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Integrate LinkedIn Sales Navigator with Your CRM

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From the course: Integrate LinkedIn Sales Navigator with Your CRM

  • 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.

    Instructor

    • Click here to view Gini von Courter’s instructor page

      Gini von Courter

      Empowering people and teams. Find my SharePoint, Power Platform, and Office 365 courses on LinkedIn Learning.

      • Gini von Courter has taught computer classes on Microsoft Office for 20+ years and has authored 30+ books.

        Gini has been providing computer classes and seminars on Microsoft Office and related products for more than 20 years at public and private companies, state and federal agencies, educational institutions, and not-for-profit organizations, and has consulted and trained on the use of Microsoft SharePoint since the first SharePoint product was launched in 2001. A founder and managing partner of TRIAD Consulting, Gini is also the author of 29 books, including Beginning SharePoint with Excel, and a number of lynda.com movies on SharePoint, SharePoint Designer, InfoPath, and other software titles. Gini's passion is helping clients use SharePoint and Microsoft Office applications to create solutions that increase efficiency and collaboration while improving the quality of people's work lives. She is a graduate of the University of Michigan with an M.B.A. from Oakland University.

    Skills covered in this course

  • Work smarter with Sales Navigator and your CRM

    - [Instructor] Let's examine the integration between LinkedIn Sales Navigator and Sales Force, beginning with information from the LinkedIn member profile that we would find if we were looking at leads or contacts. I'm going to begin with a lead that I have a fair amount of information for, that's my friend Aaron Quigley, and as I open up Aaron's lead in Salesforce, notice that this section has tabs. Activity, details, chatter, and news, and whether I'm looking at opportunities, leads, accounts, or contacts, I will find the information that's returned from Sales Navigator on the details tab. So as I click details, Salesforce is reaching out to Sales Navigator and pulling in what it thinks might be Aaron's LinkedIn member profile. The first time it does this, it will give me the opportunity to say, yup, that's Aaron and to match it. I have done that previously, so it won't ask me again. On the left hand side I have…

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Contents