The first step in using Sales Navigator is onboarding. In this video, learn how to set up your sales preferences to get the LinkedIn algorithm working for you.
- [Instructor] Your Sales Navigator license is your key to uncovering insights on the people and companies that will help you to grow your book of business. Think of Sales Navigator as a very powerful assistant designed to make your sales workflow easier. The best way for you to get the most out of the platform and your assistant is to share details on who it is you're looking for. Setting your sales preferences allows you to detail which buyers and leads are important to you, so that Sales Navigator can provide you with targeted lead recommendations on the account pages you view. The welcome email you receive from your administrator will direct you to set your sales preferences which is the screen where we've landed and the same screen will apply if you sign up for Sales Navigator online. So I'll hit continue to get us started. Here you want to select your geographies that you're targeting. I'm looking at LA, but as you can see in the bottom right, if you don't sell by territory or geography specifically, you can go ahead and skip the step. I'm going to select both Los Angeles that are available to me so I can make sure I'm maximizing the amount of prospects and leads that I'm finding. Then I'm going to hit continue. Next is industries. So which industries are going to be in your area of focus. Great big list here that you can select from. For me I am dealing particularly with companies that are in media production. So then I will hit continue. Next we're looking at company sizes. So this is going to be by the number of employees that work at that company. For me I'm thinking of between 11 to 200, that's going to be a sweet spot. Hit continue. And then we have functions. Of all of the questions in this first onboarding step, this is the one that makes the most impact to your day. Functions are really the department in which your decision makers sit. So where exactly are those people that you want to be engaging with. What department are they sitting in? So you want to make sure that you're being very particular about the functions that you choose and don't pick too many, otherwise you're not going to get those targeted recommendations. For me we are working with people in finance, as well as legal. So thinking of those contracts. We've got our operations teams, as well as purchasing. And then one piece of advice, just as far as a top tip, one function that a lot of people leave out is actually administrative. Now one of my areas of focus is to engage and build a relationship with CEOs. And according to the LinkedIn algorithm, administrative is where those CEOs sit. So you do want to make sure that you choose those. Hit continue. And then we're looking at seniority level. So this is going to be in actual order of seniority. Another top tip, a lot of people make the mistake of choosing senior because they're looking for people, for example, like an SVP. All VPs, regardless of their seniority, sit in this VP seniority. So you want to make sure you're selecting people and seniorities that make the most sense for your business. So I want to engage with C Suite, VPS, as well as directors and then hit continue. And that's it. You've just set your sales preferences add you've told Sales Navigator what matters to you. The more you use Sales Navigator, the more it will learn from you and that means you'll get more targeted recommendations so you can be more knowledgeable about your accounts and leads, all by setting your sales preferences.
- Setting up Sales Navigator
- Using account pages
- Finding prospects
- Viewing profiles
- Leveraging warm introductions
- Sending InMail
- Using the mobile app
- Syncing with your CRM
- Using PointDrive for insights
- Incorporating Sales Navigator into your daily workflow