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.
- [Narrator] We've talked a lot about the features and functionality available within Sales Navigator, but how do we put it all together. Let's look at how we can incorporate meaningful Sales Navigator activity into our daily workflow. So, here's the story. I have a meeting on Monday at 9AM with Donna Alexander from LinkedIn. She's going to be visiting the LinkedIn San Francisco office, and we've set aside some time to meet so I can discuss some of the things that our business can do with LinkedIn.
What are the first things that I should do as far as leveraging Sales Navigator for my workflow? The first thing that I want to do is check out account information. So I'm going to go to account shares. This will give me some insight into articles and updates that my shared accounts are saving. And front and center is my target account LinkedIn. So this is a good way for me to understand the things that are important to the organization.
And it will help me ensure that I'm informed when I walk into my meeting. Next, I want to understand what my lead is sharing. So here I want to go to my Lead Shares. And there I've got some content that has been shared by the person I'm going to be meeting Monday at nine, Donna Alexander. I can check out some of the articles that she has shared, so I'm better informed. As well, it's going to show me what things Donna thinks are important.
And that will help me build a rapport more easily in the meeting. Ideally, I would love to read through a couple of these articles that were shared, and possibly either like or comment. That way, once I get into that meeting, I can show her that I've been paying attention. Beyond that, my next step should be to learn more about Donna Alexander. So I'm going to go to her profile within Sales Navigator. And one of the first things that I notice is that there's another contact who's going to be sitting in the San Francisco area office of LinkedIn.
So, I'm going to be keeping that top of mind when I meet with Donna, so I can get some insights into other decision makers in the organization. Beyond that, I can read through her profile, comment on some of the things that she shared, as well as, get a good solid overview of her LinkedIn profile. I want to make sure that I understand who it is I'm going to be meeting with. So, let's fast forward. It's Monday afternoon. The meeting went well.
I asked Donna about one of those lead recommendations that was highlighted. She's promised to put me in touch. So, as far as my next steps, I'd like to send a thank you note. I can do that using InMail. So a couple of options here. I can send the InMail using the button, or I can go to my InMail inbox. I like to go from the InMail inbox because this way I can see if there's any incoming messages that I should be responding to, as well as being able to send that thank you message to Donna.
So I'll just type in her name, select her from the list, and send her this note. So, one of the things that I wanted to highlight, again, is that attention grabbing subject line. So in reference to the article that she shared and we spoke about in the meeting, I'm going to talk about her superior brain. Hopefully, that will make her laugh, and make her a lot more likely to respond to my message. Next, having sent the message, I want to make sure that I'm always being proactive.
So some of the things that I want to highlight is looking for new leads. I could do an advanced search, but I could also leverage the Discover tab and see some of the recommended leads that Sales Navigator is sending my way. As well, I could go back to the home page, and then leverage some of these suggested leads as well. So this is just another way for me to be able to get new inbound leads based on my sales preferences, as well as on my activity within Sales Navigator.
Finally, I want to go back to the news feed, select that most recent filter, and see what things have changed. This is my way of keeping up to date, and make sure I'm always getting real time information. Now, hopefully, you can see that didn't take very long. The thing I want you to remember is that incorporating Sales Navigator into your workflow, it doesn't have to be complicated, it doesn't have to be time consuming. You can use Sales Navigator to perform your daily activities, and allow the insights that you gather to boost your credibility.
These insights are meant to help you engage more easily with prospects and grow your 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