What is the secret sauce to always knowing what happens on your accounts and taking action fast?
We’ve already been learning together for a month and going best practice by best practice! We hope you enjoy it so far, and if you missed the previous posts, do not worry. You can find all information here: Community Challenge: Learn to Become a Top Seller with Sales Navigator in 9 Weeks.
Today, dive into the next habit of top performers with us and learn how to be always informed about your accounts not to miss deals. In a nutshell, you only need to follow these steps:
- Save your most important leads and accounts (tip: upload your book of business) to tell Sales Navigator what you want to focus on.
- Track the Alerts that Sales Navigator provides on your Homepage. To name a few (check this list to learn about each Alerts):
- Hiring trends
- Job changes
- Buyer Intent
- A new SmartLink view
- Take immediate action when you see a relevant alert, such as congratulate, comment, learn more about the news and reach out to follow up.
Community Pro Tip: Would you like to learn more about how to comment on your leads' posts? Check out this recent blog post.
As always, the secret is in the practice, and nothing helps you more than dedicating a certain amount of time every day to strengthen this muscle. If you are an auditory learner, I recommend you this walkthrough on Alerts and if you’d like to read more, check out this one-pager for more tips or read this recent blog post for further nuggets.
Community Pro Tip: Still have the fear of missing key information? Set up email alerts to your key accounts!
Week of May 29’s tasks:
This week, there are two tasks: Master the best practice and Community action. Everyone has the equal chance of two entries from this week. Completing one task below will count as one entry for the second drawing of this challenge. Remember that you must complete all the steps in one task for your entry to count.
🔲 Master the best practice:
- Visit the one-pager on our Learning Center to familiarize yourself with how you can find warm path in with Sales Navigator’s Alerts on the Homepage.
- In the comments below, and share:
- Do you mainly follow the alerts on new leads/accounts or existing clients?
- Share your best practice of taking action on one of the
🔲 Community action:
- Check out the latest Product Releases in this post and let us know in a comment what feature you are the most excited about.
If you would like to learn more about this Community Challenge or need some reminders on how the challenge works and how to win prizes, visit and subscribe to the intro post.
Happy learning and can’t wait to hear from you!