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 Demandbase Sales Intelligence

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.

Pros

  • Provides great news articles.
  • The watchlist and daily email are very beneficial.
  • Their support team is excellent!

Cons

  • 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.

Comments

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