Integrating LinkedIn Sales Navigator data directly into Salesforce CRM provides sales teams with comprehensive account insights (including priorities, business challenges, industry, employee count, location, and revenue) and buyer relationship mapping capabilities, enabling more informed conversations, efficient prospecting, and collaborative deal strategies without switching between platforms, potentially saving up to 65 hours per year.
Integrating Sales Navigator with Salesforce: A CRM Guide
Added:my name is Taylor Lewis I am a principal solitions consultant here at LinkedIn today we'll talk about embedded experiences and how those experiences bring the LinkedIn sales Navigator tools to the Forefront of an enduser Salesforce experience we see this first through account IQ where we're able to pull in a comprehensive overview of my account directly within sales force by showing powerful account insights such as priorities and business challenges and rather than scouring the web for important account detail I have it served up to me quickly with information such as industry number of employees headquartered location as well as revenue and with the summary of key information presented to me the time that I would normally spend researching I can now focus on how do I improve my buyer conversations account IQ is setting me up to have more informed personalized conversations because now I can easily understand what are the priorities across this target account what are some pain points and then what's top of mind for company leaders now that I know what's top of mine for this account I can focus on identifying who I need to build relationships with by pinpointing leads that more closely match my target buyer Persona and with personification I can fine-tune my prospecting efforts to ensure that I'm targeting the people who can make decisions across spying conversations and because I can Prospect directly within Salesforce I'm actually reducing my swivel between the two systems so I have more time to focus on building relationships with hidden allies across my my target account and once I have that fine-tune list of prospects to engage with I can actually leverage some connection Pathways that get surfaced to me such as commonalities between my Prospect and myself such as did we attend the same University or did we work at the same company but then also things like warm introductions from people who work at my company once I've identified that key individual that I want to start to engage with I can add them to an existing lead list which will ensure that I will get updates and alerts on this Prospect moving forward and now that I know who I can Target I can actually work within one centralized place to visualize and identify the buying committee with my teammates within relationship map I can add contacts to this map with my account team in one Consolidated place this actually allows us to identify any gaps and update any out-of-date information accordingly but it also allows us to collectively strategize on how do we build relationships and influence the people that will move the needle the most throughout a deal all in all the Salesforce embedded experiences enable my selling efforts by providing me with accurate data and insights across my accounts so that I can action quickly by providing Pathways to develop key buyer relationships and then promoting collaboration across my broader account team so that we can strategize our efforts for Effective Outreach all without having to leave Salesforce [Music]
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