Customer Information from External Sources

Having the most up to date data and information about the customers is a challenge that is faced by majority of us. We might be talking to a champion for an opportunity and almost finalizing the deal, and during the last minute we find that we cant reach him/her. The reason can be that he/she has quit and moved to another role or might have moved from the company itself.

This leaves us hanging most of the times and to get the information on any changes happening in a company can be a challenge unless we have a strong network.

There are a lot of firms that provide you with these info, but they come at a price. So what if we can leverage something without additional cost.There is 'InsideView' that has a prebuilt integration with CRM On Demand, and also offer a free version with limited functionality.

The free version has a lot to offer, below are some screen shots:-

Account Screen:-

Contact Screen:-

http://www.insideview.com/resources/ORACLE/installation-instructions.html

The above link provides the steps you need to take in order to have the web applet in your CRM On Demand application.

To sum it up.. I feel that 'InsideView' has got a lot of cool features even in the free version... can be really useful for the Sales Guys and helps in getting a better user adoption...



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