How to Get Started with Sales Intelligence Cloud

  • Updated

There are two ways you can access Sales Intelligence Cloud.

Accessing from your CRM

If your company has integrated Sales Intelligence Cloud with your CRM, you will see an Sales Intelligence Cloud "frame" inside CRM records. Because the Sales Intelligence Cloud frame brings in information from outside your CRM, in Internet parlance, it is sometimes referred to as a "CRM View".

1_-_CRM_View.png

Configurations can vary. However, you will generally see the Sales Intelligence Cloud "CRM View" from the following CRM record types:

  • Accounts
  • Opportunities
  • Contacts
  • Leads

You don't need a separate username or password for Sales Intelligence Cloud. Simply go to a record in your CRM and scroll down until you see a frame that resembles the one above.

You can browse Sales Intelligence Cloud tabs from within the CRM View. However, clicking on a company nameperson name or certain other links will open a new browser tab for the Web View of the Sales Intelligence Cloud interface.

The Web View interface gives you access to additional features, including Sales Intelligence Cloud's search and list building features. So if you don't see a feature you're looking for, try going to the Sales Intelligence Cloud Web View by clicking the hamburger menu in the top right corner and clicking “Open InsideView.com”.

3_-_Hamburger_copy.png

Accessing in Web View mode

If your company has not integrated Sales Intelligence Cloud with your CRM or you use Sales Intelligence Cloud features that are not included in the CRM View, you access Sales Intelligence Cloud in Web View mode by going to https://my.insideview.com in your internet browser.

2-_WebView.png

Accessing Company Details

Use Sales Intelligence Cloud to research your target companies and plan effective sales strategies. Sales Intelligence Cloud provides comprehensive and up-to-the-minute information about companies so you can identify the best time and method to approach them. In Sales Intelligence Cloud, all the information pertaining to a company, be it a lead or an account, is displayed on a unique details page.

To navigate to the details page of an account or lead, open the account or lead record in your CRM and scroll down to see the Sales Intelligence Cloud CRM View for the record. You could also search for the company record directly in Sales Intelligence Cloud. For more information, read the article Search Tips in our Knowledge Base.

The information on a company details page is divided into separate tabs including: Overview, People, Insights, Family Tree, Similar Companies, Tech Profiler and more tabs covering unparalleled information from over 40,000 financial, media, and social sources.

A few things you can do with the company details:

  • View your connections to key executives at the company
  • View the latest business news about the company
  • Find conversation starters
  • Get relevant contact information
  • Track the company by adding it to your Watchlist

Accessing Contact Details

Sales Intelligence Cloud enables you to sell more effectively by helping you find the right people, identify your mutual connections, and learn more about them so you can quickly and easily establish rapport and build credibility. In Sales Intelligence Cloud, all the information related to a person, be it a lead or a contact, is displayed on a unique details page.

To navigate to the details page of lead or a contact, open the record in your CRM and scroll down to see the Sales Intelligence Cloud CRM View for the record. You could also search for the person in Sales Intelligence Cloud. For more information, read the article Search Tips on our Knowledge Base.

Using Sales Intelligence Cloud you can:

  • Discover connections to key people within your target accounts through your connections as well as your team’s connections
  • Learn about your prospects and customers through 360 degree profiles and real-time updates from LinkedIn, Twitter, Blogs, and other social media
  • Follow key people at top prospects and get alerted when they change jobs, get promoted, have a social update or are in the news

Was this article helpful?

0 out of 0 found this helpful