InsideView Sales  Instructor-Led Workshops

 

Most software training is a dull, feature-by-feature rundown of every menu item and command.  

InsideView courses are different. We've looked at how InsideView experts in different sales and marketing roles use InsideView Sales to complete their everyday tasks. We have created a series of courses for different roles that show you When and Why to use InsideView Sales as well as How.

Need something different than our standard courses? Contact InsideView Education Services or your InsideView Customer Success Manager to discuss your particular needs.

 

Audience: Anyone whose role is focused on screening incoming leads.

 In this course you will: 

  • Begin by setting up InsideView so that you’ll be ready to maximize your use of our market intelligence right away.
  • Learn how to use each step of the InsideView Sales Workflow for your Inbound Sales role. 
  • Manage your Agents and set up your Connections.
  • Use a Watchlist to screen and prioritize leads.
  • Use Data and Insights to prepare a tailored message.
  • Use InsideView’s Connections to find referrals and conversation starters. 

Inbound SDR

Outbound SDR

Outbound SDR

 Audience: Anyone whose role is focused on finding and screening prospects.

In this course you will: 

  • Begin by setting up InsideView so that you’ll be ready to maximize your use of our market intelligence right away. 
  • Learn how to use each step of the InsideView Sales Workflow for your Outbound Sales role. 
  • Manage your Agents and set up your Connections.  
  • Build a list of highly-targeted prospects based on various attributes, such as geographic territory, company size, and industry. 
  • Use Data and Insights to prepare a tailored message. 
  • Create a Watchlist to monitor target companies and people over time. 
  • Use InsideView’s Connections to find referrals and conversation starters.
Select Another Solution:

Choose your role:

Acct. Executive

Acct. Manager

Audience: Anyone whose role is focused on qualifying opportunities, contacting buyers, and closing sales.

In this course you will: 

  • Begin by setting up InsideView so that you’ll be ready to maximize your use of our market intelligence right away. 
  • Learn how to use each step of the InsideView Sales Workflow for your Account Executive role. 
  • Manage your Agents and set up your Connections. 
  • Use InsideView’s People Tab to locate and learn about potential buyers and influencers in an account. 
  • Use a Watchlist to qualify and prioritize opportunities. 
  • Use Data and Insights to do in-depth research and prepare a tailored message. 
  • Access social media to improve sales results. 
  • Use InsideView’s Connections to find referrals and conversation starters. 

 Audience: Anyone whose role is focused on maintaining relationships and expanding business in existing accounts.

In this course you will: 

  • Begin by setting up InsideView so that you’ll be ready to maximize your use of our market intelligence right away.
  • Learn how to use each step of the InsideView Sales Workflow for your Account Manager role.   
  • Manage your Agents and set up your Connections.
  • Configure Alert settings that match your needs.
  • Use InsideView to upsell and cross-sell to existing customers.
  • Use social media to improve sales results.
  • Use Standard, Enterprise, and Custom Agents to stay current about company events that may be a sales trigger or a potential risk.
  • Set up a Watchlist to monitor companies and people over time.
  • Use a Watchlist to build a People List that specifies job function and job level of your likely buyer within an organization.
  • Use InsideView’s Connections to find referrals and conversation starters.

Account Executive

Account Manager

Inbound SDR

InsideView Sales

Getting Started

Just-in-Time

 

 

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