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#LINKEDIN SALES NAVIGATOR SALESFORCE HOW TO#
Michael Pedone teaches inside sales teams how to pick up the phone and close business. Salesforce is a web-based CRM application that enables users to forecast revenues and track leads. With the LinkedIn and Salesforce integration, sales teams can now harness the combined power of LinkedIn Sales Navigator where they’re already tracking other sales activity and Salesforce. PS… Also, be sure to check out Will Cannon’s article on Linkedin Sales Navigator. When you combine the LinkedIn Sales Navigator with your Salesforce Account, it allows you to explore LinkedIn Accounts. Watch the video now and see why I said this is LinkedIn Sales Navigator for Salesforce’s best feature when calling leads. In this 7-minute video, I’ll show you an underused yet straightforward solution that makes a huge difference in making sure I’m calling active prospects that match my ICP (Ideal Customer Profile) LinkedIn Sales Navigator for Salesforce’s Best Feature (Or close to it!) When a salesperson cold calls a lead and hears “that person hasn’t worked here in two years”, their already difficult task just became more challenging. Here’s why your B2B sales team should have the LinkedIn sales navigator for Salesforce:Īccording to HubSpot: “Lead databases naturally degrade by about 22.5% every year.” Your experience will match the initial images at the beginning. How to Use LinkedIn Sales Navigator In Salesforce Wondering how much is the Navigator The tool will set you back by 64.99 onwards per month, depending on which of. Your LinkedIn login won’t be required after your initial login. LinkedIn Sales Navigator Costs & Pricing. When viewing the App for the first time, you’ll be prompted to log into your LinkedIn profile.

If that doesn’t resolve the issue, navigate back to setup, and validate that each layout was saved and activated. Pay 10-50/user/month extra to integrate your CRM with LinkedIn (personal + Sales Navigator) through an additional tool Leadjet.io: for HubSpot, Salesforce.Individual users are required to authenticate with Salesforce. If changes are properly displayed on an alternate browser, please click here, to learn how to clear cookies and cache from your original browser to see changes. This feature provides the ability for a user to create a Contact record in Salesforce from a Sales Navigator Lead Page or Lead List.If you don’t see the changes you have made, switch to a different browser and open the same contact record again to validate changes. The LinkedIn Sales Navigator for Salesforce Application Allow Sales Navigator seat holders to search for people on LinkedIn and view profile details including photos, current roles.

This allows us to batch and reduce the number of total API calls - decreasing the likelihood that you will hit. The AppExchange integration allows your reps to log Sales Navigator activities directly into Salesforce. Sales Navigator makes most of its API calls to Salesforce using the Bulk API. Now reps can automatically import from Sales Navigator any accounts, contacts, and lead records that your team is actively working on. Repeat Step 2 for Leads, Accounts, and Opportunities, if you’ve added the Sales Navigator embedded profile to those pages as well. LinkedIn’s Sales Navigator for Salesforce will create a seamless sales prospecting experience for your reps. Test the changes you’ve made to the pages and confirm the embedded profile is added correctly.ģ. Navigate to your Contacts homepage and click any desired contact record, after adding Sales Navigator embedded profile to these page layouts.Ģ.
