Managing Installed Tech Data

  • Updated

The Installed Tech data (technographics) add-on helps you win more business by identifying companies that use relevant technologies in the market.

This article provides instructions for an InsideView Account Administrator to select technologies that are relevant to their business. 

Note: These settings define which technologies can be leveraged by end-users to build lists in InsideView Insights and InsideView Target as well as the technologies that can be synced to the CRM using InsideView Data Integrity.

Step Description Details
1 Open the Account Admin page Click on Account Admin in the InsideView menu from the CRM View or Web View to access the Admin page.

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On the Admin page, go to Account Settings Tech Settings to add technologies that are relevant to your business. 

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2 Add Technologies

On the Tech Settings page, click the Plus (+) sign to select the desired technologies and click Save.

Note: Technologies are visible only when you purchase an InsideView Elite license or Enterprise license with the Installed Tech Data add-on. Contact your InsideView customer success manager (CSM) to upgrade your plan to add more technologies.

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Use filters on the left or the search box to quickly find relevant technologies.  For example, select the Cloud Infrastructure Computing category to quickly filter out all technology except those in Cloud Infrastructure, such as Akamai CDN, Amazon AWS, Amazon EC2, or Amazon S3.

 

3 Apply Tech settings

Once you have selected the technologies, click Save.

4 Edit Tech settings

Once you save your technologies, you will need to contact Support or your account team to modify your tech settings. Click the InsideView Support link to contact them and modify the technologies that you have selected.tech_settings_support.png

To learn how to add the technology filter, read the following articles in our Knowledge Base:

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