What is Vainu Insights?
Vainu Insights is the perfect tool for analyzing and getting loads of actionable data on a set of companies, whether that may be all the companies in your CRM or a specific target group created using Vainu's list functions.
You can find data points such as company size, Vainu Custom Industries, popular technologies, HQ locations etc. giving you a snapshot of what kind of prospects you are dealing with. No longer do you need to run the numbers on a spreadsheet as Vainu does the heavy lifting on your behalf.
Where do I find Vainu Insights for lists?
Each list has a button in the top-right corner taking you to the Insights dashboard. You must then click on the Generate insights button to run the process where Vainu analyzes the contents of the list. Note that the button can only be clicked once Vainu has calculated the amount of prospects on the list which might take a while if you just made changes to your list.
Note that Vainu Insights will not automatically update the results visible on the dashboard if you make changes to your list. You will need to reload the results by clicking on the icon in the top-right corner which only becomes visible once the Insights have been populated for the first time.
Finally, note that the feature allows you to get Insights from lists that have up to 200,000 prospects.
Where do I find Vainu Insights for CRM?
Vainu Insights is available to all users who have integrated a CRM to Vainu through our native Connector. Similarly to Vainu Insights for lists, you will be able to see a visual summary of all companies in your CRM or you can only focus on your own customers by extending the analysis only to companies that have won deals attached to them.
Before seeing the results you must click on the Generate insights button within the selected database (if multiple databases are available to you).
After a few moments, the results will appear on a visual dashboard. You can then refine the results to only get insights from your customer. Notice that you can also switch to other databases (each must be generated individually) and that you will have to reload the insights if there have been any changes in your CRM since the last time the analysis was completed.
Should you have any questions, don't hesitate to get in touch with us through the chat in the bottom right corner or by sending an email to support@vainu.io 💬