Users can now seamlessly share Smart Links while sending messages from Sales Navigator desktop and mobile platforms. Additionally, users will receive alerts when someone views their Smart Links. Admins have access to two new data points as part of Usage Reporting: the number of Smart Links each user has created, and the number of total views for Smart Links created by each user.
Comments on Custom Lists will be integrated with Notes on Lead and Account pages, so that users may take and view Notes on a Lead or an Account from both pages and Lists. Users will have the ability to set a Note to "Public" meaning visible to all colleagues on their contract, or "Private" meaning only visible to themselves. If CRM synced, users will now be able to copy Notes back to CRM from both Lead/Account Pages and Lists.*
All Lead Shared Update alerts will now open into a panel that slides out from the right side of the homepage, allowing users to view, comment and react to the update without leaving Sales Navigator.
Introducing a new auto-fill solution that allows users to apply commonly used filters directly from the search bar for quick and relevant results.
Providing the Community interface in all Sales Navigator-supported languages (English, Spanish, Portuguese, German, French, Dutch, and Italian) when users change their language preference settings. We’ll also be offering achievement badges when members hit a Community milestone or recognition from Community Moderators for standout contributions to the conversation. The Community experience is being opened up to all Team and Enterprise Edition users, so they can share best practices, network, and learn from each others’ experiences.
Admins can now access a new Admin Home experience, which outlines recommended objectives designed to drive sales productivity as well as houses other key admin tools in an updated navigation.
We’ve updated HubSpot’s Sales Navigator integration to give users the ability to include LinkedIn connection requests and InMail as Tasks in their HubSpot Sequences, and complete these tasks without ever leaving HubSpot.
We're making it easier to connect your CRM to Sales Navigator by providing an option to connect using "Read-Only" admin access. Note: This will not allow users to use some Sync-related features that require writeback to CRM.*
The Account Center will continue to ramp to contracts with less than 50 seats.
A reminder that on May 30, we will fully transition PointDrive to Smart Links. Customers who have uploaded files to the PointDrive platform should copy them to an alternate location of their choosing in anticipation of the change. You can find detailed instructions on how to export your PointDrive CSV, our recommendations on how to handle the download process, and suggestions on where to store your downloaded files here.
* CRM Sync is only available to Microsoft Dynamics 365 for Sales and Salesforce CRM for Sales.
Users can now seamlessly share Smart Links while sending messages from Sales Navigator desktop and mobile platforms. Additionally, users will receive alerts when someone views their Smart Links. Admins have access to two new data points as part of Usage Reporting: the number of Smart Links each user has created, and the number of total views for Smart Links created by each user. Admins will have the ability to enable writeback of Smart Links to view events to both Microsoft Dynamics 365 for Sales and Salesforce CRMs (CRM Sync required).*
Users can create a Contact record in Microsoft Dynamics 365 for Sales directly from a Sales Navigator Lead Page or Lead List (CRM Sync required).*
Comments on Custom Lists will be integrated with Notes on Lead and Account pages, so that users may take and view Notes on a Lead or an Account from both pages and Lists. Users will have the ability to set a Note to "Public" meaning visible to all colleagues on their contract, or "Private" meaning only visible to themselves. If CRM synced, users will now be able to copy Notes back to CRM from both Lead/Account Pages and Lists.*
All Lead Shared Update alerts will now open into a panel that slides out from the right side of the homepage, allowing users to view, comment and react to the update without leaving Sales Navigator.
Introducing a new auto-fill solution that allows users to apply commonly used filters directly from the search bar for quick and relevant results.
Providing the Community interface in all Sales Navigator-supported languages (English, Spanish, Portuguese, German, French, Dutch, and Italian) when users change their language preference settings. We’ll also be offering achievement badges when members hit a Community milestone or recognition from Community Moderators for standout contributions to the conversation. The Community experience is being opened up to all Team and Enterprise Edition users, so they can share best practices, network, and learn from each others’ experiences.
Admins can now access a new Admin Home experience, which outlines recommended objectives designed to drive sales productivity as well as houses other key admin tools in an updated navigation.
We’ve updated HubSpot’s Sales Navigator integration to give users the ability to include LinkedIn connection requests and InMail as Tasks in their HubSpot Sequences, and complete these tasks without ever leaving HubSpot.
We're making it easier to connect your CRM to Sales Navigator by providing an option to connect using "Read-Only" admin access. Note: This will not allow users to use some Sync-related features that require writeback to CRM.*
The Account Center will continue to ramp to contracts with less than 50 seats.
A reminder that on May 30, we will fully transition PointDrive to Smart Links. Customers who have uploaded files to the PointDrive platform should copy them to an alternate location of their choosing in anticipation of the change. You can find detailed instructions on how to export your PointDrive CSV, our recommendations on how to handle the download process, and suggestions on where to store your downloaded files here.
* CRM Sync is only available to Microsoft Dynamics 365 for Sales and Salesforce CRM for Sales.
Program Leaders should:
Review the list of updates relevant to your team, and work with your account representative to determine how these will impact your team’s sales processes using Sales Navigator.
Sales Navigator Administrators should:
- Take advantage of early access provided around May 18 to familiarize themselves with the changes.
- Remind users to review the product update details shared at the announcement around June 15.
- Encourage users to engage in training opportunities offered by your organization and/or LinkedIn.
Launch announcements will be sent to you directly, as well as to your team’s Sales Navigator users, providing updated details on the changes included in the Q2 Release.
Conclusion
Thank you for your continued support of Sales Navigator. If you have any questions about this Statement of Direction, please contact your account representative.