Sunday, December 20, 2009

Another Social Media integration for MS CRM – SalesView from InsideView

This was truly an accidentally discovery, but a rather good one.  Yesterday, I stumbled upon the web site of InsideView, and got interested in their application called SalesView, which according to InsideView, “is an on-demand Sales 2.0 intelligence application that discovers sales opportunities across both traditional editorial sources and social media and can present them directly within CRM applications for optimum impact”.  After reading a little more on the site, I learned that their product SalesView is available as a Sales 2.0 mash-up with MS CRM 4.0, and they even have a free version available with limited features.  They even has the endorsement from the General Manager for Microsoft Dynamics CRM.  Immediately, I decided to give it a try.
So I registered at the site to obtain access to the free version of their software.  After my registration, I received an email from InsideView, with detailed instruction on how I can add customization code to the Account and Lead entity form in my CRM application to add the SalesView mash-up on these two forms.  It took me less than ten minutes to apply the changes, and wah-lah, the mash-up is up and running.  Here is how it looks on the Account entity form:
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From the free version, I am already seeing the benefits of instant access to company key information, instant access to social networks such as LinkedIn, Facebook, Twitter, etc., and plus other contents from traditional medias and blogs.  With the Pro and Team version, there are much more advanced features to enjoy. 
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2 comments:

Unknown said...

This functionality is available for many of the leading CRM applications including Salesforce.com, Oracle CRM On Demand and SugarCRM.

Unknown said...

James, thanks for blogging about your serendipitous social CRM discovery.

While our mission as a company is to increase sales productivity and accelerate sales, we've discovered that our integration approach helps improve CRM adoption quite a bit. In hindsight, it seems obvious (b/c we deliver much of the data & social media that sales reps already spend hours finding OUTSIDE of their CRM) but I have to admit it was quite by accident. You could say that serendipity is the mot du jour.

ser·en·dip·i·ty: The faculty of making fortunate discoveries by accident.

Marc Perramond
Product Guy
http://www.insideview.com