Likelihood to Recommend While InsideView seems more comprehensive than LinkedIn SalesNavigator, when you're looking to identify and save contacts with a particular area of responsibility (IT, for instance), Navigator provides results and means to track them more quickly and easily. Having to "unselect" every other job area category when initially landing on a company overview page in InsideView is tedious and time-consuming.
Read full review If you are in any type of sales, and meeting with people, it is a must. If you already know you contact well, it doesn't have as much value for that particular meeting. Also I wish there was a way to not sync internal meetings, as it just provides clutter, and I don't need info on those people.
Read full review Pros 'Call Prep' - a list of industry-related questions to ask my prospects during the phone call to enhance trust and credibility as a business partner. Regularly scrubbed email and phone numbers of prospects. The verified direct-dial mobile number is GOLD. You may be able to get some of these elsewhere by paying extra with a separate standalone service. Having this integrated has improved my workflow, saving time from switching in and out of different apps. The family tree of organizations is particularly useful for targeting enterprise accounts that often come with convoluted company shareholding structures. 'Challenges' and 'Trends' - information to engage prospects during conversations. Read full review They easily connect with my Outlook to sync my upcoming meetings. It provides me with the social profiles of people I am meeting with. It gives me the ability to have all my info about my contact in one place to easily review. Read full review Cons As a system administrator, I wish I had access to real time reports regarding usage. Often times, senior leadership wants to know how their teams are using the information and who is using the software to its fullest. It's a pain to have to email InsideView and ask for a report. We are a global organization and there is not a lot of information regarding companies outside the US. I know they are working on this, but my global field reps are anxiously waiting to use the software too. I wish InsideView put out more "tips and tricks" documents. There does not seem to be a large repository of training documents. I am always looking to learn more, as are my reps. Read full review At times it doesn't pull a social profile for the contact correctly, or at all, when I know the person has a profile. The interface is a little clunky, and the font is too large. It could be a lot smaller and still effective. It takes a lot of time to sync at points, which is frustrating. Read full review Likelihood to Renew Relatively inexpensive service for a decent current awareness service. They have added little in sales functionality in the past year as they focused on building a marketing version of the product. Except for the addition of broader European coverage last spring (thin Equifax records), the database was static over the past year.
Read full review Usability InsideView was extremely user-friendly. I was able to quickly understand how to efficiently use the software and get the most out of the service. I only had a short time to quickly learn how to use the functions offered by InsideView, and I felt confident within the first day of my understanding and ability to successfully use this tool.
Read full review Reliability and Availability Seems to always work.
Read full review Performance It's pretty fast.
Read full review Support Rating We had an intro session with a customer success rep and were given a rundown of the platform and it was absolutely perfect. The rep was able to show us advanced search options and shortcuts that cut our search time.
Read full review In-Person Training She was fine, but we only had one session
Read full review Online Training Seeing the demo during the sales cycle, not much training was needed due to this application being plug and play.
Read full review Implementation Rating We had to work with InsideView for some custom configurations example we have a custom field in Salesforce called ha location that needed let's say NJ to spell out New Jersey and make certain fields mandatory. They were easy to work with though.
Jennifer Miller Senior Solutions Advisor, New Business jennifer.miller@technomedia.com
Read full review Alternatives Considered In my previous company, I was using both Linkedin and
ZoomInfo , both of them were good, but there was a lot of restrictions with the basic versions, and when we shifted to the
LinkedIn Sales Navigator , and
ZoomInfo the quality improved but there was not much to get like InsideView. In my current company, at first we were using LinkedIn, but now I appreciate the decision made by our seniors to shift to InsideView. It is my personal opinion that I feel InsideView is better than LinkedIn and
ZoomInfo .
Read full review The thing that Charlie does best is it aggregates everything in one place. It allows me to have a one-stop shop, that I can quickly review prior to heading into a meeting. People are usually amazed with the amount of info that Charlie can give you, and it almost always works its way into my sales call.
Read full review Return on Investment Makes researching much easier so saved time prospecting. Cleaner information than other relative sites so not using bad information. Hard to put a number on saved time and then its dollar value in benefit, but it has definitely furthered my goals. Read full review The info I pull from Charlie prior to the meeting is almost always brought up as a conversation starter. Charlie helps my relationships go deeper than just surface level info. The ability to go deeper in my relationships while using Charlie has absolutely closed me business. Read full review ScreenShots