how to connect salesforce with linkedin sales navigator

1. Locate the LinkedIn Sales Navigator Tool in Salesforce. Sign in to your Salesforce account. On the homepage, locate the Quick Find search box and type LinkedIn Sales Navigator.
2. Initiate the LinkedIn Sales Navigator Salesforce Integration. Now to initiate the LinkedIn Sales Navigator Salesforce Integration, go to the LinkedIn Sales Navigator AppExchange Package tab and click on ...
3. Set Up the User Access Limit. Now to determine the limit of users that can use the LinkedIn Sales Navigator Salesforce Integration, you have to choose from the ...
4. Complete and Configure the LinkedIn Sales Navigator Installation. Now, if your screen reads Installation Complete, that marks the end of your LinkedIn Sales Navigator Salesforce Integration process.

Full Answer

How do I use LinkedIn Sales Navigator?

• What is Linkedin Sales Navigator?
• How much does Linkedin Sales Navigator Cost?
• Why use Linkedin Sales Navigator?
• Is Linkedin Sales Navigator worth the money?

Is LinkedIn Sales Navigator worth the money?

The Sales Navigator gives you an advantage by giving you targeted prospects and increasing your chances of sealing the deal. The cutting-edge tool helps organizations, sales teams and individuals boost their sales performance which will eventually result in higher profits.

How to use LinkedIn Sales Navigator?

Searching in the Sales Navigator is made simple.

1. Use Search Spotlights to find active members. In the Sales Navigator, there are a slew of advanced filters to choose from, giving you a lot of options for your ...
2. Narrow down your results using Boolean search. The term "boolean search" refers to a simple notion. ...
3. Save your searches to get an automatically replenishing source of new leads.

How much does LinkedIn Sales Navigator cost?

Take Sales Navigator, for example. At $79.99 per month, users are given access to tools to generate and secure new leads. If you're a professional or a business owner, Sales Navigator might be worth examining. LinkedIn Sales Navigator gives you access to an enticing suite of resources if you are a sales professional or a business owner.

Does LinkedIn Sales Navigator integrate with Salesforce?

The LinkedIn Sales Navigator for Salesforce application allows you to view LinkedIn information and Sales Navigator insights where you're already tracking your other sales activity. You can turn your contact records into rich profiles by viewing LinkedIn information directly within Salesforce.

How do I link Salesforce to LinkedIn?

Stepwise Salesforce integration with LinkedInFirst you'll have to login to your Salesforce account,Proceed to the AppExchange and then move to Apps and then Search option.Type LinkedIn the search box and start downloading the LinkedIn package.Start the installation process once it is downloaded.More items...

How do I use Sales Navigator in Salesforce?

Step 1: Locate the LinkedIn Sales Navigator Tool in Salesforce. Sign in to your Salesforce account. ... Step 2: Initiate the LinkedIn Sales Navigator Salesforce Integration. ... Step 3: Set Up the User Access Limit. ... Step 4: Complete and Configure the LinkedIn Sales Navigator Installation.

How often does Sales Navigator sync with Salesforce?

every 12 hoursSales Navigator imports data once during the initial configuration as well as on a daily basis, pulling updates/changes/new information every 12 hours.

How do I add leads to LinkedIn from Salesforce?

From Setup, enter LinkedIn Lead Gen in the Quick Find box. Then click LinkedIn Accounts. Connect a LinkedIn account to your Salesforce org. Salesforce connects the ad accounts associated with this member account to your org.

How do I export sales navigator leads to Salesforce?

Here's How You Can Export Lists From Sales Navigator in 3 StepsStep 1 – access the leads you want to extract. Put together your search. ... Step 2 – sign up for Wiza here, and download the extension. ... Step 3 – Download the CSV or sync the leads to your CRM.

How do I sync Salesforce to sales navigator?

Enable the Salesforce sync in Sales NavigatorLog into Sales Navigator.Click Admin at the top of the page.Select Admin Settings from the dropdown.Scroll to the CRM Settings section.

How do I open a navigator in Salesforce?

Once this extension added and enabled, from any Salesforce.com website, hit shortcut keys (by default is Ctrl+Shift+Space) to get this Navigator textbox.

How do I enable LinkedIn sales Navigator in Dynamics 365?

Use the following steps to install and enable LinkedIn Sales Navigator:Review prerequisites.Install LinkedIn Sales Navigator: Through Advanced Settings. Through the AppSource page. Through App Settings.Validate the installation.Enable LinkedIn Sales Navigator.Enable CRM sync and activity writeback.

How do I integrate with LinkedIn?

1:263:56Integration How To Connect LinkedIn - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo just connect your linkedin. Account. Continue choose the ads. Account. And the form that you wantMoreSo just connect your linkedin. Account. Continue choose the ads. Account. And the form that you want the leads to copy automatically. From test the trigger.

How do I add a contact from Salesforce sales Navigator?

Log in to your Sales Navigator account. Locate a lead you'd like to add to your CRM. From the lead page or lead list, click More and select Create CRM contact from the dropdown that appears. A pop-up window will appear if you haven't yet authenticated into your CRM.

Is Salesforce part of LinkedIn?

With the LinkedIn and Salesforce integration, sales teams can now harness the combined power of LinkedIn Sales Navigator — where they're already tracking other sales activity — and Salesforce. With this integration you can: Target buyers and companies that are right for your products and services.

1. Use LinkedIn Sales Navigator widgets within Salesforce to find connections and personalize outreach

With the AppExchange integration, you can log your LinkedIn Sales Navigator activities directly into Salesforce, syncing the world’s largest professional network to your CRM.

2. Set up LinkedIn Data Validation to flag contacts leaving a company

With LinkedIn Data Validation, you can leverage your network even further, especially once you factor in CRM Sync and its ability to flag out-of-date contacts in Salesforce. It works like this.

3. Create contacts from Sales Navigator to push back to Salesforce

Viewable as a widget within your CRM, Sales Navigator can be synced to exchange important information, including new leads and accounts, and keep data moving forward with Salesforce.

Prerequisites

A Salesforce account (Enterprise, Performance, Unlimited, or Developer edition).

Introduction to Salesforce

Salesforce is a widely used platform that specializes in Customer Relationship Management (CRM). It uses Cloud technology to provide Data Automation and Customer Management solutions for businesses. Moreover, Salesforce offers a single platform to monitor and manage data related to your Marketing Campaigns and Leads.

Introduction to LinkedIn Sales Navigator

LinkedIn Sales Navigator provides support to businesses for generating Leads on LinkedIn. It is a unique collection of search capabilities and enhanced visibility that help you in connecting with the right target audience. It makes it easy for you to find Leads and connect with your target audience in just a few clicks.

Steps to Set Up the LinkedIn Sales Navigator Salesforce Integration

Combining the LinkedIn Sales Navigator with your Salesforce Account enables you to explore LinkedIn Leads, Accounts, Opportunities, etc. Moreover, you have access to other LinkedIn features directly through your Salesforce account. The following steps can be used to set up the LinkedIn Sales Navigator Salesforce Integration:

Benefits of LinkedIn Sales Navigator Salesforce Integration

Your Sales Team can experience the following benefits by setting up the LinkedIn Sales Navigator Salesforce Integration:

Conclusion

The article introduced Salesforce and LinkedIn Sales Navigator applications and described their key features. It also provided a step-by-step guide using which you can set up your LinkedIn Sales Navigator Salesforce Integration.

What is Salesforce integration?

Salesforce and LinkedIn Sales Navigator integration lets you stay ahead of the curve by leveraging personalized marketing campaigns. It also lets you utilize your mutual connections so you can get warm introductions to reach out to the leads, expand your customer database and enhance your brand advocacy.

Why is Salesforce important?

Salesforce helps streamline the sales management process, effectively manage your tasks and deliver meaningful customer experiences. However, with the rising competition, it’s more important than ever to engage customers across all channels.

Why use Salesforce dashboard?

Along with this, the customized dashboard for sales also helps to boost team productivity and make better decisions.