linkedin sales navigator integration with salesforce

#Linkedin sales navigator integration with salesforce update

Update Leads and Contacts: Allow leads and contacts to be updated directly from Sales Navigator to CRM with just a few clicks.ĬRM Sync features are available only with Sales Navigator Advanced Plus edition.Data Validation: Identify when CRM Contacts are out-of-date and no longer with their company using LinkedIn Data.

Lead and Contact Creation: Create new CRM leads and contacts from Sales Navigator.

Champions List: See Past Customers at New Companies in user’s system-generated Lists.

CRM Opportunities in Account Lists: View CRM Opportunity information in Sales Navigator.

CRM Badges and Search Filters: See what Sales Navigator leads and accounts are matched to CRM entities, which contacts and leads are out-of-date in your CRM, and include or exclude matched leads and contacts in Sales Navigator searches.

ROI Reporting: Demonstrate the value of Sales Navigator by requesting a report from your LinkedIn representative.

Activity Writeback: Automatically log key Sales Navigator activities (i.e., InMails, Messages, Notes,) to CRM.

Auto-Save: Import and save CRM Leads, Contact, and Accounts in user’s Sales Navigator Lists.

One of the features of LinkedIn Sales Navigator is CRM Sync – integration of Microsoft Dynamics 365 Sales account.īy connecting Microsoft Dynamics 365 Sales with LinkedIn Sales Navigator via CRM Sync, you can access key CRM-powered integrations, including: Click here to read an overview of LinkedIn Sales Navigator. LinkedIn Sales Navigator helps you find the right prospects faster with customized, sales-specific insights like lead recommendations, company updates, and more.

Linkedin sales navigator integration with salesforce