Join Gini von Courter for an in-depth discussion in this video Connect and configure CRM Sync from Salesforce, part of Salesforce: LinkedIn Sales Navigator Integration.
- [Instructor] Let's connect Sales Navigator with Salesforce. I'm logged in to LinkedIn Sales Navigator, I'm going to go to admin, admin settings. And choose connect to CRM. And I'm being prompted to log in to Salesforce. Here we go. So here are our CRM settings. The first question is do we want to automatically sync all sales nav seat holders with Salesforce. This is done based on email address, by the way.
And just a grace note here, if you have any users whose Salesforce email is different than their email in LinkedIn Sales Navigator, they're going to need to fix that. They can simply add another email in Sales Navigator. They don't even have to make it primary. But Sales Navigator must include an email address that matches the email address that is found in Salesforce. We can either say yes to have all of our sales nav seat holders automatically auto-sync with Salesforce, if we say no then what we'll need to do is choose them individually.
I'm simply going to leave the default of yes. The next question is at what stage in the sales process does your sales team consider an opportunity is actually in the pipeline? Because accounts and leads are going to be automatically imported from Salesforce to Sales Navigator for open opportunities past this stage. If you're not sure you can leave that as not sure, but then you're not going to sync. So these are in order, prospecting, qualification, needs analysis and so on.
Your organization needs to have some point where they say, "We're in the pipeline, "we're in the process." And for my organization we're going to actually start with prospecting. As as soon as we're prospecting a lead we have them as an opportunity in our pipeline. If your choice is qualification or when you're doing the needs analysis, it depends on your organization. Where do you store the value for a won opportunity. Is it an amount, or is it in expected revenue? And for us, we're putting this into amount.
There are some other settings here to enable write back, we're not going to touch that right now. We're simply going to close this, with our CRM settings in place. We've now set up the one-way sync that's coming from Salesforce into Sales Navigator. Congratulations.
- Viewing a lead or a contact's Sales Navigator information
- Working with accounts and opportunities
- Viewing synced Sales Navigator data in Salesforce
- Viewing a company profile for an account
- Installing the LinkedIn Sales Navigator for Salesforce app
- Testing the app