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:
Family Tree Enhancements
The Family Tree is now revamped to allow you to easily find the child companies that are associated with a parent company. InsideView Sales now provides a consistent Family Tree view both in CRM and Web view. You can toggle to the Map view from CRM to visualize the Family Tree with maps. You can switch to the List view to use the various filters, search options, enable branch data available option, check company status, and options to load more companies in the family tree.
The Family Tree also shows the number of sites for a company if available to provide a competitive advantage for you. The Company Overview page shows the number of sites that are available for a particular company.
Note: The site count is the same as the revenue number or the employee count where the number only represents the current company record.
InsideView Sales lets you search and export the parent and child companies in the Family Tree. You can also enable the Site location data available option to view companies that have branch information in the Family Tree as illustrated:
In the Map view, you can visualize the family tree using various maps. By default, the location filter will be applied on the map to let you view the available locations. The default location will be the United States in the Map view.
In the enhanced Family Tree, you can click the + Follow link to add to the selected companies to an existing watchlist or create a new watchlist.
For more information, read the articles Managing Watchlists and How to Export and Update a Company and Contact into your CRM in our Knowledge Base.
In this release, InsideView Insights introduces the following new feature:
Support for Contact Location Filters
InsideView Insights users can now filter contacts using contact locations in the Find Contacts tab. The new Contact Location filters will be enabled when you click the Filter icon. You can select the top 5 contact locations to find contacts in the desired location as illustrated:
You can also add new locations to filter with by clicking the Add Location link at the bottom of the dropdown:
Once you click the Add Location link, you can enter the new location that is not there in the InsideView database.
You can select the location from the list and click Apply.
Once a new location is added, you can find contacts with that particular location as illustrated:
Export Contacts to Excel Spreadsheet
InsideView Insights now allows you to select either one or more contacts from the results and export them in an Excel spreadsheet file with just a single click on the Export icon.
Once you click the Export icon, the contacts are exported to an excel file as illustrated:
Click Export, and once the file is downloaded, click Ok.
As a new user of InsideView Insights, powered by InsideView you may find the following training resources helpful. They will show you how to use Insights to do pre-call research, find new prospects, keep your account and contact data up-to-date, and more.
- Training webinar: Register here
- Quick Tip videos: https://www.youtube.com/channel/UCPjithmmnhKJlX_RIRSRHcQ
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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