How to add linkedin sales navigator in salesforce

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

Is the LinkedIn Sales Navigator worth it?

How do you reach out to them? Luckily, LinkedIn offers a service that can give you the answers — the LinkedIn Sales Navigator. You probably already have a LinkedIn account. You’re now able to build your network. But it’s not that easy, is it?

Should I upgrade to LinkedIn Sales Navigator?

LinkedIn Sales Navigator makes virtual selling easy with sales tools that focus on helping you find the right prospects to build trusted relationships. Scale your virtual selling and start putting your sales’ team network to work.

How to use LinkedIn Sales Navigator for influencer marketing?

• Social media for marketing. Using social media for marketing and sales isn’t complicated. …
• Influencing with Instagram. So why use Instagram in preference to, say, Facebook, YouTube, TikTok or even relative newcomer Clubhouse?
• Hashtags on Instagram. …
• Using micro-influencers. …
• Setting up for e-commerce on Instagram. …

How much is LinkedIn navigator?

We only use 1 seat for LinkedIn Sales Navigator now at $65 per month, at the sales navigator base tier. If you subscribe from developing countries, you get a sweeter deal than from the US. We pay $79/mo/user for 5 users and don’t exceed our InMail free allowances.

Does LinkedIn Sales Navigator integration with Salesforce?

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.

How do I add Sales navigator leads in Salesforce?

From Sales Navigator Admin Home, select Admin Settings. From the CRM Settings section, click Change. Scroll down to the section called Allow lead creation from Sales Navigator and set the toggle to Yes. Select a Lead Source value to associate to Leads created from Sales Navigator.

How do I add my LinkedIn profile to Salesforce?

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 LinkedIn Sales Navigator works in 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 extract leads from LinkedIn Sales Navigator?

Open Lead List on Sales Navigator. To export a linkedin sales navigator list, go to “Lead lists” tab on your Sales Navigator. Select the lead list you want to export from Sales Navigator.Download your lead list from Sales Navigator. Name your extraction. Press the button “Extract X Leads”

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 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 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.

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.

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.

LinkedIn Integration with AppExchange

LinkedIn’s Sales Navigator for Salesforce will create a seamless sales prospecting experience for your reps. Now reps can automatically import from Sales Navigator any accounts, contacts, and lead records that your team is actively working on. The AppExchange integration allows your reps to log Sales Navigator activities directly into Salesforce.

See how Salesforce can grow your business

Discover how Salesforce is committed to your success. Learn how we can help you find, win, and keep customers to grow.

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 use Salesforce dashboard?

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

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.