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- Focus on what’s important with our new streamlined UI
- Get the job done quicker with fewer clicks
- Get more information where you need it
- Discover SalesView’s powerful features with ease
- Get the help you need at the right time
Focus on what’s important with our new streamlined UI
Information that rarely changes for companies has been streamlined to take up less space, leaving more room for up-to-date agent news results.
New Company Details Page
Current Company Details Page
Get the job done quicker with fewer clicks
The persistent “Recently Viewed” pane allows you to easily get back to companies and now people too.
Our mash-up is optimized for productivity so there’s less reason to leave your CRM Application. You can see below that company details now expand inline rather than opening in another window.
Information agent news articles load on-demand for increased performance. Unnecessary connections information was removed from the Watchlist to also help performance and make the list easier to scan.
Comparatively the current Watchlist loads all of the underlying data at once and shows less information when collapsed than the new version.
Get more information where you need it
We’ll show you twitter activity for contacts when it’s available while viewing these people in our Product and CRM Application Mash-up
In-product integration
Mash-up integration
More company financial and industry information is available on-demand.
Discover SalesView’s powerful features with ease.
New users will immediately realize the benefits of SalesView by receiving alerts for pre-determined companies. Our CRM Application Mash-up now includes access to useful features you might not know we have such as finding prospects.
The simplified and in-context alert settings make it easier to understand and modify your options.
New Design
Current Design
The new home page acts as a launch pad for key functionality.
Get the help you need at the right time
The In-context informational pop-ups help you understand how to use features.
In-product training and contextual training links on the sidebar make it easy to learn SalesView’s features.
These features will become available in the next couple of versions of SalesView. The designs are subject to change before the features are released.
Learn more about: InsideView | SalesView
—
Beth GoldmanManager of User Experience
beth.goldman@insideview.com
