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Hi Community members, 

It’s time for our next competition! The much-anticipated HubSpot integration with Sales Navigator’s CRM Sync went live a couple weeks ago! Simplifying the workflow between HubSpot and Sales Navigator, this feature allows sellers to sell smarter and be more productive. Whether you have HubSpot or another CRM (or no CSM), we would love to hear about how you organize your data!

 

🏆 The Competition 

  1. If you are an Advanced Plus customer with CRM Sync enabled, share how you keep your data organized & clean in your CRM with Sales Navigator. If you are a Core or Advanced customer, share how you keep your data up to date with Sales Navigator.
  2. Like this post and engage with your peers in the comments. 
  3. To increase your chances to win the quarterly competition, you can also participate in our April competition last month.


What is a Community Competition and how to enter to win the prize? Open the content below to find more details!

📣 What is a Community Monthly Win Competition? 

Early each month, we invite all Community members to enter the monthly competition by completing a task or ask in a certain timeframe, usually about three weeks. From now on, we will keep the competition open for the entire quarter for you, while we open two more posts to participate. At the end of each quarter there will be a random draw where each competition entry counts! It’s worth joining each month to increase your chances to win a LinkedIn swag or Virtual Recognition*. Remember that the goal of these Monthly Competitions is to help members discover Community discussions, resources, and features that will improve your virtual selling strategy and activities.

 

📋 What are the rules around this Monthly Win Competition?

  • Participants must be in the Sales Solutions Community and over 18 years old. 
  • The entry period runs from now, May 6, until Jun 2 11:59pm PST. For each entry to count, you must submit it within this timeframe.
  • After the entry period, the Community team will do a random draw with the names of qualified participants.
  • The winner will be announced on Jun 3.
    • If there is only one qualified participant, that participant is automatically named the winner without the need for a draw.
  • For further details on the Monthly Competition, please read the official Community Contest rules here.
  • Disclaimer: Your comment can be re-shared without additional permission in any upcoming Community post, article, or resource.

 

🏅 What are the prizes?

*The winner will have the opportunity to win a Community swag or a Virtual Recognition. For more information please read this Community Resources post.

 

We can’t wait to hear about how you keep your data clean and up to date with Sale Navigator!

Let the competition begin!

In my role we track all our projects using Asana. All the projects have a section: How do we measure success. For this project it is to have an 80% adoption rate. Therefore on a monthly basis, i go through the data and see who has not been active in the last 30 days. I then message them, asking if they need any support (linking them to our training page for the tool), or if they actually do need the tool (perhaps they have moved role), and as such i then remove any licenses that are not needed. Anyone who leaves their role has their license revoked too!

LinkedIn Sales Nav makes it EASY to keep my CRM up-to-date!!!

There is the “In CRM”/”Update CRM”/”Add to CRM” toggle right at the top of a lead’s page, next to their name AND there are system-generated lists that help me track movement to/from companies assigned to me and leads assigned to me.

Keeping data clean in Sales Navigator or any CRM (Customer Relationship Management) system is crucial for maintaining accuracy and maximizing its effectiveness for sales and marketing efforts. Here are some strategies to keep your data clean:

  1. Regular Data Cleansing: Schedule regular data cleansing sessions to review and update the information in your CRM system. This can involve removing duplicate entries, updating outdated information, and standardizing data formats.

  2. Data Validation Rules: Implement data validation rules to ensure that new data entered into the system meets certain criteria. For example, you can set rules to validate email addresses, phone numbers, and other key fields to ensure accuracy.

  3. Automated Data Enrichment: Utilize automated data enrichment tools to enhance the information in your CRM system. These tools can help fill in missing data fields, provide additional insights about contacts or companies, and ensure that your data is up-to-date.

  4. Regular Data Backup: Maintain regular backups of your CRM data to prevent loss in case of system failures or data corruption. This ensures that you can restore your data quickly and easily if needed.

  5. User Training: Provide comprehensive training to CRM users on data entry best practices and the importance of maintaining clean data. Encourage users to review and update records regularly to ensure accuracy.

  6. Data Governance Policies: Establish clear data governance policies and procedures to govern how data is entered, updated, and managed within your CRM system. This helps maintain consistency and accuracy across the organization.

  7. Data Quality Metrics: Monitor key data quality metrics such as completeness, accuracy, and timeliness regularly. Use these metrics to identify areas for improvement and track progress over time.

  8. Regular Audits: Conduct regular audits of your CRM data to identify and address any issues or inconsistencies. This can help ensure that your data remains clean and reliable over time.

By implementing these strategies, you can help ensure that your data remains clean and accurate in Sales Navigator or any CRM system, maximizing its value for your sales and marketing efforts.

  1. I use the Book of Business to upload the accounts assigned to me every quarter. I’m able to target the right leads and makes it easier to search new leads for my daily outreach.
  2. I create daily lists for new connection requests and also for nurturing 1st degree connections
  3. Monthly clean up - I delete previous month’s lists 

We clean our data monthly, removing contacts that have bounced or unsubscribed.  In addition, every 3 months, we send an email to people who haven’t engaged with our content for a while, asking if they’d still like to be contacted as we don’t want to bother them an further if they’re not.  More often than not, instead of saying yes, it re-engages them.

Huge thank you to everyone that participated in our community challenges this quarter! We received 17 entries that shared amazing words about favorite features, keeping data clean, and Account IQ success stories! 🚀

 

And now, the moment of truth..

🥁🥁🥁  

 

Congratulations to @Angela Sedran on being the winner of Q2’s Quarterly Community Competition! 🎉We’ll reach out to you via the Community’s private message to arrange your prize! 🎁


If you’d like to see the draw, you can access it on this link.

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