Vertical IQ – RelPro Partnership for Industry Intelligence

Vertical IQ Call Prep Questions in RelPro

RelPro and Vertical IQ partnered to deliver company and industry intelligence in each other’s products.  Both companies serve financial services firms and the Relationship Management (RM) function at banks, with many customers requesting an integrated solution.  Joint customers have access to both programs via bi-directional authorization and accreditation at the user level.

“This is a partnership both companies’ customers have been clamoring for. So we listened to what the market was telling us and worked to bring the concept to fruition.  It was a natural fit.”

RelPro CEO Martin Wise

Vertical IQ provides a set of over 500 plain-English industry overviews designed for financial services firms that are broadly applicable to RMs, business development, and sales reps, particularly professionals that support many industries.  The profiles provide a high-level understanding of industries, including industry norms, structure, trends, pain points, call prep questions, forecasts, and news.

RelPro is a traditional sales intelligence service with company and executive content sourced from sixteen partners.  Data partners include Zoominfo, Dun & Bradstreet, BoardEx, GuideStar, Crunchbase, and HG Insights.  Rel Pro users build prospecting lists, perform account planning, identify additional contacts at key accounts, and, with the Vertical IQ partnership, research industries based upon each company’s industry codes.  A new Industry tab displays Vertical IQ’s Industry Overview, Trends & Industry News, Competition, and Call Preparation content.  

Instead of providing the full Vertical IQ report, RelPro chose to publish the most valuable sections from Vertical IQ and combine them with industry-specific intelligence from its database, including Competitors and Top Companies.  Should a user wish to dive deeper into an industry, the RM simply clicks a button and is taken to the full industry profile in Vertical IQ.

The Vertical IQ integration is a bit simpler.  Users can click on a “find companies in RelPro” button located in the industry dashboard.  The user is taken seamlessly to RelPro to perform a peer search.  The industry codes are pre-populated, and the user can include additional sizing and geographic variables for defining a territory.  Users may also plot company lists on a map, a useful tool for field sales rep planning.

Users do not need to log into both offerings.  A handshake between the firms ensures that jointly registered users receive access to both platforms.

There is a clear logic to this partnership.  RelPro and Vertical IQ allow Relationship Managers to rapidly context switch, perform client due diligence, ask intelligent questions, and conduct business development.  The combined services deliver customer and industry insights within the RM’s workflow, helping them better serve customers and their banking objectives.

The partners initially focused on their set of joint customers with contracts written on separate paper.  There is no surcharge for the cross-product authorization and functionality.

RelPro offers four industry subjects to the combined RelPro / Vertical IQ industry tab.

Vertical IQ has also stepped up during the pandemic to assist business decision making. Their editors are publishing a set of free coronavirus related profiles at the industry-level, allowing RMs, sales reps, and risk decision makers (supply, credit) to properly evaluate industry-specific risks.

“Rather than learning about industries in bits and pieces or from unreliable sources, we knew it was important for people to get information from an experienced industry intelligence partner written for those that advise small  and medium-sized businesses. That was the impetus for delivering this intelligence and making it free of charge.”

Bill Walker, Vertical IQ EVP of Research

A freemium approach during the current health and economic crisis makes a great deal of sense. It provides free resources to small businesses and distressed sectors that can assist with decision making, while providing a free taste of their content to professional and financial services firms. The content set should result in both future sales and brand equity.

6Sense – PathFactory Partnership

Content intelligence vendor PathFactory announced a partnership with ABM Orchestration vendor 6Sense to “give marketers complete visibility into the quality of account engagement, as well as what content and topics are accelerating them through their customer journey.”

The new partnership taps 6Sense’s account identification capabilities and combines it with PathFactory’s content consumption data, providing richer account engagement intelligence.  “They can even watch a buying committee’s activities populate and track their journey in near real-time,” said PathFactory.  Account intelligence is synced with the CRM and displayed to sales reps, helping them understand which content and topics resonated at target accounts.

PathFactory offers a set of content tracks, either defined by marketing or PathFactory’s AI.  Content tracks are a sequence of relevant content associated with specific calls to action.  Content tracks “keep people engaged longer and helps them self-educate” while encouraging them to “binge on your content.”  By assessing which individuals and accounts are binging on account tracks, PathFactory can determine when accounts are “getting serious.”  Highly engaged accounts are more likely to turn into deals.  

Content insights suggest the next best content and next best action, with PathFactory personalizing content tracks in real-time.  PathFactory tracks engagement at both the individual and account level while assessing content attributes such as type, topic, and reading length.

“While B2B marketing organizations have invested heavily in ABM over the past several years, many marketers still struggle to successfully execute campaigns, scale programs, and report on results.  We are confident this integration will give marketers the unprecedented ability to optimize the customer journey and generate revenue from their ABM efforts.”

Dev Ganesan, CEO of PathFactory

PathFactory clients do not require a separate 6Sense license.

“PathFactory and 6sense are marrying two of the most critical data sets necessary for successful ABM execution,” said Jason Zintak, CEO of 6sense.  “With 6sense’s industry-leading account identification capabilities and PathFactory’s content consumption data, sales and marketing teams can get deep insight into anonymous buying behavior of individuals and accounts, and deliver hyper-personalized content journeys.”

PathFactory placed 186th on Deloitte’s Fast 500 list, and Gartner named them a Cool Vendor in their 2019 Technology Marketing category.

6Sense recently closed on a $40 million Round C.

Brainshark – TopOPPS Partnership

Sales enablement vendor Brainshark and AI-based sales pipeline management vendor TopOPPS announced a strategic partnership that “will empower sales organizations to deliver ‘in-the-moment’ guidance that improves reps’ skills at key points throughout the sales cycle.”  The combined solution is tailored to the individual learning needs and styles of each rep across the buyer journey.  TopOPPS delivers sales pipeline insights and forecast metrics that help management “understand pipeline activity and identify deficiencies before they impact yield.”  The combined solution identifies skills gaps and then suggests Brainshark learning content.

“Many sales organizations try to do pipeline analysis through their customer relationship management (CRM) systems – but these systems are simply data repositories that provide no actionable insights for sales leaders,” said TopOPPS CEO Jim Eberlin.  “TopOPPS brings that data to life – providing activity analysis at the individual rep level, which enables a much more accurate assessment of pipeline health and productivity.  This enables sales leaders to then use Brainshark to act on this data by delivering targeted coaching that directly impacts revenue.”

For example, Brainshark training metrics are displayed in a combined Coaching view (see the figure on the right).  The view helps managers “track training processes and knowledge retention to understand the readiness of each sales rep and sales team’s ability to sell at the highest level.”  The view also includes over twenty trended sales measures, training insights, and pipeline metrics.

“Managers, a lot of times, will just coach reps generally or are guessing on what they need coaching on.  Our AI (artificial intelligence) will actually pinpoint and make it more precise on exactly what a rep needs coaching on,” said TopOPPS CEO Jim Eberlin.

The two firms have a joint go-to-market strategy and revenue sharing agreement.

The TopOPPS partnership, along with Brainshark’s recent acquisition of sales scorecard vendor Rekener, is part of Brainshark’s mission to deliver “a true data-driven sales readiness platform.”

“Through our acquisition of Rekener last month, and now our partnership with TopOPPS, Brainshark is transforming sales-readiness from art to science,” said Brainshark CEO Greg Flynn.  “With our data-driven platform and associated technologies, sales leaders will always have easy access to the information they need to orchestrate and execute effective sales-readiness strategies that deliver quantifiable growth in corporate revenue.”

Bombora Workflows & Partnerships

A/B Testing analysis of Company Surge variables in LinkedIn Campaign Manager
A/B Testing analysis of Bombora Company Surge variables in LinkedIn Campaign Manager

Intent data vendor Bombora has enlarged its direct sales team and is looking to shift from data resellers to OEM partnerships.  The OEM partnerships will deliver a “limited but powerful amount of data (or limited supported use case)” to customers and partners that want full, direct access.  Terminus is their first OEM partnership, but Bombora is looking to roll out three or four OEM relationships in Q4.

Shifting to OEM workflow solutions for intent data makes sense.  Unlike firmographics, technographics, or contacts, first and third-party intent data is more difficult to present to end users as it is both ephemeral (i.e. changing weekly) and statistically based (i.e. firms with a score above 70 are in the top 6% of signaled intent).  Thus, filtering the data by topic, company, and surge score provides confidence to end users that the data is meaningful.  OEM deals also place the intent data in the proper workflows for sales and marketing end users.

“Say a 200 person software business has Boeing as an account record in their Salesforce. We will append the topics surging at Boeing that that customer has licensed from Bombora onto the account object in Salesforce.  Once it’s there, it becomes searchable, so they can create tasks for salespeople, or they can use Salesforce as a hub and pipe that data to sales platforms, or marketing automation platforms.  Once the data’s in the system, it can be piped out to a bunch of different workflows.”

Bombora SVP Data Sales Michael Burton

Bombora also recently began providing intent-based audience feeds to LinkedIn Marketing Solutions for sponsored content, sponsored InMails, text ads, video ads, and dynamic ads.  Each week, Bombora provides an updated list of domains to LinkedIn based upon ABM lists or firmographic selects.  The domain list is updated dynamically based upon surge data with the first set of matched audiences available within 48 hours.  On the LinkedIn side, LinkedIn member targeting is available (e.g. job function, level, interests) through the Campaign Manager.

Bombora recommends that users perform A/B testing against the standard B2B audience list and the company surge list.

Bombora was spun out of Madison Logic in 2014 and made the Inc 5000 list for the first time in 2019 placing #997.  2018 revenue hit $26.4 million, up 425% over three years.

HubSpot App Marketplace

HubSpot's App Partner Program supports over 300 apps.
HubSpot’s App Partner Program supports over 300 apps.

At its INBOUND conference earlier this month, HubSpot released a new app Marketplace.  “One of the things we’ve really tried to do with the next iteration of the marketplace is just to help SMBs (small to medium businesses) get deeper information on these integrations,” said HubSpot VP of platform ecosystem Scott Brinker.  “So you’re not just like, ‘Oh, here’s another company, go off and figure it out.’ It’s like, ‘OK, here’s exactly how this interfaces into HubSpot.  Here’s a video of how it works.”

HubSpot partners are obligated to post pricing information, data flow structure, and demo videos.  The new market supports improved filtering and searching.  Over 300 apps are available with 93% of HubSpot’s 64,000 customers having installed at least one app.  The average customer has installed five apps.

Amongst the top apps are Gmail, Outlook Calendar, Zapier (connectors), Facebook Ads, Google Calendar, Twitter, MailChimp, WordPress, LinkedIn, Facebook, Slack, Vidyard, Google Ads, and SurveyMonkey. “We’re really excited about trying to make this whole platform ecosystem world accessible to the SMB markets,” said Brinker.

“It’s not enough to have the wondrous capabilities all these different apps offer, especially if each is locked in their own silo.  To run your business effectively and to give customers a coherent and compelling experience across all the different touchpoints they have with you, all these different apps need to work together. This is why HubSpot is committed to building an open platform that can serve as a “hub” for the myriad apps across your business that all contribute to improving the customer experience.  We want to make it easy for you to orchestrate these apps, to better serve your customers, and to help you grow better.”

HubSpot VP of platform ecosystem Scott Brinker

The new marketplace can be found at HubSpot.com/ecosystem.

Outreach Makes LinkedIn’s Hot Companies List

Seismic content can be included in Outreach email templates.

On Wednesday, I congratulated Drift and Cognism for making the LinkedIn Hot Companies list. Somehow I missed that Outreach also made the US list at #50. Perhaps I stopped looking at #49.

So congratulations to CEO Manny Medina and the team at Outreach. The Sales engagement firm has been going head-to-head with SalesLoft to become the leading vendor in its category.

Outreach is based in Seattle and reached unicorn status earlier this year, a rather impressive feat for a five-year old company that doesn’t rent scooters. It is on track to hit 450 employees by the end of the year and has doubled its revenue growth each year since 2016.

Outreach has 3,500 customers including Adobe, DocuSign and eBay.

One area of rapid growth is in its Galaxy partner ecosystem. New partners include Seismic, BombBomb, and Sendoso.  The Seismic integration allows reps to insert Seismic content into emails and multi-recipient sequences via a Seismic icon.  Reps are notified when prospects view content, allowing them to “transition the prospect into a high-priority, more personalized Sequence.”  Sales reps can also send follow-up content after a successful demo or meeting and modify messaging based upon which Seismic content is resonating.

BombBomb supports personalized videos which are inserted into sequences.  When a recipient watches the video, reps can trigger an urgent call task or place the viewer into a high-touch sequence.  Recorded videos and screen captures are also supported.  BombBomb is priced at $29.99 per seat per month with volume discounts.

Sendoso supports sequences which include e-gift or direct mail steps.  Reps can also setup triggers when e-gift links are activated or direct mail items received. For example, I recently attended a trade show and received a box of mini-cupcakes afterwards with an accompanying note from the Sendoso sales rep.

Other new partners include Aircall, BigPicture, Crystal, Dooly, LeanData, LiftIQ, Nova.ai Intelligent Customer Management, OBMetrix by Iceberg RevOps, Reachdesk, RingLead, SnapApp, Sona, and TopOPPS.

Phil Garlick Joins Brainshark

Phil Garlick joined sales enablement vendor Brainshark as their VP of Corporate Development and Strategic Partnerships.  Garlick held a similar role at Zoominfo prior to its February acquisition by DiscoverOrg.  Before Zoominfo, Garlick was a founder of OneSource Information Services, a pioneer in the sales intelligence space.  He guided the sales and marketing functions before ascending to President.  He is joining Brainshark at a point when partnerships and integrated workflows are critical for sales and marketing teams.

“Phil’s deep experience in the sales intelligence and sales enablement markets, and his track record of success driving business growth, make him a valuable asset to our leadership team,” said Brainshark CEO Greg Flynn. “As Brainshark continues to expand its network of strategic partnerships, we’re confident that Phil’s expertise and customer-centric approach will help us continue to forge strong alliances that deliver great value to clients and improve their sales outcomes.”

Brainshark supports content authoring & management, sales training, video coaching & practice, dashboards & analytics, and creative services.

Over the past half-decade, there has been a steady flow of former OneSource sales reps and management to Brainshark.  Brainshark’s Chief Sales Officer, Colleen Honan, held a similar role at OneSource alongside Garlick.

“I’ve long admired Brainshark’s commitment to helping companies improve the readiness and results of their sales teams. This is a persistent challenge for organizations across industries and an area I’m passionate about. As Brainshark continues to innovate and enable sales teams to maximize their productivity, it’s an exciting time to join the company.”

Phil Garlick, Brainshark VP of Corporate Development and Strategic Partnerships

Note: Garlick was the President of OneSource Information Services while I was a Product Marketing Manager.

SalesLoft Partner Ecosystem

SalesLoft Partner Ecosystem (March 2019)
SalesLoft Partner Ecosystem (March 2019)

SalesLoft looks for partners that help “activate the authentic seller in everyone,” boost their productivity, and help customers scale their business.  Vendors should be adjacent to Sales Engagement, filling the gaps of functionality in the platform.  

Partners pledge to serve joint customers first, invest in the success of integrations through co-marketing, and “support our developer community, thus enabling innovation,” said VP of Product Strategy Sean Kester.

Kester noted that the partner ecosystem provides a strategic market advantage as it “creates a moat in the ecosystem supplanting us as the dominant #1 player.”  It also “significantly enhances customer LTV (lifetime value) due to the sticky nature of usage” and “drives customer acquisition through the roof, and CAC (customer acquisition cost) down due to leads driven from partners.”

The SalesLoft ecosystem has grown to 54 partners with a million “integration actions executed” over the past six months.  Nearly 2,700 teams have one or two integrations with 800 having implemented three and 500 having four or more integrations.

Kester discussed the partner ecosystem at SalesLoft’s recent #Rainmaker19 conference.

The top partner integrations are LinkedIn Sales Navigator, Sendoso, Showpad, and Vidyard.  VP of Product Strategy Sean Kester called Sales Navigator “by far the most popular integration we have.”  The SNAP integration supports four cadence steps: Account and Lead (contact) research, introductions, connection request, and InMail (Salesforce is an investor in SalesLoft).

Sendoso provides a direct mail service.  Integrated cadence steps allow sales reps to send direct mail, company swag, handwritten notes, eGifts, and Amazon items.

Showpad is integrated with the sales reps’ workflow.  Within SalesLoft, users can easily add content to their email campaigns, and gauge their prospects’ level of interest.  Showpad also provides context-specific content recommendations.

Vidyard GoVideo helps sales reps “easily create polished and personal videos for your prospects using Vidyard GoVideo webcam and screen recorder,” said Kester.  Sales reps can “boost response rates and humanize sales outreach by adding video to your sales emails in SalesLoft.

SalesLoft includes a freemium version and has supported 175,000 platform videos.

New partners include

  • Sales Content: Costello (Playbooks), OneMob (Video), VidGrid (1:1 Video), Outgrow (Interactive Content), Nova.ai (Messaging Hooks)
  • Sales Coaching: Outgrow, Fusion Funnel
  • Sales Intelligence: SalesIntel.io (Contacts), RingLead (Lead Enrichment), Buzzboard (SMB Profiles)
  • Compliance: DataGrail (GDPR)
  • Integration: Fireflies, PieSync, AppBuddy (SFDC Tools), Azuqua, Tray.io
  • Analytics: Triblio (ABM, Intent)
  • Video Conferencing: GoToMeeting; Zoom; JoinMe; WebEx
  • Email: Inbox Ignite (Email Reputation Score), Makesbridge (Mass Email / MAP)
  • Outbound Services: ConnectandSell

SalesLoft announced several partnerships that are in their development pipeline including LeanData, Drift, Ramble Chat, and Seismic.

LeanData provides Lead-to-Account assignments with automated cadences by persona and customized conditions.  Sales Operations defines the lead assignment and routing rules which are displayed as a flow diagram with Send to SalesLoft Cadence steps.  Duplicate checking will prevent a second cadence from being kicked off.

Drift and Ramble Chat are joining Intercom as chat partners.  “Ramble empowers sales engagement customers with a unique ability to extend chat directly through their platform,” said Kester.  “Ramble creates an additional channel of communication for their customer interactions.”

Ramble Chat performs a reverse IP lookup that identifies the account and logs it to Salesforce or SalesLoft, providing a form of first-party intent intelligence.  Both inbound (anonymous) and outbound (Cadence driven) chat are supported with outbound chat connected to the originating sales rep.

“We are excited for our partnership with SalesLoft.  Ramble’s unique architecture enables us to deploy chat within third-party applications, like SalesLoft, which changes how sales leaders utilize chat for pipeline contribution.  We not only make chat ‘outbound’ and ‘inbound,’ but we give companies the ability to extend chat anywhere online as a means of instant connection and sales acceleration.  Moving beyond ‘omnichannel’ and towards ‘omnipresence.’  The full breadth our chat technology can be deployed organically, directly from SalesLoft, which provides a more seamless client experience and new channels for Sales Engagement.”


Ramble CEO Justin McDonald

Seismic offers an enterprise-grade content management system which recommends the next-best action for content.  The platform employs analytics to recommend which content is most likely to resonate with a prospect based on buying stage, vertical, etc.

DataGrail provides a GDPR and CCPA compliance tool which “enforces on-demand access and deletion of a requester’s personal data across all first and third-party/external business systems.”  DataGrail also centralizes customer email preferences.  Other features include the “detection of non-consented or high-risk contacts, including geographic fingerprinting and migration for consented to non-consented purposes” and alerts if a deleted contact is being recreated in a sales or marketing platform.

Current apps are displayed on SalesLoft’s App Directory which helps admins see how integrations work, understand their use cases, and co-market the integration.  A developer’ portal is in development.


Prior articles on SalesLoft Rainmaker 2019:

SalesLoft Rainmaker Product Announcements

At their Rainmaker 2019 conference, SalesLoft announced a doubling of their partner ecosystem, mobile functionality, a rebuilt analytics engine, and a hot leads feature, and expanded CRM connectors.  The show attracted 1,300 attendees to hear 164 speakers.

SalesLoft released an iOS mobile app that allows users to place digital calls through the SalesLoft platform.  Calls are directed through a Twilio dialer and then analyzed by SalesLoft.  Post-call automated features include automated transcription and indexing, call analytics, and CRM sync.  Thus, if the rep places a call on the road, she will have a fully transcribed, indexed, and analyzed call when she returns to the office.

Prior to making the call, the user can set one-sided recording or local number calling.  Users can also add new contacts to cadences and will be notified when prospects engage with a cadence.  An activity stream is on the mobile app roadmap.

For inbound calls, the rep can quickly enter call notes which are synced to the CRM.

There are no immediate plans for an Android app.

“I believe sales is about relationships and sales engagement is essential to building those relationships.  Through data science, meeting intelligence and efficient account-based workflows, SalesLoft lets you focus on what matters most: building relationships and solving customers’ problems.”


SalesLoft VP of Product Butler Raines

SalesLoft is implementing a new reporting framework with an event-driven architecture which supports an open data API.  Two reports, a Cadence Performance report and an Account Report, have already been rolled out.  The framework supports configurable dashboards which can be quickly built with advanced analytics and visualizations using Business Intelligence tools.  Sales Ops can also build real-time reports and dashboards within Salesforce.

SalesLoft is extending machine learning and AI into its platform.  For example, SalesLoft machine learning tools detect the prospect’s position and level at a firm and selects the optimal persona-based cadence.  A new Hot Leads feature prioritizes prospects based on content engagement and website activity.

SalesLoft, which has long supported Salesforce, will be adding connectors for Microsoft Dynamics and SAP.

“We have seen a sizeable increase in CRM demand beyond the Salesforce ecosystem. SalesLoft is excited to enable organizations running on SAP C4C and Microsoft Dynamics to better serve their customers.”


Sean Kester, SalesLoft VP of Platform Strategy

SalesLoft will be regionalizing its data hosting by region or usage.  “This not only allows for customization (for example, keeping data that originates from the European Union in the EU) but also improves security and platform performance,” blogged the firm.  “Whether it’s through regulation compliance, security-minded development, or thought leadership, SalesLoft looks to partner with our customers for mutual success.”


SalesLoft announced a set of additional partners available through their app directory. I will discuss these on Monday.

InsideView Insights for Microsoft Dynamics

InsideView Insights combines company intelligence, news, and connections in its Overview tab.
InsideView Insights combines company intelligence, news, and connections in its Overview tab.

Microsoft announced that InsideView Insights, it’s OEM integration for Microsoft Dynamics, will no longer be available as a free service.  Current users will continue to receive the integrated sales solution through August 15th at no charge. Customers may continue to use Insights, without disruption, simply by signing a license agreement directly with InsideView.  To expedite the contracting process, InsideView is offering early bird pricing as low as $16 per user per month through the end of March.  Licensors would then begin paying for the service after the August deadline.  New user bundles are initially available for $399 per month for up to ten seats.  After March 31, the new user bundle price rises to $499 per month for up to ten seats.

c“Our goal is to make it easy to switch,” said VP of Global Alliances, Heidi Tucker.  “All they [customers] have to do is make a decision, there’s no need to reinstall the software.”

Insights is a fully featured sales intelligence service delivered as a native application within Dynamics 365.  It is equivalent to InsideView for Sales and available on AppSource.  Key features include

  • Build-a-list Account and Contact prospecting
  • Integrated viewing of Account, Contact, and Lead records
  • “Stare and compare” record updates and “add contact” to CRM
  • Account profiles with family tree hierarchies, competitors, SEC filings, and income statements
  • Industry profiles
  • Alerting and watchlists (daily opportunity alerts)
  • Mobile support
  • Connections (six degrees tool)

InsideView VP of Product and Solution Marketing Joe Andrews described the six-year Microsoft relationship as a “long, fruitful OEM partnership” which resulted in more than 2,000 joint customers and more than 100,000 users.

“We are actively transitioning customers to a direct relationship and making sure they have no disruption for their sellers,” said InsideView CMO Tracy Eiler.  “The product experience is the same; this is a licensing change where now they will contract directly with InsideView. We’re set up to help them with on-boarding new users and continuing to make current users successful.”

Once customers transition to an InsideView license, they will be assigned a Customer Success Manager and have improved access to training programs.  A direct license also improves InsideView’s ability to cross-sell its DaaS and Marketing Services including Apex (ICP/TAM), Refresh (Automated Data Hygiene), Enrich (Real-Time Match & Append), and Target (Prospecting).

According to InsideView, continuing to license Insights is seamless, with customers simply needing to sign a contract directly with InsideView  “InsideView Insights looks and acts like the Insights you’re familiar with and comes with InsideView’s excellent customer support,” wrote the firm in an FAQ.  “When you switch to a direct license, you will not notice any change and all your data, watchlists, and previous preferences will remain the same.“

While OEM deals provide a set of new customers and income, they often leave the OEM partner disintermediated.  The platform maintains the relationship with the end users and it is more difficult to conduct user research, provide training, support users, or improve the workflow and user experience.

With Insights no longer holding a preferred position within Dynamics, customers must choose whether to license Insights or transition to competitive offerings from LinkedIn (a Microsoft subsidiary), Dun & Bradstreet, Zoominfo, DiscoverOrg, or other partners.

InsideView described LinkedIn Sales Navigator as a complementary service.  Sales Navigator is part of the Relationship Sales bundle for Microsoft Dynamics.  InsideView listed the following reasons to license Insights alongside Relationship Sales:

  • Deeper account research and has broader account coverage
  • Find and research executives who are not on LinkedIn
  • Access a broader connections network that includes LinkedIn, email contacts, partners, alumni, work colleagues, and other social networks all in one place
  • Find direct email addresses
  • Add company and contact data to Dynamics 365
  • Update your CRM accounts and contacts for higher data quality
  • Keeps users in CRM to boost usage
  • Minimizes extra training – fully integrated into Dynamics with an intuitive user experience

InsideView did not provide a reason for the end of the OEM deal, but it is likely due to Microsoft looking to expand the number of partner solutions it offers including its own LinkedIn SNAP integration.  When the OEM deal was originally signed, Dynamics CRM had a smaller market share and fewer partners.  Since then, Microsoft has been the second fastest growing CRM behind Salesforce and has added most of the key sales intelligence and B2B DaaS vendors as partners.