Sales Insights Launch Guide
Your first 30 days
Arm your Sales Operations team with a reliable view of customers and prospects with LinkedIn Sales Insights so that your sales organization can make more confident go-to-market decisions.
Ready to get started? Follow this checklist to focus your sales teams on the right accounts using unique, people-powered data from LinkedIn:
1.
In the first 3 days: Activate
Activate your seat and grant access to your team via Account Center. Learn more about permission types in Sales Insights.
2.
By day 5: Align on business challenges
Define goals, milestones, and how you track success. Align your Sales Insights credit usage approach with your sales strategy.
Use Sales Insights data to answer important strategic questions like:
“What is the true size of my company’s market opportunity?”
“Which new markets should my sales teams pursue?”
“How should I prioritize the accounts in a rep’s book?”
3.
By day 15: Onboard known accounts
Connect CRM or import CSV to uncover insights about customers and prospects you care about analyzing. Review and improve your match report with these tips.
4.
By day 18: Define Personas for targeted analysis
Define target users and buyers in your reports based on shared characteristics like department/function, seniority, or title to size opportunity at accounts and understand seller relationship strength with decision makers.
5.
By day 20: Build & explore account list
Add or exclude multiple sources to create a targeted list of accounts to analyze. Append LinkedIn Sales Insights data to these accounts.
6.
By day 25: Surface insights based on sales team engagement
Explore Account Recommendations to prioritize opportunities.
7.
By day 30: Export account list
Export company data to inform territory planning and account prioritization. You can export data to a CSV, your CRM, or as an account list to a rep with a Sales Navigator License.
8.
Day 30+: Share your wins
Learn how other Sales Operations teams like you use Sales Insights for sales planning. Share your wins with your Sales Insights admin.
Case Study
Rosalyn reimagined Clari’s territory plan with up-to-date data, such as company size and HQ location, redefining segments based on their ideal customer profile. With more reliable data from LinkedIn, she transformed Clari’s territory planning process, equitably carving rep books and instilling confidence in leadership.
“With LinkedIn Sales Insights, we were able to make data-driven decisions on territory planning with confidence and can now focus on executing against it. It’s been a game-changer and enabler for Sales to hit the ground running.”
– Rosalyn Santa Elena
Head of Revenue Operations at Clari
To learn more about Rosalyn’s approach, or to share your own success with Sales Insights, please don’t hesitate to reach out to our team.
Take this onboarding checklist with you:
Looking for training resources? Visit the Sales Insights Learning Center to find video training content and other resources to help you get the most out of Sales Insights.
Need further support getting started? Visit the Help Center or submit a ticket to our support team.