+CRM INTEGRATIONS WEBINAR

SALES NAVIGATOR

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Troy CoseyProduct Marketing Manager

CRM Sync for Sales Navigator

Steven KaplanProduct Manager

Ola BaileyCustomer Success Manager

Strategy

Coming Soon

Introductions

Next Steps Conclusion

Walkthrough

Agenda

CRM Sync for Sales Navigator

Steven KaplanProduct Manager

Strategy

Our mission is to connect the world’s professionals to make them more productive

and successful.

LinkedIn Mission

LinkedIn Sales Solutions’ mission is to influence every relationship driven sale for our

customers.

• LinkedIn Sales Solutions Mission

System of Record

C R M

System of Communication

E M A I L

System of Engagement

L I N K E D I N

E M A I L L I N K E D I N C R M

System of Engagement

A system salespeople want to

engage with

Integrates deeply with the tools you use

everyday

Automatically stays up-to-date

Minimizes data entry

Answers the question “What is the next best action I should take?”

System of Engagement

CRM Sync for Sales Navigator

Ola BaileyCustomer Success Manager

Walkthrough

SAVE TIME

by leveraging existing users and groups in the CRM to manage and assign seats

CENTRALIZE CONTROL

with Admin initiated CRM sync for your entire

organization

DRIVE ADOPTION

among users with auto-populated saved leads

and accounts

Coming Soon

Writing Data to CRM

Updated CRM Widgets

Next Steps

Next Steps

Activate CRM Sync in the next 3 days

Contact RM and CSM to sign up for early pilots in the next 5 days

Monitor usage adoption after 30 days

Onboard at least 50% of activated seats in 10 days

Conclusion