Understanding the Overview tab


Use the Overview tab to learn more about your target companies and contacts, and plan effective sales strategies. Insights, powered by InsideView helps you sell more effectively by finding the right people, identifying your mutual connections, and informing you about them so you can quickly and easily establish rapport and build credibility. 

These are some things you can do in the Overview tab:

  • Discover connections to key people in your target accounts through the people you know as well as your contacts.
  • Learn about your prospects and customers through firmographics data, latest company news and key contacts to start your business conversations.
  • Find new prospects, plan account strategies and keep tabs on key target accounts based on technologies they use that are relevant for your sales and marketing teams.
  • Discover subsidiaries, acquisitions, international divisions, and a host of other corporate relationships. 

The Overview tab includes three types of information. Each gives you a different perspective and information about a company and a contact.

  • Firmographics
  • News
  • Key Contacts
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