InsideView Insights helps you expand your referral network significantly and get warm introductions to your prospects by providing a single platform to leverage all your existing social and professional contacts as connections.
Connections is one of the most powerful features of InsideView Insights because connections allow you to consolidate your professional network, which may be dispersed across various places, into a single location where the information is always at your fingertips.
InsideView Insights lets you combine professional contacts from LinkedIn, Gmail, Outlook, and other sources. You can supplement this information by entering your education, past employers, reference customers, and contacts that you flag as Connections within InsideView Insights.
You can expand your network with Connections and increase the likelihood of finding contacts who can help you reach your target account.
To learn more, read the Privacy Statement article in our Knowledge Base.
How it works
- You provide us your contact list from Gmail, Google, Outlook or LinkedIn.
- InsideView Insights matches your contacts against the executives in the database. If your contacts exist, Insights creates a link to review the information in the "People You Know" tab.
- If any of your contacts do not exist in the database, Insights does not add those people in the database because that would be a violation of your privacy rights.
You can use any or all of the following categories to set up your connections in InsideView Insights and connect with target companies and contacts:
- People You Know import your contacts from LinkedIn, Gmail, and Outlook to identify connections and find referrals to a company or specific person through the people you know.
- Current Employer view connections from the company where you are currently working who can act as referrals.
- Work History enter the companies that you've worked for to identify connections and find referrals to your prospects through your previous employers and co-workers.
- Reference Customers add satisfied customers who would be willing to provide you with a testimonial or an introduction to people in their professional network. These reference customers are like your personal reference customers added by you.
- Education enter the names of all the colleges and universities you have attended to find referrals through your fellow alumni.
- Company Reference Customers add satisfied customers who would be willing to provide you with a testimonial or an introduction to people in their professional network. The company reference customers are assigned to your account by an InsideView’s customer success manager (CSM). Please connect with your Customer Success Manager to set-up your Company Reference Customers.
Note: When you import your contacts into InsideView, all of them may not be imported. To understand how this works, read the article, 'Why Don't I See All of my LinkedIn, Gmail, and Outlook Connections in InsideView' on our Knowledge Base.
What do you want to do?
Add your colleges or universities
Add your personal reference customers
Add you LinkedIn Connections
| Step | Description | Details |
|---|---|---|
| 1 | Go to the People you Know tab | Navigate to InsideView Insights and then go to User Settings > Connections. Click on the People You Know tab as illustrated:
Alternatively, click the pencil icon on the People You Know tile in the Connections tab.
|
| 2 |
Export LinkedIn Connections |
On the People you know tab, in the LinkedIn box, click Add Connections.
Follow the instructions in the Add LinkedIn Connections window to get an archive of your LinkedIn Connections:
To generate a LinkedIn Connections file, follow these instructions:
Note: You must extract only the Connections.csv file from the Basic_LinkedInDataExport_Date.zip that you have downloaded from the LinkedIn Basic Account Settings page. |
| 3 | Import Connections |
Note: A change to a contact's information in LinkedIn does not automatically update in InsideView. To update your LinkedIn connection in InsideView, perform a LinkedIn import on your InsideView Connections Setting page. |
Add you Gmail Contacts
| Step | Description | Details |
|---|---|---|
| 1 | Go to the People you Know tab | Navigate to InsideView Insights and then go to User Settings > Connections. Click on the People You Know tab as illustrated:
Alternatively, click the pencil icon on the People You Know box in the Connections tab Overview.
|
| 2 |
Add Contacts |
On the People you know tab, under Gmail, click Add Contacts.
On the Gmail login page, enter your username and password. Click Allow.
When the import is completed, you can see the names of all the Gmail contacts who are added to your connections. Click Close. |
| 3 | Remove a Connection | To remove a connection, click the delete icon next to the name of the person.
|
Add your Outlook Contacts
| Step | Description | Details |
|---|---|---|
| 1 | Go to Microsoft Outlook | The following steps enable you to create an outlook.csv file that is needed to import into InsideView.
|
| 2 |
Import Contacts in InsideView |
To import your Outlook contacts to InsideView Insights, go to the Insights User Settings page and navigate to the Connection tab, and click the People you know tab.
|
Add your previous employers
| Step | Description | Details |
|---|---|---|
| 1 | Go to the Work History tab | Navigate to InsideView Insights and then go to User Settings > Connections. Click on the Work History tab as illustrated:
|
| 2 |
Enter Work Information |
On the Work History tab, enter information in the following boxes:
Click Save. |
Add your colleges or universities
| Step | Description | Details |
|---|---|---|
| 1 | Go to the Education tab | Navigate to InsideView Insights and then go to User Settings > Connections. Click on the Education tab as illustrated:
|
| 2 |
Enter Education Information |
On the Education tab, enter information in the following boxes:
Click Save. |
Add your personal reference customers
| Step | Description | Details |
|---|---|---|
| 1 | Go to the Reference Customers tab | Navigate to InsideView Insights and then go to User Settings > Connections. Click on the Reference Customers tab as illustrated:
|
| 2 |
Enter Company details |
In the Enter your Companies box, enter the list of companies you want to add in separate lines as illustrated:
You can choose specify the company location so search in. Click Search. |
| 3 |
Add Personal Reference Customers |
In the search results choose the company and click Add Reference.
|
| 4 |
Remove a personal reference customer |
To remove a personal reference customer, click the delete icon next to the name of the company. |
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