Launch the program

1. Set your vision

The first step to keep your team on track when rolling out your social selling program is to set a vision.

2. Identify your program team

To get started, make sure the Sales and Marketing teams are aligned with key stakeholders.

3. Set success metrics

Leverage the Sales Navigator metrics available to you and align them to your business goals to make sure you are hitting key milestones.

4. Send team communications

Use this communication schedule to make sure that all the right people are driving awareness in your organization when launching your program.

5. Connect your CRM

If you have SFDC or Microsoft Dynamics, follow these guides to embed Sales Navigator into your CRM and more.

6. Distribute licenses

Learn about all the administrator functionality available to provide access to Sales Navigator and tag your team members.