_search_new.png

To find a particular contact, enter the name of that person. For example, when you enter Jason, you will see type ahead suggestion of contacts whose name starts with Jason. Select the contact and tap on the name as illustrated below:iv_mobile_people_search.png

In the Executive Detail screen, you will see the contact information which you can use to start your business conversations.iv_mobile_umberto_people.png

In the People tab of any company, you can filter people list using the list type, sort by name or relevance and job function by tapping the funnel_icon.pngicon in the People tab.iv_mobile_click_filter.png

Tap to select the list and job function as illustrated below:iv_mobile_filter_people.png

Tap Apply to save changes.

2 View the contact information Go to the Executive Detail screen by following the step 1:iv_mobile_umberto_people.png

In the Executive Detail screen, you can view the following contact information:

Scroll down to view the contact's data.

  • Executive Name
  • Job Title
  • Organization Name
  • Phone Number
  • Email Address
  • + Add to Watchlist
  • Executive's address
  • Age
  • LinkedIn Profile link
  • Google Search link
  • Previous Employments
  • Educationiv_mobile_umber_edu.png

     Note: To flag wrong executive information, tap the flag_icon.png icon.

  • News about contactiv_news_about_umberto.png
  • Social insights about contactiv_social_news_contact.png
  • View Connections link
  • Not the right social profile link

Note: If your Facebook and Twitter accounts are not configured, you will see options to sign-in to Facebook or Twitter to see contact's social insights.

3 View Connections  In the Executive Details screen, tap the View Connections link.iv_mobile_view_umberto_connectiojn.png

Note: Once you have added your connections, it will be visible in the Executive Details screen. In this screen, you can see how you are connected to a contact at your prospect company.

The following screen appears:iv_mobile_umberto_connection.png

Tap the Ask for Referral link to send email to your connections requesting for referrals.

4 Report incorrect social profile If you think the executive's social details are incorrect, tap the Not the right social profile? link to find the matches in InsideView's database.iv_mobile_incorrect_people.png

To select the correct match, tap the Select link and tap on Done.iv_mobile_select_correct.png

 

Find News and Social Insights

InsideView Sales mobile website lets you view news and social insights for contacts and companies from various sources of news and social media profiles on Facebook and Twitter. This information helps you to keep track of your prospects with their latest happenings. Here's how you can find news and social insights:

Step Description Details
 1 Go to the Insights tab  Log in to InsideView mobile website: https://my.insideview.com/iv/, go to Insights tab by following these steps:

Tap the Search icon and select the Company tab to find the Recently Viewed Companies.iv_mobile_company_new.png

To search for the desired company, tap the Search icon and enter the company name. For example, to search InsideView company, enter that name as illustrated: iv_mobile_insideview.png

Tap the company name in the search results and then in the Company Details screen, tap the Insights tab to view the latest news and social insights.

iv_mobile_insight_more.png

Tap the View More link to view more news feed. To see news on specific business triggers, tap the funnel_icon.png icon.iv_mobille_insights_filter1.png

Tap to select the desired news agents and tap Apply to save changes.iv_mobile_filter_insights_agents.png

Note: You can also add new agents or edit existing ones by tapping the Add/Edit Agents link.

2 View Company Insights In the Insights screen, you can view the following news and social media feeds:
  • News feed based on business trigger agentsiv_new_news_more.png
  • Blogs from Company's web pageiv_mobile_blogs.png
  • Tweets from company's Twitter handle iv_mobile_co_twitter.png
  • Posts from company's Facebook page
3 Configure Twitter account If your company's Twitter account is not configured and when you tap Connect to Twitter, the following screen appears:   

        iv_mobile_twitter_authorize.png

Tap Authorize App to see tweets from the company's Twitter account.         iv_mobile_twitter_authorized.png

 4 Configure Facebook account If your company's Facebook account is not configured, the following screen appears.iv_mobile_no_fb.png

When you tap Connect to Facebook, the following screen appears:iv_mobile_FB_login_small.pngLog in user your Facebook user credentials and tap Authorize App to see posts from the company's Facebook account.

 5 View news feed Tap the News Feeds icon to return to home page as illustrated:iv_mobile_news_feed.png

To see news feed based on specific business triggers, tap the funnel_icon.png icon and select the desired agents as illustrated below:iv_mobile_filter_news.png

Tap Apply to save changes.

 

 

Manage Profile Information

InsideView Sales mobile website lets you manage you profile by allowing you to edit profile, manage watchlists, connections, agents and account administration. Here's how you can manage profile details:

Step Description Details
 1 Go to the Profile screen  Log in to InsideView mobile website:https://my.insideview.com/iv/, go to Profile tab by following these steps:

Tap the Profile icon to manage the profile information. iv_mobile_user_profile_new.png

In the User Profile screen, you can tap following links and manage your profile in the web view:

  • Edit Profile - Tap to edit your user profile information, localization preferences and subscription information. For more information, read the article Manage Profile Information in our Knowledge Base.
  • Manage Watchlists - Tap to view and modify your company and contact watchlists.  For more information, read the article Manage Watchlists in our Knowledge Base.
  • Manage Connections - Tap to view and add your connections. For more information, read the article Setting Up InsideView Connections in our Knowledge Base.
  • Manage Agents - Tap to add or edit your news agents. For more information, read the article Managing Custom Agents in our Knowledge Base.
  • Account Admin - Tap to manage your account. For more information, read the article Manage License Allocation in our Knowledge Base.  This option is available to administrators only.
  • Learning Center - Tap to launch InsideView's Training Hub portal.
  • Support - Tap to open InsideView's Knowledge Base portal.
  • Privacy Policy - Tap to view InsideView's privacy policy page.
  • Logout - Tap to log out from InsideView mobile website.
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