Start with sales preferences to narrow down your parameters, then deep dive into advanced filters for a hyper-focused approach. We’ve put together a replicable framework for using it to surface the best leads for your business. LinkedIn Sales Navigator is the best tool on the market when it comes to prospecting. Here’s an example of how Jake Jorgovan uses LinkedIn Sales Navigator to generate leads for his B2B business: Getting Started with LinkedIn Sales Navigator: Prospecting: A complete breakdown of what is available as a part of each subscription tier can be found on the LinkedIn website. There are individual, team and enterprise subscriptions available, depending on your needs and the size of your team. Sales Navigator is a paid tool that is available for all users on LinkedIn. If you’re a B2B salesperson, then LinkedIn Sales Navigator is for YOU. This way, you can engage with your prospects at a far more personal level by offering personalized content, customizations, discounts, and offers. Sales Navigator also provides actionable information and insights that can pave the way for a deeper understanding of leads and prospects. With LinkedIn Sales Navigator, you can reach the right kind of prospects by using the search and filter features. In simpler terms, Sales Navigator is a social selling platform by LinkedIn that provides an array of features that focus on helping you find the right prospects to build trusted relationships. It allows sales teams to engage with contacts and accounts within the LinkedIn platform. LinkedIn says “Sales Navigator features a powerful set of search capabilities, improved visibility into extended networks, and personalized algorithms to help you reach the right decision-maker.” It’s described as the best version of LinkedIn for sales professionals. Related Resources: New Prospecting Strategies to Close Deals Virtually Needless to say, the first step is to optimize your LinkedIn profile for sales. And that’s why with a little bit of help from Jake Jorgovan and Clifton Lobo, we’ve put together this quick guide to help you in getting started. ![]() If you haven’t heard of LinkedIn Sales Navigator, you aren’t alone. You can segment from millions down to the most relevant leads for your business making you into a social selling rockstar. While LinkedIn can be used for social selling to some degree of success, LinkedIn Sales Navigator offers many more filters and tools that will allow you to further narrow your search and find your ideal customer profile, build the perfect list of customers and greatly increase your chances of conversion. Getting started with social selling can be a daunting task, but in today’s day and age, it is vital to the success of your B2B business. Additionally, CRM Sync needs to be explicitly enabled on LinkedIn Sales Navigator Admin Settings page.LinkedIn has revolutionized the way over 500 million business people from 200 plus countries connect with one another, making it an incredibly valuable resource for B2B businesses. Although these solutions are preinstalled, the functionality and data transfer between the two systems will be disabled unless you enable LinkedIn Sales Navigator. Three solutions related to the LinkedIn integration appear in the All Solutions view in Settings > Customizations > Solutions. Here are a few things to consider if you don't plan to enable the integration: In the April 19 release, we introduced changes to how the Sales Navigator controls are enabled. Existing orgs that got updated with April 19 features ![]() To enable the CRM sync and activity writeback, follow the process as defined in CRM Sync & Activity Writeback for Dynamics 365. It also saves information you create in Sales Navigator directly in your Dynamics 365 Sales, including InMails and Messages. Enable CRM sync and activity writebackīy enabling the CRM sync and activity writeback, the Sales Navigator matches the Accounts, Leads, and Contacts in Dynamics 365 Sales. If you don't have MRS Solution or MRS Solution plus for LinkedIn Sales Navigator license, you'll need to sign up your team for LinkedIn Sales Navigator Team or LinkedIn Sales Navigator Enterprise.Īfter you have enabled the LinkedIn Sales Navigator solution, enable CRM sync and activity writeback. Microsoft Relationship Sales (MRS) solution includes Dynamics Sales Enterprise and LinkedIn Sales Navigator Team license. You have a Microsoft Relationship Sales subscription for Dynamics 365. You can integrate LinkedIn Sales Navigator with Dynamics 365 Customer Engagement only and can't be integrated with a Microsoft Dataverse organization. You have a System Administrator security role in Dynamics 365. Review the following prerequisites to install and enable LinkedIn Sales Navigator: Use the following steps to install and enable LinkedIn Sales Navigator: Dynamics 365 Sales (on-premises) doesn't support LinkedIn Sales Navigator.
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