Hi all,
Our quarterly product release went out today, giving you an advance view into the new features under development for this quarter. For the full details on recent and forthcoming changes, please see the attached page at the link, below.
Check out the new features by contract type that will help you start connecting with buyers:
Professional Edition
- New Search Functionality: Streamline your search experience with the ability to apply commonly used filters directly in the search bar for quick and relevant results.
- ‘Lead shared an updated’’ alert with side panel: When you engage with a “Lead shared an update on LinkedIn” alert, it now opens into a side panel on your home page, allowing you to view, comment, and react without leaving your workflow in Sales Navigator.
- LinkedIn Learning Access*: As a reminder, your Professional Edition Sales Navigator seat gives you access to LinkedIn Learning’s library, with thousands of courses to help sharpen your sales skills and more. Find out how to access learning here!
*LinkedIn Learning is only included with Professional Edition.
Team Edition:
- Team Edition customers enjoy all the updates listed in the Professional Edition, plus:
- Smart Links Update: Share Smart Links from Messages on desktop and mobile. Additionally, easily stay up-to-date on prospects and customers with an alert when your Smart Links are viewed. Additionally, Admins can now view and understand their team’s use of Smart Links with two new data points in Usage Reporting. Find out all about Smart Links here.
- Public and Private Notes: Write and view Notes within Custom Lists in addition to Lead and Account Pages, mark any note as Public (visible to all colleagues for seamless sharing and collaboration) or Private (visible to self only). Notes can be written back to CRM from both Lead/Account Pages and Lists (CRM Sync required).*
- New Admin Home: Admins can now access a new Admin Home experience, which outlines recommended objectives designed to drive sales productivity and provides access to other key Admin tools in an updated navigation.
- Sales Navigator Application Platform (SNAP) Partners: To continue streamlining the workflow between Sales Navigator and HubSpot, this update now gives users the ability to add Sales Navigator-specific tasks, like sending LinkedIn connection requests or Messages, directly to their HubSpot Sales Hub sequences, and complete these tasks without leaving HubSpot
- CRM Enhancements: Organizations wishing to take advantage of CRM Sync and its associated features, while remaining in alignment with stringent corporate security concerns, can now access CRM Sync through a new CRM Admin “Read Only” credential. Note: Access limited to specific features of CRM Sync that do not require activity writeback to CRM.*
- Sales Navigator Community: Now all Team and Enterprise Edition users have access to the Community, to connect and share tips with other users and Sales Navigator experts. Additionally, Community is now available in all Sales Navigator-supported languages
- Account Center Migration: Account Center, the new dashboard for license management, will continue to ramp to contracts with fewer than 50 seats
Enterprise Edition:
- Enterprise Edition customers enjoy all of the updates listed in the Professional and Team Editions, plus:
- Smart Links CRM Writeback: Admins can enable writeback of Smart Links activity, bringing key Smart Links interactions into their CRM and making it easier than ever to get an integrated view into how their team is using the Smart Links feature and how that ties to deal outcomes (CRM Sync required). * Find out all about Smart Links here.
- Contact Creation for Microsoft Dynamics 365 Sales: Simplifying the workflow between your CRM and Sales Navigator, Microsoft Dynamics 365 Sales users can create a Contact record in CRM directly from a Sales Navigator Lead Page or Lead List (CRM Sync required).* Learn more about content creation here.
All these features were 100% ramped on June 15th.
Friendly Reminder for All Editions:
Don’t forget that on May 30, we will fully transition PointDrive to Smart Links. Customers who have uploaded files to the PointDrive platform should copy them to an alternate location in anticipation of the change.
To help you prepare for the planned changes, check out this deck that includes a detailed walkthrough of each of the updates coming to Sales Navigator
New Features Suggested in Community Ideas page
We’re proud to share that several of this quarter’s new features, including contact creation, smart links, notes, new admin home, homepage and usage reporting enhancements were suggested by customers in Community discussions and on our Community Ideas page. Thank you to all our Community members who reached out with suggestions and feedback related to these features! As always, if you have ideas for additional new features, please submit them via the Ideas page.
Community Ask Me Anything Sessions with Product Team
We’re delighted to announce that the Sales Navigator Community is hosting Community Ask Me Anything (AMA) session on June 18th: 4PM (Dublin time) / 8AM (San Francisco time). Join our live AMA thread here.
Also, as always, if you have additional ideas for new features, please submit them via the Community's "Ideas" page, which you can find on the Community's top navigation bar. We look forward to announcing some of your ideas as new features in coming quarters.
Thank you,
Nádia