Hi all,

Our quarterly product Statement of Direction went out yesterday, 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 be notified when buyers at a saved Account are showing potential interest by engaging with your LinkedIn Company Page or company website. There will be two Alerts in this category, offered based on seniority: “leadership interest” and “employee interest.” These Buyer Interest Alerts will offer an option to view more details in a side panel.

Team Edition License Holders

• New Features and Enhancements:
  • Lists from CRM: Lead or Account Lists can be generated from within your CRM system, providing users with a saved List view and timely Alerts on prospective and existing customers (CRM Sync required).*
  • Outreach Activity in Lead List: A new column in your Lead Lists will show LinkedIn activities (messages and connection requests) allowing you to quickly and easily see your last touch point with any saved lead and make an informed decision on the next best action to take. 
  • List Enhancements: 
    • Extend List Limit: Users will be able to save up to 1,000 Leads/Accounts in a list (an increase from the previous limit of 250).
    • Bulk Actions from Lists: Users will be able to take bulk actions on up to 25 Leads/Accounts within a List, including removing or moving them from one saved List to another.
  • New Alerts: Users will receive even more actionable insights on their saved Leads and Accounts with these new Alerts:
    • CRM: Users will be notified when they are assigned as an Opportunity owner of a Lead/Account (CRM Sync required).*
    • Account Shared Update: This highly requested Alert will let users know when a saved Account shares an update, and allow users to like, comment, and share without leaving their homepage.
  • Alert Enhancements:
    • Alert Relevancy Ranking: Alerts will now be sorted based on relevancy by default, with the option to sort by chronological order. This will help ensure that the most critical and timely Alerts and updates regarding saved Leads and Accounts are never missed.
    • Alert Filters: Users will have the ability to filter Alerts by Lead, Account, and shared activity, as well as by Alert type, quickly surfacing relevant information on saved Leads and Accounts. 
  • Account Center for Admins: Admins with access to the new Account Center can build complex user lists and take action on them in bulk. Admins can seamlessly search and add users to the new “User Queue” before choosing actions to take from the “Quick Action Bar”, including licenses and permissions management.
    • Additional updates to the Account Center include:
      • The ability to filter users by permission level (user, admin, sub-admin).
      • A refreshed “resend invite” action that can now be accessed from the ellipses icon on the user List.
      • Google author support for SSO.
      • Bulk updating of user permissions via CSV upload.
  • Search Enhancements: 
    • Search Filter Recommendations: As users apply filters to their search, Sales Navigator will make AI-driven suggestions on additional facets to add next to further improve their results.
    • Location and Account Search: Improvements to our robust search data set will allow you to be more precise when searching with postal codes or Accounts.
  • CRM Sync: Admins will have more flexibility when turning on auto-save logic between CRM Leads, Contacts, or Opportunities and Sales Navigator Leads or Accounts. These options will be available in the Sales Navigator Admin Settings page (CRM Sync required).*
  • ROI Reporting for Microsoft Dynamics 365 Sales: The ability to view the measurable value of your Sales Navigator program will be available to Microsoft Dynamics 365 Sales customers (CRM Sync required, contact your Linkedin representative for access).*
  • Expanded In-Product Help: Users will have easier access to product help and the option to chat with Customer Support directly from their homepage.
  • Coach: As Sales Navigator continues to evolve, we’re making adjustments to Coach to ensure users are being provided with the guidance they need. Tags will be replaced in Coach by Smart Links. As a result, users may see a change in their Coach progress meter (a decrease if they’ve created a Tag, or an increase if they haven’t created one yet). 
  • Sales Navigator Mobile App Refresh: Users will now be able to access search from the universal navigation bar anywhere in their mobile experience. In order to get access to the latest mobile features, they’ll need to update their app to the latest Android/iOS version.

Product Transitions to all License Holders

• Tags Transitions to Lists: With Lists, Sales Navigator users are able to organize, track, and follow-up on relevant Leads and Accounts, providing a more robust experience than Tags. As such, Tags will be removed by the end of 2020 (not to be confused with Admin Tags, which will remain in place). As a part of the first stage of phasing out Tags, we’ll be removing the ability to create new Tags in September and existing Tags will be migrated to Lists.
• Deals: We launched Deals with the goal of helping sellers visualize the status of their relationships with buyers and enabling sales leaders to maintain visibility into their team’s pipeline progress. We have decided to integrate the most valued pieces of Deals throughout the Sales Navigator user workflow, and remove it as standalone functionality at the end of 2020.
• Account Center Migration: The new Account Center ramp continues to contracts with more than 50 seats.

* CRM Sync is available for Microsoft Dynamics 365 Sales and Salesforce CRM for Sales.

Recommendations to PMs and Admins 

Program Leaders and Admins should: 

• Review the list of updates relevant to your team, and work with your LinkedIn account representative to determine how they will impact your team’s sales processes.

Sales Navigator Administrators should: 

• Remind users to review the product update details that will be shared with them in an announcement around August 12. 
• Take advantage of early access provided around August 19 to familiarize themselves with the changes.
• Encourage users to engage in training opportunities offered by your organization and/or LinkedIn. 

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