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How Happy Hour Can Improve Your Sales

by Community Manager on 05-15-2012 05:00 AM - last edited on 05-13-2012 10:25 PM

Much of your success as a sales professional depends on who you know. Being well-connected in your industry and community is essential in establishing positive, long-term relationships with clients and businesses. While you can develop these relationships from 9 to 5, you can strengthen them outside of working hours as well. In fact, the most successful sales professionals discover ways to build relationships with clients and businesses outside of the typical work structure. Happy hour--and other networking opportunities outside of work--can play a significant role in your professional success.

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New Sales Leadership Reports Reveal Social Engagement and Activity Levels

InsideView today also revealed new Sales Team Activity Reports. These extensive information reports are customizable and designed to give sales leaders a visual summary of InsideView usage within their organization. 

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When social media started to take shape in the 21st Century, it represented a way for people to connect, interact and share with others more frequently and more remotely. Twitter, Facebook, and the like allowed users to share the details of their personal and professional lives for the world to see, for better or worse.

 

Now, social media has spawned into as a legitimate form of human communication as speaking with someone in the physical form. Society has changed accordingly, and so has the business of sales. As sales people began to troubleshoot customer issues and engage with consumers on social media sites more and more, so did the need for software applications to integrate the external data from those social media sites with existing customer relationship managment (CRM) systems. Thus, social CRM apps were born.

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There’s an old saying attributed to poet Ralph Waldo Emerson, which goes “Build a better mousetrap and the world will beat a path to your door.”  That was then.  This is now.  These days, if you build a better mousetrap you’ll have fifty competitors before you can say “Ralph Waldo Emerson.”  Times have changed.  

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The new InsideView People Tab makes it quicker and easier than ever to locate a buyer in your target account, conduct background research, find a connection to your prospect and add your prospective buyer to your People Watchlist to get updates about them via email.

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This past week InsideView hosted their innagural user conference, Insider Summit 2012. One of the questions that got a lot of attention in a training session was, "how do I identify the champion during a sale?"

 

In many sales deals there is usually one person who loves your product and fights to have it purchased or implemented within the company.

 

The main thing to remember is the real champion for your product/service is the buyer, or the person who holds the budget. After all, if someone loves your product but does not have any money, they may influence the decision but they will not be the one helping you close the deal. 

Kate

10 Reasons to Attend the Insider Summit

by on 02-16-2012 10:33 AM - last edited on 02-16-2012 10:34 AM

InsideView is hosting the Insider Summit 2012 and everyone is invited! If you are a sales or marketing professional responsible for lead generation and revenue, this years Summit is going to leave you with real examples and training on how to do your jobs better. Here are 10 reasons you should attend:

 

1. Meet other Insiders...we have some pretty awesome customers

2. Engage with other companies and learn how they have grown their sales business using InsideView

3. Learn sales and marketing best practices

4. Hear from sales thought leaders about market trends

5. Get hands-on training from your Customer Success team

6. Gain knowledge on sales management and get tips to drive more revenue

7. Find out how companies are tripling their leads using our product

8. Discover how opportunities are accelerated with sales intelligence

9. Receive the best social selling training for our social media team

10. We throw great parties. 

 

For those of your who have already registered, do you have more you would like to add to this list?

Kate

Insider of the Month: Ed Mack

by on 02-02-2012 05:41 PM - last edited on 02-06-2012 02:15 PM

MatrixPhoto74722 AM.JPGAfter a short pause in January, InsideView’s Insider of the Month is back, and we’re proud to honor Ed Mack, Lead Generation Team Manager and Marketing Projects Manager at Cincom Systems.

 

Ed is one of InsideView’s biggest fans, and after some of his reference calls on behalf of InsideView, we’re big fans of Ed. Ed has stepped in on numerous occasions to promote and support InsideView to our prospects and our community.

 

Ed has also been a powerful advocate for a feature we’ve focused on perfecting in 2011: Connections. Ed saw the value in InsideView Connections from the get-go, and his feedback has helped guide a few of our product modifications.

 

This month, InsideView launched a remodeled version of Connections that make it easier to uncover connections and leverage them in deals, so we’re dedicating February to Ed – one of our favorite customers.

 

Cincom Systems offers software and services for enhancing business operations and customer communications. Cincom Systems serves financial services, insurance, healthcare, education, government, retail, telecommunications, manufacturing, non-profit, and utility/energy industries. The company was founded in 1968 and is headquartered in Cincinnati, Ohio with additional offices in Canada, the United Kingdom, Belgium, Brazil, Germany, Australia, France, New Zealand, and Japan

 

Article via Lisa Fugere of InsideView

Kate

How to Use People Insights with InsideView

by on 01-27-2012 11:41 AM - last edited on 01-30-2012 10:29 AM

 

With People Insights, sales and marketing organizations can now easily find the right person to contact and be alerted about when to reach out to prospects. 

 

 What is included with InsideView People Insights?

 

  1. Connections: Identify mutual connections between you and your prospects so you can get a warm introduction. Rely not only with your personal connections on LinkedIn but also identify connections anyone in your company or your best customers might have with your prospects.
  2. Social Profiles: Automatically see a 360° profile for each of your prospects so you can learn about their work history, professional affiliations, personal preferences and what they’re saying on their social channels. 
  3. People Alerts: A completely new capability within InsideView People Insights that allows you  to know right away when one of your top champions at a reference customer is promoted, has just moved to a prospect of yours, is in the news, has an interesting social update, or attending a key event near you. People Insights will help you find a new opportunity or accelerate an existing opportunity before your competitors do. People Alerts are coming soon

Kate

How to Build a List Using InsideView

by on 01-26-2012 11:55 AM - last edited on 01-30-2012 09:54 AM

 

List building is a feature of InsideView that allows you to create a custom list of prospects or customers based on specific criteria. In this video we will show you how to:

 

-create territories

-make a list based on employees/rev, industry, etc.

-modify your list to be more specific

-export your list into a CSV file

That's right, InsideView wants all Insiders to succeed at using InsideView so we offer free online training about once a week. To sign up for a session go to our training page  and sign up for the class that is right for you. 

Kate

How to Build a Watchlist Using InsideView

by on 01-05-2012 10:52 AM - last edited on 01-30-2012 09:42 AM

 

Watchlists help you track and monitor a list of companies for relevant business opportunities and challenges. Smart Agents, such as "Leadership Changes", "Expanding Operations", are used to gather company-specific news from various sources and displayed in the Watchlist. You can also choose to receive these updates by email.

 

In this video, we will show you how to:

 

-add companies to your watchlist

-leverage your watchlist alerts

-read your email summary alerts

 


Company Watchlists can be used to discover and track all business opportunities and challenges for specific companies.

 

Read more...

Kate

Giveaway: Passes to Insider Summit 2012

by on 12-06-2011 01:42 PM - last edited on 12-06-2011 01:44 PM

A few weeks ago we announced that InsideView will be hosting our first annual Insider Summit in the spring of 2012. We have received a lot of buzz about the event and want to reward our customers by giving away 3 complimentary full conference passes to the Summit.

 

All you have to do to win is post a comment below that says what you are interested in learning about at the Summit and overall in 2012. We will randomly select one winner Wednesday, January 10th, 2012. 

 

Good Luck!

Kate

How to Qualify a Lead with InsideView

by on 12-05-2011 10:16 AM - last edited on 12-05-2011 10:17 AM

Use InsideView to quickly determine whether or not a lead is qualified for follow-up. 

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Kate

Insider of the Month: Jason Miller

by on 12-01-2011 11:11 AM - last edited on 12-02-2011 01:28 PM by Community Manager

jasonmiller.jpg

A true Bostonian, December’s Insider of the Month is as competitive about his sports as he is about his sales.

 

Jason Miller, Director of Inside Sales at Emptoris, has spent the past year and a half growing Emptoris’ Inside Sales Team. A model in high performance sales and quota achievement, Jason has trained the entire team to use sales intelligence along the way.

 

We’re commending Jason this month for his persistence to sales success. Jason introduced InsideView to the sales reps at Emptoris as a powerful productivity tool that would help them run their sales process more efficiently.

 

Since their introduction to InsideView, sales productivity at Emptoris has skyrocketed. Just as this Babson Alum coached the women’s soccer team to victory at Merrimack College, Jason has taught his sales team the most effective ways to sell, and he’s included InsideView along every step of the way. Congrats Jason!

 

Emptoris is a world leader in delivering strategic supply and contract management solutions that enable companies to maximize financial performance and optimize commercial risk. The company’s award-winning sourcing, contract management, spend analysis, supplier lifecycle management, services procurement and telecom expense management solutions are leveraged by more than 350 Fortune 1000 and Global 2000companies.

 

 

Written by Lisa Fugere

Your professional connections can create new opportunities.


To be an effective sales person, it's best to know how connections you have can get you into new accounts. Instead of relying on more data and names of contacts to call, leveraging intelligence in your sales process can build your pipeline faster. We are expanding further on our lead of people insights of selling to people not contacts. Connection based prospecting is a enhanced way of identifying prospects that you have direct connections to through co-workers, past employers or reference accounts.

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kokasexton

Announcing InsideView UK and Ireland Edition

by Community Manager on 11-15-2011 06:00 AM - last edited on 11-14-2011 09:50 PM

InsideView is seeing huge demand from companies selling to UK and Ireland-based businesses, where over 45% of the population is active on social media including Facebook and LinkedIn, making it the second largest market in the world for new solutions that can drive ROI from social media.

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Most of us can agree that social media is important for business but most companies don't know where to start or how to get their sales and marketing reps involved.

 

Another concern is the social media policy- what should you let your employees say, or even more important, what should they NOT say? Below are a few social media policy points that should be considered in social media policies:

 

  1. If you are not using Social Media in your job, please get started. For more information on leveraging social media, visit Social Selling University.

  2. Be professional. You represent your company, so the rules for employee conduct apply to social media too. Don’t talk about customers or specific projects without permission, respect your company’s and your customers' copyright rules and guidelines, and do not attack others with unprofessional remarks when you disagree with them. Disagreements can often turn into great discussions!

  3. Be truthful, open, and accountable. Never plagiarize and always identify yourself as an employer of your company and reveal all personal affiliations.

  4. Special considerations for LinkedIn, Twitter, Blogs, etc. Twitter is a public micro-blog, everything you post on Twitter can be seen by journalists, bloggers, competitors, clients, and your coworkers. If you’re mixing your professional and personal life on social platforms do so with discretion. Maybe create different profiles for work and personal? Do not self censor by removing posts or comments once they are published unless they are inappropriate under these guidelines (e.g., comments that reveal confidential information).

  5. Lastly, if there is a problem tell your HR or Marketing department right away. This way the problem can be fixed quickly instead of getting worse.

 

Examples of social media policies

Kate

Insider Summit 2012

by on 11-10-2011 12:00 PM - last edited on 11-10-2011 03:14 PM

InsideView will be hosting our inaugural user conference this spring!

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Kate

InsideView Chat Hour

by on 11-04-2011 01:35 PM - last edited on 11-07-2011 11:18 AM by Community Manager

 

InsideView will be hosting our first ever Chat Hour on Thursday, November 10th, 2011 at 10AM PST. All you have to do to join the discussion group is go to stanzr.com/insideview and login using your Facebook, Twitter, or LinkedIn account.

 

The first Chat Hour will be an open forum where you can ask any and all questions about InsideView and Social Selling. We will have a team of InsideView employees present to make sure all of your questions get answered in this hour.

 

We look forward to seeing all of you Insiders there!

 

Kate

Build Your Territory with InsideView

by on 11-03-2011 12:01 PM - last edited on 11-03-2011 12:02 PM

Building a territory is an important feature in InsideView, especially if you are a rep who is territory based. This is a way for you to create searches on companies and contacts that are relevenat to only your area. Geographic Territories can also be saved for use in future searches to save you time and help your productivity.

 

Building your territory is easy, just follow these 7 simple steps:

 

1.  In InsideView, click the "Build a List" tab.  Or, in the CRM Mash-up, click the "Build a List" link in the global menu.

 

 

2.  Click the "New Geographic Territory..." link beside the “Location” drop-down list (1). Or, select “New geographic territory” from the “Location” drop-down list (2) in the "Company List" or "Contact List" screen.

 

 

 


3. In the "Geographic Territory" pop-up window, enter a name for the territory in the "Name" field. 

 

     Geo Name Box.png

 

Note: All criteria are optional. Specify one or all criteria to build a Geographic Territory.

 

4. To build a territory based on states or provinces:

 

  • Click the “States” link or the “Provinces” link located under the “Name” field (1).
  • To add a state or province to the territory, click one or more state or province on the map. The state or province will then appear in the “Selected sates and provinces” list (2).
  • To remove a state or province from the territory, click the state or province again on the map, or hover over the state or province in the “Selected states and provinces” list and click the “Remove” link when it appears (3). 

    

 

 

5.  To find prospects by zip or postal code, enter one or more zip or postal codes, separated by commas, in the “Zip/Postal Codes” field. Note: A maximum of 85 zip/postal codes are permitted in the "Zip/ Postal Codes" field. 


Zip Postal Codes.png


6. To find prospects by area code, enter one or more area codes, separated by commas, in the “Area Codes” field. Note: A maximum of 128 area codes are permitted in the "Area Codes" field.

Area codes.png


7. To save a new territory, press the “Save” button at the bottom of the window. 

 

   

 

 

Kate

November Giveaway

by on 11-02-2011 01:39 PM

Are you sad you didn't win your Kindle Fire last mont?

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Kate

InsideView Launches People Insights

by on 11-01-2011 02:58 PM - last edited on 11-01-2011 03:06 PM

 Because prospects are people, not contacts



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Kate

Insider of the Month: Vinod Radhakeesoon

by on 11-01-2011 09:38 AM - last edited on 11-01-2011 12:02 PM

371a8e0.jpg“I was like a pop star after my presentation, with senior people coming to me not for autographs but to grant them access and provide further training to use InsideView,” our Insider of the month, Vinod Radhakeesoon, told us after participating in a social selling panel on behalf of InsideView.

 

While we’re not so sure about his pop singing talent, we definitely think Vinod is a star. As Director of Business Development at Celerant Consulting, Vinod has spread his sales expertise far and wide in the social stratosphere.

 

Vinod has also played an instrumental role in selling the value of InsideView to the team at Celerant, as well as to InsideView prospects seeking validation from current customers.

 

With an eye for innovative applications and a deep appreciation for social media’s impact on business, Vinod has done a tremendous job reaching his online community through thought-leading wisdom on the progress of the sales industry.

 

We’re honored to have Vinod as a customer, and we encourage everyone to follow him on Twitter @VinodRad for his expert knowledge on strategy, business operations, and building relationships in today’s tech-centric environment. 



via Lisa Fugere of InsideView

Kate

10 Things to do in InsideView in 2 Weeks

by on 10-21-2011 11:04 AM - last edited on 11-07-2011 08:57 AM

Looking to get the most out of your InsideView license? Here are 10 tips that you can try over the next two weeks to be an InsideView superstar!

 

Week 1

Monday - build a territory

Tuesday - build your watchlist(s)

Wednesday - manage your watchlists via automation through SFDC
Thursday - complete your SmartProfile to get Smart Connections

Friday - manage your smart connections

 

Week 2

Monday - pick the Smart Agents you want
Tuesday - add contacts to InsideView
Wednesday - give feedback on the contacts you are getting through the "Wrong info" Flag

Thursday - recommend IV to a friend
Friday - stop by the community for answers to your questions

 

Kate

New Member, Flounder, The Quiet Type...what does it all mean?

by on 10-13-2011 05:01 PM - last edited on 10-13-2011 05:04 PM

ranks.png

 

After you first logged into the InsideView Community and created your custom profile you may have noticed your "rank" of New Member- see image above.

 

In the Community, everyone is assigned a rank based on their level of enagement. The first 5 ranks include New Member, Flounder, The Quiet Type, Getting Warmed Up and Early Adopter. We won't tell you how to move up in the ranks or even how many ranks there are (we want you to be surprised!) but if you do want to move up in the community here are a few things you can do:

 

-Ask Questions

-Read Knowledgebased articles

-Post Content

-Comment on Posts

 

If letting all the Insiders know you are moving up in the ranks isn't enough incentive to participate in the community, you will also find that as you move up to certain ranks, you will receive some pretty cool prizes.

Kate

How to Comment on Posts in the Community

by on 10-13-2011 04:52 PM - last edited on 10-13-2011 04:57 PM

This may seem like a fairly easy thing to do, but there are two ways to post a comment depending on where you are in the community.

 

If you are reading a blog post, this is where you post a comment:

 

reply blog.png

 

If you want to post a comment in our User Forum, it looks a little different. Please refer to the image below:

 

reply-forum.png

 

Now that you know how to post a comment in both the User Forum and the Community Blog we look forward to seeing many more comments!

Kate

Insider of the Month: Don Otvos

by on 10-10-2011 09:26 AM - last edited on 11-01-2011 12:03 PM

don_otvos.jpgHaving used InsideView 25 out of 30 days last month, September's Insider of the Month was not hard to find. Don Otvos, Manager of Sales Operations at Yammer, is a sales master and a team player. 

 

He has consistently supported InsideView's product and community, and we think he deserves as much recognition as he's generated for us.

 

As a dedicated social media enthusiast, Don has shared, promoted, and attested to the social selling principles on which InsideView is based. It's no question that Don is an exemplary member of the sales community. 

 

We'd also like to recognize and commend Don for the loyal following of colleagues and connections that he's built throughout his career. From the start of his working career, Don has earned the admiration and respect of those around him (we promise – his LinkedIn references are more than impressive!), and he's built a strong and influential community around him.  

 

Don describes himself as a "hockey player, social media advocate, Yammer evangelist, Geni addict, and Foursquare fan," and we couldn't be more honored by his energetic support for InsideView. 

 

Yammer is free tool for your whole company that enables users to communicate, collaborate, and share more easily and efficiently than ever before. It reduces the need for meetings, increases communication across silos, surfaces pockets of expertise and connects remote workers.

 

Congratulations, Don! Here at InsideView, we're all looking forward to continuing to work with you!







 



 

via Lisa Fugere of InsideView

About the Author
  • Past Community Manager at InsideView. Fan of communities helping customers.
  • Koka Sexton started in inside sales and was an early adopter to using social media for sales. Currently Koka is the Inbound Marketing Manager for InsideView the leader in Sales Intelligence. Recently launching the industry's first ever Social Selling University.
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