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LinkedIn Learning

Integrate LinkedIn Sales Navigator with Your CRM

via LinkedIn Learning

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Overview

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Learn how to connect and use LinkedIn Sales Navigator with Salesforce or Microsoft Dynamics 365.

Syllabus

Introduction
  • Work smarter with Sales Navigator and your CRM
  • What you need for this course
1. Dynamics 365: Using the Sales Navigator Integration App and Sync
  • Sales Navigator for Dynamics: The basics
  • View member profile info from LinkedIn
  • View company info from LinkedIn
  • View a new lead or contact profile
  • Send LinkedIn messages from Dynamics
  • Save a contact to Sales Navigator
  • View Dynamics data in Sales Navigator
2. Salesforce: Using the Sales Navigator Integration App
  • Sales Navigator for Salesforce
  • View member profile info from LinkedIn
  • View a company profile from LinkedIn
  • View a new lead or contact profile
  • Send InMail and messages from Salesforce
  • Save a contact to Sales Navigator
  • View Salesforce data in Sales Navigator
Conclusion
  • Take your sales to the next level

Taught by

Gini von Courter

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