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It may be the dog days of summer but the InsideView development team has been hard at work churning out new features to help boost your sales productivity. We are happy to announce that our August 2010 release of SalesView will be available this Saturday morning, August 14th.
If you’ve been using SalesView for more than a few months or have seen our B2B social intelligence announcement from last week, you already know that much of our product innovation has focused on enabling social selling and engaging with the new breed of B2B buyer, Customer 2.0. That theme continues in our August 2010 release with features like social profile integration and social media sharing options. Our customers continue to drive innovation as well and so you’ll also find features like multiple watch lists and a streamlined prospecting interface in this latest release.
Here are your August 2010 release highlights!
• More powerful list building
• Multiple company watch lists
• Integrated LinkedIn profiles
• Social media sharing
More Powerful, Streamlined List Building
The new list building user interface has been streamlined to make prospecting more intuitive. We have consolidated the company and contact search criteria in a single screen so that you can find the right prospects with fewer clicks.
Manage multiple company watch lists
This new feature allows SalesView TEAM users to track multiple company watch lists. With the ability to create up to five (5) watch lists you can easily track and manage different groups of companies (e.g. customers, prospects, competitors, partners, territories, etc.)
Integrated LinkedIn search and profile details
This new feature makes it easier than ever to search and view LinkedIn profile details within SalesView. This capability is also available within your CRM contact mash-up view.
Share news alerts via social media or your CRM
This new feature makes it easy to share compelling events and news articles via social media (e.g. Facebook, LinkedIn, Twitter.) If you use Salesforce.com or Oracle CRM On Demand you can also save Agents/News directly to your CRM as a task, note, or attachment for follow up.
Release Preview Webinars
To learn more about the August 2010 release join one of our scheduled webinars. Click here to register for one of the following dates/times:
August 12th Thursday : 10:00am PT/1:00pm ET
August 13th Friday : 10:00am PT/1:00pm ET
August 16th Monday : 10:00am PT/1:00pm ET
August 17th Tuesday : 10:00am PT/1:00pm ET
Thank You… and keep the feedback coming!
Thank you for making InsideView the leading business and social intelligence solution for B2B sales and marketing professionals. We couldn’t do it without your hard-earned business or your on-going feedback. Speaking of which, we always want to hear from you. For product feedback and suggestions, please email us at feedback@insideview.com. For any support-related issues, email us at support@insideview.com. Thanks again!
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
Here at InsideView, we have a strong team based in Hyderabad, India (the capital of state of Andhra Pradesh) – a city attracting a lot of technology innovators looking to leverage global talent (Facebook recently announced their new office there), and we’re very proud of their hard work. We are pleased to announce that last week, following a weekend of presentations and competition in front of hundreds of technology leaders, InsideView beat out more than 150 other companies to take top prize in the multinational corporation category at the Annual Software Products Showcase hosted by ITsAP, a non-profit representing the software and IT industry in the state of Andhra Pradesh.
The best product award, given to SalesView, faced some steep competition, and points to a thriving environment of innovation in Andhra Pradesh overall. Indeed, the vision of ITsAP is to “position Andhra Pradesh as the leading intellectual capital of the world, by nurturing entrepreneurship, research and innovation, to achieve global excellence in IT products and services.” There was no shortage of intellectual capital at the event!
Our India-based team is right in the thick of this entrepreneurial corridor and this is a certain vote of confidence in what we’re doing for sales productivity, including outside of our headquarters here in San Francisco and on a world-wide scale.
More on the summit can be found at ITsAP’s event page and you can also join the organization on Facebook.
Great work and kudos to our team there!
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.
