Getting Started with InsideView Insights - Salesforce CRM

  • Updated

InsideView Insights helps you find more leads, win more deals, grow your business, and retain your accounts. It infuses your CRM with the essential company and contact data, business insights, and selling triggers; and connects directly to your largest referral networks and social media feeds. The information in Insights is updated continuously from more than 40,000 financial and social media sources and validated with InsideView’s MTV data science technology to ensure that you have the most accurate and complete lead information

This article provides quick-start instructions to get started with InsideView Insights in Salesforce CRM

Contents

Getting Started – InsideView on the Account and Opportunity Page

  1. In the Account or Opportunity page, scroll halfway down and you’ll see the InsideView window, known as the InsideView Mashup.
  2. The information that you’ll see on this page is divided into three different categories: Company Info, Insights, and People.

Company Information – All of Your Research in One Place

The Company Info tab will give you the following information:

  • Address
  • Company Description
  • Financials
  • Industry Information
  • Family Tree (Subsidiaries and Acquisitions)
  • Revenue
  • Headcount
  • Web Site

Inside Information: If you find that the account in InsideView does not match what you have in Salesforce, click on the pencil icon next to the name of the company and select a different company.

5_-_Pencil.png

Inside Information: If you find that information in an account record is incorrect, just let us know. Click on the Wrong Info flag on the top right and let our content team know what’s wrong. If we can verify the error, we’ll let you know in 48 hours.

Syncing Account Information in Salesforce

  1. On the top right-hand side of the Mashup, click Update CRM.

    Screenshot_2020-11-06_at_4.40.03_PM.png

  2. You will see a screen that compares the data that exists in the InsideView database with the information that you have in Salesforce. Choose the fields that you would like to update by clicking the checkboxes on the right-hand side.

    mceclip0.png

  3. Click on the Update button on the top or bottom of the screen to update the field.

    mceclip1.png

  4. The Sync Account Data screen appears.

    mceclip2.png

    The data in Salesforce is now updated.

    mceclip3.png

Insights – The News You Need

InsideView will give you news from 40,000 different sources all over the world and categorize them according to the topic. That allows you to see the news that you want to see.

mceclip4.png

Inside Information: If you don’t see any news on your company, don’t stress. We also push information from a company’s blog, its Twitter feed, and its Facebook page. Some of the best information that you’ll find sometimes is right there on social media.

Screenshot_2020-11-19_at_1.50.13_AM.png

People – It’s About Who You Know

InsideView works 24/7 to find out who works at a company and allows you the ability to find people based on their level at the company and what department they work in. In the example below, we show you everyone in Marketing at the VP level.

Quick_Start_SF.png

Inside Information: You can find people based on the department that they work in, their level in the company, their location, or how you’re connected to them. Just use the filter screen on the left.

Syncing Contact Information in Salesforce

mceclip7.png

mceclip8.png

Searching the InsideView Database

There are two ways to access the InsideView Insights home screen to search the entire database:

  1. Open InsideView Home from the widget window on a Salesforce record from the navigation bar in the top right corner.

    mceclip9.png

  2. Access the InsideView app (custom tab) in Salesforce.

    mceclip10.png

Researching Companies from the InsideView Insight Database

To find information about a company or a person in the Web version, type in the name of the company in the Search field at the top.

mceclip11.png

The company’s profile appears on the screen:

mceclip12.png

Building Lists in InsideView

  1. Click Build a List on the top right corner of the screen.
  2. Insert the criteria that you would like InsideView to incorporate into your list.

    mceclip13.png

  3. Click Search .
  4. InsideView returns your results.

    mceclip14.png

  5. To export the data to a spreadsheet, click Export .
  6. Click Save Search to save the search. In the Save Search dialog box, enter a logical name for your search.

Was this article helpful?

0 out of 0 found this helpful