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Demandbase Sales Intelligence

Demandbase Sales Intelligence
Formerly InsideView

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.

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Recent Reviews

TrustRadius Insights

InsideView is a versatile tool that is widely used by sales professionals, sales operations teams, and marketing teams to efficiently …
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Improve prospect outreach

8 out of 10
May 11, 2021
I used InsideView as part of my SDR Internship with SV Academy. I found it to be a great resource for finding relevant information to …
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An inside view of InsideView

9 out of 10
March 05, 2021
InsideView is a great tool to research and learn more about various companies and businesses. It was beneficial in my internship where I …
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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

View all 20 features
  • Company information (92)
    9.2
    92%
  • Company/business profiles (90)
    8.8
    88%
  • Advanced search (89)
    8.2
    82%
  • Contact information (90)
    8.0
    80%
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Pricing

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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.

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Product Demos

Demandbase Sales Intelligence - Interactive Demo

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Features

Prospecting

Features related to generating leads and finding new contacts.

8.2
Avg 7.6

Sales Intelligence Data Standards

How well does the contact, company, and industry information provided by the SI tool meet the user’s needs? Is the availability and quality of data satisfactory?

8.7
Avg 7.5

Data Augmentation & Lead Qualification

Features around contact data management and lead intelligence.

8.2
Avg 7.4

Sales Intelligence Email Features

Features that support sending emails to leads, especially initial emails to a list of prospects. May gather additional sales intelligence based on email engagement, adding additional info to the contact record and/or contributing to lead prioritization.

9.4
Avg 7.6
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Product Details

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 ...
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Demandbase Sales Intelligence Competitors

Demandbase Sales Intelligence Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

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).
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Comparisons

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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!

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:

  1. 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.

  2. 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.

  3. 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

(1-5 of 5)
Companies can't remove reviews or game the system. Here's why
Score 9 out of 10
Vetted Review
Verified User
Incentivized
As we are a start-up in sales and marketing, we needed to start with something solid. So, here InsideView helped us a lot. InsideView is used in my operations department a lot. We use InsideView for lead generation, employee count, industry verification and much more. It has been very reliable in getting us valid contacts and helping us to reach new companies. It provides accurate and detailed information for a company, its decision makers and direct contact information. Few of Other departments in our organization use it as well. It provides a better picture of overall company structure via their family tree tool and to generate alerts upon particular events like product launches, acquisitions, leadership changes, etc. that take place at the companies and are important for our team to follow. InsideView's search capabilities are really good, We can find people by name, company, email address, etc. We have built a good list of prospects and yes, we are seeing positive impacts also. It is really very helpful in saving a lot of time during the sales process. It is very also very user-friendly. We don't think we are switching to any other tool in the near future. InsideView is a valuable addition to our team as well as our organization.
  • Real-time information.
  • Automated notifications/alerts when events that you determine to be important take place at the companies/organizations you follow.
  • It provides a better picture of the overall company structure via its family tree tool.
  • Easy CRM integration.
  • Less direct contact information.
InsideView is well suited at the time when we are about to make any sales call on data extracted from it, it provides us very detailed information of the prospect as well as the company. It gives us a lot to talk about with the prospect which makes the prospect comfortable to talk and most of the time results in closure. I feel more focused and specialized in my sales calls based on the intel from InsideView. I rarely find any scenarios where InsideView seems less appropriate, and I don't think that those scenarios are useful to mention here.
Prospecting (6)
78.33333333333333%
7.8
Advanced search
80%
8.0
Identification of new leads
70%
7.0
List quality
80%
8.0
List upload/download
70%
7.0
Ideal customer targeting
90%
9.0
Load time/data access
80%
8.0
Sales Intelligence Data Standards (3)
80%
8.0
Contact information
80%
8.0
Company information
80%
8.0
Industry information
80%
8.0
Data Augmentation & Lead Qualification (9)
83.33333333333334%
8.3
Lead qualification process
80%
8.0
Smart lists and recommendations
90%
9.0
Salesforce integration
80%
8.0
Company/business profiles
90%
9.0
Alerts and reminders
100%
10.0
Data hygiene
70%
7.0
Automatic data refresh
80%
8.0
Tags
80%
8.0
Filters and segmentation
80%
8.0
Sales Intelligence Email Features
N/A
N/A
  • We have built a good list of prospects from InsideView and yes, we are seeing positive impacts also.
  • There is an increase in the number of business clients of our company, and yes we can see an increase in our ROI also.
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.
-Lead Generation
-Appointment Setting
-End to End Sales
-Demand Generation
-Email Marketing
-Target List Building
-Audience Reach

Experienced Sales Person
  • Lead Generation
  • Appointment Generation
  • Email Marketing
  • Email Marketing
  • Appointment Setting
  • Data Management
  • Developing Client Relations
  • Developing Business to Business relations
Because management is also happy with InsideView. They are surely gonna renew it.
Yes
LinkedIn, because InsideView is better than Linkedin.
  • Price
  • Product Features
  • Product Usability
  • Third-party Reviews
Easy access to the appropriate contact.
-Friendly UI
-Easy access to valid and appropriate prospects.
-Contacts Details
-Reasonable Pricing
  • Implemented in-house
  • No issues encountered at the time of implementation.
-Data Accuracy.
-User-Friendly Interface


-Can track issue status
-Problems get easily resolved
-The support team is polite and responsive
No
Once, inside view helped me with the details of the prospect and the company, when I was not prepared for the call. That call was awesome because of InsideView's easily accessible data.
  • User Interface
  • Not found one yet.
User-Friendly.
Michael Levy | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
InsideView is used for account planning and current awareness. It provides a strong set of sales triggers and alerts for tracking companies. The alerts have high precision (that is, they are about the company and topic in question). They also have a unique feature for tracking executives. When an exec is included in an article or posts on Twitter, the executive news/Tweet is included in my daily alert.
  • Sales Triggers -- 18 sales trigger categories which are displayed on profiles, included in alerts, and available for Build a List Prospecting (e.g. Show me companies in my territory that have recent product introductions)
  • Executive Alerts -- News mentions and Tweets
  • Social Media "Buzz" -- In product social media viewer that displays Facebook, Twitter, and RSS Blog postings by a company. Users may filter by feed type or keyword.
  • CRM Support -- They support a broad range of CRMs including second tier players. They have an OEM deal with MS Dynamics that provides the service out of the box.
  • Data Hygiene -- They now offer a separate set of hygiene services for enriching and updating content within major CRMs and Marketing Automation platforms
  • Who Knows Who Tool -- Users can identify the best path to prospects including through colleagues. Users may upload contact lists to help supplement the path.
  • LinkedIn links -- InsideView has broad availability of LinkedIn profile links for executives. Either they mined LinkedIn for this information or licensed the dataset from a LinkedIn miner. While they offer Twitter and Facebook links, they are sparse.
  • Technographics -- InsideView just added technology vendor and product data to their service as a premium (pricing unknown). The coverage spans a half million companies. [I have not licensed or seen this data as yet]
  • API and Connectors - InsideView has invested in developing a broad set of MAP and CRM connectors as well as a Developer's API.
  • While the company now supports 12 million global companies and 30 million executives, this is significantly below that of their primary competitors. Other sales intelligence vendors provide up to 10x the company coverage and up to 3x the contact coverage. Coverage of AsiaPac and Latin America is quite limited.
  • Family Trees are limited to subsidiaries so it is difficult to identify local opportunities for leveraging an MSA or targeting local branches.
  • Most US profiles are thin Equifax profiles providing little detail (e.g. no family tree linkage, business descriptions, or contacts).
  • Financials limited to public company Income Statements. For some reason, they never added the Balance Sheet or Cash Flow Statement.
  • The company has not rolled out any significant enhancements to their sales product since 2013 with the exception of adding more profiles. They have shifted their focus to marketing and an API.
  • While they offer some industry content, it is significantly weaker than that found in Hoover's and Avention.
  • They have moved to limit the number of downloads in the service as they sell an InsideView Target service to marketers. Competitors provide few restrictions on company and contact download (though most limit the number of downloadable emails).
  • There is no way to target executives by function across a company and download the prospectinglist. This is becoming a key requirement as firms move to Account Based Marketing and Account Based Sales Development. Competitors such as Hoover's and Avention provide screening across the family tree by job function and level. They also have a deeper set of company linkages than InsideView.

Do you sell across an organization or only to HQ and Major Subs? (IV limited to HQ and major)

Do you sell to companies with less than $5M in revenue? (IV limited information on smaller companies)

Are you looking for CRM and Marketing Automation integrations (IV has the broadest set of connectors)

Do you focus on sales triggers (IV strength)?

Do your sales reps use social media for researching companies and contacts (IV has strong viewing tools)?

Do your sales reps require broad intelligence for strategic selling? (IV has limited family trees, only basic industry information, partial financials, No SWOTs, No earnings transcripts, No profile export, etc.)

  • Improved Customer and Prospect Awareness via Alerts
  • Quick company and executive profiles for account planning
  • Easy to share triggers and news with colleagues or to social media

Hoover's Online -- Deepest set of global companies and contacts. Best global family trees. Now includes FirstRain company news and alerts.D&B360 -- CRM connector for MS Dynamics, SAP, and Oracle on Demand. Includes Hoover's content, prospect list building, stare and compare updates, and batch updates. Top tier service includes the FirstResearch industry overviews.

Avention (formerly OneSource) -- Best prospecting tool on the market with a strong set of sales triggers. industry overviews, and SWOT reports European coverage includes financials and very deep UK coverage (financials, filings, credit scores, linkage, directors and shareholders profiles). SFDC integration supports prospect list building and management, stare and compare updates, and batch updates. New features include Business Signals (Predictive Scores), Ideal Profiles (Customized Predictive Scores based upon user weighted Business Signals), Conceptual Search (list building based upon ideas such as fracking or Obamacare), and SmartLists (dynamic company lists). Recent enhancements include the addition of risk profiles and SalesQuest Technology profiles (they acquired SalesQuest in 2014).

At the freemium end of the spectrum, Owler provides alerting and more limited company profiles.

Sales Genie is worth considering if you require both business and consumer prospecting.

1
sales and marketing
0

At larger companies, InsideView would require only a single administrator to handle user ids and passwords. They would also be responsible for reviewing the usage reports to make sure the product is being used as part of each rep's sales process.

If you have a CRM, then the CRM admin would need to install the application. I did this myself in SFDC and it took about 20 minutes. The steps were fairly straightforward and mostly involved setting up the I-frames and custom fields

  • Company and Executive Alerts
  • Company Research
  • Executive Research
  • Prospect List Building
  • SFDC Integration
  • They have a feature that automatically tracks companies and execs that you have heavily researched in the past few weeks (the user sets the threshold rules). This works as an alerting system around companies and execs that I probably won't be interested in long-term, but around which I have a near-term interest.
  • The Buzz Tab provides an in product view of Twitter, Facebook, and RSS blog feeds. Unfortunately, LinkedIn does not permit their feeds to be integrated into other services.
  • I receive a feed of personal tweets from top industry execs in my daily alert
  • I don't use the connections tool as my company is too small to properly leverage it.
  • I don't have team alerts (again due to company size), but if my firm were larger, it would be used to setup shared alerts for tracking key competitors
  • List Building from within SFDC (this feature is not available)
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.
No
  • Price
  • Product Features
  • Product Usability
  • Prior Experience with the Product

The freemium offering provided a decent set of content and features, but I was looking for broader alerting (they limit the freemium alerts to three sales triggers) and list building (the freemium does not provide list building). The expanded alerts cover 18 trigger categories and include a (somewhat Kludgy) custom alert builder. I have found the alerts to be accurate with few articles not related to a company and topic.

The list building is also robust with a broad set of firmographic and biographic variables

No. The fact that this was a freemium offering gave me a long window to use a limited version of the product and become comfortable with their usability, data quality, and alerting precision.

If my firm were larger, I would be more concerned about their limited coverage of smaller companies (The Equifax profiles for smaller companies are quite thin -- basically little more than yellow page listings).

  • Implemented in-house
Yes
I used the freemium offering to evaluate the service. This gave me confidence in their alerting precision and gave me an opportunity to evaluate the depth of company and contact profiles. Once I was satisfied with the value of the service, I upgraded to the full offering which included broader alerting, record downloading, CRM integration, and list building (prospecting).



Change management was minimal
If switching from another sales intelligence service, users will need to redefine their watchlist companies but this is fairly straightforward. As with all services, there is a small amount of personalization. Users may also want to synch their connections from LinkedIn and Email, but few competitors (outside of LinkedIn) offer a who knows who capability within their sales intelligence service.
  • No issues -- this is a cloud based information service
  • They provide a set of scheduled training webinars and an online knowledge base to help with training.
  • The SFDC connector is no longer displayed on the AppExchange (I believe it is still supported, but SFDC wasn't happy when they partnered with MS Dynamics).
Implementation is trivial. This is a cloud based solution. it is easy to identify companies and execs for alerting.Users looking to use the connections tool must download from social media and Outlook. They then have to upload the files to the platform.While they support custom sales triggers, users must define the key terms which define the event. Users must then wait several hours for the system to build the alert.
No
I'm not sure if they have a premium level, but I've been fully satisfied with the support I've received.
They have a knowledgebase, recorded videos, scheduled training sessions, and integrated feedback for content problems (content quality is an inherent issue in all sales intelligence products due to the ongoing decay of company and executive information. It is estimated that 2% of contacts in a database go bad each month due to executive transitions). When I have flagged out of date content, they have quickly researched and repaired the errors with notes indicating the resolution. Corrections were quickly reflected in their database.I would give them a ten, except they lack live instant messaging.
Yes
I have not reported software bugs as the application works as promised, but I have reported content errors which were quickly researched and repaired (see prior comment).
I've never had a significant problem requiring herculean effort, but that is because the product works as promised and they quickly research and update reported content errors.
  • Setting up companies and executives to be watched
  • Looking up a company or executive
  • List Building
  • Social media viewer
  • Creating Custom Alerts
  • Loading Connections Data
  • Peer Lists (Not Supported) -- The user needs to write down the key peer variables and then go to Build a List and rekey them. Other vendors provide direct peer lists from company profiles.
Yes
Works fine on an iPad browser. They launched an iPhone App (Knobile) in September, but I have yet to use it.
Intuitive service designed for sales reps. If the user needs help, there is a knowledgebase and a set of recorded webinars. The system is in the language of sales reps.
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
Is the data any good? Is it verified? How old is the data? Does it integrate with other applications?
  • Increase lead generation
  • Shortened the sales cycle
  • Consolidated research platform
  • Hoover's
Hoover's data was old and it was way too expensive.
250
Primarily account management.
not sure
  • Account Management
  • BI
  • Account list contact generation
  • Build lists of existing account contacts
  • Power BI
The data is more current than any other product. The daily updates are a huge bonus. It integrates with our existing CRM system. It also ties in to Facebook and Twitter.
Yes
LinkedIn Sales Navigator and Hoover's
  • Price
  • Product Usability
  • Analyst Reports
  • Third-party Reviews
The data being correct was by far the most import factor in going with InsideView.
I think that we did fine.
  • Vendor implemented
It went smoothly from what I have heard. I never had any issues.
I have never had to use the support.
No
I have never used the system.
  • Integration
  • List generation
  • Social Media
Yes, but I don't use it
I have never had any issues.
Larry Hess | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Some things to consider are cost per license and how the integration works with your Sales CRM.
  • Integrated with Marketing, we had better lead conversion and lead validity.
  • Blackboard,Basecamp,GoToMeeting,Luminate Online,ZoomInfo,WebEx Meetings,Hoover's
Sales people were much more receptive to using InsideView than Hoovers due to its ease of use/integration and better results (from their perspective).
Not applicable, since I do not manage this any longer.
35
Primarily Sales and a few licenses for Marketing; one for Legal.
1
Mostly administrative; everything else was handled by Insideview.
  • Sales Research
  • Lead Generation
  • Lead Validation
Yes
Hoovers and ZoomInfo - Sales people did not feel they could access enough information, especially email addresses.
  • Price
  • Product Features
  • Product Usability
  • Positive Sales Experience with the Vendor
The product features and integration with Salesforce.com was key.
We look at 3-4 different vendors and we were happy with the process.
  • Vendor implemented
No
Change management was minimal
Implementation was relatively easy once we got it integrated with Salesfore.com (as long as it didn't "break").
  • Salesforce.com integration
Get a good client/customer service representative and you'll be set!
No
You did have to pay more for added training but they even came out to a sales meeting, once (early stages of the contract).
Responses were immediate and thorough.
Yes
Immediately and without a hassle.
As mentioned they sent a client services representative to our location/meeting to "kick-start" the program!
  • email access
  • building/accessing corporate hierarchies
  • Building complex lists
Overall this was one factor for our change from Hoovers.
Christina Lipton | TrustRadius Reviewer
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.
  • I touched on quite a few of these already but will highlight:
  • - 50% decrease in prospecting touches to get to an appt.
  • - Increased employee efficiency
  • - Better on-going client management by account managers
  • - Heighten awareness into company and prospects
  • - Cleaner prospecting/marketing data
This application offers what businesses are greatly in need of for sales, marketing and client management.
This out of the box application is one of the easiest I have integrated and trained folks on how to use.
6
Sales, Marketing, Operations.
1
The individual best suited to support this application will have a understanding in basic computing applications, experience with CRM's.
  • Sales Prospecting.
  • Lead Generation.
  • Client Management.
  • We all understand that it takes litle to get a customer but a lot to retain one. We introduced InsideView to our account managers shortly after our original implementation as Smart Agents was a no-brainer crossover feature that heightened our awareness of our clients through the business intelligence pushed out daily/weekly.
  • None at this time.
No
There were no other alternatives at the time of purchase.
  • Price
  • Product Features
  • Product Usability
Wish I could say it was price, but it wasn't. The single most important factor in our decision was the time we would get back. Of course, many other important factors were achieved with the roll out of this application.
I just wished I was introduced to the product sooner.
  • Vendor implemented
  • Implemented in-house
No
Change management was minimal
Though change management was minimal, understanding the impact this application will have on the org was a big win for easy implementation and end user training.
  • No significant issues encountered during implementation.
Plug and play!
  • Online training
Seeing the demo during the sales cycle, not much training was needed due to this application being plug and play.
No
No need at the time for premium support.
I gave this rating due to the attention to detail over the years we have used this product. And though small, they listened.
Yes
Yes!
Though no longer with the company, Gaurav Jha, worked overseas and supported most if not all of our support requests. I vividly remember his commitment, no matter the time zone difference, in reaching out to ensure that our request had been handled to our satisfaction.
  • SalesForce.com
Smooth, visualforce integration within Leads/Contacts/Accounts.
  • Not at this time
n/a
  • File import/export
  • AppExchange or similar marketplace
The individual best suited to install should have a higher level understanding of computing technologies, advanced CRM experience.
Experienced change in sales reps during sales process.
InsideView was committed to us successfully launch the product.
We were able to negotiate Team Edition (min. of 3 end users) for $80.00/month/per user. Annual Renewal.
Not at this current time as InsideView has re-branded their product offerings.
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