![]() ![]() This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". The cookie is used to store the user consent for the cookies in the category "Analytics". These cookies ensure basic functionalities and security features of the website, anonymously. ![]() We’d love to show you exactly what these tools can help your sales team achieve.Necessary cookies are absolutely essential for the website to function properly. If you have questions about Microsoft Dynamics 365 Sales or Power BI, let’s connect. I hope you see the clear value in pursuing a LinkedIn Sales Navigator Dynamics 365 integration. We help teams shaped like ours learn how to take advantage of all our sales strategies, successes, and lessons learned. It’s what our team uses day in and day out at Cobalt. We know exactly how small, medium, and growing sales teams can get the most out of Dynamics 365 Sales. Let’s Unlock Better Opportunities for Your Sales Team BDRs, AEs, Sales Directors, and every decision maker stakeholder in your organization will love seeing all of your outreach data analysis in one central location. Once you’ve installed the app, embed those Power BI dashboards directly into your D365 Sales instance. It comes pre-built with four different reports to help managers analyze LinkedIn Sales Navigator data. Organizations can install the LinkedIn Sales Navigator template app from AppSource. You don’t even have to be a Power BI wizard to take advantage of this integration. This way, sales teams can quickly take action when a key contact has left an organization during a high-stakes deal. Just use the ‘All Opportunities at Risk – Contact Left’ opportunity view. They can also see every contact related to open opportunities that are no longer at the company. Sales teams can easily see all contacts that are no longer at the company through the ‘All Contacts Not at Company’ view. If the contact is no longer at the organization, CRM will automatically flip that field to ‘Not at Company.’ Every 24 hours, D365 Sales looks in LinkedIn to verify the contact is still at the company associated with them in CRM. If your company enables data validation between LinkedIn Sales Navigator and D365 Sales, a new ‘Not at Company Flag’ field is created on the contact record. ![]() If that person leaves, the sales team member needs to know as soon as possible so they can update their outreach strategy. Data Validationī2B sales teams like ours at Cobalt are usually trying to connect with a specific person at a company. Managers can easily report on all outreach activities without having to check two different systems. As they do that, all of their messages will be tracked back to D365. If they would rather do their LinkedIn outreach in LinkedIn Sales Navigator, no problem. The advantage here is that it opens up another option for how your sales team can work. This will allow information from LinkedIn to sync to the corresponding lead or contact in CRM. A LinkedIn Sales Navigator Dynamics 365 integration will enable a data sync between the two systems. If being able to view LinkedIn information within D365 Sales isn’t enough, you can take it a step further. Your sales team can use that update to restart the conversation. If a lead has gone cold, you can also use the LinkedIn Account Profile section to see recent company posts. Take a look, implement my advice, and close more deals this year! In this post, I’ve outlined three actionable ways to make the most out of a LinkedIn Sales Navigator Dynamics 365 integration. This is especially important for those longer B2B sales cycles. Even better, you can use LinkedIn Sales Navigator to ensure lead information in your CRM stays up-to-date. When sales teams use LinkedIn Sales Navigator to uncover new leads, and then use an enterprise CRM like Dynamics 365 Sales to manage those leads, they are unstoppable. There are several sales enablement tools out there, but LinkedIn’s Sales Navigator tool has a major advantage over the other tools-it leverages LinkedIn’s user-provided data. And since these updates come directly from the source, that means LinkedIn has the biggest, most-up to date professional database in the universe.Īccurate professional job activity information is invaluable to B2B sales teams. Turns out, this is what most people do, even occasional LinkedIn users. Well, what is the first thing you do when you get a new job? Update your LinkedIn profile (duh-you deserve to brag). The LinkedIn Sales Navigator Dynamics 365 Sales integration is a very smart priority for sales efforts. ![]()
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