Sales Navigator

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Sales Navigator for salesforce integration, helps you to catch leads, contacts, accounts, opportunities and also helps you access other Linkedin features through your salesforce organization.

Sales Navigator for salesforce is also a social selling platform like others that focuses on helping you find the right prospects to build a trusted relationship between you and your prospects. With LinkedIn Sales Navigator, by using the search and filter features you can reach the right kind of prospects.

Sales Navigator suggests Leads by combining existing CRM data with LinkedIn’s own data and relevant information. Assigned leads to the Users can see in the suggested lead list in the salesforce CRM.

Connect Sales Navigator with Salesforce:

Technical Requirements :

  • Sales Navigator supports following Editions in which we must have A Salesforce Administrator account :
    • Salesforce: Enterprise, Unlimited, and Developer editions
    • Salesforce: Professional with API access enabled
  • The installation process for Sales Navigator for Salesforce should be done by Salesforce Administrator. (this is required only for writing back activity to the Salesforce CRM)
  • As an Salesforce Admin should authenticate the sales Navigator account to sales Navigator.
  • A Browser used by Admin should be Javascript Enabled.
  • Sales Navigator plan should be Sales Navigator Team or Enterprise edition.

Benefits of CRM Sync in LinkedIn Sales Navigator:

The Salesforce CRM & Sales Navigator Sync functionality saves the time of users by syncing/importing the Accounts & Contact associated to open opportunities in sales Navigator that are assigned to them in the Salesforce CRM platform. 

Accounts and Contacts are naturally saved as Accounts and Leads in Sales Navigator. This empowers Sales Navigator to consequently convey updates to Users on the main individuals prospects and organizations.

Accounts and Leads are put something aside for all open Opportunities whose stage is more noteworthy than the stage picked in CRM sync inclinations. Stage of Opportunity is set by the Salesforce Administrator for all Users.

The CRM Sync additionally saves time via consequently importing in every one of the Leads allocated to users in Salesforce. 

Leads are not automatically saved in Sales Navigator; all things considered, they appear as Suggested Leads, which users can later decide to independently save.

Sales Navigator proposes Leads by joining existing CRM information with LinkedIn’s own information and applicable data. Users are shown Suggested Leads for all leads relegated to them in the CRM.

Frequency of Sync:

Sales Navigator imports the entirety of the above information once during the underlying design just as consistently (On daily basis). The import is total, so when records are taken out from the CRM or change ownership, nothing will at any point be automatically eliminated from Sales Navigator.

Sales Navigator administrators can confirm the last CRM sync by checking the timestamp in “Administrator Settings” in Sales Navigator. 

Sales Navigator makes the majority of its API calls to Salesforce utilizing the Bulk API. This permits us to clump and lessen the quantity of complete API calls – diminishing the probability that you will hit your API limits. 

Movement is composed back to the CRM on a more regular premise, about each 2-5 minutes.

 Important Links:

The contact creation:

https://www.linkedin.com/help/sales-navigator/answer/a131108

Over all the data validation:

https://www.linkedin.com/help/sales-navigator/answer/a120992

Steps on the lead source:

https://help.salesforce.com/articleView?id=000321510&type=1&mode=1

CRM Sync: Salesforce Technical guide:

https://business.linkedin.com/sales-solutions/sales-navigator-customer-hub/resources/crm-sync-salesforce-technical-guide

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