Integrate LinkedIn Sales Navigator with Your CRM
34mIntermediate2020-01-22
Authors
Gini von Courter
Teaching computer classes on Microsoft Office for 20+ years
Course details
Learn about how to harness the power of LinkedIn Sales Navigator and the LinkedIn network directly from Salesforce or Microsoft Dynamics to more easily locate and connect to potential buyers, save time prospecting and qualifying leads, and ultimately find the right companies and people for your products and services. Instructor Gini von Courter demonstrates how LinkedIn Sales Navigator is connected with Salesforce and Microsoft Dynamics 365, and then shows how to use the integration from both the CRM and inside Sales Navigator. Discover how to sync content, email, notes, and leads across both the CRM and Sales Navigator.
Topics include:
- Working smarter with Sales Navigator and your CRM
- Using the Sales Navigator integration app in Salesforce
- Using the Sales Navigator integration app in Dynamics 365
- Viewing a lead's LinkedIn information
- Searching for a lead or contact profile
- View Salesforce or Dynamics 365 data in Sales Navigator
- Sending InMail and messages
Topics include:
- Working smarter with Sales Navigator and your CRM
- Using the Sales Navigator integration app in Salesforce
- Using the Sales Navigator integration app in Dynamics 365
- Viewing a lead's LinkedIn information
- Searching for a lead or contact profile
- View Salesforce or Dynamics 365 data in Sales Navigator
- Sending InMail and messages
Skills covered
Sales NavigatorSocial SellingDynamics 365Salesforce.comSalesforceLinkedInSalesMarketingMicrosoftOne-Off
Concepts
0. Introduction
- 01 - Work smarter with Sales Navigator and your CRM
- 02 - What you need for this course
1. Dynamics 365 - Using the Sales Navigator Integration App and Sync
- 03 - Sales Navigator for Dynamics - The basics
- 04 - View member profile info from LinkedIn
- 05 - View company info from LinkedIn
- 06 - View a new lead or contact profile
- 07 - Send LinkedIn messages from Dynamics
- 08 - Save a contact to Sales Navigator
- 09 - View Dynamics data in Sales Navigator
2. Salesforce - Using the Sales Navigator Integration App
- 10 - Sales Navigator for Salesforce
- 11 - View member profile info from LinkedIn
- 12 - View a company profile from LinkedIn
- 13 - View a new lead or contact profile
- 14 - Send InMail and messages from Salesforce
- 15 - Save a contact to Sales Navigator
- 16 - View Salesforce data in Sales Navigator
Conclusion
- 17 - Take your sales to the next level