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explore engage elevate Social Insights for Microsoft Dynamics CRM Donna Edwards Architect, Hitachi Solutions August 12, 2014 Introduction
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exploreengageelevate Agenda Teaser What is Insideview What’s the Value Key Elements Quick Demo
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exploreengageelevate What is Inside View Cloud application whose purpose is to find & close more business Automated Sales Intelligence Leveraging online information Networked sales intelligence
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exploreengageelevate Key Elements Three Key Elements Data Insights Connections Work Together to Deliver Relevant & Actionable Information
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exploreengageelevate Value Research Companies Research People Update CRM Contact data Find & Prioritize Leads Get Email Alerts Convert more Opportunities into Wins
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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
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exploreengageelevate Insights Company Monitor news and information Research People Find and Prioritize Leads Leverage Connections for Introductions Establish Credibility Activity Discover Conversation Starters
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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
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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
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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 https://my.insideview.com
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exploreengageelevate Get signed up today & discover all you can do with Insideview for Microsoft Dynamics CRM
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