The first step in using Sales Navigator is onboarding. Learn how to go through the process of setting your sales preferences to gain the insights on your leads and accounts that matter most to you.
- [Instructor] Your Sales Navigator license gives you the key to discovering information on the people and companies that will help your business to grow. Now, the best place to start is at the beginning, so let's get you setup with your Sales Navigator license, and setting your sales preferences. Sales preferences will allow you to tell Sales Navigator what matters to you, and then you'll be provided with recommendations that match your needs. So once you get your license, you are going to be welcomed to this onboarding screen.
What we want to do is hit Continue to start setting our sales preferences. So let's start thinking about your sales territory. Where do you work? Where are you going to be looking for your leads and your accounts? I'm gonna start with Toronto. We can go ahead and add New York. We'll get international, add Dubai, maybe Dublin as well. We can see we can have it by region, we can have it by city, state, or country. Once we've selected our territory we want to hit Continue down in the corner.
Start thinking about the industries that you're typically targeting for your business. You can select any industry and keep it wide open, or you can be a little bit more specific, so for me, we're gonna look at financial services. I want to look within accounting, as well as banking, and then hit Continue to move forward a screen. What size of company are you generally working with? So we can start to think about those company recommendations you're going to be receiving. I like to work with some large companies so let's go ahead and select three of those, and then hit Continue to advance to functions.
Now, the function is going to be one of the most important pieces of setting these sales preferences. This is where you need to start to think about the people that you're doing business with. Where do they reside? In which area of the business? I work with a lot of people within finance, so thinking about CFOs. You want to think about people in purchasing, so procurement, maybe you're also working with people within the consulting and HR sector. And let's go ahead and add marketing as well just to be safe.
So once they're selected, hit Continue and I'm provided with an account list of recommendations. So I can start to save some companies by hitting Save Account down here in the bottom, so I can start to receive insights on those organizations. So these are all based on the preferences that I have just set. Once I've selected a few companies I can go ahead and hit Continue, and then I'm welcomed to Sales Navigator. I have three options here. I can start to look for new leads by doing some searching.
I can see what's new with the accounts that I've just saved, or I can watch a short overview video of Sales Navigator. But as we can see, that was pretty simple. We've just set our sales preferences and told Sales Navigator what matters to us. Now, the more you use Sales Navigator, the more that it will learn from you, so that means you're going to get better recommendations so that you can be more knowledgeable about your accounts and your leads, all by setting your sales preferences. It's an easy way to get Sales Navigator to work for you, so you can spend your time doing what you do best, selling.
- Social selling
- Setting up Sales Navigator
- Using the mobile app
- Adjusting your settings
- Syncing with your CRM
- Working with accounts
- Finding saved prospects
- Unlocking out-of-network profiles
- Using InMail on Sales Navigator
- Using PointDrive