InsideView enhanced its corporate family tree UX. Along with an improved display, users may search and filter the tree, allowing them to home in on key subsidiaries for sales targeting.
Search and filtering help reps identify best prospect locations for establishing a beachhead, expand to similar locations, extend into new markets, or leverage an MSA to identify locations within a sales territory.
The tree is now keyword searchable and filterable by location, size (both employees and revenue), industry, site status (e.g. operating, inactive/closed), and site type (e.g. Retail, Manufacturing, Distribution Center, etc.). Filtering allows reps to focus on locations in their territory or locations in targeted verticals. If a parent node is de-selected by a filter, but a subsidiary is selected, the parent location is grayed out but still displayed, providing operational context to the sales rep.
Users may also expand or collapse tree nodes and individually select locations of interest. Branch locations may be added to the tree via a “site locations data available” slider.
The number of locations is displayed in the company overview.
Sales and marketing professionals can also download the tree for campaigns and analysis. Filtered trees may be downloaded in Excel or CSV formats. A map feature displays location density for the United States by state, for Canada by province, or globally by country.
The new family tree view is available in both the CRM and web views. 1.2 million locations are flagged as subsidiaries or acquired firms.
InsideView also recently released a set of small enhancements to InsideView Sales. Admins can now sync a broader set of Account, Contact, and Lead fields with Salesforce. New Account fields include Twitter handle, Facebook page, and blog page. New Contact and Lead fields include city, state, country, job level, and job function.
Other Upgrades
InsideView released a number of additional enhancements to its product lines.
InsideView for Sales users can unlink and rematch improperly linked Account and Contact records.
InsideView Refresh for Salesforce now offers real-time email verification for unmatched records. Admins can also manage Salesforce contacts, enrich fields, and flag duplicates.
New InsideView Data Integrity dashboards display how many Account, Contact, or Lead records are updated over time. The dashboards indicate the number of records processed, new records processed, duplicate records, match data, field fill rates, and segments.
InsideView Target added a filter for contacts with direct dial phones.
InsideView also added cross-product navigation.
The InsideView universe has grown to 15 million companies and 44 million contacts.