How many Market Segments can I create?
InsideView Apex has no limit on the number of Market Segments you can create.
How many Account Based Lists can I create or visualize?
InsideView Apex has no limit on the number of Account Based Lists you can create or visualize.
How many users can I have for InsideView Apex?
While there is no limit to the number of users you can add, InsideView Apex is designed to boost your go-to-market efficiency and, as a best practice, should be limited to leaders on the teams that are making those decisions.
Why am I unable to build a dynamic list even though my Salesforce.com OrgID and Microsoft Dynamics CRM Org ID appear in the menu?
This can happen when an integration between that particular Salesforce.com and Microsoft Dynamics CRM instance and InsideView Apex does not exist. Your administrator can set up an integration user for you and configure the user credentials to create the communication channel.
For more information, you can read the article Best Practices for Creating an Integration User in Salesforce CRM in our Knowledge Base.
Why are some of the companies on my list not in my Market Segment?
Usually it is because one or more firmographic attributes falls outside the Market Segment definition. Industry is the most common attribute that might exclude a company from your Market Segment. You can define this attribute while creating a Market Segment as illustrated below:
How can I see the companies on a list that are NOT inside my Market Segment?
In the top left pane under the Addressable Market section, click the radio button that has your list name and then select the Non-Overlap check box. You can then click on the Companies tab to see the companies not in the Market Segment:
What happens when I "Publish" a market segment?
The Publish option enables you to tag companies that fit the criteria for that particular market segment. When publishing a market segment, you can also add a note to InsideView Sales users that can help your sales, marketing, or other teams know how to take action on market segment accounts. Market segment notes and tags will be visible either in the CRM and at my.insideview.com the InsideView Sales website.
How do I find contacts for the companies on my Account Based List?
This feature is available in InsideView Target, which is often purchased along with InsideView Apex. Any Account Based List that you create and save in InsideView Apex is automatically available in InsideView Target where you will be able to find contacts who work at the companies on your list.
How do I get to a more granular view of Company Location?
In the Company Location map, click on Country and select United States or Canada from the drop down to get a more granular view of your total addressable market. To revert back to the map of the world, click on Global in the map.
How do I search by NAICS Ownership Type, or other criteria in a Market Segment?
In the left hand pane of the Market Segment view, you can add several types of criteria such as Company Status, Ownership Type, Annual Lists & Indexes, Contact Info and Social Media.
For example, to add a North American Industry Classification System (NAICS) business code, click on the caret to expand the NAICS section and enter 522110 for Commercial Banking as shown below:
I've created a dynamic list and my data has changed, so why don't I see any changes reflected in InsideView Apex?
InsideView Apex does not automatically update a dynamic list. To update your dynamic list, go to the Account Based Lists section, hover over any dynamic list, and click the refresh icon. This will update the list.
Warning: Once you refresh a list, you cannot go back to the previous state.
I uploaded a list with 100 companies, and got 100 matches. Why aren't there 100 companies in my Account Based List?
The most likely reason for this is that there are duplicate accounts on your list. For example, your list may have two branch offices of IBM that were both matched to the IBM headquarters record in InsideView’s database You can review your matches at any time by hovering over a list, and selecting the Pencil icon. The Companies and Matches columns on this page are intended to help you see if there are duplicates.
When I use the search box in InsideView Apex, what am I searching on?
InsideView Apex currently only searches on company name.
Is there a way to accept "suggested matches" more quickly?
Yes. To accept suggested matches in bulk, click the checkbox in the table header, which will select all matches on the current page, and click the Confirm button on the right side of the page. Even if some companies on the page are unmatched, you still will be able to confirm all the selected suggested matches, as illustrated below:
Why and when should I enable the primary business search option for companies?
This option allows you to find companies based on the industry that comprises the largest portion of their business dealings. For example, Sony’s primary business is “Electronics” and it has more than 50 sub-businesses in which they are involved. You may not want to see Sony in your search results if you have selected industries outside of Sony's primary business. In this example, if you turn on the "Search only primary business" filter and select any industry besides "Electronics," you will not see Sony in your search results. For more information, read the article Creating a Market Segment in our Knowledge Base.
How are recommendations of similar companies calculated? What factors are taken into account?
Our recommendation logic uses predictive AI based on a machine learning technique called clustering. This draws inferences from a company's firmographic data and derives "specialties," which are like product offerings or areas of focus for a business.
The recommendations are based primarily on "specialties" and other factors like company size, industry, and geography.
When creating a dynamic list, how do I add multiple values in a single rule?
Once you have selected a Field Name, you must use the “IN” Operator in order to add multiple values, separated by a comma, in the Value field.
Why am I not getting recommendations for my list?
Recommendations are generated based on several factors that help us find key commonalities among companies on your list. If your list is too small or the companies on your list are too dissimilar, for example, there may not be enough data to identify the key commonalities required for finding good recommendations.
An Account Based List must have a minimum of 50 companies in it to find/retrieve recommendations of similar companies.
What is the difference between a rule and condition?
A dynamic list pulls account data directly from CRM via an integration user. You can add list of filters for selecting accounts by clicking either click +Add Condition or +Add Rule.
- Add Rule – Adds a single rule where you can define the field name, operator, and value(s) you want to use to filter accounts.
- Add Condition – Adds a set of nested rules to filter accounts based on if and then clauses.
Here are a few use case examples of filters, showing the different fields used in Salesforce CRM with an operator and a sample value:
- Select the Industry field, operator as equal and enter value as Media. This filter will retrieve all accounts that have an industry type that equals media.
Notice that the output of your rule appears at the bottom of each rule.
- Select the Created Date field, operator as greater, and enter the date. This filter will manage only accounts that have a Created Date that starts after November, 30th, 2017.
- Select the Billing State/Province field, operator as Not equal, and enter the state name such as CA. This filter will retrieve accounts from states other than CA (California).
- Select the Account Name field, operator as starts with and enter the value as In. This filter fetches accounts that start with In in the account name field in Salesforce CRM. To add multiple values, use the in operator.
Note: The set of rules above combined together form a nested if and then rule also known as a condition. For more information, read articles Creating a Dynamic Account Based List from Salesforce CRM and Creating a Dynamic Account Based List from Microsoft Dynamics CRM in our Knowledge Base.
How do analytics for account/opportunities or leads that are part of multiple market segments get calculated?
InsideView Apex uses the following approach to store analytics of the opportunities or leads:
- In Aggregate view, if a lead or opportunity is part of multiple market segments, it will be counted only once.
- In Comparison view, if a lead or opportunity is part of multiple market segments, it will be considered individually in each market segment.
In the Funnel Conversion Chart, what exactly is conversion rate actually measuring?
In InsideView Apex Analytics, the conversion charts are generated based on deal value and by volume as follows:
By deal value conversion
- For leads, it is calculated as the total number of open opportunities in a market segment divided by the number of leads in a market segment (%).
- For account/opportunities, it is the total number of open opportunities divided by the total number of leads (%).
By Volume Conversion
- For leads, it is the total number of leads in a market segment.
How is win rate calculated?
In the InsideView Apex Analytics dashboard, the win rates are calculated based on deal value and by volume as follows:
- For closed opportunities, it is calculated as the total amount associated with all wins in a market segment divided by the total amount associated with all closed opportunities in a market segment (%).