Leverage CRM Sync to allow real-time information in Sales Navigator to flow to your CRM, keeping 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 as you get started.
- [Instructor] I'm sure you've heard that if it's not in the CRM, it didn't happen. But you've been using Sales Navigator to target your accounts and leads and engage with your buyers, so how can your CRM reflect the hard work you've done in Sales Navigator? Ensure your sales activities live in one place using Sales Navigator CRM Sync. With this integration, CRM leads and accounts will now be automatically imported into Sales Navigator. Additionally, you can sync activities such as in mail and notes back into your CRM.
This seamless integration will allow your colleagues to know where in the sales lifecycle 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. With a simple click, you can focus on what matters most, and that's selling. You can form rich relationships with your prospects by understanding key career developments, and then you can also discover relevant insights, and then create really strong in-depth business conversations.
You might be asking yourself, What is my next step? Learn more about how you can seamlessly integrate your CRM with Sales Navigator through the learning center. Simply type in CRM and review your options. You can access any of our self-pace materials to learn more about how CRM integrations can help super-charge your Sales Navigator engagement. This is just the start of how CRM integrations allow you to keep the information you capture alive and fresh in your CRM.
And that will allow you to focus on nurturing your prized business relationships.
- 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