The right side of your screen has a “Recommended leads at” panel based on the sales preferences you set up at the beginning that is great to find other prospects within the company. For example, you can use the notes feature to regularly track your progress with an account or to document takeaways and next steps after meeting with a particular lead. The “Add Notes” option allows you to store relevant information and action items on lead and account pages. You can use the “Add Tag” feature to leverage tags to organize your saved accounts and leads by grouping them together in a way that works best for you. There are many useful tools while on a prospect’s page as well. This will help you revisit your search later and have the option of tweaking some search criteria and saving it as a separate search. Handy tip: Use the “Save Search” button on the left side of the results page. Watch this video for segmenting hacks from Clifton Lobo. There are over 20 filters that you can apply to your search, with the keywords, title, and company fields allowing you to perform a Boolean search. You can perform an advanced search on either leads or accounts, with the leads option having more fields to focus your search. This is by far THE MOST effective prospecting tool on Sales Navigator. These preferences will show up whenever you visit a prospect’s profile, and LinkedIn will show lead recommendations based on the criteria you set. Here, you can narrow down your ideal client profile based on geography, industry, company size, and function. Visit your settings page on your Sales Navigator profile and you will see Sales Preferences in the middle of the page. Start with sales preferences to narrow down your parameters, then deep dive into advanced filters for a hyper-focused approach. We’ve put together a replicable framework for using it to surface the best leads for your business. LinkedIn Sales Navigator is the best tool on the market when it comes to prospecting. Here’s an example of how Jake Jorgovan uses LinkedIn Sales Navigator to generate leads for his B2B business: Getting Started with LinkedIn Sales Navigator: Prospecting: A complete breakdown of what is available as a part of each subscription tier can be found on the LinkedIn website. There are individual, team and enterprise subscriptions available, depending on your needs and the size of your team. Sales Navigator is a paid tool that is available for all users on LinkedIn. If you’re a B2B salesperson, then LinkedIn Sales Navigator is for YOU. This way, you can engage with your prospects at a far more personal level by offering personalized content, customizations, discounts, and offers. Sales Navigator also provides actionable information and insights that can pave the way for a deeper understanding of leads and prospects. With LinkedIn Sales Navigator, you can reach the right kind of prospects by using the search and filter features. In simpler terms, Sales Navigator is a social selling platform by LinkedIn that provides an array of features that focus on helping you find the right prospects to build trusted relationships. It allows sales teams to engage with contacts and accounts within the LinkedIn platform. LinkedIn says “Sales Navigator features a powerful set of search capabilities, improved visibility into extended networks, and personalized algorithms to help you reach the right decision-maker.” It’s described as the best version of LinkedIn for sales professionals. Related Resources: New Prospecting Strategies to Close Deals Virtually Needless to say, the first step is to optimize your LinkedIn profile for sales. And that’s why with a little bit of help from Jake Jorgovan and Clifton Lobo, we’ve put together this quick guide to help you in getting started. If you haven’t heard of LinkedIn Sales Navigator, you aren’t alone. You can segment from millions down to the most relevant leads for your business making you into a social selling rockstar. While LinkedIn can be used for social selling to some degree of success, LinkedIn Sales Navigator offers many more filters and tools that will allow you to further narrow your search and find your ideal customer profile, build the perfect list of customers and greatly increase your chances of conversion. Getting started with social selling can be a daunting task, but in today’s day and age, it is vital to the success of your B2B business. LinkedIn has revolutionized the way over 500 million business people from 200 plus countries connect with one another, making it an incredibly valuable resource for B2B businesses.
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