Downloaded 34 times
Uploaded byLinkedIn Sales Solutions
Sales Navigator + CRM Integration Webinar
The document outlines the CRM sync for Sales Navigator webinar, detailing the features and benefits of integrating CRM with LinkedIn's Sales Navigator to improve productivity and engagement for sales professionals. It emphasizes the importance of automating updates, minimizing data entry, and providing actionable insights through the system. Next steps include activating CRM sync within three days and onboarding users to drive adoption.
More Related Content
Similar to Sales Navigator + CRM Integration Webinar
Sales Navigator + CRM Integration Webinar
- 1. +C RM INTEGRATI ON S WEBI N AR S A L E S N A V I G A T O R
- 2. Download resources for future references andother fun stuff. Enter questions during the presentation for real-time answers.Audio is via VoIP only. There is no dial- in. Please turn on computer audio.
- 3. Troy Cosey Product MarketingManager CRM Sync for Sales Navigator Steven Kaplan Product Manager Ola Bailey Customer Success Manager
- 4. Strategy Coming Soon Introductions Next StepsConclusion Walkthrough Agenda
- 5. CRM Sync forSales Navigator Steven Kaplan Product Manager
- 6.
- 7. Our mission isto connect the world’s professionals to make them more productive and successful. LinkedIn Mission
- 8. LinkedIn Sales Solutions’mission is to influence every relationship driven sale for our customers. • LinkedIn Sales Solutions Mission
- 9. System of Record CRM System of Communication EMAIL Systemof Engagement LINKEDIN EMAIL LINKEDIN CRM System of Engagement
- 10. A system salespeople want toengage with Integrates deeply with the tools you use everyday Automatically stays up-to-date Minimizes data entry Answers the question “What is the next best action I should take?” System of Engagement
- 11. CRM Sync forSales Navigator Ola Bailey Customer Success Manager
- 12.
- 13. SAVE TIME by leveragingexisting users and groups in the CRM to manage and assign seats CENTRALIZE CONTROL with Admin initiated CRM sync for your entire organization DRIVE ADOPTION among users with auto- populated saved leads and accounts
- 21.
- 23.
- 33.
- 37.
- 38. Next Steps Activate CRMSync in the next 3 days Contact RM and CSM to sign up for early pilots in the next 5 days Monitor usage adoption after 30 days Onboard at least 50% of activated seats in 10 days
- 39.
Editor's Notes
- #10 Email is the core of their System of Communication, and despite companies who have come and gone over the decades trying to replace it, email is here to stay.
- #11 So, given the reality of that world we operate in, we asked ourselves, how can best leverage the power of LinkedIn to make life easier for salespeople? We call our approach the System of Engagement, and the vision is about creating a system …