InsideView Announces the Industry’s First Integration with Microsoft’s AI-based Relationship Assistant

Introduces Contact Discovery and Cleaning to Help Microsoft Dynamics 365 Customers More Precisely Target and Engage the Right Buyers

San Francisco, California, UNITED STATES

SAN FRANCISCO, Oct. 09, 2018 (GLOBE NEWSWIRE) -- InsideView, the leader in Targeting Intelligence, today announced an integration between the InsideView Targeting Intelligence platform and Microsoft’s artificial intelligence (AI) offering, Relationship Assistant. The result of the integration will be included in Insights, powered by InsideView, the Microsoft-branded version of InsideView Sales embedded in Microsoft Dynamics 365. The integration surfaces news about companies when a seller is researching an account. InsideView is the first partner to integrate with Microsoft’s Relationship Assistant. InsideView also introduced two new enhancements to help Dynamics 365 customers find and engage more productively with key decision makers. Discovery Center Contact Search allows sellers using Insights to search InsideView’s global database for new contacts and add them directly into CRM, just as they do for accounts today. InsideView Refresh now includes contact data cleansing and email validation to eliminate stale, incomplete, and duplicate contact information in Dynamics 365.

“Artificial intelligence is no longer the future, it’s today,” said Heidi Tucker, VP of Global Alliances at InsideView. “It has tremendous potential to help both sellers and buyers navigate the complexities of a crowded marketplace. We are big believers in AI, having used it to aggregate and validate data since we started creating sales and marketing intelligence, so we gladly raised our hand to partner with Microsoft as they bring AI into their customers’ workflow.”

Insights + Relationship Assistant = Competitive Advantage
InsideView’s integration with Relationship Assistant creates action cards within Microsoft Dynamics 365, based on the intelligence behind Insights, powered by InsideView. Relationship Assistant uses AI to generate action cards displayed prominently throughout Dynamics 365 that provide tailored, actionable insights to sellers, with links to take recommended actions. InsideView’s initial offering leverages the InsideView Targeting Intelligence platform to surface news about acquisitions when a seller is researching an account, enabling the seller to take swift action before the competition. In future releases, Insights action cards will also be surfaced in contact and opportunity records and will allow users to:

  •  Receive employment change alerts
  •  Propose new contacts for opportunities
  •  Re-engage on Closed Lost opportunities 
  •  Learn more about competitors

“Sellers are pulled in a myriad of directions, making it hard to know what to focus on," said Marc Perramond, VP of Product Management at InsideView. “Relationship Assistant uses AI to suggest sales engagement actions based on real-time business events such as leadership changes or M&A activity.  It helps salespeople prioritize their outreach each day and to engage in the most relevant, timely way to increase sales success.  InsideView’s AI technology can quickly detect a wide array of business events that can feed the Relationship Assistant prompts, leading to higher win rates. We’re excited to partner with Microsoft to bring this powerful tool to life."

Insights Discovery Center Contact Search
InsideView also introduced Discovery Center Contact Search in Insights, powered by InsideView, to help sellers find more ideal prospects. Previously users could use Discovery Center to search InsideView’s database for new companies and add them one at a time or in bulk to Dynamics 365. Now they can do the same for contacts. Discovery Center Contact Search also surfaces a complete connections profile as another filter for prioritizing contacts. The profile shows how the user is connected through personal, social, professional, educational, and colleagues’ connections.

InsideView Refresh Contact Data Cleansing and Email Validation
InsideView is now the only leading data provider to offer contact and account data cleaning with email validation in the same solution. According to a recent Forrester report, only 12% of B2B marketers have high confidence in the accuracy of the data they manage, and 84% say that the accuracy of marketing data was one of their top five weaknesses. (Source: The Forrester Wave™: B2B Marketing Data Providers, Q3 2018). InsideView Refresh eliminates this worry by pushing up-to-date account and contact data directly into CRM and validating emails for all managed contacts twice per year. InsideView Refresh is part of the InsideView Marketing Suite for Microsoft Dynamics 365 for Marketing.

The updated version of Insights, powered by InsideView, will be available in the coming weeks. InsideView Refresh with contact cleansing and email validation will be available for Microsoft Dynamics 365 later this quarter. For a demonstration of both Insights, powered by InsideView, and InsideView Refresh, visit InsideView at booth #427 at CRMUG Summit in Phoenix next week. For more information about using InsideView with Microsoft Dynamics 365, read the blog post, go to or contact

About InsideView
InsideView helps B2B companies drive rapid growth with the only platform that empowers business leaders to quickly and confidently make go-to-market decisions. As the market shifts from volume-based to targeted sales and marketing strategies, businesses turn to InsideView to help them identify new market opportunities, align sales and marketing execution, and optimize performance. InsideView's Targeting Intelligence platform, built using artificial intelligence (AI), delivers the industry's most relevant, reliable data trusted by the world’s leading B2B companies. For more information, visit InsideView at, twitter, or read the InsideView blog.


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