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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:

 

Enterprise Edition License Holders

Enterprise Edition customers will enjoy the following feature updates, along with all updates listed for Team Edition below.

 

  • New Feature:
    • Buyer Interest Alerts: users will have the option to know when potential buyers at a saved Account are researching your LinkedIn company page or company website. There will be two Buyer Interest Alerts based on seniority: “leadership interest” and “employee interest.”

 

Team Edition License Holders

 

  • List Enhancements:
    • LinkedIn Outreach activity on lead lists: easily view your last touchpoint with saved Leads (messages and connection requests) through a new column in your Lead Lists, enabling you to make an informed decision on the next best action to take.
    • Increased List Limits and Bulk Actions: Save more Leads or Accounts in a List, as the limit is increasing from 250 to 1,000. Also, take bulk actions on up to 25 Leads/Accounts within a List, including removing or moving them from one saved List to another.
  • Alerts: 
    • Account Shared Update Alert: receive an Alert when one of your saved Accounts shares an update, and engage with the update by commenting or sharing directly from your Sales Navigator homepage. 
    • Alerts Enhancements: you will now be able to filter Alerts by Lead, Account and shared activity in addition to Alert type. Alerts will also now automatically be sorted so that the most urgent and timely will be at the top, ensuring you never miss an update on the Accounts and Leads critical to your success.
  • Search Enhancements: 
    • Search Filter Recommendations: uncover prospective Leads and Accounts with intelligent AI-driven suggestions on additional search filters to apply.
    • Location and Account Search Precision: be more precise when searching with postal codes or Accounts through improvements to our robust search data set.
  • CRM Updates:
    • Lists from CRM: access your Accounts, Leads and Contacts directly in Sales Navigator Lists that are generated automatically from your CRM (CRM Sync required).*
    • CRM Alert: get notified in Sales Navigator when you are assigned an Account or Lead in your CRM (CRM Sync required).*
  • Updates for Admins:
    • ROI Reporting for Microsoft Dynamics 365 Sales: Receive detailed reporting on the impact of your Sales Navigator program and understand the actions that led reps to close key deals (now available to Microsoft Dynamics 365 Sales customers; CRM Sync required, contact your Linkedin representative for access).*
    • Updates to Account Center: Completing bulk actions in Account Center is now faster and more intuitive. Quickly and easily locate and select up to 2000 users to take immediate bulk actions, such as group and permission management, within the new User Queue.  
    • Adjustment to Coach: an action to use Smart Links will replace Tags and Sales Preferences in Coach. As a result, You may see a change in your Coach progress meter due to changes in the number of actions needed to get to each level.
    • New Usage Reporting Metrics: Track the usage and adoption of Lists, saved Leads, and saved Accounts features with "Total Lists Created" (in UI and CSV export), "Total Leads Saved" and "Total Accounts saved" (in CSV export). 

* CRM Sync only available to Microsoft Dynamics 365 Sales and Salesforce Sales Cloud.

  • General Updates:
    • Expanded In-Product Help: in-Product help will now be even easier to access from your homepage, with the option to chat directly with Customer Support.
    • Adjustment to Coach: an action to use Smart Links will replace Tags and Sales Preferences in Coach. As a result, you may see a change in your Coach progress meter due to changes in the number of actions needed to get to each level.
    • Mobile App Refresh: you will now be able to access search from the universal navigation bar anywhere in your mobile experience. In order to get access to the latest mobile features, you’ll need to update your app to the latest Android/iOS version.

 

Product Transitions to all License Holders

 

  • Tags Transitions to Lists: lists enable you to organize, track, and follow up on relevant Leads and Accounts, providing a more robust experience than Tags. As such, Tags (not to be confused with Admin Tags) will be removed by the end of 2020. As a first step in this transition, the ability to create new Tags will be removed in September and existing Tags will be migrated to Lists. To learn more, attend the Tags webinar on August 26, where we'll be discussing what you need to know to prepare for the migration.
  • Deals Sunset: deals will be removed as a standalone functionality at the end of 2020. The relationship status and pipeline visibility that it provides will be integrated throughout the Sales Navigator user workflow.
  • Account Center Migration: The migration from Seat Management to Account Center continues for contracts with more than 50 seats.

 

Product Release Ramp Timeline

 

We will be ramping by Contract Type and size. Please see below the Product Release ramp timeline:

 

  • Aug 19th: All Admins on Field Team & Enterprise Contracts + Field Team and Enterprise Contracts up to 15 seats (English only, excluding contracts <30 days old and pilot contracts)
  • Aug 26th: Field Team & Enterprise Contracts with more than 15 seats (English only, excluding contracts <30 days old and pilot contracts)
  • Sep 9th: All remaining Contracts

 

If you're not aware which contract you're on, please reach out to your Sales Navigator internal Admin and/or Program Manager as they will be able to share this information with you.

 

New Features Suggested in Community Ideas page

 

We’re proud to share that several of this quarter’s new features, including lists from CRM, account shared update alert, outreach activity, extended list limit, ROI reporting for Microsoft Dynamics 365 Sales,CRM sync auto-save, location and account search (postal codes) 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.

 

Join our Ask Me Anything discussion to ask all your questions to our product team.

 

Thank you,

Nádia

@InStruct Alums​ @New Community Members​ @Sales Navigator Pilots​ @East Coast Virtual Sellers​ @Australia & New Zealand Virtual Sellers​ @Team ActionCOACH​ @India Virtual Sellers​ ​ ​ @UK & Ireland Virtual Sellers​ @Toronto Virtual Sellers​ @Midwest Virtual Sellers​ @Bay Area Virtual Sellers​ 

​ ​ ​ ​ ​ ​ ​ @Microsoft Digital Selling Leaders​ ​ ​ ​ ​ ​ ​ ​ ​ 

Great for Postal code enhancements ! 😊

Thank you for the feedback, @Lionel L​. I also love this improvement and I'm sure most of our members will love it as well. 😊

Hi @Nadia Vieira​, Are you able to elaborate on how Buyer Interest Alerts are initiated, tracked, and the data that surfaces them?

 

Thank you!

Hi @Ian E​,

 

Welcome to the Sales Navigator Community! (Nádia is currently out of the office, so I can help address this question for now.) 😊

 

That's a great question on Buyer Interest Alerts, and you'd be able to find more details here. I'd also suggest checking out this Help article for further information.

 

I hope that helped and let me know if you have more questions!

Thank you,

Eva C.

hi ! I have seen there is the possibility to access to Total Lists Created

Can I filter the contacts by status? That is, if they have accepted the connection, replied with an email, etc?

 

Hi, @Júlia F​.

 

Welcome to the Sales Navigator Community! 😊

 

Just to make sure I understand your question, you are looking to see how you can perform an advanced search based on the leads you sent a connection request to or that have replied to an InMail message you sent them? If this is what you are looking for, unfortunately, this isn't possible at this time. However, I'd recommend you to suggest that in our Ideas page. Our product team will review your suggestion and will share if this is something included in their product roadmap or that they might consider working on in the future.

 

As a workaround, if you perform a lead search and add certain leads to a lead list, in the outreach activity column, you have the option to view the following activities with leads from the past year, which are auto-populated:

  • Connection requests you’ve sent from Sales Navigator or LinkedIn, and corresponding Accept responses (up to six months).
  • InMail messages that you’ve sent from Sales Navigator and corresponding responses, including whether a SmartLink was opened.
  • Messages you’ve sent from Sales Navigator or LinkedIn, and corresponding responses.

 

I'd recommend you to try follow this approach as lead lists are a great way to track the status of your communication with leads, especially if you sent them a connection request and/or InMail message. You can find out more details about the outreach activity in our Lists FAQ Community post.

 

Hope this is helpful and please let me know in case you have any further questions.

 

Thank you,

Nádia

***UPDATE***

Hi all,

 

In the past year, we’ve seen our customers’ needs — and their use of Sales Navigator — rapidly evolve. Sales Navigator has become increasingly essential as the world moves online and sellers seek more effective ways to connect to the right buyers virtually.

 

If you haven't heard, we have a new Sales Navigator experience coming soon in January 2022:

 

We encourage you to familiarize yourself with the (new) features of each plan at the links above or watch the recording of the new Sales Navigator lineup experience.

 

In addition, I want to call out that auto/system-generated Lists and ROI Reporting (via CRM Sync) will be available for only the Advanced Plus plan, but Buyer Interest Alerts will be available for both the Advanced and Advanced Plus plans beginning in January 2022.

 

Thank you and please let us know if you have any questions,

Eva C.

***UPDATE***
 

Hi all,

 

I’m delighted to announce that, as of Q4 2022, you can now paste a list of postal codes into the ‘Geography’ filter instead of entering each postal codes one by one. For more details, check out this post on the ⚡️ New Sales Navigator Features Q4 2022: Search and Lead Page Enhancements.

Additionally, in the new Sales Navigator Homepage experience that went live in Q4 2021, Sales Navigator coached has been moved to the right side and bottom of the page to streamline your experience and priorities on the homepage.

 

Thank you and let us know if you have any questions,
Eva C. 

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