Using InsideView Insights Mobile Website

Tap the Search icon and select the Company tab to find companies that you wish to target.

Enter the name of a company. For example, when you enter Inside, you will see type ahead suggestion of companies whose name starts with Inside.  Select the company and tap on the name as illustrated below:

In the Company Detail screen, you will see the company's firmographic data. You can also tap the People tab to connect with right contacts and tap the Insights tab to view real-time news and social insights.

In the Company Info tab/screen, you will see the following information:

Scroll down to view the company's data.

• Company Name
• Ownership Type
• Industry Type
• Company's Annual Revenue and Employee Count
• Address
• Description
• Distribution of Contacts
• Connections

  

• Latest News
• Industry Information and its profile

  

  Note: You can tap the View industry details or View more news links to view detailed industry information.

• Competitor Information

  

  Note: Tap the +Follow link to add competitors in your watchlist.  You can also tap the competitor Company Name hyperlink to view the company information in InsideView Insights web view.

Once you tap the link, you will be redirected to the Connections page in InsideView Sale web view where you can add your connections from Gmail, Outlook, LinkedIn and your personal connections.

For more information, read the article Setting Up InsideView Connections in our Knowledge Base.

After you have added contacts, the following donut chart appears for contacts with their job function percentage:

Tap the Search icon and select the People tab to find the people that you are looking for.

or,

Go to the Company Detail page by following instructions in step1 of the previous section and tap the People link as illustrated: 

To find a particular contact, enter the name of that person. For example, when you enter Jason, you will see type ahead suggestion of contacts whose name starts with Jason. Select the contact and tap on the name as illustrated below:

In the Executive Detail screen, you will see the contact information which you can use to start your business conversations.

In the People tab of any company, you can filter people list using the list type, sort by name or relevance and job function by tapping the  icon in the People tab.

Tap to select the list and job function as illustrated below:

Tap Apply to save changes.

In the Executive Detail screen, you can view the following contact information:

Scroll down to view the contact's data.

• Executive Name
• Job Title
• Organization Name
• Phone Number
• Email Address
• + Add to Watchlist
• Executive's address
• Age
• LinkedIn Profile link
• Google Search link
• Previous Employments
• Education

  

  Note: To flag wrong executive information, tap the  icon.

• News about contact

  

• Social insights about contact

  

• View Connections link
• Not the right social profile link

Note: If your Facebook and Twitter accounts are not configured, you will see options to sign-in to Facebook or Twitter to see contact's social insights.

Note: Once you have added your connections, it will be visible in the Executive Details screen. In this screen, you can see how you are connected to a contact at your prospect company.

The following screen appears:

Tap the Ask for Referral link to send email to your connections requesting for referrals.

To select the correct match, tap the Select link and tap on Done.

Tap the Search icon and select the Company tab to find the Recently Viewed Companies.

To search for the desired company, tap the Search icon and enter the company name. For example, to search InsideView company, enter that name as illustrated: 

Tap the company name in the search results and then in the Company Details screen, tap the Insights tab to view the latest news and social insights.

Tap the View More link to view more news feed. To see news on specific business triggers, tap the  icon.

Tap to select the desired news agents and tap Apply to save changes.

Note: You can also add new agents or edit existing ones by tapping the Add/Edit Agents link.

• News feed based on business trigger agents
• Blogs from Company's web page

• Tweets from company's Twitter handle
• Posts from company's Facebook page

Tap Authorize App to see tweets from the company's Twitter account.         

When you tap Connect to Facebook, the following screen appears:Log in user your Facebook user credentials and tap Authorize App to see posts from the company's Facebook account.

To see news feed based on specific business triggers, tap the  icon and select the desired agents as illustrated below:

Tap Apply to save changes.

Tap the Profile icon to manage the profile information. 

In the User Profile screen, you can tap following links and manage your profile in the web view:

• Edit Profile - Tap to edit your user profile information, localization preferences and subscription information. For more information, read the article Manage Profile Information in our Knowledge Base.
• Manage Watchlists - Tap to view and modify your company and contact watchlists.  For more information, read the article Manage Watchlists in our Knowledge Base.
• Manage Connections - Tap to view and add your connections. For more information, read the article Setting Up InsideView Connections in our Knowledge Base.
• Manage Agents - Tap to add or edit your news agents. For more information, read the article Managing Custom Agents in our Knowledge Base.
• Account Admin - Tap to manage your account. For more information, read the article Manage License Allocation in our Knowledge Base.  This option is available to administrators only.
• Support - Tap to open InsideView's Knowledge Base portal.
• Privacy Policy - Tap to view InsideView's privacy policy page.
• Logout - Tap to log out from InsideView mobile website.