Salesforce 2018: LinkedIn Sales Navigator Integration

Learn how to connect and use LinkedIn Sales Navigator with Salesforce or Microsoft Dynamics 365.

Introduction

• Work smarter with Sales Navigator and your CRM
• What you need for this course

1. Dynamics 365: Using the Sales Navigator Integration App and Sync

• Sales Navigator for Dynamics: The basics
• View member profile info from LinkedIn
• View company info from LinkedIn
• View a new lead or contact profile
• Send LinkedIn messages from Dynamics
• Save a contact to Sales Navigator
• View Dynamics data in Sales Navigator

2. Salesforce: Using the Sales Navigator Integration App

• Sales Navigator for Salesforce
• View member profile info from LinkedIn
• View a company profile from LinkedIn
• View a new lead or contact profile
• Send InMail and messages from Salesforce
• Save a contact to Sales Navigator
• View Salesforce data in Sales Navigator

Conclusion

• Take your sales to the next level