Hi, all.
Welcome to your Q2 Statement of Direction, your exclusive preview into Sales Navigator updates. This is your exclusive preview into Sales Navigator updates that will start to roll out in the coming weeks.
Decision makers are leaving organizations at a rate that has not been seen before. While job changes increased by 37% in 2021, this rapid movement of employees shows just how important it is to have accurate and trustworthy information available to your sales team.
Meanwhile, 7 out of 10 sellers say they are not confident in their CRM data. The cost of this incorrect information is high, with Gartner reporting that bad data costs organizations ~$13 million annually.
That’s why this quarter, the Sales Navigator team is focused on developing updates to ensure that reps are working from the most relevant, accurate data that only the LinkedIn network can provide.
🔎 Top New Enhancements & Features Coming This Quarter:
- /For all Sales Navigator license holders] New Lead Page reconfigured to help sellers qualify a lead quickly with the most important, accurate, and timely information front and center – like latest touchpoint, current role and description. It also allows sellers to take more immediate actions on a lead with a prominent Action Bar, conversation starters, and suggested introduction paths.
- >For all Sales Navigator license holders – continued rollout from 2022 Q1] All-new Search, including a refreshed end-to-end search process with filters grouped intuitively by type, and a results interface that refreshes in real time as you add/ remove filters.
Updates include:
- The introduction of a refreshed Search process, including a larger collapsible, intuitive grouped view of filters, making it easier to keep a full picture of all the ways you can access LinkedIn data
- Net new filters such as "Company headquarters" and "TeamLink connections of" to build on existing favorite filters like "Connections of" and "Changed jobs in the past 90 days"
- A live updating interface. Watch your results change as you add and remove filters to allow immediate fine-tuning.
- >For Advance and Advanced Plus Sales Navigator license holders] New Integration with Gong, the revenue intelligence platform, providing current Sales Navigator contact and lead information within Gong’s user interface. These Embedded Profiles allow sellers to leverage the power of LinkedIn information in real time while reviewing their sales activity in Gong.
- nFor Advanced Plus Sales Navigator license holders with CRM Sync enabled]
- The next generation of Data Validation now provides a visual cue within Sales Navigator notifying users when CRM contacts or lead information is out of date. New Data Validation Badges allow sellers to easily see when someone has not only left an organization, but also changed job titles or location. Now sellers can directly update the CRM contact record in just three clicks from Sales Navigator, improving data quality and hygiene while reducing time toggling between applications.
- Last quarter, we rolled out the At-Risk Opportunities list to provide an automatically generated list, updated daily, that highlights “Contacts who have Left Open Opportunities”. This list is powered by matching contact data across your CRM and the LinkedIn network to help notify sellers when a deal is at risk because of decision maker job changes.
Learn more about these and other recent Sales Navigator changes here.
Action Needed for Salesforce Customers:
The security of your data is of the utmost importance, and in order to maintain the highest levels of protection we periodically and proactively update our app packages. As part of these protocols, we are requiring Sales Navigator contracts using Embedded Profiles in their CRM to upgrade to app version 3.17 (or higher) by August 19, 2022. Your CRM administrator can check the current version of the app by navigating to Setup and searching “Installed Packages”. If “SN for SFDC” is on any 2.X version, please upgrade immediately using this link for the updated app. For additional instructions, guidance is available for Classic Salesforce and Lightning Salesforce, respectively.
Recommendations to Program Managers and Admins
Program Leaders and Admins should:
- Review the list of updates relevant to your team and plan training sessions on updates to your sales process that ensure your team quickly takes advantage of the new features once they have been released.
Next steps on product announcements:
- Sales Navigator Administrators will receive access to most of these updates around June 22nd, with your users getting access in the weeks that follow.
Important note: Please keep this information between you and your Program Leads, as this is an exclusive early view, and these features are still under development. The information in this post is confidential and proprietary to LinkedIn and may not be disclosed without the permission of LinkedIn.
If you have any questions or feedback about the product direction, please leave a comment below and/or share your feedback in our ideas board.
Thank you to all our Community members who shared their feedback with us, we will be announcing throughout the quarter the members who contributed with suggestions related to these features.
Nádia