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InsideView boosts Microsoft's Insights, launches Refresh data cleaner for Dynamics 365

by MSDW Reporter
Editorial Team, MSDynamicsWorld.com

InsideView today released an update to Insights, powered by InsideView. Insights is the Microsoft-branded version of InsideView Sales, and is embedded in Microsoft Dynamics 365. The company is also introducing Refresh for Dynamics 365 data cleaning application.

Three new features in Insights enable more targeted prospecting, according to InsideView. Those features include:

  • List building, aimed at eliminating the need for customers to buy third-party lists that go stale overnight. List building lets users build highly targeted account and prospect lists from InsideView's global database of more than 13 million companies and 30 million contacts, and all from within Dynamics workflows.
  • Watchlists, which enables users to create up to five watchlists of up to 200 people and/or companies, to keep tabs on their top prospects, customers, and competitors.
  • Custom news topics, which enables users to create news topics that are uniquely valuable to their businesses, and receive highly-focused news alerts (e.g., on prospects well suited to their solutions).

Refresh is embedded in Dynamics 365. It refreshes and completes CRM data via automatic updates from InsideView's database of companies, InsideView describes. The application is designed to enable Dynamics ERP and CRM users to continually and easily keep their B2B data clean, with automatic data updates from the InsideView database of companies. Refresh corrects inaccuracies, identifies duplicate records, and automatically fills in missing fields of information.

Users can accept or reject changes on individual records or in bulk, and ca select which records they want to manage, using a rules-based system with manual overrides.

InsideView claims that keeping CRM data clean drives higher CRM adoption, healthier pipelines, more accurate forecasts, greater sales confidence, ...

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