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 the leads and accounts that matter most to you.
- [Instructor] Your Sales Navigator license is your key to uncovering information on the people and companies that will help you to grow your business. Let's prepare you to use your license by setting your sales preferences. Sales preferences inform the lead recommendations that are provided to you on the account pages you view and it's Sales Navigator's way of helping you work smarter, not harder. So, once your receive your license, you're given a welcome email. That's going to be from your administrator and it's going to direct you to set those sales preferences, which is where we've landed.
Let's take a look at the questions that the sales preferences involve. So first is going to be geographies. If you do not sell by location, down in the corner you can just click that link to opt-out. For me, I do, so I want to select some cities. I can select entire countries. I can even go ahead and select some regions. My territory is very international so I've selected those and then I hit continue. For industries, I'm looking at accounting and banking.
In lieu of scrolling, I can also type in the industries that I'm targeting very quickly there. Hit continue. After that, company size. And this is going to be according to the number of employees. So my target organizations have between 500 and 10,000 employees. So hit continue here. Now we're at the functions. Functions refer to the pocket of the business where your target prospects sit.
You want to be thoughtful and really pinpoint where those decision makers and influencers sit. So I'm partnering with CFOs. I'm looking for people in legal as well 'cause they're working on my contracts. I've got the operations team, as well as purchasing or procurement. And quick tip. If you are looking to perhaps engage with people at the C-Suite level, you want to select administrative. That's actually where the LinkedIn algorithm will sit some of that C-Suite. So you want to be mindful of that.
Hit continue. And this brings us to our very final question as far as setting the preferences. So what seniority level? I'm looking at CXO, VP, Director. That's it, that's all. I hit continue. Now I'm encouraged to save accounts. The reason that I want to save these accounts is so I can be fed information through to my news feed. This is a great way to tell Sales Navigator which organizations are important to me. And then get that information to flow directly to me in a very passive way.
Again looking at working smarter, not harder. If I had named accounts, I could type those in as well and save them from here. And just like that, you've set your sales preferences and you've told Sales Navigator what matters to you. The more you use Sales Navigator, the more the product will learn from you. That means you will continue to get better recommendations so you can be more knowledgeable about your accounts and your leads all by setting your sales preferences.
- Setting up Sales Navigator
- Using the mobile app
- Syncing with your CRM
- Using account pages
- Finding prospects
- Viewing profiles
- Sending InMail
- Using sales updates and PointDrive for insights