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:
Unlink Wrong Company and Re-match to a Correct Company
InsideView Sales users can now unlink any incorrect match, and re-match to any company record from InsideView’s database.
To unlink a wrong company, click the Unmatch link as illustrated:
Once the company is unlinked, click Find a Match to search for a correct company in the InsideView database to get the latest insights.
Note: Follow the same steps to unlink a wrong contact and rematch to a correct contact.
Once you unlink a company in InsideView Sales, this company will automatically get unlinked in InsideView Refresh. You cannot sync/update data for the unlinked company. If you want to receive updates for the accounts, contacts, and leads in your Salesforce CRM, you have to rematch unlinked company to the right company in the InsideView database.
InsideView will NOT enrich the corresponding entity until you rematch it to the right company/contact from the InsideView database.
New Fields to Map and Sync in Salesforce CRM
InsideView Sales now allows you to map social media handles and executive's address fields via Unified Admin Portal. These fields will help you access additional fields to target your prospects better.
For accounts/companies, you can map and sync social media fields such as:
- Twitter handle
- Facebook page
- Blog page
For leads and contacts, you can map and sync these fields:
- Job level
- Job function
Note: These fields are available only for syncing in Salesforce CRM.
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.
Please share your feedback and ideas with us by sending an email to firstname.lastname@example.org or click the Feedback button on the right-hand side of this page.