InsideView is a great product to some basic competitive information of an account.

It makes my team more efficient and have more information to help them be even more successful before they pick up the phone. Their customer service team is helpful if there's ever an issue.

You will find that for the cost, it is a powerful tool and can boost the effectiveness of your inside sales and business development efforts and help them establish a list of solid targeted clients.

The family tree does not automatically scan your database to find accounts that you currently have. We've also seen difficultly in updating the Fiscal Year End month in Salesforce.

I like InsideView as it very easy to use and you have the access to all the updated news about a company. We mostly use it for competitive analysis and for our marketing programs.

Integration into Salesforce is my favorite feature. It allows us to very quickly sync company and contact information.

This software provides a significant return on your investment. For the price, the value I receive on a daily basis is tremendous.

It's single handedly worth the price of admission.

The LinkedIn feature used to show if the person has a LinkedIn profile, but only if the person was in their system prior does it now show. I guess they lost their integration or something.

Can be easily integrated and support is great.

I feel that it complimented the information we already had in SF and created a better view of our clients/prospects.

This tool makes it easier for my team to efficiently prospect and find new contacts within our own org.

Great resource for a multitude of teams across the board.

Searching was improved but not greatly and I am always disappointed with the usability on mobile apple products.

Very rarely the information lookup can go wrong if other data related to the contact is not correct.

InsideView allows me to quickly get a lot of really useful data on companies that would normally take a lot of time to gather.

Overall, a great tool for anyone on the sales team who are used to working in Salesforce. The integration is super helpful - with the info you need, in an easy to find location.

I haven´t find anything I don't like about the tool.

Since the release of apex have been leveraging the tool as an add on to build better lead and target identification.

I was extremely impressed with its ease of use and how quickly i was able to find the critical contact information, and company intelligence I needed.

Leveraging apex on top of insideview data in dynamics.

I have a lot of individuals  John Smith Smith because of their style of merging and it almost always chooses the wrong email address.

The accuracy of the data needs to be worked on and apart from the data that is available for North America, it almost becomes obsolete for other regions.

I have had great experience with their customer support.

The fact I can integrate it directly with my CRM makes it easier for my team to work within the org and not waste time waiting for uploads or manual processes.

InsideView is easy to use inside of Salesforce. The employee size is usually accurate.

Similarly our marketing can run campaigns based on company outlook and recent news. The integration within the CRM make it easy to use.

I like the news insights too with updates on the companies.

Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once.

Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software.

I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in,  it's just a couple of clicks and I have what I need.

We increased our sales with the help of this software by tracking all the customer queries and filling them in a timely manner, so the software worth the investment.

Flexible, easy to track projects, intuitive. Excellent for exporters as can be used in multicurrency format.

Generally, as a business we are happy with the platform. The team at Workbooks are friendly and go the extra mile.

Runs very slowly at times, this makes for frustration on a busy support desk.

It is fully featured and has been a godsend for both GDPR compliance and integration and for developing marketing strategies.

Strong CRM platform with amazing support team.

There is very little that i dis-like about this software as any issues can be raised and put into development.

Overall it's very good, support is excellent and the team are very helpful.

The presales support was excellent, the vendor showing a real understanding of the client's needs and desire to get to the optimum solution.

Great CRM software at a good price point. It has all the functionality you would expect.

Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK.

The reporting side is always very helpful, and the support team always do there best to assist and help. I would recommend workbooks to anyone wanting a simple, yet effective CRM system.

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab.

It has taken awhile for the installation and setup - meaning that we are unable to use workbooks yet, because of problems with the initial setup with workbooks.

Customer support has improved since we started to use workbooks as we can easily track previous calls. Also the ease of creating and scheduling emailed reports helps greatly.

Good customisation; easy to use; automatic email reports. Highly adaptable and benefit for continuous development.

A great time saver, particularly when it comes down to GDPR compliance and integration. Also, it has been useful in developing marketing strategies.

This software is very easy to use that is why I would definitely recommend it to  other companies to use it to.

I like the reporting module, it is quite user-friendly.

I really like the ability to collaborate with my peers.

Excellent experience had by all. Team were responsive and felt like we had support from all areas.

The flexibility is key for us and the ease of use. If something is quite the way you like you can easily configure it and change it on the fly which is great.

The best thing about Workbooks is how flexible the reporting is and having access to API data for any report you create is an added bonus.

US Dollar

InsideView is a marketing intelligence and analytics solution for midsize to large businesses. It allows sales and marketing teams to aggregate and curate information about target markets, segments and organizations. It allows sales reps to find quality prospects by leveraging their own database of companies and contacts and filtering them by relevant custom attributes and social signals. InsideView then alerts reps about natural interaction opportunities with these prospects, including company expansion, changes in leadership, acquisitions, relocations and financial updates.


Additionally, InsideView allows marketers to match their lead lists against their database in order to remove duplicate contacts, complete incomplete profiles, scrub inaccurate data, score leads and enrich lead records with additional social data and business insights.


InsideView integrates with CRM and marketing automation products, creating contact profiles and delivering contextually appropriate intelligence. It provides access to market intelligence via APIs for a tailored data solution. Support is offered via ticketing system.



LongDescription

Customer Segmentation

Competitive Analysis

Customer Database

Data Import/Export

Campaign Segmentation

Performance Metrics

Event Triggered Actions

Segmentation

Reporting/Analytics

Contact Database

Monitoring

Third-Party Integrations

Prospecting Tools

Business professionals can try InsideView at no charge.

Sales and marketing professionals can use powerful prospecting / list building, deep account research, company and people insights, customer monitoring, and corporate social networking capabilities with InsideView Enterprise, starting at just $99/user/month.

Email/Help Desk

FAQs/Forum

Knowledge Base

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

InsideView

Videos

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.


The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.


 Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.


Finally Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.



Commenting/Notes

Cataloging/Categorization

Customer Surveys

Forecasting

User Management

Internal Chat Integration

Data Enrichment

Product Catalog

Lead Capture

Performance Management

Customizable Reports

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Leaderboards

Data Synchronization

Rich Text Editor

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Electronic Signature

Calendar/Reminder System

Knowledge Management

Pipeline Management

Communication Management

Call Logging

Calendar Management

Call Management

Customizable Fields

Activity Management

Sales Trend Analysis

Email Tracking

Customer Support

Process/Workflow Automation

Lead Generation

Email Templates

Self Service Portal

Contact Management

Opportunity Management

Configurable Workflow

Lead Management

Email Marketing

Mobile Access

Sales Reports

Sales Activity Management

Territory Management

Channel Management

Text Editing

Shared Contacts

Marketing Automation

Role-Based Permissions

Request Escalation

Social Media Integration

Lead Segmentation

Workflow Management

Email Management

Source Tracking

Field Sales Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Demographic/Firmographic Data

Reminders

Customizable Templates

Calendar Sync

Mobile App

Lead Nurturing

Interaction Tracking

Dashboard

Web Forms

Multi-Language

Mobile Interface

Real Time Reporting

Customizable Branding

Goal Setting/Tracking

Batch Processing

Campaign Analytics

Lead Qualification

Quotes/Estimates

Pipeline Reports

Appointment Scheduling

Task Management

Campaign Management

Sales Forecasting

Document Management

Web-based Deployment

Mac OS

Web browser (OS agnostic)

Windows 8

30-day free trial, no credit card required.

Free Edition - FREE
CRM: $39 per user, per month
CRM Pro: $54 per user, per month
Business: $78 per user, per month
Business Pro: $95 per user, per month

InsideView vs Workbooks

User Ratings & Reviews

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Product Demo & Screenshots

Advisor Recommendations & User Awards

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