Are you looking to boost your sales by leveraging the power of LinkedIn and Zoho CRM? With the LinkedIn Sales Navigator extension for Zoho CRM, you can seamlessly connect with prospects on LinkedIn without leaving your CRM platform.
LinkedIn Sales Navigator provides valuable insights into your customers’ professional lives, allowing you to gauge the quality of leads based on their business profiles and status updates. By integrating Sales Navigator with Zoho CRM, you can simplify the lead generation and conversion processes, making it easier to find the right prospects and turn them into valuable customers.
Here’s how integrating LinkedIn Sales Navigator with Zoho CRM can benefit you:
1. Connect and engage directly from Zoho CRM: With the integration, you can reach out to prospects on LinkedIn without switching between multiple windows. Connect with individuals, follow their updates, and explore their networks – all from within Zoho CRM, where you also have access to their sales information.
2. Access LinkedIn profiles within Zoho CRM: Gain valuable insights into your contacts’ professional backgrounds, skills, and interests by viewing their LinkedIn profiles directly in Zoho CRM. This knowledge helps you personalize your interactions and build stronger relationships.
3. Stay updated on professional activities: Keep track of your customers’ professional activities on LinkedIn, allowing you to stay informed about their latest achievements, industry involvement, and potential opportunities for collaboration.
4. Discover new leads: Leverage your customers’ professional networks and connections on LinkedIn to generate new leads. By exploring their networks, you can expand your reach and identify potential prospects who align with your target audience.
Installing the LinkedIn Sales Navigator extension for Zoho CRM offers additional functionalities:
- View the LinkedIn Sales Navigator-related list within the Details page of leads, contacts, accounts, and deals, providing quick access to their profiles.
- See LinkedIn Sales Navigator widgets in the SalesInbox (Emails) tab, allowing you to contextualize your interactions.
- Push CRM leads, contacts, and accounts to Sales Navigator, enabling you to follow up with them on LinkedIn and delve deeper into their professional circles.
To get started with LinkedIn Sales Navigator integration in Zoho CRM, follow these steps:
i) Go to the Zoho CRM Setup and navigate to Marketplace > All.
ii) Search for “LinkedIn Sales Navigator” among the available extensions.
iii) Activate the LinkedIn Sales Navigator extension.
iv) Set the required permissions for Zoho CRM users on the LinkedIn Sales Navigator page.
v) Save your settings, and you’re ready to go.
Pushing leads from Zoho CRM to Sales Navigator is easy:
i) Select the desired lead in Zoho CRM.
ii) Scroll down to the LinkedIn Sales Navigator-related list.
iii) The person’s profile and company details will be displayed as widgets.
iv) Take action based on the profile:
- Save the lead to your LinkedIn Sales Navigator account by clicking “Save as Lead” if it’s the correct person.
- If the displayed lead/contact is not the right person, click “Not the right person?” and provide the necessary details to search for the correct person.
v) Utilize options such as sending messages or connecting with the person on LinkedIn directly from Zoho CRM.
The data mapping between Zoho CRM and LinkedIn Sales Navigator ensures that leads, contacts, and accounts are synchronized for seamless management across platforms.
Conclusion
Maximize your sales potential by integrating LinkedIn Sales Navigator with Zoho CRM. Take advantage of this powerful combination to connect, engage, and convert leads with greater efficiency. Start leveraging the benefits of LinkedIn Sales Navigator in Zoho CRM today and drive your sales success to new heights. Connect LinkedIn with Zoho CRM today and unlock the power of seamless networking and customer relationship management.
If you’re not an existing Zoho CRM customer, you can sign up for a free trial here. Call us at (845) 221-3800 today to request a free consultation today!
