InsideView UI Refresh

InsideView recently rolled out a beta user interface which follows a mobile first navigation structure and includes a redesigned News Feed view for followed companies.  InsideView describes the new UI as “fresh. Modern. And easier to navigate, with more engaging graphics and a common user experience across platforms – within CRM, mobile, and web.” 

The color scheme utilizes a monochrome palate with splashes of red, blue and green for accents (e.g. hyperlinks, highlighted tabs, buttons).  Unfortunately, much of the text is gray against a white background which may cause readability issues in brightly lit locations. 

Navigation is via a left-handed navigation bar.  For companies, the primary tabs are Overview, Company Information, People, and Insights.  Sub-headings under Company Information are Firmographics, Industry Profile, Financials, Family Tree, and Competitors.  Industry Profile has a third level of horizontal tabs, and really should be presented as a top-level navigation item. 

A Search bar provides a type-ahead feature to assist with company and contact searching.  The type-ahead feature begins as a Recently Viewed list of companies and contacts. 

The Insights Tab includes social integration, news filtering by agent, and keyword searching.
The Insights Tab includes social integration, news filtering by agent, and keyword searching.

The Insights Tab is an updated version of the InsideView buzz tab.  Users can view company news, blogs, Twitter, and Facebook in a single feed.  News can be filtered to a subset of their 17 agents and be shared via email, social media, or Yammer.  All four sources are keyword searchable.  Twitter is fully integrated with a Twitter handle summary along with reply, retweet, and favorite.  Facebook supports an integrated stream of posts with commenting support. 

One of the nice features that was carried forward from the old Buzz tab is the ability to switch between company posts and posts from others for Twitter and Facebook. 

In place of a static Home Page, the user is taken to the News Page which presents the user with news stories for followed companies in a grid pattern.  Users may filter the topics by one or multiple Agents (sales triggers) and Watchlists.  Individual articles may be shared with social media, email, or Yammer. 

The News view may be filtered by Watchlist and Agent.
The News view may be filtered by Watchlist and Agent.

The Company view still lacks an export to PDF feature similar to that found in D&B Hoovers and Hoovers classic.

Users will be able to switch between the classic and beta versions through April 27th.

Leave a Reply