Keeping an up-to-date CRM database is tough when the business world is constantly changing. In the next 60 minutes, 148 businesses will open, 86 companies will move, and 170 executives will be promoted. Today, we’re tackling this challenge by announcing the general availability of the all-new InsideView Refresh.
InsideView Refresh is designed to address both internal and external CRM data quality challenges. It automatically and continually cleans and updates Salesforce CRM records with InsideView data based on business rules and desired frequency. Unlike “one size fits all” data cleansing tools, InsideView Refresh provides the greatest possible control and is powered by the InsideView Market Intelligence Platform.
Using InsideView Refresh allows customers to:
- Automatically keep Salesforce records current with an integrated solution, including updating incorrect data and appending missing data.
- Get more control over what happens in the CRM. Easily accept or reject changes on individual records or in bulk. Different types of records often require different amounts of input. For example, changing company locations can result in account changes in territory assignments. InsideView Refresh precisely defines which records are to be managed using a rules-based system with overrides.
- Increase their addressable market. With more accurate data, companies get a better picture of their target market, and can see where market expansions are possible.
- Improve sales effectiveness. Sales leaders can plan territory sales more accurately with up-to-date firmographic data, for example by number of employees or by location. In addition, account reports in Salesforce are more accurate and complete for better business process efficiency.
InsideView Refresh Charter Customers Are Delighted!
InsideView Refresh was introduced last year to a limited number of charter customers who have been using the tool in their own Salesforce CRM. These companies are already reaping the benefits of accurate and complete data.
Praise from Justin Smith, director of market development at Curalate:
“As the market leader in visual commerce, Curalate places a high value on being able to move fast. This creates challenges for us around data integrity. We want to invest in technologies that support our rapid business growth and enable data analytics without a lot of manual work by our reps. InsideView Refresh gives us confidence that our data is complete. It provides us a holistic view for market planning, effective account targeting, and territory planning – all without having to further burden our sales reps.”
Praise from Jason Paquette, director of sales operations at MongoDB:
“MongoDB powers some of the world’s largest cloud applications. As we have scaled up our business operations to support our growth, it’s more and more critical to maintain lead quality and data accuracy across our sales and marketing execution. InsideView’s Market Intelligence platform gives us the power to grow cost-effectively. We’re excited about the launch of InsideView Refresh, which will help MongoDB ensure the highest data cleanliness to support our sales effectiveness.”
Ready to check out InsideView Refresh? For more information, go to www.insideview.com/refresh or check out the video at https://vimeo.com/insideviewcrm/refresh.