Explore engage elevate Social Insights for Microsoft Dynamics CRM Donna Edwards Architect, Hitachi Solutions August 12, 2014 Introduction.

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Presentation transcript:

explore engage elevate Social Insights for Microsoft Dynamics CRM Donna Edwards Architect, Hitachi Solutions August 12, 2014 Introduction

exploreengageelevate Agenda Teaser What is Insideview What’s the Value Key Elements Quick Demo

exploreengageelevate What is Inside View Cloud application whose purpose is to find & close more business Automated Sales Intelligence Leveraging online information Networked sales intelligence

exploreengageelevate Key Elements Three Key Elements Data Insights Connections Work Together to Deliver Relevant & Actionable Information

exploreengageelevate Value Research Companies Research People Update CRM Contact data Find & Prioritize Leads Get Alerts Convert more Opportunities into Wins

exploreengageelevate Data Real-time company and contact information from 30,000 sources into Microsoft Dynamics CRM. Financial Media News Social Media Legal Filings Other Public & Private Sources Proprietary Algorithm

exploreengageelevate Insights Company Monitor news and information Research People Find and Prioritize Leads Leverage Connections for Introductions Establish Credibility Activity Discover Conversation Starters

exploreengageelevate Connections See how you are connected to a prospect Learn about & get to know the prospect before you call Warm intelligence vs. Cold Calling Requires some setup my.insideview.commy.insideview.com

exploreengageelevate Demo Let’s have a look at Accounts & Contacts Accounts View Insideview data Add Contacts to an Account Sync Data Contacts View Data Sync Manual Add

exploreengageelevate Resources Get the Solution Currently available to US based customers and expanding globally CRM 2013 Professional license includes, Insights, a Microsoft-branded version of InsideView at no additional cost. CRM 2013 Essentials or Basic license includes a standalone web version of InsideView. Implementation & Training Install Inside View Learning Center Insights Admin Guide Access in Standalone Browser Mode

exploreengageelevate Get signed up today & discover all you can do with Insideview for Microsoft Dynamics CRM