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A great tool to add to your CRM
September 30, 2019

A great tool to add to your CRM

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

InsideView for Sales

Overall Satisfaction with InsideView

Our sales team uses InsideView inside of Dynamics CRM. It is used to enrich our client record and is very valuable. The integration with CRM is very easy and we have customized it to work for us! It brings a lot of value to our sales team and has helped with CRM user adoption.
  • Provides great news articles.
  • The watchlist and daily email are very beneficial.
  • Their support team is excellent!
  • Some issues with needing to clear browser cache or it won't load.
  • Some employees leave a company and they still show as an active employee.
  • We are just getting started but it has definitely connected sales team members from across the country by bringing LinkedIn data into CRM.
It is just a great tool to help with CRM adoption and also to provide consolidated information about a client, rather than having to visit many different websites to gather details prior to a client visit. This is great for our less sales focused team members as well because they learn things they would not have otherwise known.

Demandbase Sales Intelligence Feature Ratings

8.5
Advanced search
9
Identification of new leads
8
List quality
9
List upload/download
8
Ideal customer targeting
7
Load time/data access
10
8.7
Contact information
8
Company information
10
Industry information
8
10.0
Lead qualification process
Not Rated
Smart lists and recommendations
Not Rated
Salesforce integration
Not Rated
Company/business profiles
10
Alerts and reminders
Not Rated
Data hygiene
Not Rated
Automatic data refresh
10
Tags
Not Rated
Filters and segmentation
Not Rated
7.0
Sales email templates
Not Rated
Append emails to records
7