You've found the companies you are looking for, but now how do you stay organized? In this video, learn how Account Lists allow you to keep your target accounts organized and help you to collaborate with your peers.
- [Instructor] Organization, it can be tough. So much information, so little time. Whether you're a rep working with named accounts or looking for new logos, staying on top of you're saved accounts in Sales Navigator will be critical to your success. One efficiency feature that will be your very best friend is custom account lists. Let's look at how lists will help your teamwork because dream work. So here we have saved some accounts. Let's see where they appear. So if we go to Lists and Accounts Lists, Sales Navigator is already telling me that I have no custom accounts lists created. We're going to work on that, but I can see all of my saved accounts up in the top. From here, I can start to create a customized list. So let's say for example, I'm going to go to the ellipses here, Add to List, and I'm going to create a Santa Barbara list. Create New, and there we go. This account has now been added to this list. Going to add a couple more just so you can see how it's done. But very simply, that I've created the list, Add to List, select the option, hit Save. So this is a great way for me to ensure that I've got all of the companies that I care about all tied to one list. Now where do those lists appear? So if we go back to Lists, and then Account Lists, now it's going to show my customized list. So here I've got Santa Barbara, there are four accounts saved there, I am the owner, and it was last updated on this date. If I click into the list, it gives me a very visual representation of my status within these accounts. So these are four accounts that I care about. I can see where they're located. But also, I see that I've got zero saved leads under all of these organizations. When it comes to being aware and gaining insights on these accounts, not having any leads saved, it's a pretty clear indication that I have a little bit of work to do when it comes to my modern selling game. So here is where I want to make sure that I am focused on finding leads so I can gain more insight into what's happening in the company. As well, with these lists, I have the ability to add comments. So perhaps I want to say that this is a priority account for Q4, Save, and now that note has been saved directly to this particular list. Can see when the updates are, and as we can see up top, one of the key pieces of lists and why they're so beneficial and why it becomes something collaborative, is the ability to share. So now I would actually be able to share this list with somebody who has a Sales Navigator license in my organization. Those people would be able to add comments, take a look at the accounts that I've got saved, and really be able to collaborate with me in this space. So I would add that person's name here, hit Share to do so. Where we see list sharing to be beneficial is in a manager-rep relationship. So sharing your account list with your manager, giving them a visual representation of what accounts you are following, which leads you have, and be able to expose any gaps. As well, we see it in a collaborative partner relationship. So if there is an account executive, perhaps working with a sales development rep. Being able to share that list as well as add comments like "Schedule a call for friends for Friday," and then hit Save, that's a good indication for my colleague to be able to get on top of that. And then my colleague would be able to hop in and add a subsequent comment, "Call scheduled." And that would list now that person's name and that person's picture, and it would be updated here in the comments. So this is a good way for me to keep on top of the companies that are important to me. If that should change, if I go back to this hyperlinked account list, or if I go in through Lists and just click on Account Lists, it takes me to the exact same spot. If this list is no longer of value to me, one of the things that I can do is go to those ellipses, click on them, I can share as we talked about, edit if I want to change the title of the account list, or I could delete it if I want to remove it altogether. When you do that, maybe you just want to delete the list as well as the comments, but it's still going to keep my accounts. Or I could delete the list, unsave the accounts, so that way, pretty much, they're all gone from me. I'm not going to gain anymore insight on those accounts at all. For our example, I'm just going to go to Delete list, and that way we can my save accounts still remain at 11, but I just do not have a customized list. As far as recommendations, take the time to use Sales Navigator's custom account lists to better organize and prioritize your saved accounts so you can drive results. Use those lists to share updates with your manager or peers, and show you're on top of your modern selling game.
- 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