Leverage CRM sync to allow real time information in Sales Navigator to flow to your CRM and keep the most up-to-date insights in one place. In this video, learn the benefits and best practices of CRM sync as well as the CRMs that are compatible with LinkedIn Sales Navigator to get you started.
- [Instructor] I'm sure you've heard that if it's not in the CRM, it didn't happen, but what about all of that work you've done in Sales Navigator identifying leads and researching your accounts? One way that sales navigator can help you with this is through CRM Sync. This will ensure all of your sales activities live in one place. With this integration, CRM leads and accounts will now be automatically imported into Sales Navigator.
Additionally, you can sync Sales Navigator activity back into your CRM. This seamless integration will allow your colleagues to know where in the sales life cycle you are with a prospect and ensure that all interactions with your leads live in your company's CRM. CRM Sync allows you to instantly log and import sales activity to and from your CRM with a simple click. This includes your InMail messages and notes giving you more time to focus on what matters most, selling.
Use your time to form richer relationships with prospects by celebrating their employment milestones. You can also discover relevant insights to have more in-depth conversations and create new opportunities. You might be asking what is my next step? Learn more about how you can seamlessly integrate your CRM with Sales Navigator through the learning center. Type in CRM and review your options.
Access any of LinkedIn's self-paced materials to learn more about how CRM integrations can help supercharge your Sales Navigator engagement. This is just the start of how CRM integrations allow you to keep the information you capture from Sales Navigator alive and fresh.
- 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