CUSTOM DATA SERVICESJUST THE DATA YOU ARE LOOKING FOR

Get the Most out of InsideView Customer Intelligence with Custom Data ServicesInsideView software o ers unprecedented visibility into your prospects and customers. To get even more value out of InsideView,

leverage the data experts on InsideView’s Professional Services team to create custom data solutions around your needs.

COMPANY DATA CLEAN• Update your CRM or other data source

with the latest information on company size, revenue, technology used information, family tree and more

• Add additional fields of data to your CRM to identify new opportunities and identify better opportunity routing

EMAIL VALIDATION•

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• Limit a List to parent companies or to companies and people not already in your CRM

• Launch a new o ering or a new geographic territory with a targeted list of prospects

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Create a list of prospects located within a specified radius of building addresses

LIST CREATION• Create Company Lists or People Lists

based on sophisticated searching logic using any InsideView fields

• Create People Lists from a list of company names

“InsideView’s ability to sharply increase the data quality being used by the Innotas sales team has led to higher productivity and accelerated sales cycles. Simply put, better data means warmer sales calls – and that’s huge.” -Kevin Kern, CEO of Innotas

Create a list of prospects located within a geo location.

Create a list to identify companies using specific technologies.

Validate the list of email addresses in your CRM, helping you to determine which addresses are likely safe to market to and which ones are invalid or potential spam traps.

Note the incidence of duplicate and blank email addresses.

Break down the status of all emails sent for validation (Valid, Maybe, Invalid).

Assign “hygiene codes” to all output records, which help to identify potential spam traps and indicate risk levels

• specified radius of building addresses

1. REQUIREMENTS DEFINITIONYou’ll work with InsideView’s data experts to clarify objectives, define data output fields, determine precise match criteria and export records from your CRM (if required).

2. DATA VALIDATIONInsideView will analyze the data you provide and create a Data Validation Report to assist in cleaning the data.

3. DATA ACTIONInsideView will create and run the data action based on the specifications determined during Requirements Definition.

4. RESULTS VALIDATIONInsideView will check the results of the Data Action against the requirements to make sure that the results are correct. InsideView will also create a Data Insights Report highlighting characteristics of the companies and people in the output data.

5. DATA MERGEIf required, InsideView will assist you in importing the updated data into your CRM or other data source, including rules for when to refresh existing data.

INSIDEVIEW CUSTOMDATA SERVICES

For more information about InsideView’s Custom Data Services, contact

InsideView Professional Services at services@insideview.com.

InsideView’s Data Validation Report

InsideView’s Data Insights Report

InsideView Custom Data Services include a Data Validation Report to assess the current health of your data provided. The report shows

• Duplicate records

• Records with non-standard characters

• Records missing key information

• Records that can’t be matched to the InsideView database (which can reveal data inconsistencies and other data problems)

For both Company Data Enrichment and List Creation results, InsideView provides a Data Insights Report that breaks down the results by

• Industry

• Business size (revenue and employees)

• Geography

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Functional area and level within the organization (for People Lists)

Technology Used Data

Fill rate analysis

Penetration analysis

COMPANY DATA ENRICHMENT

Company Data Clean

Company Data Clean allows you to clean and update information on companies in your CRM (or other data source) with more current information from the InsideView

data-base and to add additional fields.

YOU PROVIDE:

1. A data file in .CSV format containing the list of Companies whose data you would like to enrich.

To aid in matching records to the InsideView database, the file should include as many of the following fields as possible (Either Company Name or Website is required):

• Company Name• Website• State• Zip

• Street• Country• City• Phone

INSIDEVIEW DELIVERS:

1. A .CSV/.XLS file with company data for Companies we are able to match in our database.Standard Company data includes (where available):

2. A Data Insights Report breaking down key attributes of Companies for which we have a match in the InsideView database.

Other InsideView company fields are also available.Speak to an InsideView data expert for details.

• InsideView ID• Company Name• Revenue (USD)• Employees• Ownership• Ticker Symbol• Description• FYE• Top Level Industry• Sub Industry• NAICS• NAICS Description• SIC (US)• SIC (US) Description

• Website• Street• City• State• Postal Code• Country• Phone• Fax• Parent ID• Parent Name• EFX ID• Ultimate Parent ID• Ultimate Parent Name

1. A list of desired Company criteria such as

1. A .CSV/.XLSX file containing the below standard company data fields:

2. A Data Insights report breaking down attributes of Companies for which we have a match in the InsideView database.

• Location• Revenue• Employee Count

• Industry• BusinessType• Fortune Ranking

2. Any additional specifications or custom search logic.

YOU PROVIDE:

INSIDEVIEW DELIVERS:

Company List Creation

LIST CREATION

List Creation uses sophisticated matching criteria around any information in the InsideView

database to create a tailored list of Companies or People built to your

exact needs.

• InsideView ID• Company Name• Revenue (USD)• Employees• Ownership• Ticker Symbol• Description• FYE• Industry• NAICS• SIC (US)• Website

• Street• City• State• Postal Code• Country• Phone• Fax• Parent ID• Parent Name• EFX ID• Ultimate Parent ID• Ultimate Parent Name

• Suppression List • Technology Used data

YOU PROVIDE:

1. A list of desired company criteria

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A list of named accounts, including fields to enable matching (see Company Data Clean)

2. A list of desired People criteria such as• Function• Level

3. Any additional specifications or custom search logic.

INSIDEVIEW DELIVERS::

1. A .CSV/.XLS file containing the below standard people data fields:

2. A Data Insights report breaking down key attributes of Companies and People for which we have a match in the InsideView database.

People List Creation

LIST CREATION

List Creation uses sophisticated matching criteria around any information in the InsideView

database to create a tailored list of Companies or People built to your

exact needs.

• First Name• Last Name• Title• Biography• Company Name• Company Description• Company Revenue (USD)• Employees• Company Ownership• Ticker Symbol• Industry• SIC (US)• NAICS• Website

• Company Street• Company City• Company State• Company Postal Code• Company Country• Phone• Fax• Email(s)• EFX ID• Last Updated Date• Job Level• Job Function• InsideView Company ID• Employment ID

• Title key words• Geo Location

1. A data file in .CSV/.XLSX format containing the list of email addresses that you would like to validate.

1. An .XLSX file containing:

YOU PROVIDE:

INSIDEVIEW DELIVERS:

Email Validation

• Email validation results - include the fields• Email deliverability analysis• Email Status and Hygiene codes• Email Validation workflow

EMAIL VALIDATION

Email Validation provides you the opportunity to understand the

deliverability status and get insights into the existing list of email addresses

of your contacts and leads.