How to install linkedin sales navigator in salesforce

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.
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 …
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 …
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.

Table of Contents

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.

How do I add LinkedIn Navigator to Salesforce?

To install the LinkedIn Sales Navigator app:Type LinkedIn Sales Navigator in the Quick Find search box. … To continue installing the AppExchange Package, select the LinkedIn Sales Navigator AppExchange Package tab and click Install.In the pop-up window that appears, click Get it Now.More items…

Can you connect LinkedIn Sales Navigator to 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 enable sales navigator in Salesforce?

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 link Salesforce to sales navigator?

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 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.

What is LinkedIn sales Navigator?

LinkedIn Sales Navigator, available for individuals or teams, is the best version of LinkedIn for sales professionals. Sales Navigator features a powerful set of search capabilities, improved visibility into extended networks, and personalized algorithms to help you reach the right decision maker.

How do I use sales Navigator app?

4:5240:42Setting up Sales Navigator for Salesforce Webinar – YouTubeYouTubeStart of suggested clipEnd of suggested clipSecond it badges profiles in sales navigator to provide one-click access back to the correspondingMoreSecond it badges profiles in sales navigator to provide one-click access back to the corresponding crm. Record. So if a rep comes across a lead and sales navigator.

How do I add Zoominfo to Salesforce?

ConnectingLog into www.zoominfo.com/login.Click your name at the top right and select Settings from the drop-down menu.Navigate to the Integrations tab on the left and select Connect under the Salesforce tile.More items…

Why does LinkedIn integrate 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 integrate with LinkedIn?

LinkedIn Profile Card Integration Click on the LinkedIn icon. Your Profile Card will show you possible profile matches. Choose one and click Connect. Continue your LinkedIn.com integration by clicking Continue to LinkedIn.

How do I export lead list 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”

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.

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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.