Configuring and Using the InsideView Browser Extension

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This article provides instructions to configure and use the InsideView Browser Extension onLinkedIn, company websites, Salesforce, and Microsoft Dynamics CRMs. 

Configure InsideView Browser Extension in the Google Chrome Web Browser

The InsideView Browser Extension can be downloaded from Google's Chrome Store.

To download and configure the InsideView Browser Extension in Chrome, follow these steps:

Step Description Details
 1 Open Google Chrome store In the browser, enter this URL: https://chrome.google.com/webstore/detail/demandbase-sales-intellig/lheehdbcfgapcfcnhncidpmcmdodiidd.

 

 2 Load InsideView  On the InsideView app page, click Add to Chrome, which will add InsideView to your Google Chrome Extensions.

Screenshot_2020-11-05_at_10.17.03_AM.png

 3 Pin InsideView 

In the Chrome Extensions, click the Pin icon next to InsideView.

Screenshot_2020-10-30_at_2.46.08_PM.png

Configure InsideView Browser Extension in the Microsoft Edge Web Browser

To download and configure the InsideView Browser Extension in Edge, follow these steps:

Step Description Details
 1 Open Microsoft Edge browser In the Microsoft Edge browser, click the three horizontal dots in the upper right corner to open the menu:

Screenshot_2020-11-02_at_9.32.45_AM.png

Click Extensions on the menu.

Screenshot_2020-11-02_at_9.38.05_AM.png

 2 Enable allow extensions 

Enable the Allow extensions from other stores check box in the lower left-hand corner of the Extensions page.Screenshot_2020-11-02_at_9.50.54_AM.png

On the Microsoft warning message that shows you have not verified the extensions in the Chrome Web Store or anywhere else online. Click Allow to continue.Screenshot_2020-11-02_at_9.54.44_AM.png

 3 Add the InsideView Extension

Go to the following URL to download the InsideView Browser Extension: https://chrome.google.com/webstore/detail/insideview/lheehdbcfgapcfcnhncidpmcmdodiidd then, click Add to Chrome.

Screenshot_2020-11-05_at_10.17.03_AM.png

4 Load InsideView Click Add Extension in the confirmation dialog.

 

Using the InsideView Browser Extension

You can use the InsideView Browser Extension on any company’s website, LinkedIn profiles, and whenever you open an account, contact, or lead object in Salesforce and Microsoft Dynamics CRMs. 

How to use the InsideView Extension in LinkedIn

To use the InsideView Extension, follow these steps:

Step Description Details
 1 Open LinkedIn  In the Web browser, go to LinkedIn.

 

 2 Search and Open any company In the Search box, enter Microsoft and click Go. Click the Microsoft company link to open it.
 3 Open the InsideView Extension

On the Microsoft Company page, click the InsideView icon in the top right corner of the page to open the Extension.Screenshot_2020-10-30_at_3.12.33_PM.png

 

When you click the InsideView icon, the Microsoft Company data from InsideView is matched and our data record is displayed:Screenshot_2020-10-30_at_3.15.52_PM.png

 

 4 Use the InsideView Extension

Click the Screenshot_2020-10-30_at_8.42.38_PM.png Expand icon at the left to expand the InsideView Extension.Screenshot_2020-10-30_at_5.44.36_PM.png

 

When you click the Expand icon, the InsideView Extension appears in a wider view as illustrated:Screenshot_2020-10-30_at_9.00.21_PM.png

 

In the InsideView Extension, click the Company tab to find quick links for the following information:

Screenshot_2020-10-30_at_9.47.07_PM.png

  • In the Overview section, view company details such as name, company type, industry, phone number, revenue, employee count, and other firmographic information.Screenshot_2020-10-30_at_5.30.31_PM.png
  • In the Industry section, view a company’s primary business, Primary SIC, British SIC, and NAICS details.Screenshot_2020-10-30_at_5.33.40_PM.png
  • In the Family Tree section, view all parent-child relationships with an option to search companies within the tree.Screenshot_2020-10-30_at_5.34.33_PM.png
  • In the Similar Companies section, view all competitors who compete in the same business industry.Screenshot_2020-10-30_at_5.35.12_PM.png
  • In the Tech Profiler section, view technologies used by the company.Screenshot_2020-10-30_at_10.13.29_PM.png

    Note: The Tech Profiler is available only when you purchase this add-on separately. You can search and filter based on technologies that you care about.Screenshot_2020-10-30_at_10.15.57_PM.png

  • Click the People tab to view the contacts and connections in that particular company.Screenshot_2020-10-30_at_10.18.58_PM.png

    Select any contact to view complete contact details as illustrated:Screenshot_2020-10-30_at_10.21.24_PM.png

  • Click the Insights tab to view the latest news about that company.Screenshot_2020-10-30_at_5.20.34_PM.png
  • To close the InsideView Extension, click the Chevron > icon.Screenshot_2020-10-30_at_5.39.07_PM.png

 

How to use the InsideView Extension in LinkedIn Lists 

You can also use the InsideView Extension to find more information on a list of companies or contacts on LinkedIn.

Notes:

  • Any hidden profiles from the page, such as LinkedIn Member are excluded from the plugin view..
  • The expanded view is disabled when viewing LinkedIn lists. 

To use the InsideView Extension, follow these steps:

Step Description Details
 1 Go to the LinkedIn List View When building lists or viewing search results in LinkedIn, click the InsideView icon at the top to open the Extension. Screenshot_2020-11-02_at_11.32.49_AM.png

Screenshot_2020-11-02_at_11.50.38_AM.png

 2 Search contact details in Extension

When you click the contact in the extension, you can view both the company and the contact details:

  • For contacts, you can view their name, title, email, phone numbers, location, news, and social insights.

    Screenshot_2020-11-02_at_12.31.55_PM.png

  • Employment history is also shown in the contact's profile.Screenshot_2020-11-02_at_12.50.40_PM.png
  • Click the Update button to sync data to your CRM, the Wrong Info button to flag incorrect information, or the Add to Watchlist button to add the contact to one or more of your watchlists.Screenshot_2020-11-02_at_12.53.18_PM.png

 3 View Connection  Scroll to see if you have any connections to this contact. If so, click View connections to view all connections for that contact.

Screenshot_2020-11-02_at_1.16.25_PM.png

 4 Add a missing person 

If both the contact and the company are not found, the InsideView Browser Extension will allow you to search our database to find the correct match.

Screenshot_2020-11-03_at_10.01.26_AM.png

If the person cannot be found, click the Add a Person link to add the contact details.

Screenshot_2020-11-03_at_10.04.01_AM.png

Note: When you click a LinkedIn profile and no company or contact match is found, the InsideView extension will show the Find the Correct Person screen.

5 Use the InsideView Extension in Company List View

When you search for companies and open the InsideView Browser Extension you can retrieve the company details from the InsideView database as illustrated:Screenshot_2020-11-03_at_10.11.16_AM.png

Select any company on the list to view the company details. For example, click Microsoft.Screenshot_2020-11-03_at_10.22.58_AM.png

If the company is not found in the InsideView database, you can search our database to find the correct match.Screenshot_2020-11-03_at_10.26.49_AM.png

You can select the matching company from the list of Suggested Matches.

 

How to use the InsideView Extension on Company's Website and CRMs 

You can use the InsideView Extension on any company's website and within Salesforce and Microsoft Dynamics CRM when you open an account, contact, and lead object.

To use the InsideView Extension, follow these steps:

Step Description Details
 1 Open any company's website In the browser, enter the URL of any company website. For example, enter: https://www.microsoft.com/en-in/and click the InsideView icon to open the extension.

Screenshot_2020-11-03_at_12.10.58_PM.png

To use the InsideView Extension on the company's website, follow the instructions in the two sections above.

If there is no match found for the website, you can search our database to find the correct match.

Screenshot_2020-11-03_at_12.22.10_PM.png

 2 Open InsideView Extension in the Salesforce CRM

Log in to Salesforce CRM, open an account, and then click the InsideView icon to open the extension.Screenshot_2020-11-03_at_12.29.03_PM.png

To use the InsideView Extension on Salesforce CRM, follow the instructions in the two sections above.

 3 Open InsideView Extension in the Microsoft Dynamics Log in to Microsoft Dynamics CRM, open an account, and then click the InsideView icon to open the extension.Screenshot_2020-11-03_at_4.52.10_PM.png

To use the InsideView Extension on Microsoft Dynamics CRM, follow the instructions in the two sections above.

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