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Qualify and Act Faster with Embedded Company Insights

Give your sales team the power of instant, data-rich company insights—without ever leaving your CRM.

Ruthie Keith avatar
Written by Ruthie Keith
Updated over 3 weeks ago

What’s the Use Case?

Sales teams often juggle multiple tools just to research a single lead. Manually searching, copying, and entering company details into a CRM isn’t just tedious—it eats into valuable selling time.

By embedding the Company Profile View directly into your CRM via iFrame, your team can instantly access relevant, real-time company data right where they need it. It’s all about saving time, boosting conversion speed, and making sure your salespeople can focus on selling.


Why It Matters

Manual work is a productivity killer

  • Sales reps spend 33% of their time on manual tasks like researching companies or updating CRMs.

  • 45% of reps report spending over 1 hour per day just entering data (HubSpot).

  • Over a year, this can mean weeks of lost selling time (Gartner).

Speed = higher conversion

  • Responding to a lead within 1 hour increases your chances of conversion by 7x (Gartner).

  • The first vendor to respond wins 78% of the time (Drift).

  • Yet only 7% of companies respond within 5 minutes—and 12% never respond at all.

Context leads to better outreach

  • With everything in one place, sales teams no longer need to switch between tabs and tools—they can engage with prospects faster and with more context.


What Are the Benefits?

Instant access to company insights

  • View firmographics, financials, decision-makers, news, and business signals—right in your CRM.

  • Embedded iFrame displays real-time data; no switching tabs or tools.

Eliminate manual data entry

  • Say goodbye to copy-pasting. Company profiles update automatically, keeping your CRM fresh and accurate.

Smarter, faster lead qualification

  • Reduce time spent on research by up to 60%.

  • Automatically enrich leads with data from trusted public sources (e.g., social media, websites, company registers).

  • Identify companies using specific technologies (e.g., SAP) through job postings.

Access always up-to-date company data

  • Get registry info, structural changes, contact details, and financials with live synchronization.

More time for real selling

  • Free up your team to focus on what matters: building relationships and closing deals.

Better outreach, powered by insights

  • Deliver hyper-relevant, timely outreach based on real-time company developments—without leaving your CRM.


Supported CRMs

The Embedded Company Profile View is available in all of Dealfront’s native CRM integrations, including:

  • Salesforce

  • HubSpot

  • Microsoft Dynamics 365

  • SuperOffice CRM

💬 Want to embed the Company Profile View in your CRM? Follow our step-by-step guide here.


Licensing: Plus Seat Requirement

  • Plus Seats unlock access to embedded CRM insights, allowing users to view, sync, and act on real-time data inside the CRM.

  • Standard integrations are free of charge.

  • Customized integrations or compliance-specific adaptations may require additional effort.


Summary

Embedding the Company Profile View directly in your CRM transforms the way your sales team works. It’s about:

  • Reducing manual work

  • Speeding up qualification

  • Improving data quality

  • Delivering smarter outreach

  • Boosting conversion rates

When salespeople have the right data at the right time, they respond faster—and close more.


Want to set this up?
Check out our step-by-step guide: Bring Real-Time Insights to Your CRM with Dealfront Global Account Intelligence

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Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@dealfront.com.

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