Users will be notified when buyers at a saved Account are showing potential interest by engaging with your LinkedIn Company Page or company website. There will be two Alerts in this category, offered based on seniority: “leadership interest” and “employee interest.” These Buyer Interest Alerts will offer an option to view more details in a side panel.

Lists from CRM: Lead or Account Lists can be generated from within your CRM system, providing users with a saved List view and timely Alerts on prospective and existing customers (CRM Sync required).*

Outreach Activity in Lead List: A new column in your Lead Lists will show LinkedIn activities (messages and connection requests), allowing you to quickly and easily see your last touch point with any saved Lead and make an informed decision on the next best action to take.

List Enhancements: 

Extend List Limit: Users will be able to save up to 1,000 Leads/Accounts in a list (an increase from the previous limit of 250).

Bulk Actions from Lists: Users will be able to take bulk actions on up to 25 Leads/Accounts within a List, including removing or moving them from one saved List to another.

 

New Alerts: Users will also receive even more actionable insights on their saved Leads and Accounts with these updated Alerts:

CRM: Users will be notified when they are assigned as an Opportunity owner of an Account (CRM Sync required).*

Account Shared Update: This highly requested Alert will let users know when a saved Account shares an update, and allow users to like, comment, and share without leaving their homepage.

Alert Enhancements: 

Alert Relevancy Ranking: Alerts will now be sorted based on relevancy by default, with the option to sort by chronological order. This will help ensure that the most critical and timely Alerts and updates regarding saved Leads and Accounts are never missed.

Alert Filters: Users will have the ability to filter Alerts by Lead, Account, and shared activity, as well as by Alert type, quickly surfacing relevant information on saved Leads and Accounts.

 

Admins with access to the new Account Center can build complex user lists and take action on them in bulk. Admins can seamlessly search and add users to the new “User Queue” before choosing actions to take from the “Quick Action Bar”, including licenses and permissions management.

Additional updates to the Account Center include:

  • The ability to filter users by permission level (user, admin, sub-admin).
  • A refreshed “resend invite” action that can now be accessed from the ellipses icon on the user List.
  • Google author support for SSO.
  • Bulk updating of user permissions via CSV upload.

 

Search Filter Recommendations: As users apply filters to their search, Sales Navigator will make AI-driven suggestions on additional facets to add next to further improve their results.

Location and Account Search: Improvements to our robust search data set will allow you to be more precise when searching with postal codes or Accounts.

Admins will have more flexibility when turning on auto-save logic between CRM Leads, Contacts, or Opportunities and Sales Navigator Leads or Accounts. These options will be available in the Sales Navigator Admin Settings page (CRM Sync required).*

The ability to view the measurable value of your Sales Navigator program will be available to Microsoft Dynamics 365 Sales customers (CRM Sync required, contact your LinkedIn representative for access).*

Users will have easier access to product help and the option to chat with Customer Support directly from their homepage.

As Sales Navigator continues to evolve, we’re making adjustments to Coach to ensure users are being provided with the guidance they need. Tags will be replaced in Coach by Smart Links. As a result, users may see a change in their Coach progress meter (a decrease if they’ve created a Tag, or an increase if they haven’t created one yet).

Users will now be able to access search from the universal navigation bar anywhere in their mobile experience. In order to get access to the latest mobile features, they’ll need to update their app to the latest Android/iOS version.

With Lists, Sales Navigator users are able to organize, track, and follow-up on relevant Leads and Accounts, providing a more robust experience than Tags. As such, Tags will be removed by the end of 2020 (not to be confused with Admin Tags, which will remain in place). As a part of the first stage of phasing out Tags, we’ll be removing the ability to create new Tags in September and existing Tags will be migrated to Lists.

We launched Deals with the goal of helping sellers visualize the status of their relationships with buyers and enabling sales leaders to maintain visibility into their team’s pipeline progress. We have decided to integrate the most valued pieces of Deals throughout the Sales Navigator user workflow, and remove it as standalone functionality at the end of 2020.

The new Account Center ramp continues to contracts with more than 50 seats.

 

*CRM Sync is only available to Microsoft Dynamics 365 Sales and Salesforce CRM for Sales.

Review the list of updates relevant to your team, and work with your LinkedIn account representative to determine how they will impact your team’s sales processes.

  • Remind users to review the product update details that will be shared with them in an announcement around August 12.
  • Take advantage of early access provided around August 19 to familiarize themselves with the changes.
  • Encourage users to engage in training opportunities offered by your organization and/or LinkedIn.


    Product announcements will be sent to you directly, as well as to your team’s Sales Navigator users around August 12, providing updated details on the changes included in the Q3 Release.

Thank you for your continued support of Sales Navigator. If you have any questions about this Statement of Direction, please contact your account representative.