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Linkedin sales navigator tutorial
Linkedin sales navigator tutorial









linkedin sales navigator tutorial

However, if you wish, you can have the In Mails, notes, and messages from Sales Navigator appear in Dynamics and you as a user have the ability to choose which In Mails and which notes are going to be synchronized. Now, this happens on a daily basis, it's not instantaneous. If your company wishes, it can also set up write back from Sales Navigator to Dynamics, writing back In Mails, notes and messages that you would've created in Sales Navigator to the appropriate leads in Dynamics. The CRM sync, if your organization enables it, imports information from Dynamics to Sales Navigator and that's information about accounts, leads, and contacts.

linkedin sales navigator tutorial

CRM sync connects and moves via import or write back information from Dynamics to Sales Navigator and vice versa. In Dynamics, we'll be able to send In Mail and messages, find lead recommendations, and read account and lead updates, job changes, and news that comes to us from Linked In. The Sales Navigator and Dynamics apps, whether its for leads or for accounts, allow us to search Linked In from Dynamics, they allow us to view Linked In information in Dynamics, and again, your organization may place these information solely on the leads and accounts page, but many will also place it on contacts and opportunities as well. Let's talk about how these integration pieces will work for us. And the synchronization is optional, but many organizations use it. And while you will often see these apps embedded on these pages in Dynamics, they can in fact be placed anywhere, so your organization may customize your Dynamics experience by placing the lead app on a contact form as well or elsewhere as we'll see in this course. Specifically, one application that is displaying information typically used with leads, and the second with information typically used for accounts, or another way to think about this, information for individuals and information from Linked In about companies. The integration between Linked In Sales Navigator and Microsoft Dynamics for sale has a couple of different components.











Linkedin sales navigator tutorial