In this video, Donna Alexander gives you a walkthrough of daily activities you can adopt inside of Sales Navigator. Learn how to incorporate checking leads and account news, messages, and updates.
- [Instructor] We've talked about a lot of features and functionality within Sales Navigator, but how do we put it all together? Let's look at how we can build out our daily Sales Navigator activity in order to be productive and successful. So looking at my calendar, I know I have a meeting scheduled at 9 a.m. with Donna in the LinkedIn San Francisco office, so how do I start my day? The very first thing that I want to do is make sure that I'm up to date on LinkedIn news.
That's the company I'm going to be visiting and I want to show myself as a credible resource. So what I can do is go down in the updates on the interface, and go to Account news. So once I click on that, it's going to bring me to news about my saved accounts. LinkedIn is one of those saved accounts so I will be able to get some insight into the things that are important for the organization. Below, I see that my saved lead, Donna, who I'm going to be meeting with, is the person who I want to be able to learn more about.
So within the profile page, this is a great opportunity for me to be able to learn more about Donna before we have that in-person meeting. There's a lot of information I could go through, so her education and her work experience, in terms of ways to build rapport, but I see something immediately that I think will be good for us to talk about. Looking at her recent updates, she posted an article. I could go ahead and click on the link, read through that. I could also like and comment just to let her know that I'm paying attention. But when I think about the profile, I also remember when I was scrolling, I had lead recommendations up at the top.
I see that from these people, there are two members who are actually in the San Francisco office as well where Donna is going to be visiting, so it would be a great opportunity for me to perhaps ask Donna if she would be able to leverage a warm introduction for me so I could continue to multi-thread throughout the organization and see how Kinetico would be able to help LinkedIn. So, let's fast forward. We've had our meeting, met with Donna, everything was lovely, things went well.
What should I do next? In order to continue the conversation I'm going to go to my inbox, because I want to send Donna a thank you note. I want to tell her I appreciate her taking the time out of her day to be able to meet with me, as well as remind her about the warm introductions that I wanted her to facilitate for me, and we want to remember when it comes to creating that email message, want to make sure that our subject line is compelling. I want to make sure the note is personalized, so I'm going to highlight some of the things that we talked about in our meeting, as well as make sure I've got a very clear call to action.
So what are the next steps, and when is our followup meeting? While I'm in my inbox, I have the opportunity to check for any other inbound messages that are coming my way. So not seeing that I have any messages that I need to respond to, I can go ahead and move forward. What I would do next is think about how I can continue to build my list of leads. How am I going to build my prospects and learn more about the people in the organizations that I want to do business with? Thinking again about this homepage and news feed, I've got a couple of opportunities.
I could start with Job changes, so within this filter, I'm going to get updates on all of the saved leads that I have who have changed jobs. When we think about job changes, those are going to be our advocates at new companies. We also know that people are generally being hired as change agents, so it's a great opportunity for me to be able to sell into a new organization. But I also have Suggested leads. That's a great opportunity for me to build my list of prospects.
Here, LinkedIn Sales Navigator is taking a look at my activity, and understanding what is important to me. Then, Sales Navigator provides me with a list of people that based on that activity I will be more likely to do business with. To wrap up my day, I can continue to read through the news feed, see what else has happened, but in a nutshell, I've been able to easily incorporate Sales Navigator into my workflow. We can see it doesn't have to be complicated.
Use Sales Navigator to perform your daily activities, and allow the insights present to boost your credibility. These insights are meant to help you engage more easily with prospects, and grow your business relationships.
- 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