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.


    • 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 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

    - [Gini] When an organization integrates LinkedIn Sales Navigator with their customer relationship management software, the entire sales team can harness the power of Sales Navigator and the LinkedIn network directly from their CRM. With information from LinkedIn, salespeople can more easily locate potential customers, connect to potential buyers with a personal introduction and personalized information, save time prospecting and qualifying leads, and ultimately find the right companies and people for their products and services. They can enter information where it makes the most sense for their business process, and sync the information between the CRM and Sales Navigator. No more double entry. I'm Gini von Courter, whether you primarily view yourself as a user of Salesforce, Microsoft Dynamics, or Sales Navigator, find out how they are better together. Please join me for this exploration of the LinkedIn Sales Navigator CRM…

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