March 2011 Release – New Company Profile Design, Prospect List Sorting, and seamless export to Microsoft Dynamics CRM

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We are happy to announce our March 2011 release. This month we focused on usability enhancements that will help you drive your sales team’s efficiency and sales productivity. Enjoy!

Here are your V61 March release highlights:

New Company Detail View
Company List Sorting
Microsoft Dynamics CRM Users – Seamless Export & Sync






New, Streamlined Company Detail View

Quickly find and leverage the most actionable insights. Starting at the top you will see a nice clean layout that allows you to easily scan basic sales data (such as industry, revenue, employees, address, etc) so that you can quickly qualify a new lead or get up to speed on an existing account. More importantly, we’re drawing your attention to actionable sales intelligence with a new navigation for the Smart Agent results (a.k.a. selling triggers). We’re also doing a better job of summarizing the number of contacts available at company and how you connect to them (including our Smart Connections, your LinkedIn connections, or your Facebook friends.) Think of it as a dashboard for prospecting, qualifying, and your engaging customers.

New Company Profile Design

Company List Sorting

Prioritize prospect lists by revenue, employees, location, etc.  With the introduction of company list sorting you can easily prioritize your prospects before exporting them to CSV or XLS.  When you generate a company list the default sorting will be by name but you’ll notice that the columns allow you to sort by business type, industry, revenue, or employees.  Target the right companies at the right time with on-the-fly prioritization.

company prospect list sorting

Seamless Data Export for Microsoft Dynamics CRM

Enable CRM users to sync and export data with a single click.  This new facility allows you to set up proxy / delegate user authentication for your Microsoft Dynamics CRM instance. What that means is that all of your users can sync and export data from InsideView without being prompted for CRM login information. Make it easy for users to keep your CRM updated with the most accurate business information, contact details and social intelligence.

seamless data sync and export for Microsoft Dynamics CRM

We appreciate your business and the great product feedback you continue to provide. Please share with us by submitting your ideas (and voting up other users’ suggestions) on the InsideView Community. If you have any additional questions or would like to schedule a follow-up training for your sales team, please contact us at support@insideview.com. Thanks again!

One thought on “March 2011 Release – New Company Profile Design, Prospect List Sorting, and seamless export to Microsoft Dynamics CRM

  1. Pingback: SugarCRM #SugarCon Presentations on Sales Intelligence and Social Selling. « Sales Intelligence Blog by InsideView

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