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InsideView Proprietary & Confidenti InsideView Proprietary & Confidenti CRM INTELLIGENCE KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

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Page 1: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & ConfidentialInsideView Proprietary & Confidential

CRM INTELLIGENCE™

KNOW MORE. WIN MORE.

InsideView Proprietary & Confidential

Page 2: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & ConfidentialInsideView Proprietary & Confidential

SALES CHALLENGE‣ 92% of buyers ignore unsolicited contacts‣ 70% of buyers decide without sales contact‣ Engaging B2B buyers requires value based,

relevant messages and (if possible) a connection – and that requires information

Page 3: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & ConfidentialInsideView Proprietary & Confidential

Response Rates

Sources: DMA Response Rate Report 2010; Craig Elias “Trigger Selling”

BusinessEvents

Insights

24-32%

Relationships

44-84%

RelationshipOpportunities

Company and ContactInformation

Data

6-8%

IMPACT OF RELATIONSHIPS+ INSIGHTS

Page 4: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

BUT HOW DO YOU MAKE SENSE OF

IT ALL?

40% of rep’s time spent on research

InsideView Proprietary & Confidential

Page 5: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

INSIDEVIEW CRM INTELLIGENCE™ REAL-TIME ACCOUNT INFORMATION FROM 30,000+ SOURCES INSIDE CRM

DATA INSIGHTS CONNECTIONS

Find More Leads

Win More Deals

GrowAccounts

CRM Intelligence Platform

InsideView Proprietary & Confidential

Page 6: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

CRM INTELLIGENCEINSIDE MICROSOFT DYNAMICS CRM

RM Intelligence Platform

Account-specific insights

News alerts & trigger events

Private Connections

‣ Company Info

‣ News Alerts

‣ Social Profiles

‣ Credit Flag

‣ Financials

‣ Family Tree

‣ Industry Profiles

‣ Connections

‣ List Building

‣ Sync to CRM

Page 7: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

WITH ONE-CLICK SYNCINTO YOUR CRM

RM Intelligence Platform

Page 8: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

INSIDEVIEW SOLUTIONS

THE INSIDEVIEW CUSTOMER LIFECYCLE

‣ FIND MORE LEADS

‣ WIN MORE DEALS

‣ RETAIN AND GROW

MARKETING

SALES

ACCOUNTMANAGEMENT

SALES

ACCOUNT MANAGEMENT

MARKETING

ACCELERATECRM

ADOPTION

IMPROVE DATA QUALITY

InsideView Proprietary & Confidential

Page 9: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

InsideView forMARKETING

DELIVER MOREQUALIFIED LEADS.

FASTER. ‣ Find

‣ Enrich  

‣ Build a List

InsideView Proprietary & Confidential

Page 10: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

InsideView forMARKETING

DELIVER MOREQUALIFIED LEADS.

FASTER.

Shorter forms. More completions.

BECOMES A COMPLETE RECORD IN

WITH ONE-CLICK LEAD ENRICHMENT (SYNC) TO CRM

InsideView Proprietary & Confidential

Page 11: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

InsideView forSALES

INCREASE SALES PERFORMANCE.

EXCEED QUOTA. ‣ Stop Researching

‣ Know First

‣ Connect & Engage

InsideView Proprietary & Confidential

Page 12: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

InsideView forSALES

INCREASE SALES PERFORMANCE.

EXCEED QUOTA.

Stop researching. Start selling.

Comprehensive prospect profiles

Detailed company firmographics

Page 13: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

InsideView forSALES

INCREASE SALES PERFORMANCE.

EXCEED QUOTA.

Arm yourself with insights and connections

Be alerted to key insights

Prioritize your most promising prospects

Find your closest connections In-company network Customers Affiliations

Page 14: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

InsideView forACCOUNT MANAGEMENT

EFFECTIVELY MANAGE, GROW AND RETAIN ACCOUNTS. ‣ Cross-Sell & Upsell

‣ Expand Connections

‣ Track Changes

InsideView Proprietary & Confidential

Page 15: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

MICROSOFT

MICROSOFT

InsideView forACCOUNT MANAGEMENT

EFFECTIVELY MANAGE, GROW AND RETAIN ACCOUNTS.

Comprehensive customer profilesPeople and company alerts Job Tracker!

Build new connections

Page 16: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

CRM INTELLIGENCE DATAMOST COMPLETE, ACCURATE DATA

‣ Deep data science and accuracy:

‣ Real-time aggregated from 30,000+ sources

‣ Multi-source data validation

‣ Decision-maker contact profiles & social feeds

‣ Sourced from 50 million private and public company records worldwide

‣ 24 million – N. America

‣ 23 million – Europe

‣ 4 million – S. America

‣ 315,000 – Oceana & Asia

‣ Unlimited access; unlimited use; you own the data

SOCIAL

FINANCIAL

MEDIA

Page 17: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

CRM INTELLIGENCE CONNECTIONS

Reference Customers

Affiliations

Board Members

Partners

‣ Multiple networks in one

‣ All your personal & business connections

‣ And those of your colleagues

‣ “Private” company-wide Connection Cloud

Private Connection Cloud

BEYOND LINKEDIN

Page 18: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

DATA SOURCEAnalyzes & presents the

best information from 30,000 sources

Editorial staff manually gathers data points

Users contribute data points for incentives

Analyzes & presents the best information

from multiple sources

Members contribute profile information (autobiographical)

MULTI-SOURCEDDATA

REAL-TIME INSIGHTS

CONNECTIONS

CRM INTEGRATION

Salesforce Only

INSIDEVIEW OUTSMARTS THE COMPETITION

Page 19: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

MICROSOFT

MICROSOFT

SAP

SAMPLING OF 7,000 UK CONTENT SOURCES

Page 20: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

Company Coverage

‣ 24 Million – North Am.

‣ 23 Million – Europe

‣ 4 Million – South Am.

‣ 230,000 – Oceana

‣ 85,000 – Asia

WORLDWIDE COVERAGESourced from Equifax – largest B2B marketing database available

Page 21: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

RESULTS DELIVERED!

Increases win rates up to 15% (DMA & CSO research)

Reduced research time 50% (Adobe)

Increased qualified leads 3x (Xactly)MARKETINGFind more leads

SALESWin more deals

Increased CRM adoption 50% (Armanino)CRM

Increase user adoption

Reduced attrition and identified upsell opportunities across 1000’s of accounts (Marketo)

ACCOUNT MANAGEMENT

Retain & grow accounts

Page 22: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

‣ SET-UP & TRAINING

‣ CUSTOMER SUCCESS MANAGER

‣ TECH SUPPORT

‣ 15-MINUTE INSTALL

‣ 100% COMMITMENT TO ADOPTION & PRODUCTIVITY

SUCCESSDELIVERED

InsideView Proprietary & Confidential

Page 23: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

LEADERSHIP RECOGNIZED350,000 USERS13,000 ENTERPRISES30 COUNTRIES

ACCOLADES

Page 24: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & ConfidentialInsideView Proprietary & Confidential

INSIDEVIEW FOR SALES PREFERRED MICROSOFT PRICING – U.S.

‣Basic – $3‣Professional – $24‣Enterprise – $49* ($25 as an add-on to Microsoft Dynamics CRM Insights**)

Prices are per seat/month; minimum annual subscription $6,000. *Reflects 50% discount for Microsoft partners and their clients.

** Insights, a Microsoft offering powered by InsideView, is included in all Microsoft Dynamics CRM Online Professional licenses in the U.S. and Canada at no

additional charge. It is equivalent to InsideView for Sales Professional.

Page 25: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & ConfidentialInsideView Proprietary & Confidential

INSIDEVIEW FOR SALES PREFERRED MICROSOFT PRICING – UK & IRELAND

‣Basic – £2/€2‣Professional – £15/€18‣Enterprise – £30/€36*

Prices are per seat/month; minimum annual subscription £3,600/€4,400. *Reflects 50% discount for Microsoft partners and their clients.

Page 26: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

PRODUCT-PRICING COMPARISONFeatures Basic Professional Enterprise

Insights A Microsoft offering powered by

InsideView

Company Data

Contact DetailsLimited profiles:

No phone No email

Social Feeds

Connections Limited profiles

Watchlists 1 list—up to10 companies/ people

1 list—up to 200 companies/people

5 lists—up to 200 companies/people per list

1 list—up to 200 companies/people

Sync/Export to CRM

Standard Agents (News Categories)

3 18 18 18

Custom Agents

List Building

List Export

U.S. Pricing$3/user/month $24/user/month

$49/user/month

($25/user/month as an add-on to Insights)

Included in all Microsoft Dynamics CRM Online

Professional licenses in the U.S. & Canada, at no additional

chargeMinimum annual subscription $6,000; all users required to have a license; mixed license types allowed

Page 27: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & Confidential

INSIDEVIEWSTARTER PACK

25 seats Professional

10 seats Enterprise

Unlimited seats Basic

$12,000/year

Page 28: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & ConfidentialInsideView Proprietary & Confidential

PREMIER SERVICES INCLUDES: Dedicated CSM with 11 or more seats

Private trainings

Priority issue resolution

User reporting

Reference account set up

Best practices coaching to ensures high adoption and ROI

► 1st Year – 7.5% of

list ($1000 min)

► 2nd Year – 6% of list ($500 minimum)

InsideView delivers unless partner has IV certified consultant.

Page 29: InsideView Proprietary & Confidential CRM INTELLIGENCE ™ KNOW MORE. WIN MORE. InsideView Proprietary & Confidential

InsideView Proprietary & ConfidentialInsideView Proprietary & Confidential

CONTACT US‣ Referrals: www.insideview.com/referral‣ General Questions: [email protected] ‣ Tech Support: [email protected]‣ Microsoft Channel Mgr: [email protected]‣ Website: www.insideview.com/microsoft