Sales Navigator integrates with your CRM to streamline daily sales and relationship workflows. It offers powerful features like Embedded Profiles and CRM Sync, designed to improve your CRM experience. To help you get started, explore the following resources covering CRM Sync setup, the Sales Navigator app package, data validation, contact creation, and CRM security information.
CRM Sync
Enable CRM Sync to gain access to critical CRM functionalities including auto-save, activity writeback, ROI reporting, CRM badges, search filtering, and much more.
| CRM partner | Guide |
|---|---|
| HubSpot | CRM Sync for HubSpot |
| Microsoft Dynamics 365 | CRM Sync for Microsoft Dynamics 365 |
| Oracle | CRM Sync for Oracle Sales |
| Salesforce | CRM Sync for Salesforce |
Sales Navigator app package
With the Sales Navigator for CRM apps, you can view LinkedIn information within your CRM. You can view Embedded Profiles, containing LinkedIn member and company profile information, within your CRM. Installing the Sales Navigator for Salesforce app is an additional requirement to enable data validation.
Important to know
For Oracle Sales, you’ll set up the LinkedIn Sales Navigator integration from within the Oracle Sales Application Composer. Learn more.
| CRM partner | Guide |
|---|---|
| Salesforce | Install the Sales Navigator app in Salesforce Lightning |
| Install Sales Navigator for Salesforce Classic | |
| Microsoft Dynamics 365 | Install Sales Navigator for Microsoft Dynamics 365 |
Data validation
Data validation brings the power of LinkedIn data to your CRM by flagging out-of-date contacts. Use it to help:
- Boost pipeline quality - Identify deals at risk and promising new opportunities.
- Increase sales and marketing efficiency - Eliminate extra validation steps and optimize campaigns.
- Improve organizational data quality - Elevate the effectiveness of your systems and tools.
| CRM partner | Guide |
|---|---|
| Microsoft Dynamics 365 | Data validation for Microsoft Dynamics 365 |
| Salesforce | Data validation for Salesforce |
Contact creation
Contact creation allows users to create a contact record in their CRM from directly within Sales Navigator. With contact creation, productivity is maintained as users will no longer need to interrupt their workflows to add contacts to CRM.
Learn more
Security information
| CRM partner | Guide |
|---|---|
| HubSpot and Oracle | Security information for HubSpot and Oracle |
| Microsoft Dynamics 365 | Security information for Microsoft Dynamics 365 |
| Salesforce | Security information for Salesforce |
| Salesforce and Microsoft Dynamics 365 | Security information for CRM widget |