Value of CRM Sync     |     Top Use Cases      |      Best Practices      

To Activate CRM Sync: For a detailed guide on activating CRM Sync for Salesforce users, contact your Sales Navigator Administrator.

Value of CRM Sync

With CRM Sync, instantly log and import sales activity to and from your CRM with a simple click, so you can focus on what matters most—selling.

  • Save time by logging activities and focus on forming richer relationships with prospects. 
  • Discover relevant insights to have in-depth conversations.

Top Use Cases

  • Automatically import the accounts, contacts, and leads your team is actively working, directly from CRM.
Write-back Notes to CRM
  • Log Sales Navigator activity (Notes, InMails, Messages, and Mobile Phone Calls) directly to your CRM.

Best Practices

  • Save your prospects as Leads to receive updates such as job changes or promotions for the people you care about every time you check a record in your CRM.
  • Qualify inbound leads and validate CRM data so you know where to spend your time most effectively.
  • Access important company information such as news, insights, shares, potential leads on the Account, Opportunity, and Contact records from CRM.
  • One click links from Account and Profile Pages back to your CRM.