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As of today we are excited to announce that EVERY SugarCRM customer has access to InsideView. We talked in April about our commitment to the SugarCRM customers that had requested a more integrated mashup of our sales intelligence application. After a bit of development and customization, we have completed the project and have started deploying InsideView to nearly 70,000 SugarCRM customers. This is the largest instant deployment of InsideView across a CRM customer base ever. Another 500,000 will see InsideView as they voluntarily upgrade to the newest release of SugarCRM throughout the rest of the year.
Things have changed for B2B sales
The availability of information for both buyer and seller has increased dramatically. Most of your customers are leveraging the internet and social networks to research and validate product choices. Platforms like LinkedIn, Twitter and forums have given prospects easy access to your existing customers and people are talking about you, your products and your competitors. It’s impossible to analyze all of this data on your own and make the best decisions on who the best people are to contact and provide value to them by solving their problems. That’s where sales intelligence comes in and saves the day while you’re closing the deal.
InsideView helps reps connect with prospects through their personal and extended professional networks including colleagues, ex-colleagues, and reference customers. Building relationships and trust with your customers and prospects has become more important than ever in a virtual environment. Phone calls and email work well but when you combine those with connecting on social networks for a more complete communication path, you can be sure to always know and be in touch with the people that are making the decisions.
We are excited about this announcement. Working with the SugarCRM teams has been wonderful.
InsideView, the leading provider of sales intelligence, today announced that its award-winning sales intelligence application is now available for Microsoft Dynamics CRM 2011 customers. InsideView is one of the first companies to earn the elite Certified for Microsoft Dynamics (CfMD) status. InsideView is also a National sponsor of Microsoft’s Dynamics CRM 2011 launch tour in Canada and several cities in the U.S.
Salespeople who understand how to use social media and sales intelligence to quickly build trust and credibility with prospects are more successful than those who do not. InsideView is the only application that combines millions of company and decision-maker contact records with actionable sales triggers, rich social profiles, relevant news alerts and major social networks into one simple user interface. Within Microsoft Dynamics CRM, account and contact records, InsideView delivers an all-in-one sales intelligence source. Salespeople save time and trump their competitors with real-time insights that get them into more deals at the right time, with the right decision-maker and with a relevant, meaningful message.
Using InsideView for Microsoft Dynamics CRM 2011, salespeople can increase their sales productivity — as measured by lead generation volumes, lead conversion rates and opportunity win rates. InsideView drives higher CRM adoption and ROI.
“We look forward to helping Microsoft Dynamics CRM 2011 customers and partners increase their sales productivity and achieve measurable ROI,” said Umberto Milletti, founder and CEO of InsideView. “We are pleased to be one of the most popular Dynamics’ applications and an elite Certified for Microsoft Dynamics CRM partner.”
As a CfMD partner, InsideView is now recognized with the highest distinction available for Dynamics partners, reflecting outstanding customer ratings, stringent product certification and support requirements. InsideView is the only CfMD application to incorporate thousands of sources of traditional business insight and new social media/social networking fully integrated inside Dynamics CRM.
InsideView is a free application that installs in minutes directly from the newly live Dynamics Marketplace, where it is already the most popular (and five-star rated) application. It’s available for CRM 2011 and CRM 4.0 online and on-premises, and is also available in subscriber version with millions of contact records (including email addresses and phone numbers), and more. InsideView has a robust partner program with social selling training, special offers and generous commissions for Microsoft CRM partners. Contact partners@insideview.com for details.
As part of the release of Microsoft Dynamics CRM 2011, InsideView is also sponsoring the launch tour in the U.S. and Canada at the following locations:
- San Francisco, February 3rd
- Irvine, February 8th
- Chicago, March 8th
- New York, March 10th
- Montreal, March 21st
- Toronto, March 29th
- Vancouver, April 19th
To easily get started with InsideView for Microsoft Dynamics CRM 2011 and increase your sales productivity through unparalleled sales intelligence, please visit www.insideview.com/microsoft.
SugarCRM, the world’s fastest growing customer relationship management (CRM) company, today announced the results of its 2010 Social CRM Survey. The poll’s results reinforced the notion that in the year 2010, CRM practitioners have been slow to embrace social. Those that have chosen to take advantage of this new technology have enjoyed a competitive advantage in the market and a considerable return on investment, placing them firmly ahead of their challengers.
According to the survey, 2011 will bring much change to the CRM market; virtually all of the respondents agreed that over the course of the new year they planned to integrate their customers’ social networking information into their existing CRM data. While nearly half of all respondents stated that having social CRM capabilities would impact their decision-making when purchasing their company’s next CRM system, it’s clear that social CRM will become a staple in the market by 2012.
Some companies have chosen to lead the charge on social CRM, and upgrade their CRM software before it becomes an industry norm. Insource Performance Solutions, a SugarCRM customer, is one of those companies.
“The integration between InsideView and SugarCRM allows us to leverage social media and other real time data sources to our advantage, all in a simple-to-consume, automated format,” said Chip Meyers, sales operations manager for Insource. “The merging of social and CRM system data gives us a competitive edge.”
SugarCRM users can get a FREE copy of InsideView for Sales in the Sugar Exchange Marketplace.
Yesterday marked the one year birthday of the SalesView Buzz tab. The Buzz tab launched on May 11th, 2009 as the first Twitter integration for CRM (including Salesforce, Oracle CRM, Microsoft Dynamics, NetSuite CRM.) While the launch was received with a great deal of enthusiasm by media and analysts (after all, what journalist wasn’t smitten with Twitter in the Spring of 2009?), the benefits of having Tweets about customers and prospects available directly within CRM were not immediately obvious to many B2B sales people.
Similar to the adoption pattern for our Facebook mash-up and LinkedIn integration before, customers and prospects started to identify and leverage actionable sales intelligence from the social media stream. One of my favorite anecdotes comes from a meeting with the VP of Sales at a key customer account a few months after we launched the Buzz tab. As part of our regular quarterly account review we walk customers through recent features & enhancements. This included the Buzz tab at the time so we had him bring up the SalesView Buzz tab (i.e. Twitter & Google blog search) for his own company.
As it turned out, one of the most recent Tweets mentioning his company was a person looking for competitive product recommendations:
- “We’re evaluating marketing automation solutions – (our customer) vs. (competitor #1) vs. (competitor #2). Thoughts?”
TA-WEET! Yes, that was a hot lead and yes he was impressed. The icing on the cake was that within a few minutes the VP of Sales had logged in to see the Buzz tab for himself and by that time someone had already responded as follows:
- “Definitely (competitor #1)… we went through the selection process over 1 year ago and have been happy since.”
TWUH-OH! He interrupted our meeting to make sure the right sales rep followed up on this lead immediately, before his competitor (or their fans) could further slant the conversation to their favor.
Now obviously you will not always have hot leads like these land in your lap but this example does speak to how important a customer acquisition channel Twitter has become. As with other traditional and emerging channels, it provides new ways in which to listen and engage with the new, social customer (a.k.a. Customer 2.0) . The nature of Twitter, which is real-time and entirely public, requires that you sales reps keep an ear to the ground at all times, lest your competitors should be the ones to pounce first.
If you use SalesView you’ll soon notice some pretty big changes to the way it looks and feels. What might not be as evident is how much these updates will help you do your job better. Our new design has been optimized so you can:
- Focus on what’s important with our new streamlined UI
- Get the job done quicker with fewer clicks
- Get more information where you need it
- Discover SalesView’s powerful features with ease
- Get the help you need at the right time
Focus on what’s important with our new streamlined UI
Information that rarely changes for companies has been streamlined to take up less space, leaving more room for up-to-date agent news results.
New Company Details Page
Current Company Details Page
A 400-pixel height option for most CRM Mash-ups means less scrolling to get the information you need.
Get the job done quicker with fewer clicks
The persistent “Recently Viewed” pane allows you to easily get back to companies and now people too.
Our mash-up is optimized for productivity so there’s less reason to leave your CRM Application. You can see below that company details now expand inline rather than opening in another window.
Information agent news articles load on-demand for increased performance. Unnecessary connections information was removed from the Watchlist to also help performance and make the list easier to scan.
Comparatively the current Watchlist loads all of the underlying data at once and shows less information when collapsed than the new version.
Get more information where you need it
We’ll show you twitter activity for contacts when it’s available while viewing these people in our Product and CRM Application Mash-up
In-product integration
Mash-up integration
More company financial and industry information is available on-demand.
Discover SalesView’s powerful features with ease.
New users will immediately realize the benefits of SalesView by receiving alerts for pre-determined companies. Our CRM Application Mash-up now includes access to useful features you might not know we have such as finding prospects.
The simplified and in-context alert settings make it easier to understand and modify your options.
New Design
Current Design
The new home page acts as a launch pad for key functionality.
Get the help you need at the right time
The In-context informational pop-ups help you understand how to use features.
In-product training and contextual training links on the sidebar make it easy to learn SalesView’s features.
These features will become available in the next couple of versions of SalesView. The designs are subject to change before the features are released.
Learn more about: InsideView | SalesView
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Beth GoldmanManager of User Experience
beth.goldman@insideview.com
September is a busy month for sales people… after the summer doldrums many of us have to squeeze an entire quarter’s worth of deals into the final month of Q3. Well it turned out to be a very busy month for the InsideView development team, too. Our September release includes two new CRM integrations, the addition of Jigsaw contacts, improved industry search, and email notifications for mobile devices. Phew!
- SalesView for Oracle CRM On Demand
We publicly unveiled our Oracle integration at the OpenWorld Social CRM Inner Circle. InsideView’s externally-focused ‘socialprise‘ capabilities are a perfect compliment to Oracle’s internally-focused ‘social CRM‘ capabilities. The Oracle partnership marks our fifth major CRM integration in just the last six months. SalesView is fast becoming a ubiquitous sales productivity application across the leading CRM platforms (Salesforce.com, SugarCRM, Landslide, Microsoft, Oracle).
SalesView for Oracle CRM On Demand
- SalesView for Microsoft Dynamics CRM
We publicly announced our Microsoft integration at Interop New York 2008. We’re thrilled to bring SalesView FREE to all Microsoft Dynamics CRM customers, whether hosted or on-premise. Microsoft has also proven to be a strong supporter of socialprise, having recognized early on the value of tapping into social media to drive enterprise sales.
SalesView for Microsoft Dynamics CRM
- Jigsaw contacts for manager & director titles
Just a few weeks after announcing an expanded relationship with Jigsaw, we have added director and manager level titles from Jigsaw to the SalesView database. The addition of Jigsaw provides user-generated content, along with editorially maintained content from Hoovers, D&B, and Reuters and Web crawler content from ZoomInfo. Jigsaw brings several key strengths to the table including availability of lower level management titles, email addresses, and direct dial phone numbers.
Jigsaw contacts
- Improved industry-based company search
Our new industry classification makes it easier than ever to identify prospective customers by vertical/industry. You will find the new industries under Find >> Company Criteria.
New industry search
- Notifications for text-only mobile devices
If you haven’t yet made the switch to a smart phone that support HTML emails, you can delay that purchase a bit longer. InsideView daily alerts are now readable on text-only mobile devices. (And for those of you who are used to viewing the nice HTML emails on your iPhone, you still can!)
To learn more about our latest release and how SalesView can help your sales organization, contact your InsideView account executive or click here to request a demonstration.
We hope that with each new release of SalesView your job gets a little easier and you become a lot more successful. As always, please keep those comments and suggestions coming at marketing@insideview.com.
We’ve got some more very exciting InsideView partnership news to announce: Beginning today SalesView will be integrated with Oracle CRM On Demand! The SalesView/Oracle CRM On Demand mash-up will be unveiled at the invitation-only Social CRM Inner Circle Community Reception at this year’s Oracle OpenWorld 2008 conference. InsideView is a member of both the Oracle On Demand Inner Circle Partner Initiative and the Oracle PartnerNetwork. You can find more detailed information about our partnership with Oracle at www.Insideview.com/Oracle and can also read the full announcement here.
It has been a tremendous few weeks for InsideView, our recent partnership announcements with companies like Microsoft and Oracle are a strong testament to the growing value of the socialprise, and a great inspiration to our drive to continue innovating in the CRM space.
SalesView for Oracle CRM On Demand
UPDATE – Read up on what others are saying about the Oracle partnership and integration
Chris Bucholtz, InsideCRM
InsideView: Today Oracle, tomorrow the World
We are very excited to announce that SalesView will be the first business search and intelligence solution to be integrated with Microsoft Dynamics CRM 4.0. SalesView FREE will now be available to all Microsoft Dynamics CRM customers as a native mash-up and can be accessed via both on-premise and on-demand deployments of Microsoft Dynamics CRM 4.0. This integration will allow Microsoft Dynamics CRM customers to tap into the rich insights that SalesView generates from across the social Web without ever having to leave the Dynamics interface. We are thrilled to be working with the Microsoft Dynamics customer base and to extend the reach of the socialprise. For more detailed information on the integration, please visit http://www.insideview.com/Microsoft.
You can also read the full announcement here
SalesView for Microsoft Dynamics CRM
