In, review the LinkedIn Company Insider tab under the Account tab to explore account-centric connections Now choose the customization options as per business requirements and set the security settingsĦ. Click on Download and get the LinkedIn package to start the installation processĤ. Go to and search for the "LinkedIn" package among apps in the search boxģ. Next, follow these steps for Salesforce LinkedIn Integration:Ģ. Thus, you should have an active LinkedIn account & license for one of LinkedIn Sales Navigator Editions with team members to test and validate the Sales Navigator functionalities embedded in Salesforce. However, you cannot sync the CRM features and get the necessary support using a Person type of account. You can install the Sales Navigator app using a Person Account type instead of a business account. You should contact the Salesforce team if you need API access along with complete admin access. Follow our step-by-step guide for LinkedIn Salesforce integration.īefore the installation process, ensure you have the API & admin access to the Enterprise, Developer, or Professional, Unlimited Edition. The integration process is straightforward. Secure sensitive and confidential customer data.Make the sales processes more efficient with improved lead & data management, customer interactions.Bring all the data onto a single platform and save time without switching among platforms.Build better customer relationships and gain new customers.Overall benefits of Salesforce LinkedIn Integration: Improve customer data management and service with personalized communication.Target the prospects and customers using LinkedIn Sales Navigator features.Capture the suitable leads and add them to Salesforce CRM.Store the generated lead and customer data within the Salesforce CRM.Approach leads and accounts using personalized information.Use analytical insights & lead scores to nurture the leads.Identify apt leads and accounts to sell the products and services.With Salesforce CRM LinkedIn integration, sales team can: Therefore, they become extra productive and spend more time engaging the leads. Your Sales team can get a complete view of the sales activity on one dashboard by integrating Salesforce CRM with LinkedIn Sales Navigator. What are the benefits of Salesforce LinkedIn Integration for business? Furthermore, you can approach your leads based on their profession or business in a more personalized manner. LinkedIn Sales Navigator allows users to find and reach the right leads by using key insights. This dedicated version of LinkedIn was introduced exclusively to synchronize the sales processes and lead management. Integrating data from LinkedIn and Salesforce CRM onto a centralized platform allows your sales teams to use LinkedIn Sales Navigator to find all the leads, businesses, and prospects available on LinkedIn. With Salesforce LinkedIn integration, it becomes easier for your sales teams to manage all the sales operations & target your potential customers using the reliable first-party data available on LinkedIn and Salesforce CRM. We are aware of the potential of LinkedIn and Salesforce platforms in networking, branding, PR, CRM, and Sales automation. This blog will discuss the importance of Salesforce LinkedIn Integration and guidelines for integration. You can overcome this challenge through the combined potential of LinkedIn & Salesforce platforms. That's where many companies get trapped in the dark with unrealistic goals without knowing if the data is reliable or unreliable. However, the efficiency of the sales operations depends on reliable and accurate data. Executing sales operations effectively and boosting sales is the critical business objective of any business.
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