CRM Integration Setup One-pager
Easy steps to unlock LinkedIn insights and improve CRM data. Unlock powerful buyer data from 775M+ LinkedIn members by integrating your CRM with LinkedIn Sales Navigator.
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Better Together: LinkedIn Sales Navigator and Microsoft Dynamics 365 Sales
Better Together: LinkedIn Sales Navigator and Microsoft Dynamics 365 Sales
How Microsoft and LinkedIn work Together
LinkedIn Sales Navigator helps sales teams empower talent, strengthen customer relationships, and acquire new opportunities. The Sales Navigator for Microsoft Dynamics 365 Sales integration provides a unified solution that enables your team to sell smarter by leveraging data and insights across both platforms to gain a holistic view of your buyers.
Details
Highlights of using Microsoft with LinkedIn
Stay up-to-date on people and companies
• Record Matching & Auto-Save: Seamlessly bring your team’s book of business into Sales Navigator, allowing them to surface relevant, actionable insights on people and companies.
• Data Validation: Using LinkedIn data to automatically flag when CRM Contacts have changed companies and be notified via assistant cards in CRM.
Enhance your Microsoft Dynamics 365 Sales Experience
• Embedded Profiles: Display live and up-to-date Sales Navigator member and company information across every record within CRM.
• Live Org Charts Integration: Create more visually appealing and accurate org charts in CRM.
Measure rep activity and key results
• Activity Writeback: Log key Sales Navigator activities such as InMails and messages back to CRM.
• ROI Reporting: Measure the revenue impact of your Sales Navigator program and understand the actions your team took to close key opportunities.
Identify and fill key gaps in customer data
• Search Filters: Find gaps in your CRM by filtering searches to include or exclude buyers not in your CRM.
• Contact Creation: Fill missing gaps by creating new Contacts in CRM from Sales Navigator.
*Embedded Profiles and CRM Sync are available with Advanced Plus.
Resources
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Steve SandersGlobal Director
Microsoft Relationship Sales
LinkedInMicrosoft Relationship Sales:
Built to Empower Trusted, Relationship SellingMicrosoft Relationship Sales combines the power of LinkedIn Sales Navigator and Microsoft Dynamics 365 Sales to help sales professionals unlock relationship selling.
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Live with Sales Leaders:
Third Wheeling & The Evolution of the Modern CRMWe’re joined by Santina Franchi, Global VP of Business Applications at Microsoft and Amanda Holmes, author and CEO of Chet Holmes International for a deep dive on what a modern CRM should look like.
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Training: CRM Sync for Admins
Wondering how to get your team started with CRM Sync? Learn the power of Sync, how to activate its suite of features, and enable your team’s success.
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Training: CRM Sync for Users
Wondering how to make the most of CRM Sync? Learn the power of Sync and tour the features it enables.
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Get Started with LinkedIn and Microsoft