Showing posts with label insideview. Show all posts
Showing posts with label insideview. Show all posts

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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