What is Sales Navigator?

Sales Navigator is a tool/program that works directly from LinkedIn. Sales Navigator takes information directly from LinkedIn, giving you the best ‘real time’ update about new opportunities and changes in your contacts. With Sales Navigator, it is possible for your salespeople to set up search criteria to find the best and latest sales opportunities. Both for new customers and existing contacts. Be e.g. the first to congratulate them on a new position in a new company, thereby increasing the chance that the person will return to you for your particular product. You can also get new recommendations for potential sales opportunities or recommendations on who you have from mutual contacts, so you can let your mutual contact introduce you.

What is Dynamics 365 CRM?

Microsoft Dynamic 365 is a CRM system that gives you control over processes and data, all in one place. Dynamics 365 can be divided into seven smaller areas where you only need to use the parts that suit your business. Dynamics 365 gives you the opportunity to expand and include the other areas without having to go out and find new programs or new ways of working. When you collect everything in Dynamics 365, you avoid the hassle of having documents and data in several places and any GDPR concerns. With Dynamics 365, you can collect your processes, so e.g. a sale can further be given to production without much difficulty. At the same time, sellers can follow the whole process and give positive updates to the customer without having to write emails or ask other employees about the status.

Why and how should it be beneficial to use it together?

If you have complete control over your customer file and how to make the best sales to customers, and if new customers are constantly coming in without you having to do anything, then Dynamics 365 might be enough for you. But if you want to keep CRM information automatically updated and have the opportunity to find new potential sales – without having to find them and enter them afterwards – why not use Sales Navigator integration for Dynamics 365 CRM? Here you get the best of both worlds. Salespeople can use Sales Navigator to find new opportunities and find new entry points for potential customers, and transfer their information directly to CRM, where their photos, contact information and company information are updated directly from LinkedIn through Sales Navigator. So no matter how old a contact is in your CRM system, you’ll be able to follow the person even if they change companies or get promoted, and this gives you the opportunity to be among the first to congratulate them.

By Nicholas Tyndeskov, Office365/Dynamics365 konsulent, Micropartner

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