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
- Find and Engage with Contacts
- Find News and Social Insights
- Manage Profile Information
InsideView Sales mobile website lets you know more about your prospect companies. Here's how you can find right prospects:
|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.
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:
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.
|2||View the company information||Go to the Company Detail screen by following the step 1.
In the Company Info tab/screen, you will see the following information:
Scroll down to view the company's data.
|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.
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.
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:
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:
|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.
Go to the Company Detail page by following instructions in step1 of the previous section and tap the People link as illustrated:
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:
In the Executive Detail screen, you will see the contact information which you can use to start your business conversations.
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 icon in the People tab.
Tap to select the list and job function as illustrated below:
Tap Apply to save changes.
|2||View the contact information||Go to the Executive Detail screen by following the step 1:
In the Executive Detail screen, you can view the following contact information:
Scroll down to view the contact's data.
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.
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:
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.
To select the correct match, tap the Select link and tap on Done.
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:
|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.
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:
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.
Tap the View More link to view more news feed. To see news on specific business triggers, tap the icon.
Tap to select the desired news agents and tap Apply to save changes.
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:
|3||Configure Twitter account||If your company's Twitter account is not configured and when you tap Connect to Twitter, the following screen appears:
Tap Authorize App to see tweets from the company's Twitter account.
|4||Configure Facebook account||If your company's Facebook account is not configured, the following screen appears.
When you tap Connect to Facebook, the following screen appears:Log 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:
To see news feed based on specific business triggers, tap the icon and select the desired agents as illustrated below:
Tap Apply to save changes.
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:
|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.
In the User Profile screen, you can tap following links and manage your profile in the web view: