Better Together: LinkedIn Sales Navigator and Microsoft  Dynamics 365 Sales

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 are available on Advanced and Advanced Plus, all other integration features require Advanced Plus.