![]() Driving Adoption and Customer SuccessĪs a consultant working on behalf of a client of HSO, I’ve had personal experience working alongside the customer success and implementation teams at LinkedIn. During our engagement, the Sales Navigator team went above and beyond to put a plan in place and provide support for our success. ![]() The set-up process for enabling the integration is very simple and once completed, continues the syncing of data with little to no maintenance. This added layer of insight allows for deeper connections and the ability to leverage interests, events, and notifications. This integration allows data from each system to remain in sync and up to date. Once your data is aligned, you can see Sales Navigator insights on your connected Contacts and Accounts, plus all of CRM’s stored data, all on one screen. While in Dynamics, you can see your connected Sales Navigator data embedded right into the form. Integration with Microsoft Dynamics 365 for Sales (CE/CRM)Īs a Microsoft Dynamics 365 CE (CRM) Senior Consultant, I especially like the fact that LinkedIn Sales Navigator integrates directly with Dynamics to provide a data matching capability that connects Contact or Account records in the system. With these metrics, Sales Navigator users can look into what areas are their strengths and where some improvements can be made to get the most benefit from the tool. Out of a possible score of 100, a score is calculated daily for each sales member as well as at the organization-level, based on a formula of categories: professional brand, finding the right people, engaging with insights, and building strong relationships. Social Selling Index (SSI) – Sales Navigator has a scoring tool used to measure social selling, called the Social Selling Index (SSI). There is also a Coach Dashboard to show you all proposed actions from a coaching perspective that you can act upon, as well as their statuses. There are key factors that place you in your respective level and recommendations provided for how to improve your designation. Sales Navigator Coach – A new addition to the homepage is the Sales Navigator Coach add-in that denotes your level of proficiency using Sales Navigator – Beginner, Intermediate, Proficient, Advanced, or Expert. In addition, you can share these Saved Lists with other team members. Saved Lists – As a result of your search criteria, you can save each search as a list that can be re-run to return dynamic results. Sales Preferences – Inside of your Sales Navigator profile, you can save Sales Preferences – a combination of key attributes you’d like to tailor your selling efforts to (Geography, Industry, Organization Size, Job Titles, Seniority, etc.).Ĭustom Searches – In Sales Navigator, you can create Custom Searches and save them to allow for a dynamic return of data when Leads or Accounts change based on the criteria you’ve set. ![]() Features that enhance the selling process In addition, there are suggested actionable items and alerts as well as recommended Leads for you to follow. There you will find all of your saved, prospective Leads and Accounts combined with your list of existing customers as an organized selling toolkit. Sales Navigator has an interface separate from with a custom homepage tailored to your specific data set. What Makes LinkedIn Sales Navigator Different…and Better? ![]() As a user, you are able to save contacts or accounts and add them to lists that you can share with other team members. LinkedIn Sales Navigator is a modern social selling tool that gives users a deeper insight into their connections with advanced searching capabilities and tracking features. They can use LinkedIn Sales Navigator to strengthen their relationships with these customers by following their interests, trends, and milestones. ![]() This tool is ideal not only for business development teams looking to prospect leads, but it is also great for sales people who have a list of existing customers. If this is your case, YES – LinkedIn Sales Navigator is a tool separate from that offers key features that make this application a virtual panacea for sales teams. When I mention LinkedIn Sales Navigator to clients or prospects, some responses I get are that they are unfamiliar with the tool or that this is the first time they are hearing about it. Microsoft Dynamics Application Management and Support Services.Architecture, Engineering, and Construction (AEC). ![]()
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