InsideView Refresh

Automatically Cleans Your CRM Data

Good clean data breeds good leads

Every B2B company faces the challenge of keeping their data clean.

Prospect and customer data changes constantly – at a rate of about 70% per year.* So you waste time and resources on leads that won’t go anywhere. Yet, most businesses aren’t prepared to address the complexity of cleaning their data and systems.

InsideView Refresh CRM cleaning replaces tired, deficient customer records with more current, complete ones, and feeds clean leads into your sales and marketing systems.

Keep your CRM records current, automatically, with integrated solutions for Microsoft Dynamics CRM online, Dynamics 365, and Salesforce.com

  • Correct inaccuracies in your existing database as often as needed
  • Identify duplicate records and false positives
  • Add missing fields to incomplete records
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Improve Sales Effectiveness

  • Better evaluate opportunities so teams prioritize what matters most
  • Plan territory sales more accurately with up-to-date firmographic data
  • Get more accurate account reports in Microsoft Dynamics and Salesforce.com

Get more control over what happens in the CRM

  • Easily accept or reject changes on individual records or in bulk
  • Manage only the records you care most about, since not all records are created equal
  • Define which records are to be managed using a rules-based system with manual overrides

Increase your addressable market

  • With CRM cleaning and more reliable data, you’ll get a better picture of your target market, and can see where market expansions are possible.

Features

  • Data coverage spanning 13M+ companies, with coverage representing all major geographies
  • Schedule updates as often as daily, or update “on the fly”
  • Precisely define which records are managed
  • Create multiple segments, with rules that control the update behavior
  • Update for 40+ separate fields, with field-level controls

*Source, Biznology

  • Control which records are managed, fields updated, and frequency of updates
  • Easily view updates, with data visualization
  • Export updates to a spreadsheet for granular data analysis
  • Data syncs seamlessly into Salesforce.com
  • Embeds within Microsoft Dynamics 365 and Dynamics CRM online for a visually integrated interface
  • ISO-security certified

The InsideView Advantage

InsideView solutions are powered by the InsideView Targeting Intelligence Platform, the industry’s most reliable, relevant, and rich source of market intelligence.

Our Targeting, Marketing, Sales Intelligence Product Portfolio.

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