On top of all the work to continue optimizing the application for our growing list of customers, we wanted to highlight some enhancements to the application that all of you should be seeing with the latest release.
Updated Connection Summary: You are now able to get a snapshot of any personal & professional connections from any company. This was a request brought to us by a few customers that wanted a snapshot in the record so they could see who they were connected to and how they were connected.
We now identify for you if you are connected through a coworker, a reference account or through previous coworkers.
The result is that you can now look at the snapshot and have more intelligence about who you want to drill into further to help make the introduction or use as leverage to connect with your target.
The new Connection Dashboard gives you a list of connections that you have access through using our Smart Connections. These are not direct connections that can be found using networks like LinkedIn but more implied connections that look at my past employers and other information from my profile to identify ways I can be connected to my target.
[tweetmeme source= "insideview" only_single=false] 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!
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.
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.
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.
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!
[tweetmeme source= "insideview" only_single=false] How fast can software go from 0 to 60? February marks our 60th release of InsideView in just five years! We have more contact accuracy and social selling enhancements for you this month. Enjoy!
Search and add contacts from more partner content sources. This enhanced feature allows you to quickly search and add contacts from our partners when a contact is missing from InsideView. When you search the People tab within any company profile or view a specific Contact in your CRM you will see results from InsideView and our partners in the same interface. Simply click on the name / title of interest to add them to InsideView database. It’s like on-demand cable for your prospecting.
User-Generated Contact Profiles
Generate a contact and automatically find social profile data. When you’re unable to find a contact in InsideView or our partners, this new feature allows you to generate a new contact yourself. InsideView then immediately starts identifying social profiles for your contacts. “Socialize” your contacts in on-the-fly.
Fortune 500 and 1000 Search
Quickly identify Fortune 500 and 100 prospects. This new feature allows you to easily identify and target companies on the Fortune 500 and 1000 lists. You will see new search criteria in the ‘Size’ section of the company and contact search interface, which you can use in conjunction with any of our other firmographic, social, and event-based search criteria. If you’re going after the big guys, your job just got a little easier.
More Contacts, Improved Accuracy
Reach more prospects directly with higher success rates. Over the last several months, InsideView has been hard at work improving the availability and the accuracy of our contacts. We’ve carefully evaluated the accuracy of our different content partners, we’ve added more overlapping content sources, we’ve invested in our own web-harvesting and crowd-sourcing technologies, and we’ve refined our Entity Triangulation algorithms along the way. Contact accuracy is a big challenge for the industry and while we realize our work will never be done, we’re confident that intelligent aggregation is the right approach. We hope you’ve already noticed these improvements in accuracy.
We want to thank you for choosing InsideView as your sales intelligence solution. 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 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!
[tweetmeme source= "insideview" only_single=false] 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.
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!
