How do I access InsideView? Do I need a CRM system?
InsideView can be accessed in a couple different ways:
1. Inside your CRM: InsideView seamlessly integrates with major CRM systems as a "mashup", meaning that it displays within Account, Contact, Lead, and Opportunity records. That means you don't need a separate login in order to access InsideView
2. Standalone: If you do not have a CRM system, or have reasons for not wanting to integrate InsideView within your existing CRM, InsideView can also be accessed as a standalone product. We are a SaaS-based technology, so all features and data are available within a browser tab or window.