With Sales Navigator, you’ll get exclusive access to features such as being able to reach out to people who you don’t have a direct connection with and adding notes to your leads as you save them. To leverage the platform even further, there is a LinkedIn account type that was created specifically for sales professionals: the LinkedIn Sales Navigator. You can use LinkedIn to manage your leads and drive sales. LinkedIn is one of the most popular global platforms for professional networking, and it can be a highly effective place to discover new connections. This integration requires Dynamics 2016 (online) or Dynamics 365 (online), and Sales Navigator Team edition or above.With the rise of social platforms, it’s become easier than ever for sales professionals to use their social network to organically find leads. Save time and effort by auto-importing matched Contacts and Accounts associated with Open Opportunities into Sales NavigatorĪdministrators can tailor Dynamics forms to show LinkedIn Sales Navigator profiles of Contacts or Accounts in any layout to fit specific business needs.Keep track of key activities such as InMails, Messages, Notes, Calls, and PointDrives sent by automatically saving them back to CRM.Identify and connect with the right buyers by filtering Sales Navigator searches based on whether or not contacts and leads are in CRM.Seamlessly transition between Sales Navigator and CRM through direct links offered on all matched Lead and Account pages within Sales Navigator.Reduce busywork with one-click access to LinkedIn InMail and insights where you need them.Personalize engagement by surfacing warm introductions through your network or colleagues, or use icebreakers to identify commonalities between you and your prospects.

Get a clear view of the organizational structure with LinkedIn’s live org chart integration within Unified Interface.Gain LinkedIn insights on companies and people by viewing headline information, recent activities, news, and job changes directly on customer record forms.This app is required to enable Embedded Profiles, CRM Sync, and Activity Writeback. Empower sales reps to build meaningful relationships, sell smarter, boost productivity, and accelerate sales performance. Create a seamless experience between Sales Navigator and Microsoft Dynamics 365 for Sales.

Sales navigator teams