In this video, explore the Sales Navigator interface and discover the options available to you on the homepage.
- [Instructor] There's a lot of information that you can pull out of Sales Navigator. How do you make sure you're on top of all that info in a way that helps you drive business results? Let's check out the Sales Navigator homepage so that you feel comfortable with what's available to you. When you log in to Sales Navigator, you start from this homepage. The main focus here and why it takes up so much real estate on the page is the newsfeed. Much like your newsfeed on LinkedIn.com, your Sales Navigator newsfeed contains items and updates that you can scroll through. But unlike LinkedIn.com, the updates within the Sales Navigator newsfeed are related only to the accounts or leads that you've saved in Sales Navigator. This will allow you to focus on information that's most important to you and your business. If you don't have any leads or accounts saved, your newsfeed will be empty or like in the case of Simon here you may be seeing some potential leads that you can save. So let's take a look at what this homepage offers. To the left you got the ability to filter your updates. So most important is going to be based on traction or activity. Most recent is going to be by timeline. Following that, you can sort by sales alerts so giving you some signals into the department of companies that you're interested in and whether they're experiencing growth or attrition. Now who's changed jobs? This is going to be key because we know that our job changers are looking to make impact. These are people who generally will start making purchases or making changes because they've been hired as change agents. Suggested leads based on your sales preferences as well as your activities. Sales Navigator will provide you with prospects so less things that you have to do. You're being fed leads automatically. We've got lead news and account news. So this is going to be times that the people or the companies that you have saved have appeared in the online news anywhere across any of the websites. We've got lead shares as well as account shares. So times that companies or people that you have saved are actually sharing content on LinkedIn. Great way to be able to understand what's happening in the business world but also get some insight into what is really resonating and important with your target prospects and your target companies. If we look to the header here, we are right now sitting in the homepage, we've got deals which we will discuss at a later date. We've got our lists so it's going to show you your first degree network connections as well as your lists of leads so the people that you have saved and your lists of accounts so the companies you have saved. Then you've got discover. So discover will show you some recommended leads and accounts. So the automation doing more work for you which means you get to actually take the time to engage with people and build relationships. And then finally down here in discover, we've got edit your sales preferences. So anytime you need to make any adjustments to those sales preferences, this is where you're going to do it. We've got your inbox. So your Sales Navigator inbox and your LinkedIn inbox are separate so you can keep your personal professional from your professional conversations separated and that way you're going to be able to engage efficiently. Besides that, we've got the big old bell. This is the alerts. So as you begin to save leads and save accounts, you will start to get alerts. So people starting new positions, you want to think of this almost if anybody's interested in sports, I think of it like the highlight reel. So starting new jobs, getting promotions, job anniversaries, times that they've shared, but it's really servicing things that you may or may not be able to catch in the newsfeed especially if you have a great number of accounts and leads saved. You'll also see things like for example if one of your companies has secured funding. So that is a new alert and it's a great way to keep on top of the business and understand what's happening in the world as far as what you're interested in. Next, we've got our teeny tiny profile picture. So under that, we've got our settings. This is where I can take a look at my InMail credits. And everything else under here for the most part we will take a look at a later date in a subsequent video so stay tuned. In the header we also have PointDrive which we'll talk about subsequently. And then also if you want to look at other LinkedIn products, you can go back to LinkedIn.com. You can join some groups but it's a good way to make sure that you are engaging on the network and really seeing this as your extension of your three-dimensional person. So now you know what the Sales Navigator interface entails. And I told you, there's a lot. But the goal of this newsfeed and this homepage is to provide you with insight into the accounts and leads that matter to you in an easily sortable location. So start thinking about how you can begin to use the information here to engage better with your prospects, learn more about the accounts that matter to you, and make consuming this information a habit that will drive thoughtful conversations with your buyers.
- 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