Why Integrate LinkedIn Sales Navigator to CRM for Sales

Posted by CongruentX on June 26th, 2021

LinkedIn is the world’s largest professional network having more than 500 million members in more than 200 countries and regions. The goal of LinkedIn is to link experts worldwide for increasing their productivity and success. To achieve this goal, it offers its members access to professionals, news, jobs, updates, and insider tips, to help them with their professional careers.

LinkedIn Sales Navigator

While the above key features are popular with many businesses now, they may still be unfamiliar with the key sales tool – LinkedIn Sales Navigator.

The LinkedIn Sales Navigator is a paid app based on the LinkedIn platform. A business can use this app as a LinkedIn sales solution to maintain networks and relationships and to focus its search for companies (accounts) and leads (contacts) for acquisition purposes. Apart from this it can also help a business avail valuable information and statistics of selected firms and their employees.

The navigator offers additional insights along with advanced search and tracking capabilities for the sales teams of a business.

Enhanced sales process

The LinkedIn Sales Navigator brings with it features like ability to save your Sales Preferences based on a combination of key attributes (like location, business size, job title, etc.) to focus your sales efforts. It creates Custom Searches to ensure providing dynamics and updated search data as business leads and accounts change over time. The sales team can also save Custom Lists and share them with other members of the team.

In addition, the Sales Navigator Coach feature ranks the current user level as either Beginner, Intermediate, Proficient, Advanced, or Expert to propose recommendations for increasing your knowledge and maximize the efficiency of user on the platform. The Social Selling Index (SSI) feature provides a business with a daily SSI scoring tool that determines the relative success of sales efforts within as well as across the business. To calculate the SSI, it uses a formula which takes branding, relationship building, insight engagement, and more into account.

LinkedIn Sales Navigator for CRM

This LinkedIn sales solution can be easily integrated to a CRM such as Microsoft Dynamics 365. This integration makes it easier than ever to leverage data for improved sales opportunities.

This integration can enable support for several LinkedIn accounts as it allows the CRM to access and use leads from campaigns steered by many employees having different LinkedIn accounts. Data from the Sales Navigator can be combined and imported directly and viewed within the Dynamics platform for deeper insights into business leads and customers. A business can also execute cross-origin analysis of lead performance by tracking the performance of LinkedIn leads, analysing them, and comparing them with other sources. This also helps adapt strategies for lead allocation by defining the fields the system uses to explore matches with D365 online leads.

Customer success

Though Sales Navigator is a user-friendly tool, every new technology has its own learning curve. The Dynamics CRM consulting firms can help a business successfully adopt and integrate it into its sales process to make the best use of its features and enhance sales.