InsideView Sales offers the most accurate and complete market intelligence that powers productivity across the enterprise. Up-to-the-minute intelligence from over 40,000 sources is delivered into your business workflow through various InsideView CRM integrations. The InsideView for Sales product suite also includes:
- InsideView Mobile – Provides market intelligence on your mobile device making it easy to access on the go.
- InsideView Account Management – Provides leadership change updates and market intelligence to keep you informed about important activities across your accounts and arms you with insights to retain and grow them.
Click the following links to browse through the feature updates and enhancements in the respective products:
Sync Parent Company and Ultimate Parent Company Fields
InsideView Sales now allows you to map and sync the Parent Company and Ultimate Parent Company fields data to the Salesforce CRM. With this enhancement, you will have consistent field mappings and will be able to sync the complete family tree fields for a company in your Salesforce CRM.
Note: The Parent Company and Ultimate Parent Company fields can be synced only to the Salesforce CRM. In the future release, InsideView will allow you to sync these fields in the Microsoft Dynamics 365 and other CRMs that are supported by InsideView.
You can map these fields using the Account Admin page. To do so, click on Settings and select the Account Admin item in the global menu of InsideView to open the Account Admin page.
In the Account Admin page, click on Map Fields.
For more information, read the article How to Map Custom Fields (Sync) in our Knowledge Base.
The following Parent Company and Ultimate Parent Company fields can be synced to the Salesforce CRM via InsideView Update CRM feature:
- Parent Company ID
- Parent Company Name
- Parent Company City
- Parent Company Country
- Parent Company Employees
- Parent Company Revenue
- Parent Company State
- Parent Company Street
- Parent Company Zip
- Ultimate Parent Company ID
- Ultimate Parent Company Name
- Ultimate Parent Company City
- Ultimate Parent Company Country
- Ultimate Parent Company Employees
- Ultimate Parent Company Revenue
- Ultimate Parent Company State
- Ultimate Parent Company Street
- Ultimate Parent Company Zip
You now have the choice to sync either Company, Parent or Ultimate Parent company fields (if available) for an account.
There are no known issues in this release.
For any technical issues, submit a request for technical support. InsideView’s support team will contact you to address your technical problem.
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