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LinkedIn Sales Nav and CRM embedded option

  • 1.  LinkedIn Sales Nav and CRM embedded option

    TOP CONTRIBUTOR
    Posted Jan 21, 2020 10:41 AM
    My company recently decided to try Sales Navigation and there is an option to link (embed) sales nav with CRM.
    Just curious if anyone else uses this option and what your feedback is regarding how well this links with CRM?

     it automatically saves the Company and Contacts associated with your reps' open opportunities in Dynamics to Sales Navigator, and allows for write-back activities to your CRM.

    Wondering if it is similiar to how insights functioned? We have a team of roughly 23 users who will be using sales nav.

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    Heather L
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  • 2.  RE: LinkedIn Sales Nav and CRM embedded option

    TOP CONTRIBUTOR
    Posted Jan 21, 2020 01:16 PM
    My team was doing a trial for LinkedIn Sales Navigator last year and afaik they found it to be helpful. With regards to the CRM integration they liked that they were able to see the LinkedIn info of a contact/account directly in CRM. I think the main benefit they found from the tool though was the way they could interact with people within LinkedIn directly. I think their main reason for wanting to continue with the tool after the trial was not the CRM integration - they considered that merely a nice add-on to the core functionality of the tool.

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    Sissy Bottcher
    AlphaBOLD
    San Diego CA
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  • 3.  RE: LinkedIn Sales Nav and CRM embedded option

    TOP CONTRIBUTOR
    Posted Jan 21, 2020 03:49 PM
    thanks for the info!

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    Heather L
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