How to Connect Salesforce to LinkedIn Sales Navigator?
Many monitoring options in Sales Navigator can be utilized to track your accounts and sales effectively.
You can, however, take this a step further by syncing your Salesforce CRM with Sales Navigator. Assisting in transferring crucial data, such as leads and accounts, from CRM to Sales Navigator.
Before we begin, it should be mentioned that you must have a Sales Navigator Team or Enterprise Edition to enable the sync or the integrated profile.
What Are the Benefits of a CRM Sync?
CRM Syncing allows you to seamlessly integrate data from LinkedIn into the programme of your choice.
The sync can also help you see more information on certain user accounts. It’s a device made to increase effectiveness. Putting everything in one place to keep you informed of messages, contacts, and actions you’ve taken.
Setting Up CRM Sync
Syncing up your CRM platform will be different depending on your CRM system.HubSpot, Oracle CX Sales, Pega, SAP, and SugarCRM are just a few CRMs that don’t support any sort of synchronization at all. You will only be able to use Embedded Profiles with these programmes. Salesforce and Microsoft Dynamics are two CRMs that LinkedIn supports and have the ability to sync with.
How to Connect Salesforce to Linkedin?
Marketers can use the data at their fingertips and LinkedIn to engage targeted prospects with pertinent, useful material in the right environment. It works well for generating B2B leads. On LinkedIn, lead conversion rates are greater and more affordable.
When compared to starting a comparable ad campaign on a search engine or another social media platform, using a paid method will still save you money.
Configure your sync settings, then link your Salesforce CRM to LinkedIn Sales Navigator through LeadCRM.
Salesforce and Sales Navigator integration:
- Download the LeadCRM chrome extension
- Then log in to LeadCRM and Click On Integration.
- Integrate Salesforce to LeadCRM.
- Log into LinkedIn Sales Navigator first.
- There on the right you will see the “Add CRM” button.
- Add SalesForce.
All the data of your prospect will be integrated into Salesforce.
Notes can be logged in the CRM using this feature.
Log calls:This enables users to record phone calls with CRM contacts.
Only users of Sales Navigator Enterprise have access to certain features, such as:
Generate leads: This enables the conversion of leads from Sales Navigator into contacts in your CRM.
Create contacts:Sales Navigator users can use this feature to create contacts.
Importance of Connecting Salesforce and Linkedin Via LeadCRM
The sales team finds maintaining their database simple and gathering prospective leads from wherever. Although using LinkedIn to onboard new clients is expensive, the cost is reduced when a CRM is included. To produce new leads and customers, this enables one to analyze historical consumer spending trends. Using this method, you may save time and create enduring relationships with your clients while ensuring that none of their demands go unmet.
Also, thanks to CRM interaction with LinkedIn, tracking customer preferences and adjusting services accordingly are straightforward. This helps to establish a stronger connection with the client, which fosters a long-lasting relationship.
Connecting your CRM with LinkedIn may seem very easy, but it will enhance your sales engagement and save you time to focus on your leads. With LeadCRM, you can achieve this with some easy steps.