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Accessing InsideView

over 3 years ago

How do I access InsideView? Do I need a CRM system?

Vendor Responses

Response by InsideView

about 2 years ago

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.