BUILDING INNOVATIVE APPLICATIONS:

Two Companies Share TheirData Driven StrategiesMODERATED BY:

Kevin MatsushitaISV Alliances, InsideView

#openAPI @InsideView

Guest Speakers:

#openAPI

@quotafactory @CRM_integration

I’m interested in learning how to:

• Integrate data & insights into our product• Make my sales team more effective• Leverage data to enhance our customer experience• Increase CRM adoption• Other

#openAPI

What caused you to shift your business strategy &/or product roadmap?

#openAPI

Maslow’s Hierarchy of Needs

#openAPI

Business

ImpactInsights,

efficiency, do more

Safety & UsabilityRight data, the right processes, automation

The BasicsTechnology access: email, phone, CRM, internet

So How Does it Work?

QuotaFactory Sales Acceleration Platform

Riva Insight Exposes Related Data

Select an Email or Appointment and see…Related Account and Contact Information

Additional CRM dataInteractions

• Opportunities• Cases• Quotes• Projects• Custom fields• Custom objects

Related Data from Social and Public Sources…

Riva Insight powered by InsideView (contact view)

Q & A

#openAPI @InsideView

@quotafactory @CRM_integration

NOTE: Today’s webinar is being recorded. A follow up email with a link to the recording + slide deck will be sent to you.