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1. #Sales navigator boolean search how to#
2. #Sales navigator boolean search manual#
3. #Sales navigator boolean search professional#
4. #Sales navigator boolean search series#

You can then track insights into how your employees and clients are using the tool and monitor buying behaviour as a result of the file transfer with your Dynamics 365 integration in turn realising the link between the receipt of these files and a final deal outcome.īetter insight into prospect company structures This can all be activated by your system admin turning on the ‘CRM sync’ meaning everything on the profile, including pictures, is updated in real time with LinkedIn inside your CRM.įurthermore, there’s Smartlinks which allows you to share content easily and directly by sending a link to your recipient. This could include calls, notes and received marketing content all inputted from either Dynamics 365 or directly from Sales Navigator. On Dynamics 365, you are presented with your account and lead records with Sales Navigator embedded on the profile allowing for quick viewing of job changes, recent activities, profile picture and headline information as well as an integrated notes section providing you with activity data. First off, the connection is seamless, on both sides. Both products are designed to ‘strengthen customer relationships’ and trust me, they do.

#Sales navigator boolean search how to#

To truly harness the opportunities, you need to know how to integrate LinkedIn Sales Navigator with Dynamics CRM. Not only that, but you can save this search to revisit it, select profiles to add to a correlating lead list and set alerts when a new lead appears that fits your perimeters.Īnd why should I integrate LinkedIn Sales Navigator with Dynamics CRM?

You can do that with just a couple of clicks. Ever wanted to find all the senior level Marketing Executives in Brighton, East Sussex, that studied at The University of Edinburgh, who specialise in SEO and are self employed?

#Sales navigator boolean search series#

Through a series of drop downs and keywords you can define your search criteria. Users can use the function using either a Boolean search approach, or with filters (or both if you want that extra control over results). Let’s rewind a minute and revisit the ‘lead generator’ or ‘search bar’ function on Sales Navigator because with this, the possibilities really are endless. So how does that cool search function work?

#Sales navigator boolean search manual#

Gone are the days of manual data-inputting on spreadsheets and crawling through hundreds of connections to find that all-important CEO, only have to sit and hope they accept your connection invite. Accessible from the top right hand corner of your profile the feature allows you fully use LinkedIn sales to its potential. Sales Navigator works as an extension of LinkedIn. So, what can Sales Navigator do on its own? Understanding how to integrate LinkedIn Sales Navigator with Dynamics CRM opens up one of the most exciting technologies for sales teams in 2021.īut hang tight, we’re about to blow your mind. One such connection was with Dynamics 365.

#Sales navigator boolean search professional#

LinkedIn, the world’s largest professional network, released Sales Navigator in 2014, adding numerous features and integrations to the site in the following years.