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Release notes for SalesView release v40
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HIGHLIGHTS
User-Driven Executive Coverage – We’ve made it possible to add any executive to SalesView from our partners ‘on-demand’. Just as you’ve been able to add companies to SalesView whenever a lead or account of interest is missing, you are now able to add new business contacts to SalesView on-the-fly (searching by name or title key words.) This is extremely useful for your lead qualification and account research!
Expanded Smart Connections – We’ve improved our Smart Connections technology to help you identify more ‘hidden’ relationships. For example, you can now leverage colleagues’ previous employments and view all 2nd level connections. These enhancements have more than tripled the number of connections visible within the average lead / account.
One click CRM export – We’ve streamlined the account, lead, and contact export process for Salesforce.com and Oracle CRM On Demand customers. You can now export executive profiles with a single click from the People tab in the CRM mash-up.
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OTHER ENHANCEMENTS
Improved performance – We’ve significantly increased speed, particularly for your CRM mash-up views, by streaming Smart Agent trigger events ‘on demand’ and persisting Smart Connection results so they are not calculated at load time.
Launch executive profiles from summary alerts – We’ve added the ability to drill down to business contact details directly from your daily/weekly summary alert emails whenever an executive is mentioned in a Leadership Change trigger event.
CRM export preferences – We’ve persisted CRM mapping / preferences so that you are not prompted to select their CRM each time you export a new Account, Contact, or Lead from SalesView.
Custom Smart Agent creation – We’ve added a prompt in the Analyze tab to let you know about any badly formed custom Smart Agents. If you happen to create too broad of a Smart Agent definition, you will see a prompt within a few minutes so that you can quickly refine your key words and logic.
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InsideView – The Sales 2.0 Leader
SalesView is an on-demand sales intelligence application that increase sales productivity and accelerates sales cycles. SalesView leverages socialprise technology to bring insights from both traditional editorial sources and emerging social media into enterprise applications.
Release notes for new SalesView release v39
(InsideView – The Sales 2.0 Leader)
SalesView is an on-demand sales intelligence application that increase sales productivity and velocity. SalesView leverages socialprise technology to bring insights from both traditional editorial sources and emerging social media into enterprise applications.
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NEW FUNCTIONALITY
Embedded LinkedIn “Company Insider” widget – We launched a tighter integration with LinkedIn showing summary connection information before launching to the detailed LinkedIn search results. You will find a new tab in the company details page and a popup box in the Analysis Console and connection results page.
Tagging Lead source as “SalesView” during Export and Data Sync – When exporting new leads or enriching existing ones, we now populate the lead source field in Salesforce.com with “SalesView.”
Identify news sites that require registration or paid subscription – News sites requiring registration will now display a subtle “lock” or “dollar sign” icon.
Introduced PRO monthly payment option – Users can buy SalesView PRO as a reoccurring monthly subscription. This promotional offer will be available at least through March 21st.
ENHANCEMENTS
Enhanced agent summary text – Our trigger even summary text now emphasizes keyword matches over company name so that users can quickly understand the relevance and context of the article. We also show matches in the article title.
Enhanced duplicate account matching algorithm – During export of Accounts and Contacts to Salesforce.com, we now match website and partial company name to identify potential duplicates.
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As President-elect Obama brings his agenda of change to the White House, InsideView continues to bring about change within sales and marketing organizations across the country. Here are a few of the enhancements we’ve made to SalesView in just the last month.
1. Contact CRM Mash-up: We’ve added a Contact mash-up view that allows you to search for and match executives directly from any contact in your CRM. It includes current employment info, work history, education, and quick links to Google, Jigsaw, LinkedIn, and ZoomInfo. Give it a try!
SalesView CRM Contact Mash-Up
2. Corporate Hierarchy Information: The more you know about your prospects’ business structure, the better you’re able to navigate the sales process. Parent company information is now visible for subsidiaries and business segments.
Link to Parent Company
3. Company Search Enhancements:
• Searching by SIC Code: If you’re a fan of SIC codes or just a child of the ‘80s (yes, they were last updated by the US government in 1987 when The Bangles and Bon Jovi ruled the pop charts) then you’re in luck! You can now include SIC codes as a company search criteria.
Search for companies by SIC Code
• Searching by Business Type: Do you only sell to certain types of organizations? Now you can search by business type, whether it’s Public, Private, Non-Profit, Subsidiary, etc.
4. Alerts for Leadership Changes: Management changes can often represent a selling opportunity or a potential threat. Your daily InsideView alerts now include leadership changes across any of your watch list companies. Whether an executive is joining or departing, you’ll be in the know!
Leadership Changes included in daily alerts from InsideView
5. More Contacts: If you call on mid-level executives you’ll be happy to know that we continue to add Director and Manager level titles from sources like Jigsaw and ZoomInfo (over a half million more contacts were added this month alone.)
Find even more mid-level contacts from Jigsaw and ZoomInfo
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
You know that guy who selflessly toils away at the grill while everyone else at the picnic enjoys the good food and conversation? That would be our development team. Yes, during the dog days of summer when many of us in sales are enjoying vacations or laying by the pool, the InsideView engineers have been busy manning the grill and serving up some hot new features. When we fired up the grill earlier this month our focus was on making SalesView even smarter and easier to use. The ingredients? First we started with some great user feedback from our growing SalesView community (thank you!) and then we added a little secret sauce from the InsideView team.
Here’s a quick run down on some of the things we’ve been cooking up!
1. Connections Get Kicked Up a Notch
We moved a step closer to perfecting our recipe for connection analysis using what we call entity triangulation. By comparing and merging executive profiles from different data sources, we maximize your ability to leverage relationships. You also get the very best information that sources like Reuters, Hoovers, D&B, and ZoomInfo have to offer — all in one executive profile.
2. Fire Up SalesView Search From Your CRM
Our latest Salesforce mash-up allows you to search SalesView without leaving your CRM. Not finding any search results in your Salesforce? No problem. Use the new SalesView search box in the left-hand navigation to find the company or executive you’re looking for (and export them back into your CRM with a single click!)
3. Capture All the Flavor of Agents in Your CRM
Wish you could easily save the key events and insights found by SalesView’s Smart Agents? Well now you can. Our Salesforce mash-up now allows you to save Agent events as a Task or Note so that you can easily follow up on them. You can also email Agent events to other members of your sales and marketing team without having to leave your CRM.
These are just some of the updates you will notice in SalesView. We’ve also done some great work to make company and executive searches even faster. Check it all out for yourself by logging into SalesView today.
While summer is winding down in most places, our summer is just hitting it’s stride here in the Bay Area. And that means you can look for more great features hot off the grill. In the coming months you will see some great new capabilities related to CRM integration, new content sources, and additional breakthroughs in the use of social media in the enterprise.
