CRM Sync Customer Deck
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Previous CRM sync imports irrelevant accounts and leads
All Contacts
All Accounts
CRM Sales Navigator
Sync Suggested Accounts
*not saved
Leads Available*not saved
Once initially imported into
Sales Navigator,
Users had to sort through
and manually save the
accounts and leads they
cared aboutSync
Every Account
and Contact tied to a User in
Salesforce
Previous CRM Sync imported all Accounts and Leads into “Suggested Accounts” page to be saved Manually
Previous CRM Sync imported every account and lead users were tied to in Salesforce
Users then were required to sort through and manually save the leads and accounts they cared about most
Previous CRM Sync: What We Heard
● “Pulling all the accounts and leads I’m tied to made the sync too overwhelming for me”
● “Asking all of my reps to turn on the sync individually is unscalable and unrealistic”
New CRM sync imports only focuses on open pipeline
Accounts from Open
Opportunities now
Automatically Saved in “Saved
Accounts” and “Saved Leads”
All Leads
Open Opportunities
Accounts
CRM Sales Navigator
Saved Account*saved, tagged as
“CRM”
Saved Lead*saved, tagged as
“CRM”
Sync
Sync
Suggested Lead*not saved, no Insights
Sync
Contacts
With new CRM Sync End users benefit by having Leads & Accounts automatically saved with notifications of recent changes
6
CRM Leads are automatically imported as Suggested LeadsNew Sync ensures that
only the most relevant accounts are imported into Sales Navigator
CRM Accounts from Open Opportunities are automatically imported as Saved Accounts
Why this matters for Users
SAVE TIME through auto-populated saved accounts and leads from your open pipeline and access to one-click links back to CRM
● “Pulling all the accounts and leads I’m tied to made the sync too overwhelming for me”
DISCOVER RELEVANT INSIGHTS through updates on the leads and accounts you’re actively working from your CRM
1
2
Why this matters for You
CENTRALIZE CONTROL with Admin initiated CRM sync for your entire organization
1
“Asking all of my reps to turn on the sync individually is unscalable and unrealistic”
SAVE TIME by leveraging existing users and groups in the CRM to manage and assign seats
2
DRIVE ADOPTION among users with auto-populated saved leads and accounts3
CRM Sync Overview End User:
● Automatically import the accounts you’re actively working and discover new insights about the people and companies you care about most
Admin: ● Streamline your workflow and use centralized control to help your team drive adoption
What’s changing for Users?● Auto-populated saved leads and accounts from the
people and companies you care about most
● One click links from Sales Navigator back to Salesforce○ Account Pages○ Lead Pages
● More relevant sales insights and automatic updates on the leads and accounts you’re actively working
What’s changing for Admins?● Centralize control with admin-initiated import for your
entire organization
● Assign and manage seats leveraging existing users and groups in your Salesforce
CRM SyncHow existing customers activate the new CRM Sync
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Go into your settings and activate CRM Sync for your contract
Click “Sync CRM”
Go into your settings and activate CRM Sync for your contract
Loop in your SFDC Administrator to authenticate with SFDC credentials
Go into your settings and activate CRM Sync for your contract
Select “Yes” to activate sync for your entire contract at once
Go into your settings and activate CRM Sync for your contract
*Optional:
Question #2 indicates at which stage your team considers an opportunity to enter your pipeline
Once selected, Sales Navigator will pull in all accounts and contacts from Open Opportunities beyond this stage
This helps ensure the most relevant people and companies are automatically synced
*Note: If question 2 is not answered, Sales Navigator will pull from ALL Open Opportunities
Go into your settings and activate CRM Sync for your contract
*Optional:
Question #3 Only needs to be changed if deal size is stored in a field other than “amount”
Activate for a group of users or individual users through enhanced Seat Management
Select “More” to activate sync by user
Activate for a group of users or individual users through enhanced Seat Management
Select “Enable CRM Sync” to activate by User
Activate for a group of users or individual users through enhanced Seat Management
CRM SyncUser Experience
©2013 LinkedIn Corporation. All Rights Reserved.
Previous CRM Sync imported all Accounts and Leads into “Suggested Accounts” page to be saved Manually
Previous CRM Sync imported every account and lead users were tied to in Salesforce
Users then were required to sort through and manually save the leads and accounts they cared about most
With new CRM Sync End users benefit by having Leads & Accounts automatically saved with notifications of recent changes
21
CRM Contacts from Open Opportunities are automatically imported as Saved Leads
With new CRM Sync End users benefit by having Leads & Accounts automatically saved with notifications of recent changes
22
CRM Leads are automatically imported as Suggested Leads
With new CRM Sync End users benefit by having Leads & Accounts automatically saved with notifications of recent changes
23
CRM Accounts from Open Opportunities are automatically imported as Saved Accounts
With new Sync End users benefit by having Leads & Accounts automatically saved with notifications of recent changes
24
Icons to let users know records that have come from Salesforce
With new Sync End users benefit by having Leads & Accounts automatically saved with notifications of recent changes
25
Daily updates from your Salesforce
CRM Sync also allows you to view Accounts and Contacts directly in Salesforce with one click
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View Accounts directly in Salesforce with one click on the Account Page
CRM Sync also allows you to view Accounts and Contacts directly in Salesforce with one click
©2013 LinkedIn Corporation. All Rights Reserved. 27
View Contacts directly in Salesforce with one click
CRM SyncHow new Admins activate the new CRM Sync and assign seats
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Assign Seats by Salesforce
Select Assign by Salesforce
If not a Salesforce Admin, click here to send email to Salesforce Admin, asking to authenticate
If you are not your company’s Salesforce Admin invite via email
Type in the email of your Salesforce Admin’s email, to invite her to authenticate
If you are not your company’s SFDC Admin invite via email
If you are also your company’s SFDC Admin, log in to authenticate
Log in with your SFDC credentials
Assign Sales Navigator seats based on Salesforce matching
Assign Sales Navigator seats from a pre-populated list of Salesforce Seat-Holders
Assign Sales Navigator seats based on Salesforce matching
Assign Seats by Existing SFDC Groups
Assign Sales Navigator seats based on Salesforce matching
Once you’ve selected, click continue to review and finish
Once complete, the Sync will take about 5 minutes to activate
You’re All Set!
Blue clouds indicate that users have been invited to join Sales Navigator and that their accounts and leads have successfully synced and will auto-populate upon logging in
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