TrustRadius Insights
InsideView is a versatile tool that is widely used by sales professionals, sales operations teams, and marketing teams to efficiently …
Overview
What is Demandbase Sales Intelligence?
Demandbase Sales Intelligence Cloud injects Account Intelligence into every step of sale, to help the user sell smarter and leave flat-footed competitors wondering what happened. It is available a la carte, or as part of the Demandbase One solution.
Recent Reviews
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Company information (92)9.292%
- Company/business profiles (90)8.888%
- Advanced search (89)8.282%
- Contact information (90)8.080%
Pricing
N/A
Unavailable
What is Demandbase Sales Intelligence?
Demandbase Sales Intelligence Cloud injects Account Intelligence into every step of sale, to help the user sell smarter and leave flat-footed competitors wondering what happened. It is available a la carte, or as part of the Demandbase One solution.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
48 people also want pricing
Alternatives Pricing
What is Apollo.io?
Apollo is a sales intelligence platform with tools to help users engage with prospects. Sellers and marketers can use Apollo to discover more customers in market, connect with contacts, and establish a modern go-to-market strategy. Apollo's B2B Database includes over 220M contacts and 30M…
What is Lusha?
Lusha is a go-to-market intelligence platform, designed for sales, marketing and recruitment teams. Lusha data and insights help cut through the noise and reach the right people at the right time.
Product Demos
Demandbase Sales Intelligence - Interactive Demo
Navattic
Features
Return to navigation
Product Details
- About
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Demandbase Sales Intelligence?
Demandbase Sales Intelligence Cloud injects Account Intelligence into every step of sale, to help the user sell smarter and leave flat-footed competitors wondering what happened. It is available a la carte, or as part of the Demandbase One solution.
Demandbase Sales Intelligence Features
Prospecting Features
- Supported: Advanced search
- Supported: Web browser extension
- Supported: Identification of new leads
- Supported: List quality
- Supported: Email contacts
- Supported: Direct dial contacts
- Supported: List upload/download
- Supported: Load time/data access
Sales Intelligence Data Standards Features
- Supported: Contact information
- Supported: Company information
Data Augmentation & Lead Qualification Features
- Supported: Smart lists and recommendations
- Supported: Salesforce integration
- Supported: Company/business profiles
- Supported: News updates
- Supported: Prospect tracking/following
- Supported: Alerts and reminders
- Supported: Data hygiene
- Supported: Automatic data refresh
- Supported: Filters and segmentation
- Supported: Ability to append contact, lead, and account level data
Demandbase Sales Intelligence Video
Advertising | Account-Based Experience | Sales Intelligence | Data.
It's Four clouds. Four quick wins. One end-to-end solution.
About Demandbase:
Demandbase is Smarter GTM™ for B2B brands. We help marketing
and sales teams spot the juiciest opportunities earlier and
progress ...
Show More Demandbase Sales Intelligence Competitors
Demandbase Sales Intelligence Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Demandbase Sales Intelligence Downloadables
Frequently Asked Questions
Demandbase Sales Intelligence Cloud injects Account Intelligence into every step of sale, to help the user sell smarter and leave flat-footed competitors wondering what happened. It is available a la carte, or as part of the Demandbase One solution.
DiscoverOrg (discontinued), ZoomInfo Sales, and D&B Hoovers are common alternatives for Demandbase Sales Intelligence.
Reviewers rate Append emails to records highest, with a score of 9.9.
The most common users of Demandbase Sales Intelligence are from Mid-sized Companies (51-1,000 employees).
Comparisons
Compare with
Reviews and Ratings
(182)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
InsideView is a versatile tool that is widely used by sales professionals, sales operations teams, and marketing teams to efficiently investigate companies and qualify leads. With its integration with CRM systems, InsideView provides valuable contact information and social media accounts of key decision-makers, helping users to streamline their prospecting efforts. Users appreciate the ease of use of InsideView, rating it highly in terms of user-friendliness.
One of the primary use cases of InsideView is gathering up-to-date information on prospects and customers. It helps sales teams target the right prospects by providing valuable data about employees and customers, simplifying the process of reaching out to potential clients. The software also serves as a research tool for gathering data on companies before initiating contact, making it an invaluable resource for sales professionals.
Another important use case of InsideView is its ability to update account firmographic data and find new contacts. Sales and marketing teams use this feature to clean up their databases and add new contacts in HR. The software's support team is responsive and attentive, providing valuable partnership to users.
Furthermore, InsideView offers a Watchlist feature that allows users to track companies and their updates all in one place. This feature is particularly beneficial for staying informed about current customers and prospects. Additionally, InsideView provides financial news, charts, and company size information, making it a great resource for sales professionals conducting research on prospects.
Overall, InsideView proves to be a tremendous ally for outbound sales development activities by helping users gather data on companies and contacts for engagement. It simplifies prospect targeting, allows for efficient research, and provides valuable insights into industry trends. Whether used by start-ups or established organizations, InsideView offers accurate and detailed information that saves time during the sales process while assisting in meeting sales quotas.
Convenient Features: Many users have praised the convenience of the product's features. Some customers have mentioned that the product offers a variety of convenient features, such as easy setup and user-friendly interface.
Reliable Performance: Reviewers have highlighted the reliable performance of the product. Several users have expressed satisfaction with the consistent and dependable performance of the product over time.
Great Customer Support: A significant number of reviewers have commended the excellent customer support provided by the company. Customers have mentioned that they received prompt and helpful assistance from the customer support team whenever they encountered any issues or had questions about the product.
Long Summaries: Some users have found the company summaries provided by InsideView to be excessively lengthy and have suggested the need for more concise versions. They feel that the current summaries can be overwhelming and would prefer a more streamlined format. Additional Social Media Sources: There is a desire among some users for InsideView to include insights from additional social media platforms like LinkedIn and Instagram. They believe that incorporating information from these sources would provide a more comprehensive view of companies' online presence. Outdated Revenue Information: Users have reported instances where revenue information provided by InsideView is not up to date, causing potential inaccuracies in their analysis. Additionally, they have noticed inconsistencies in the representation of company hierarchies, which can make it challenging to understand organizational structures accurately.
Based on user reviews, here are the most common recommendations for the software:
-
Sign up for the software and take advantage of its resources. Users believe that they should have known about it earlier and recommend making full use of the tools provided.
-
Ensure proper functioning of purchased tools and address any difficulties with support team. Reviewers emphasize the importance of ensuring that the tools purchased are functioning properly. They recommend promptly addressing any difficulties encountered and seeking assistance from the support team.
-
Start using the software and ensure staff receive training. Users find the software to be a great tool for obtaining information on companies. They suggest starting to use the product and ensuring that staff receive training to maximize its features. This, they believe, will save a significant amount of time in cold prospecting and improve effectiveness in hunting for new leads.
Attribute Ratings
Reviews
(101-125 of 126)Companies can't remove reviews or game the system. Here's why
July 22, 2015
InsideView Review
Score 9 out of 10
Vetted Review
Verified User
InsideView is used by our sales team, as well as many other positions in the company (marketing, education, partner channel, etc.). InsideView allows reps to view a quick snapshot of information from within Salesforce, as well as build lists and run reports from the my.insideview.com site. InsideView is typically used in conjunction with LinkedIn to gather more information about prospects. LinkedIn is also how we validate information about people, as well as using Twitter or Facebook.
- InsideView has a large repository of companies with lots of information: company size, revenue, employees, articles as well as industry specific information.
- My reps love the option to view "more" and look at discovery questions by industry. It gives them questions to lead with, as well as ideas of what they should be researching.
- InsideView has a new look and feel rolling out soon. VERY excited about the update.
- 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.
July 17, 2015
More like....InsideOutView!
Score 10 out of 10
Vetted Review
Verified User
We currently leverage InsideView across our Inside Sales, Sales and Service departments, which encompasses about 750 users total. Our Inside Sales team uses it in unison with Salesforce.com to pull quick insights and create custom reports. Sales uses the list views and watchlists particularly to create high impact targeted lists that triangulate business in their territory and companies they or someone else at our company has a connection to, and our services uses it to upsell and maintain the relationship with our existing client base. It's a cost effective solution that solves the problem of info resources being siloed across the internet, meaning that it allocates all this data in one place. There's a stat that if sales people spend even 8% less time doing the research on each prospect that they are likely to hit their quotas 10% more often, which can be life or death come EOQ.
- Better connections than LinkedIn as you can add outlook contacts and affiliates from academia and past employment
- Great integration with Salesforce.com to hasten the drudgery of data entry by auto creating Accounts and Contacts in Salesforce from the IV database
- Could use better metrics to evaluate ROI
- Wish there were some custom controls to turn off some of the features for some of our user groups on the full site e.g. exporting directly to protect our resources. Syncing one at a time to SFDC is sufficient and protects this asset.
June 30, 2015
InsideView is a great choice for Dynamics CRM users!
Score 9 out of 10
Vetted Review
Verified User
InsideView is integrated into Dynamics in our organization giving us the ability to see employee counts, sync company information, etc all from within the CRM.
- Syncs company data to CRM with the click of your mouse.
- Give pertinent company data at a glance without having to leave your lead.
- I'd like to be able to search and sync contacts from InsideView as well.
June 23, 2015
InsideView Works for What I Need
Score 7 out of 10
Vetted Review
Verified User
Our organization does not use InsideView but I personally use the free version. It provides good company information and is typically more detailed for private companies than what you will find using other sites. Since I am a free user my functionality is limited but it is more than sufficient to supplement the other sources I am currently using.
- Private company annual revenue
- Key executives
- Industry information
- Not sure contacts are all current
- More e-mail addresses would be good
- Navigation is somewhat dated
June 23, 2015
InsideView
Score 6 out of 10
Vetted Review
Verified User
InsideView is currently used from within our SugarCRM system by our sales team and is primarily used for business development purposes. It allows us to research potential customers and define whether or not they fit the profile for a target customer.
- The level of information available from within our CRM system is invaluable to our sales team.
- I do feel that there is currently lots of information available for the North America territories and the UK data and information is not quite so in-depth. It would be good to have the same level of information here in the UK
June 04, 2015
InsideView makes for smarter prospecting
Score 10 out of 10
Vetted Review
Verified User
Both our marketing and sales team utilize InsideView. We have InsideView integrated into our Salesforce on the lead, contact, and account object to allow our sales team to find more information about how they are prospecting into as well as to augment account information. The marketing team uses the target in order to build target account lists and add target prospects into our system. We rely on InsideView to have accurate and up to date information.
- InsideView is primarily a data / sales intelligence tool which means their data needs to be clean, up to date, and easily integrated into the systems you already use. I find that InsideView does this very well. No database is ever going to be 100% accurate but I find their match rates for contacts to be far above other tools I've used and investigated
- InsideView does provide quick support as well as a dedicated CSM. They have given us multiple in person training sessions on how to get the most out of the solution.
- InsideView has strong integrations with many CRM and Marketing Automation tools in the space.
- Speed of the system. There have been times when the connection between InsideView and Salesforce goes down. It is always resolved quickly.
- While their match rates are good, would love to see more contacts in each account as well as better accuracy on the email address.
- Expansion into additional geographic markets. InsideView has good account information for US and EMEA, would love to see more markets such as APAC.
Score 10 out of 10
Vetted Review
Verified User
We use InsideView to keep track of contacts in accounts and for business updates. It is also used for list generation. Our entire organization is using InsideView. We replaced Hoovers and LinkedIn Sales Navigator with InsideView and we have been very happy with it. The integration with Microsoft CRM Online is a huge benefit.
- Great Social updates
- Great news updates
- Great list generation
- Accurate data
- Integration
- Low cost
- More direct dial phone numbers
- Ability to integrate with Sales Navigator
- Better UI
May 26, 2015
IV review
Score 7 out of 10
Vetted Review
Verified User
We use InsideView to find target people to send marketing materials to. We rely heavily on titles and job functions to target prospects. InsideView does a good job of keeping titles updated and relevant. We build lists in InsideView and run them against LinkedIn profiles and internet searches. So far, we have found success using the InsideView information and we are happy with the product.
- List building - it offers great filters to really drill down to people we want.
- I LOVE that you can save a territory search. Probably the best feature for me in InsideView.
- The contact information for contacts is not correct a lot. If you have the time and energy to run the information through the internet, it is ok.
May 23, 2015
Excellent
Score 9 out of 10
Vetted Review
Verified User
We use InsideView for prospecting businesses and qualifying leads. We were introduced to it via SugarCRM in 2009 and have been using it since. The ease of use is excellent e.g. 9/10. I have used many others but still rely on it. Lastly on Gartner Magic Quadrant, they'll likely be a "challenger" after moving from being niche years ago.
- In order to get information on private [not publicly listed] companies and key metrics I would go to InsideView and build prospect lists from there
- Integration with CRM software is great 8/10.
- The quality of the data is outstanding. It provides, Revenue, Industry, Key Executive, News etc.
- Newer companies(under 5 years) are not profiled as well (i.e. 5/10)
- Foreign companies are also not well represented.
- Many times they're seeking extreme accuracy. They may have to switch to "range values" but some information is better than none.
May 20, 2015
Great product!
InsideView is being used across departments and has been instrumental in allowing insight to companies that are current customers as well as working prospects.
- Watchlists are very helpful in understanding what is happening with key companies you are focused on.
- Connections is another area that is beneficial in "breaking the ice" with new leads.
- Not really applicable. I find InsideView easy to use based on the training offered by InsideView.
May 20, 2015
My love hate relationship with InsideView
InsideView is used by sales, marketing and managing partners. First, it is beneficial in assisting our desire to go after a targeted sweet spot of prospects. Second, it allows us to quickly put target lists together. As we qualify further we can find key individuals as well as add to a watch list to keep up with developments at certain accounts or certain individuals.
- Profiles company quickly although financials will need to be checked against D&B, Hoovers etc. - lots of inaccuracies in financials
- Watch lists easily created, modified, and deleted
- Contact information from multiple sources
- Financial information is the area for biggest improvement
April 08, 2015
InsideView a Decent Research Tool
We've found InsideView to be a good balance between industry-specific research sites (that have great info, but fewer companies profiled) and catch-all data aggregators (that have lots of unreliable or incomplete info). We really like the Family Tree function, which helps us determine ownership structures in large organizations. Since we do a lot of account-based marketing, this is crucial to tie leads to one another. Overall we find them to be great for organization research, and a secondary source for lead research (after LinkedIn and EtailInsights).
- Family Tree
- Salesforce Integration
- Lead Research
- Missing ecommerce metrics
- Data hygiene (especially for leads) is 50/50 (better than sum 3rd party sources, but sometimes outdated)
Our U.S. sales team uses InsideView to source new or updated prospects for new business sales. It helps us to distribute by territory (we use U.S. states as headquarters) and lets us choose the minimum company size we want to target market.
- Employee size is very accurate. We are able to target market using InsideView.
- I am able to verify the prospect has a LinkedIn profile which is very important for us. We trust LinkedIn's data.
- Email accuracy is one of the highest I've seen, once you choose profiles with a LinkedIn profile.
- Some email addresses have more than one address, as if someone were guessing to the email address. Only 1 email should be allowed.
- I would like a way to search U.S. headquarter location vs International HQ location.
February 26, 2015
InsideView allows me to never touch base or check in again
I have been using InsideView for over 5 years at this point in 3 different companies. I currently run my own consulting firm that does sales training and consulting for companies like Salesforce, Linkedin, Box and many others. I rely on InsideView to help me keep updated on what is happening with my key targets and clients. I put my top 25 target accounts on a "watch list" in InsideView and then put all my clients on a separate watch list. I then make sure I go into the settings and check/uncheck the boxes of things I want to be alerted on (agents). I make sure I only select the agents that I want to know about and can add value to. I also set up custom agents to tell me when specific things are mentioned related to my target accounts and prospects. I get the daily e-mail from InsideView based with a summary of all the activity happening in my target accounts and prospects. This gives Ie information i can use to keep up to date with clients and find new reasons to connect with them and add value. It also gives me the information I need to reach out to prospects for the first time with something relevant about them and make a connection to how I might be able to add value based on their situation. All in all, InsideView is one of my favorite sales tools that adds the most value to my job.
- Tracks clients and prospects and gives relevant information on them I can use to stay connected to open new opportunities.
- Create custom agents to be alerted on things that are more specific to my industry or specific value
- Including more of the additional social media components of the alerts on people and companies.
- Removing some of the duplicate articles when following major companies
December 18, 2014
InsideView quick reference
In Sales, we use InsideView snapped into SFDC to review account/company information: people, location, etc. We also use InsideView for some prospecting by pulling lists using SIC or size filters.
- Good, quick, clean overview snapshot of what a company does.
- Integrates with SFDC nicely.
- Easy search option.
- More accurate data; occasional outdated contacts and information.
August 08, 2014
There are better options out there
We used InsideView for the sales and operations team. Sales used it to prospect and find the right contacts in an organization, ops used it to verify incoming leads and append data.
- Easy to use integration with our ERP/CRM (NetSuite)
- Easy to use reports
- Poor customer service. Switched our point of contact 3 times, could never get a response from our "customer success manager"
- Emails for contacts had a high bounce rate, we had less than 80% deliverability using email addresses from IV
- Only could export 2000 contacts at a time
- Often had companies main generic line instead of contact's direct numbers
August 01, 2014
InsideVie accelerating sales
Used by Sales for the last 3 years that I worked at this company and it was a very good resource and an easy to use product
- Sourcing contacts
- Contact information
- Role/responsibility of a contact and organizational chart
- Compelling events within that organization
- Tighter integration with Salesforce
- More up to date contact info, sometimes the information was stale or old
I use InsideView as a sales tool to help find contacts for prosepecting. It is also used to keep tabs on individual company changes. InsideView is more dominantly used by those trying to sell and market. So far It has been a relatively viable tool. Not something that will blow your hair back but a tool in a toolbox none the less.
- Provides company information; address, industry, recent changes, revenue, etc
- The ability to put a company on a "Watch List." This sends you periodic updates via email in regards to the account you are shadowing.
- Viable tool for finding C-level contacts within an organization.
- Integration into an existing CRM database.
- Too often it populates the wrong company information.
- Although contacts are visible and apparent, they are often out of date. Either no longer with the company or retired.
- Smart Agent Results are rarely updated
We used InsideView throughout the inside and field sales organization as a tool to help during pre-call planning, as well as to help during our prospecting activities. InsideView was instrumental in helping us learn as much about our prospects as possible, prior to ever picking up the phone. We were able to gather information on a company level, as well as information about the stakeholders that we were calling on.
- I found the data in InsideView to be more accurate that many of its competitors including Hoovers and Data.com.
- The integration with Salesforce was tight- we never had a problem there.
- It was a very easy tool to learn and master.
- It was simple to create prospecting lists from InsideView.
- It would be nice if the tool could be a little more granular with its list building features. As I recall, I had to select from a range of employees. I would rather set the range myself.
July 28, 2014
Reliable and Integrated
It was being used primarily by the Sales Department and integrated with Salesforce.com. It was used sparingly by Marketing. It replaced Hoover's and allowed sales people to research businesses before and after looking to find the best contacts.
- Provided results from numerous search engines and data mining sites with relative accuracy.
- Allowed the Salesforce.com and InsideView capabilities to be easily integrated...capturing contact information.
- Helped with building lists.
- Improve research accuracy using LinkedIn, D&B, Yahoo Finance and other available tools.
July 27, 2014
Power User review
It was used by all the Sales, Presales-related users. InsideView is embedded inside the CRM, Salesforce for doing research on accounts, and following news and updates on the company. Accounts are assigned to different teams based on the company location and size, InsideView also helps us determine which team the account should be assigned to.
- It is easy to use, and very intuitive, no training is needed to use right off the bat.
- Weekly training is provided by InsideView if users want to learn more about the system.
- On the admin side, it can be designed to be more admin friendly, e.g. there is no mass control or update available if I want to turn 50 licenses off.
July 26, 2014
InsideView - Good for NA but not for EMEA
We use InsideView for lead generation and sales. We have it integrated to our Salesforce instance so our entire lead generation team and our sales team in North America use it daily. We use it to find people who work at specific companies and to gather information on company size, HQ location, address, etc. The direct link to individuals LindkedIn profiles is a great asset.
- Keeping information up to date and allow users to signal if they find information that they do not believe is accurate. It is the best tool that we have found for accuracy.
- Integration with Salesforce is easy and does not require a lot of maintenance or other tasks by the administrator(s).
- Building lists to import to your Salesforce is a great.
- When you go to import a new lead or contact, it checks your Salesforce to see if you already have an existing contact in your system. Very useful to avoid duplicates.
- The data for regions outside of North America is not very strong. Our other office outside of North America don't use this tool which is unfortunate since it is used so much by our North America sales and lead generation teams.
- The location of the individuals at a company always show the HQ location of the company and not their actual location. It would be much better to have the person's actual location for our files. We end up researching other channels to complete this information. It would be great if it could all be in Inside View
Starmount is a software development company that helps retailers like Urban Outfitters to provide mobile technology to their sales associates. The sales department is the only department at the company that currently uses InsideView. We have to search out retailers that might want to move from traditional registers to mobile iphones and tables. The companies most likely to move into newer technologies are forward thinking companies. Not only does InsideView give names of these retailers and contacts names, it also provides the details we need to start a conversation. For example when we find that a CMO has recently blogged or spoken at a trade show about omni-channel, that is our in. When we hear that a retailers will be adding 100 stores in the next year, it allows us to talk to them about saving money on traditional registers vs mobile registers. It's all about the details that are provided about the companies and people.
- Watchlists-we're able to create watchlists of retailers we're trying to sell. We have divided and tagged our prospects in Salesforce as Priority 1-2-3. The watchlists can be sent weekly or daily to Outlook and included are recent details about the particular retailers that are being watched. This helps me in keeping up with employee changes, job title changes, expanding operations, if they are outpreforming or underpreforming, etc.
- Integration to Salesforce- Most of our work is logged in Salesforce. Since InsideView is integrated into Salesforce, when an account is brought up so is the InsideViews area which contains recent news, people that can be added to our database, and various information pertaining to the retailers.
- Connections-When in a particular contact you are able to 'connect' to them through LinkedIn. Tweets and Facebook of individuals are also shown. When calling into a stranger it is important to get their attention. If you can name drop someone they know, or if you can congratulate them on an award you see they have won, or a new job position within a new company or see that they will be speaking at an event or trade show coming up, all this is what makes a call or email into someone different that just talking about features of the product you are trying to sell them.
- Phone numbers- I find the phone numbers in InsideView are not always accurate
- email address-Sometimes the email addresses are not accurate
- Not at the company-I have found that InsideView has a person tagged as no longer with the company, when they are still there. It could be happening when they change their jpb title.
InsideView is used as a research tool for salespeople to find information about prospects they are attempting to start a relationship with. It is also used as a source to generate lead lists of prospective clients. It is used to collect as much data on the prospects before the first phone is made or the first meeting is set up.
- InsideView does a great job of showing you what prospective clients you know and how you are connected to them through their Connections piece.
- Watchlists keep you informed about recent news and events of your clients and prospects.
- The sync function is a great way to pull data from InsideView into your CRM system with just a simple click of a button.
- Our company is dependent on utilizing SIC codes (Standard Industry Codes) and InsideView is bad at indexing companies by SIC code. There doesn't seem to be any strategy to increase their efforts of coding companies by SIC code.
- Company search results for Canadian companies seem to be lacking. Our company operates in the US and Canada and the Canadian data is always hard to find or non-existant.
November 08, 2013
Discover. Connect. Engage.
Score 10 out of 10
Vetted Review
Verified User
- Please note that my review is based on my 5+ years experience with InsideView Team Edition as Insideview has re-branded their editions in the past 12 months or so.
- Insideview remains the most robust tool on the market for sales, marketing and on-going client management. Just a little over 5 years ago it was happenstance via a Salesforce event held in Dallas that we were introduced to Insideview. Insideview forever transformed our processes for prospecting, locating and marketing to clean leads, and managing current clients. Here is a quick rundown of what this application does well:
- - Business and Prospecting Intelligence
- - Prospect level integration with Social Media
- - Lead Management
- Insideview nearly eliminates the time and resources used in the past to research companies prior to prospecting. With access to over 25K resources can one not only access business and prospect intelligence Insideview pushes the data out daily or weekly via their Smart Agents (Smart Agents technology monitors 20,000+ online news sources, SEC publications, and job boards to alert your sales people about key sales opportunities, like a management change or contract award. Smart Agents work on a sales rep's behalf to minimize research and ensure that they never miss a sales opportunity. Smart Agents are completely configurable, allowing each rep to be alerted only about the events that are meaningful to them. Sales reps can choose from our library of Standard Agents (currently comprised of 18 common key business events such as 'Leadership Changes', 'New Offerings', and 'Acquisitions'). They can also create unlimited numbers of Customized Agents to find business events, management discussions, and media coverage specific to their sales efforts.)*
- *Defined per Insideview's website
- With the use of Smart Agents combined with Automated Watchlists (Watchlists help you track and monitor a list of companies for relevant business opportunities and challenges.) reduced the amount of touches (prospecting call, emails, etc) by 50% (9 touches to set appt versus 4.6). This partnership also provided instant intelligence into our current client base without having to go out and search for it across the internet allowing our account managers to build and establish a more personal client relationship. No more awkward calls where the client is having to share what's new.
- With the integration of Social Media (Facebook, LinkedIn, Twitter, etc...) it instantly identifies who else in your org may be connected with that prospect; therefore, assisting sales with more warm calls than cold ones. It also assists other dept by simply bringing a higher level of insight into each prospect.
- With the use of Jigsaw(free), Data Prospector/ Data Fusion now Data.com, AccessHoovers for Salesforce it was TOO much. Utilizing InsideView's "Build a List" for Lead Management took some time as this application has yet to mass upload contacts seamlessly into a CRM. It currently does it on a one-to-one basis. So we decided on a process that would entail building the list, exporting to Excel and formatting the doc to upload into Salesforce via SF's native import wizard. This feed combined with marketing automation app resulted in more clean prospects resulting in more qualified leads.
- There is only one big weakness of InsideView and that is the application does not allow the end user to mass load contacts into a CRM. The process mentioned previously that we use to load contacts is still very time consuming. When using apps such as Accesshoovers it would ping my CRM data so I would instantly know what accounts were already in our database and which ones were not. This same process minimized the loading of duplicates.