V59 January 2011 Release – Custom CRM watchlists, Facebook connections, Twitter profile search

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It’s not yet February and here we are announcing our second release of 2011.  Ah, the beauty of Agile development. We have more usability, social selling, and CRM workflow features on tap in this release.

Here are your V59 January release highlights!

• New contact preview UI
• Facebook connections
• Twitter profile search
• User License Management
• Salesforce users – Custom Automated Watchlists

New contact preview UI

Preview contact details and social profiles for any contact. This new feature allows you to check out contact details, including their social media profiles, in seconds. Simply place your cursor over any contact name anywhere in the InsideView application to get these details. Think of it as a social business card.

Facebook connections

Find and leverage your personal relationships for business.  This new capability seamlessly brings in your Facebook connections (along side InsideView Smart Connection and your LinkedIn connections) to give you yet another path into customer and prospect accounts.  It’s like friends with benefits, in the business sense that is.

Twitter profile search

Quickly find your customers and prospects on Twitter. Now you can easily search for your contacts on Twitter to gain insights into their interests and business needs.  Whether it’s finding out what they’re reading, who their favorite sports teams are, or what their organization is up to – you’ll be better prepared to engage them with relevance.

User License Management

Manage users and license assignment yourself in InsideView. This new feature allows your designated InsideView administrator to manage the assignment of InsideView licenses across your sales and marketing team. Your CRM or support contact can still help you provision licenses but we thought you might want to have the option to do this yourself.  With more than 800 paying customers it’s a wonder we didn’t do this sooner.  Better late than never!

Salesforce.com users – Automated Watchlists Part II (Custom Criteria)

Track ANY important CRM account or opportunity. Following up on v1 of our automated watchlist feature, you can now create watchlists based on completely custom Account or Opportunity criteria in your Salesforce CRM. That means that anyone can now generate a watchlist, regardless who “owns” the Account.  This opens up a whole host of use cases. For example, a sales manager can now generate a watchlist to track all of their reps’ open opportunities that are $25,000 or more and forecast to close in Q1.  An account manager or support team member can now generate a watchlist to track all newly acquired customer accounts with a net value of $100,000 or more.  A demand generation rep supporting multiple field sales reps can now create a watchlist (or multiple watchlists) to track the key accounts being targeted by each of the field reps.

Thank you for choosing InsideView as your business and social intelligence solution. We appreciate your business and the great product feedback you continue to share with us. If you have a product suggestion please share with us on our new Idea Exchange on the InsideView Community. As for any training or support-related questions, please contact us at support@insideview.com. Thanks again!

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