- [Announcer] Whether I am looking at an opportunity or an account, the widget that's displayed is the LinkedIn company page widget, and it's the only one that's displayed for an opportunity or an account. This account is for KinetEco Solar, one of our clients, and notice that we have Recommended Leads, a number of them. I can save people as leads right here, for example. June Su-Woo, I can simply save her. I don't need to go to Sales Navigator to do that.
I don't need to go to her profile. I can do it right here. I also have Connections, so I can figure out how I could best get introduced to the right people. It looks like my TeamLink connections and I don't have any paths into KinetEco Solar at the current time. I could view all employees, and that would take me over to LinkedIn Sales Navigator in order to see all of the employees, but I'm not connected directly to any of these people, and there's no one else who can connect me, either.
I could also see any recent news about KinetEco Solar. This lets me simply cycle through these three items. If I want to save this as an account, I can do that here. Remember that I'm saving it in Sales Navigator. That company part is also available if I'm looking at specific people, for example. If I'm looking at Antonio, and I scroll down below his LinkedIn member profile, there's another widget that is the company profile.
And if I begin to enter the correct information rather than the abbreviation, there we are. The San Angelico Museum of Contemporary Art, or SAMOCA, where Antonio works. If I'm connecting to a new client, this is a good way to be able to prospect and find other recommended leads within the same organization. And finally, remember that if you are looking for an introduction to someone, that TeamLink can be a powerful way to get connected.
It can give you that warm connection rather than simply making a cold call to someone. So, if we look at Doug, once we've done our match, if we click on Connections, here are my first degree connections that connect me directly to Doug, followed by my TeamLink connections. So, if I don't have first degree connections, someone who I can simply write and say, "Hey, Oliver, could you please connect me with Doug?" Or, "Hey, Mordy, do you have some ideas "about how I could best connect with Doug?" I could go through a TeamLink connection.
TeamLink is a Sales Navigator feature, and the folks that show up as TeamLink connections are people who have a first degree connection to LinkedIn even if they are not a first degree connection to me. They are, however, part of my network. And just as I can leverage these connections to be able to build a relationship and build trust, in a similar way, I serve that function for these folks who are members of my team. When they want to reach out to organization or leads that I am connected to. And these, then, are followed by my second-degree connections.
So, in order, if I'm trying to make a connection, I should work first with my first-degree connections, then, my TeamLink connections, and finally, possibly a second-degree connection. And to the right, then, we have News. And here is my news for LinkedIn. Whether I'm looking at a specific individual or looking at an organization, the company profile from Sales Navigator provides me with valuable information and great ways to make connections.
- Installing the app
- Setting up folders and page layouts
- Installing CRM Sync
- Enabling write-back from Sales Navigator
- Finding and viewing leads and contacts
- Viewing accounts and opportunities
- Viewing synced Sales Navigator data in Salesforce