InsideView Services

Optimizing Your Success

ONBOARDING      TRAINING      CUSTOMER SUCCESS      PROFESSIONAL SERVICES      SUPPORT

Hit the ground running with rapid onboarding

You’re excited to put InsideView’s data and intelligence to work for your business and want to get off to a good start. Let our team of trained experts give you a hand.

We help you:

  • Activate your licenses
  • Integrate InsideView into your CRM
  • Set up your team’s reference accounts to expand your Connections network
  • Schedule training

Learn your own way on our Training Hub

Pick up tips from the pros and discover how to customize our solutions to your exact needs. It’s all available at the InsideView Training Hub.

  • Self-paced eLearning courses, videos, and articles to help you get started
  • Product- and role-based training for tasks you do every day
  • Open webinars and private instructor-led workshops
  • Comprehensive, searchable product Knowledge Base

Get the most from your investment with Customer Success

You’ve invested in InsideView and we’re here to invest in you, with a team of dedicated Customer Success Managers who will help you maximize the value you get from InsideView. This premium service is part of every subscription and includes:

  • Adoption planning, with metrics that matter to your business
  • Best practices that show how to maximize your use of our data and intelligence within your existing processes
  • Quarterly reviews that include usage analysis, roadmap discussions, and tips for aligning our offerings to your initiatives
  • Priority resolution of your administrative and product questions

Tailor your solutions to optimize results with Professional Services

Tailor your use of InsideView data, leverage a specialized data solution, or get advice on integrating InsideView data and insights into your data management strategy. Our Professional Services team – the experts at implementing and using B2B data and intelligence – specialize in addressing these and other types of sales and marketing data needs.

We’re here to help with:

  • Customized data services to address your unique data needs
  • Integration services to flow our data and intelligence into your custom applications
  • Advisory services that put our expertise to work for you

Get world-class technical support when you need it

Our goal at InsideView is to provide you with a product that is so intuitive and well-designed you’ll never need technical support. But the reality of technology is that challenges occasionally happen, and when they do, you need a first-rate solution, fast.

That’s what InsideView’s support team delivers. With a 99% overall customer satisfaction score for the first three quarters of 2019, our support team is here to help you with:

  • 16×5 email support, Monday – Friday, 2 a.m. – 6 p.m. US Pacific Time
  • Response within one business day
  • Access to knowledgebase
Customer Satisfaction Ratings
Q2 2018
  • 98.02% 98.02%
Q3 2018
  • 96.83% 96.83%
Q4 2018
  • 97.68% 97.68%
Q1 2019
  • 98.98% 98.98%

Q2 2019

  • 100% 100%

Q3 2019

  • 98.7% 98.7%
“Thank you for going above and beyond!”  PTC Inc

“Best support in the business!” Armanino

“I appreciated the special effort that went into resolving my issue!” C3 Creative Telemarketing