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Tips From LinkedIn Experts

This space features practical posts from the Community and LinkedIn team, offering tips, updates, and best practices to help Sales Professionals and Program Managers/Admins get the most out of Sales Navigator.

  • 116 Posts
  • 351 Replies
116 Posts
Eva_Community Program Manager
Community Champion
Eva_Community Program ManagerCommunity Champion
posted in Tips From LinkedIn Experts
PMs & Admins: All You Need to Know About Account Center

Hi Program Managers and Admins, Earlier this month, I mentioned Account Center in my post on how to provision and activate all your Sales Navigator licenses. Account Center allows Admins to Effectively manage seats and permissions for one or more licenses Communicate at scale with bulk emails to users and Groups Experience seamless navigation between LinkedIn dashboards from a single, centralized location.Today, we are going to dive further into how you can maximize its features and all you need to know about Account Center! Accessing Account Center 1. Before we begin, make sure that you have an Admin seat/permission in Sales Navigator. If so, you should see "Admin" at the top right of the navigation bar. 2. This takes you to Admin Home as you see below. Then, click "Account Center." 3. Once in Account Center, you will see the four tabs at the top: PEOPLE, SETTINGS, ADMIN HOME, and REPORTS. *Pro-tip: If you don't see Account Center in Admin Home, you can access it directly here: https:

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D
Community Expert
Kamille_Former Cmty Manager
Community Champion
Kamille_Former Cmty ManagerCommunity Champion
published in Tips From LinkedIn Experts
💡 How to Use Boolean Search Like a Pro in Sales Navigator

Often seasoned users overlook one of its best-kept secrets in Sales Navigator: Boolean search. Mastering Boolean search can transform how you prospect. Whether you’re trying to reach a VP in a specific industry or filter out the noise in your search results, Boolean logic lets you do it faster and smarter. Here’s how to use Boolean like a pro: 💡 What Is Boolean Search?Boolean search uses a combination of keywords and operators like AND, OR, NOT, and quotes ("") to include, combine, or exclude search terms. When used properly in Sales Navigator, it helps you find the right people, faster. Think of it as logic-based filtering that sharpens your results without endlessly adjusting drop-down filters. 🛠️ Key Boolean Operators: NOT searches: Type the word NOT (capital letters) immediately before a search term to exclude it from your search results. This typically limits your search results. For example, "sales NOT manager". OR searches: Type the word OR (capital letters) to see results t

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Kamille_Former Cmty Manager
Community Champion
N
Community Newcomer
nthomsenCommunity Newcomer
published in Tips From LinkedIn Experts
AI in Sales: What’s Hype, What’s HelpfulBlog

“I asked AI to write my prospecting message. It sounded smart, but didn’t land.”Sound familiar?AI is reshaping sales. Some tools are genuinely game-changing, while others might be more style than substance. So how do you know what’s actually worth using? What’s really helping sales teams start better conversations? Where does LinkedIn’s Sales Navigator fit in? And how are sellers combining AI with human connection to drive real results?Let’s get into it! What’s helpful (and how LinkedIn is bringing it to life)1. Message Assist: AI that helps you start strongIf you’re using Sales Navigator, you might have seen Message Assist in action. It helps you draft outreach messages based on someone’s LinkedIn profile, their company, recent changes, and other signals. Right now, Message Assist is only available in English but there are plans to expand into other languages in the future. In the meantime, if you’re working in a different language, there’s a simple way to try it out. Switch your Link

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Community Newcomer
Eva_Community Program Manager
Community Champion
Eva_Community Program ManagerCommunity Champion
posted in Tips From LinkedIn Experts
Get the most out of Sales Navigator’s CRM Sync-Enabled Features (Part 1)

CRM Sync is available to only Advanced Plus licenses with Salesforce or Dynamics 365. For more system requirements and permissions, check out:   Now, for those of you who are already CRM Sync enabled, let’s dive into the features. Here are the three major areas that CRM Sync helps with: Viewing data in your CRM Viewing insights from Sales Navigator Keeping CRM data updated As each section is packed with great info, we are going to focus on the first section for now: Viewing data in your CRM.Badges Match Correction Search filters Badges CRM Badges are cards/buttons next to accounts and leads, showing you their CRM status. There are four main types of badges: Update CRM appears when data on the member’s LinkedIn profile does not match their lead or contact record in your CRM. CRM notice means that a Sales Navigator user has dismissed the out-of-date data between the LinkedIn profile and CRM record. In CRM appears when contact/lead or account data in your CRM matches the information on

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Sinchu Raju
Community Champion
Zita_Former Community Manager
Community Champion
Zita_Former Community ManagerCommunity Champion
published in Tips From LinkedIn Experts
Get the most out of Sales Navigator’s CRM Sync-Enabled Features (Part 2)

After diving into how you can view data in your CRM, let’s look into the next area of using CRM Sync: Viewing insights from Sales Navigator. Auto-save Champion list At-Risk Opportunities List Auto-saveThis feature allows you to automatically save your book of business from your CRM into Sales Navigator and automate the import of CRM accounts, contacts and leads which will Save time of searching and saving accounts and leads Trigger alerts in Sales Navigator Generating lists that can be applied through filters to target your searches in your BoB. Under Auto-save you can:📌 Add Accounts to My CRM Accounts List: Add missing accounts to My CRM Account list in Sales Navigator with one click to be always up-to-date📌 Customize Your Auto-Save Lists: Determine what accounts, contacts, or leads to import, and decide what options to select based on your needs on the Account or Lead list pageOn the Account lists/Lead List page, select the Customize button.   Then select setting options from the

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Sinchu Raju
Community Champion
L
Community Newcomer
LiamamurphyCommunity Newcomer
published in Tips From LinkedIn Experts
💡 Selling in Uncertain Times Starts with Listening

Burnt Out? Your buyers are probably feeling it too.  It’s been a heavy first half of 2025. Between ongoing global conflicts, economic uncertainty, and the general sense that reality is a bit off-kilter, people are carrying more than what shows up on a Teams call. And that includes your buyers. A recent study from the European Central Bank found that consumer confidence is dipping, even in regions where spending power is technically stable. This makes more sense when we look at the findings of ISM University’s study, that suggest that during periods of geopolitical stress, consumers tend to delay decisions. And this isn’t because they’re unable to act, but because choosing not to can feel like a way to stay in control when everything else feels uncertain.  So, if you’re seeing a slowdown, it might not be your pitch. It might just be the world we’re living in. And that’s where empathy comes in. Empathy in sales doesn’t mean lowering your targets or avoiding tough conversations. It means

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Sinchu Raju
Community Champion
Kamille_Former Cmty Manager
Community Champion
Kamille_Former Cmty ManagerCommunity Champion
published in Tips From LinkedIn Experts
💡 Why LinkedIn Live is a Must-Have in Your Sales Toolkit

LinkedIn Live Events give sales professionals a powerful way to build trust and visibility with potential buyers. By scheduling events in advance, you can attract the right audience, generate buzz, and engage viewers in real time with valuable insights and live Q&A. It’s a chance to connect more personally than a post, message or email ever could. What makes LinkedIn Live stand out is its ability to create lasting engagement. You can promote content before, during, and after the event keeping your message in front of prospects and driving continued interest. It’s a simple, scalable way to start meaningful conversations and move deals forward.  💡 Build Trust Through Real-Time InteractionBuyers are more likely to trust sales professionals they can see and hear live rather than just receiving cold messages. For example, a sales leader hosting regular LinkedIn Live Q&A sessions shares valuable insights and answers questions, positioning themselves as a trusted advisor instead of j

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Kamille_Former Cmty Manager
Community Champion
Eva_Community Program Manager
Community Champion
Eva_Community Program ManagerCommunity Champion
posted in Tips From LinkedIn Experts
5 Tips for Multi-threading

Hi everyone, Last week, we shared five videos from our Learning Center to help advance your prospecting game. Spending time researching your prospects before the initial outreach is one of the things that top performers do that helps them stand out among their peers. Another thing top performers do is multi-threading, which is seeking out and building relationships with multiple people within a singular account. Multithreading often leads to bigger deals because as you bring in more champions, you will potentially be able to serve more people with your solution. Multithreading also means deal security because you will still have other champions if one champion leaves the team or your account. Here are five best practices from five successful salespeople on how to multithread effectively:Connect with more people within the account on LinkedIn but don’t pitch them. Share relevant content with them instead.Connect your champion’s problem to a larger, company-wide initiative.Send these ema

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Sinchu Raju
Community Champion
Zita_Former Community Manager
Community Champion
Zita_Former Community ManagerCommunity Champion
published in Tips From LinkedIn Experts
How To Leverage Relationship Map for Multi-threading

Top sellers build a network of relationships at their key accounts to minimize risk, drive larger deals, and secure renewals. It’s called multi-threading. Multithreading is the act of building multiple relationships within one account. However, true multi-threading goes beyond just convincing everyone on the buying committee to okay your product. It means proactively seeking out relationships with other influential stakeholders within an account to gain broader support.Today, I would like to dive deeper into leveraging Relationship Map, the new feature that was released last quarter, to strategically identify your buying committee and additional champions. Relationship mapping is a best practice for successful multi-threading. First, here are some compelling data points to underscore the importance of relationship mapping: In 2021, 86% of reps said they’ve either lost or had a deal delayed because a champion changed roles within the company. On average, the buying committee now inclu

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Kamille_Former Cmty Manager
Community Champion
Eva_Community Program Manager
Community Champion
Eva_Community Program ManagerCommunity Champion
published in Tips From LinkedIn Experts
4 Proven Steps to Elevate Your Sales Navigator Workflow

Have you unleashed the full power of Sales Navigator for sales success? In a world where buyers are busy and less responsive to your thoughtful outreach, you need to listen to them before hoping to speak with them.  Deep Sales is the fairy dust on your sales skills, the magic that helps you to understand your buyers as deeply as what you’re selling. With the data of LinkedIn's billion of members and millions of companies, Sales Navigator is, we’re quite sure of it, your most powerful assistant. Some of you are already Sales Navigator wizards, and some of you might still be pondering how to integrate the many magical powers and tricks of Sales Navigator into your daily selling efforts.  Read on to fill up your toolkit with actionable tips and proven best practices for Sales Navigator, packaged below in a sequence that works best. 1.  Laying The Foundations: The Book of Business The foundation of your sales strategy lays in your book of business. By uploading your current book of busines

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Kamille_Former Cmty Manager
Community Champion
nadia
Community Champion
nadiaCommunity Champion
posted in Tips From LinkedIn Experts
How are you positioning yourself as a thought leader based on the industry and audience you're selling to?

Hello, all!  We all know how important thought leadership is when it comes to position yourself as a subject matter expert and establish more meaningful relationships with prospects and customers. It can be as simple as simple as ‘’picking something you are comfortable with’’ and sharing your insights on that specific topic.  Recently members also shared their experience in creating and sharing thought leadership content and how that is helping them establishing their own personal brand online. Something we’ve discussed during this live session was how important it is to understand (1) your industry and (2) the audience your talking to. Why is this important? Well, as a sales professional you want your potential and actual customers to be 100% sure you know how to address and solve their challenges. By showing them how well you understand their industry and themselves, they’re more likely to see you as a trusted partner. This happens given that we tend to trust individuals when they pr

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Kamille_Former Cmty Manager
Community Champion
nadia
Community Champion
nadiaCommunity Champion
posted in Tips From LinkedIn Experts
How to Write InMails that Will Get You the Responses You’re Looking For

Hi Community members,  InMails have always been one of the hottest topics in our Community. Moreover, understanding how to write a compelling and thoughtful InMail, that leads to a positive response, has always been top of mind for all Sales Navigator users. Right now, we’re all aware that InMails are acting as a powerful tool to ensure we continue to relate with our prospects and customers frequently. However, especially now, there’s a need to lead messaging with compassion and add value during this unique time.  Our goal with this post is to share some best practices on how you can be reaching out to your leads and contacts with compassion, insightful tips on how you can get your InMail credits back and learn where to go for on-demand InMail training.  So, are you ready? Let’s learn how to ace InMails!  1.How to write InMails that will get responses  As I mentioned before, it’s crucial to write InMails that will lead with compassion and help our contacts know how we can support them.

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Sinchu Raju
Community Champion
Vandana Singh
Community Influencer
Vandana SinghCommunity Influencer
posted in Tips From LinkedIn Experts
Mastering the Art of Cold Calling: A 7-Step Guide to Effective Outreach

In the realm of sales, cold calling remains an invaluable (sometimes infamous) tool for connecting with potential clients and expanding your business network. We get it, nobody wants to go in cold, however, for many reps, it remains an important source of new leads. So let’s talk about it – How could you do it better? Step 1: Research Your Prospect Before picking up the phone, invest time in researching your prospect. Understand their industry, pain points, and potential needs. Utilize resources like Sales Navigator, Company Page, Account IQ and industry reports to gather relevant information. The more you know about your prospect, the better equipped you'll be to tailor your pitch and establish rapport during the call. Step 2: Craft a Compelling Opening Statement The opening seconds of a cold call are critical. Craft a concise and compelling opening statement that grabs your prospect's attention and communicates the value you can offer. Personalize your message based on the insights g

692
Sinchu Raju
Community Champion
Kamille_Former Cmty Manager
Community Champion
Kamille_Former Cmty ManagerCommunity Champion
published in Tips From LinkedIn Experts
📚 5 Sales Email Templates That Really Work — #2 Problem Solver

In this article, we’ll take a closer look at a highly effective sales email template: the “Problem Solver” approach.This template works by addressing the key issue prospects are facing. Most potential clients are actively seeking solutions and guidance. By positioning your email as a helpful resource that addresses their specific challenges, you'll quickly capture their attention.  Sales Email Example:Here’s an example of a “Problem Solver” sales email in action.  💡 Sales Email Tip: While it’s okay to lightly mention your offering as a solution to a prospect, you might be better off saving that for later. Curious to see more of the top sales email templates? Take a look at the full article here. 

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Sinchu Raju
Community Champion
Kamille_Former Cmty Manager
Community Champion
Kamille_Former Cmty ManagerCommunity Champion
published in Tips From LinkedIn Experts
Unlocking Top-Performer Habits: 9 Sales Navigator Best Practices Series [Intro]

In our previous discussions, we've highlighted 9 key practices -- a compilation of insights, tips and tricks that we observed best sellers do, that can help you and your team develop top-performer habits. By prioritizing accounts with the greatest potential, finding hidden allies to help grow these accounts, and engaging with buyers at the right time, you can significantly enhance your sales strategy. Over the next few weeks, we'll be sharing a series of posts that dive into each of these practices in detail, featuring real customer success stories, practical applications, and learning moments. Here's a brief overview of the 9 practices we’ll be expanding on: 1. Add Your Book of Business on the Sales Navigator HomepageThis initial step enables Sales Navigator to deliver tailored recommendations and insights on your leads and accounts. 2. Focus on Top AccountsWith countless opportunities available, top sellers concentrate on accounts with the highest potential to convert into closed-wo

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Kamille_Former Cmty Manager
Community Champion
Zita_Former Community Manager
Community Champion
Zita_Former Community ManagerCommunity Champion
published in Tips From LinkedIn Experts
Four Sales Navigator Features To Help You To Maximize Your Team’s Productivity

In today's fast-paced and highly competitive business landscape, where sales professionals constantly strive to outperform their competition and achieve ambitious targets, the significance of collaboration and communication cannot be overstated.To thrive in this dynamic environment, sales teams must unite and foster a culture of seamless collaboration. Effective information sharing within the team has become essential to ensure everyone is aligned and well-informed about ongoing sales initiatives and relevant customer insights. This alignment enables sales professionals to provide clients with a seamless experience consistently. By leveraging shared knowledge, teams can identify and capitalize on emerging opportunities, address challenges proactively, and deliver outstanding outcomes for the organization and its clients.We collected four Sales Navigator features that help you and your team maximize the joint effort and enable real-time communication and collaboration regardless of geog

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Kamille_Former Cmty Manager
Community Champion
Kamille_Former Cmty Manager
Community Champion
Kamille_Former Cmty ManagerCommunity Champion
published in Tips From LinkedIn Experts
✍️ Your LinkedIn Profile: Top Tips for Building a Successful Sales Professional Profile

When was the last time you shared industry news with your network on LinkedIn? Is your Headline and About section of your LinkedIn profile still relevant after your last pivot? With the right approach, your LinkedIn profile can be a powerful tool for lead generation and building your professional brand.  Unsure if your profile is hitting the mark? Follow these top tips to optimize your LinkedIn profile as a sales professional.    Custom URL (1) Spend some time creating a custom URL. It should be simple and professional, like your first and last name or initials. This step will make it easy to find and share your profile.   Background / Banner image (2) Your background image is the first thing visitors see. Choose an image that reflects your brand, industry, or professional interests. It's best to use a high-resolution image to ensure it looks good on all devices. We recommend an image size of 1584 x 396 pixels.  Professional photo (3) This is your first chance to make a strong impressi

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Kamille_Former Cmty Manager
Community Champion
Kamille_Former Cmty Manager
Community Champion
Kamille_Former Cmty ManagerCommunity Champion
published in Tips From LinkedIn Experts
📝 5 Proven Best Practices & Essential Stats for SMB Seller

Today we are exploring the 5 key areas that are true difference makers: the most effective type of personalized emails, the power of multithreading, the impact of researching people, companies, and industries, busting the myth that warm introductions don’t work, and how sales intelligence tools are a top performers’ best friend. Plus, at the end we’ll share a snapshot of key metrics in SMBs globally. 5 Proven Best Practices that Separate Top Performers from Low Performers. 1. Types of research: When researching prospects, top performers focus on industry research. And when they reach out, they showcase that industry knowledge. When it comes to current customers, top performers are already familiar with the company, so they go much deeper on industry research (54%) and use it as a way to create more relevant outreach or a more nuanced conversation about their challenges, competitive environment, or potential industry trends that may impact their business. 2. Email personalization: Top p

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Sinchu Raju
Community Champion
Zita_Former Community Manager
Community Champion
Zita_Former Community ManagerCommunity Champion
published in Tips From LinkedIn Experts
Let's talk about Buyer Intent - Share your experience and questions

Buyer Intent feature is around for more than a year and I would love to hear about your experience and opinion 📈This feature, that utilizes an AI model to help you prospecting for new accounts and business, staying up-to-date and prioritizing your book of business and qualify their target accounts. Having some experience with Buyer Intent, please share with the Community how much you base your decision on this data and what is your  best practice leveraging this insight.If you have a success story or question, we’d also love hear! 🙂  

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Kamille_Former Cmty Manager
Community Champion
Kamille_Former Cmty Manager
Community Champion
Kamille_Former Cmty ManagerCommunity Champion
published in Tips From LinkedIn Experts
🚀 From Relationships to Revenue: The Sales Navigator Advantage 🚀

 Curious about how LinkedIn Sales Navigator leads you from relationships to revenue? Wondering what kind of return on investment you can expect? Look no further! Our new LinkedIn Sales Navigator ROI Calculator is here to provide you with all the answers. 📊 Filter ROI proof points by region, industry, and business size to uncover:   Growth Statistics: See real numbers and growth percentages that highlight the effectiveness of Sales Navigator. User Testimony: Hear from users like you who have experienced significant success and growth. Case Studies: Dive deep into case studies showcasing how different businesses have harnessed the power of Sales Navigator to drive sales and achieve their goals. Discover the LinkedIn Sales Navigator advantage and how users turn relationships to revenue by giving our ROI Calculator a try!

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Kamille_Former Cmty Manager
Community Champion
Kamille_Former Cmty Manager
Community Champion
Kamille_Former Cmty ManagerCommunity Champion
published in Tips From LinkedIn Experts
4 Common Mistakes Salespeople Make on LinkedIn — And What to Do Instead

Top sellers today leverage LinkedIn and Sales Navigator to share valuable insights and perform better than their competitors. However, many salespeople are not utilizing LinkedIn to its full potential. Want to avoid being one of those people? Read on as I break down the four most common mistakes salespeople make on LinkedIn and how to avoid them. 1. Having a barebones, generic, or pitch-heavy LinkedIn profile.Success on LinkedIn starts with a compelling profile. Here are some things to avoid:A barebones profile that only shares your jobs and education.  Deter from generic, third-person descriptions filled with too many buzzwords.  A profile that overpromises or pushes products too hard. This can often lead to mistrust. What to do instead: Follow these tips! Your LinkedIn profile should showcase who you are, whom you serve, and how you add value to their lives. Craft it with a mindset focused on speaking directly to your ideal prospects.There’s no one perfect way. And if there was, it w

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Kamille_Former Cmty Manager
Community Champion
Kamille_Former Cmty Manager
Community Champion
Kamille_Former Cmty ManagerCommunity Champion
published in Tips From LinkedIn Experts
HubSpot Integration: Keep Your Data - And Your Credibility - Spotless

Now available to HubSpot users, the integration of CRM Sync between your favorite social selling platform, Sales Navigator, and your CRM will help you keep a clean and spotless data pipeline and earn the trust of your buyers. Here’s how.   In this Buyers First era, earning the trust of your buyers is essential to create a meaningful, long-lasting relationship that can in turn grant you solid deals. Studies time and again show that trustworthiness is a quality that buyers are looking for in a seller. So, how do you build this trust? It is assuredly a long process that requires consistency, transparency, and empathy for the buyer. There are many ways in which Sales Navigator can help you achieve trust. Today we will focus on how a simple CRM integration can help you showcase your skills, knowledge, and genuine interest for your buyers.  This integration requires a Sales Navigator Advanced Plus license and a HubSpot Sales Hub Pro or Enterprise plan.   Keep your data accurate and avoid a f

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Kamille_Former Cmty Manager
Community Champion
Eva_Community Program Manager
Community Champion
Eva_Community Program ManagerCommunity Champion
published in Tips From LinkedIn Experts
3 Guiding Principles That Will Make Your InMails Shine

InMails is the great Sales Navigator feature that allows you to send private messages and contact anyone on LinkedIn without needing to be connected. When done well, InMails can get much higher response rates than cold calls or cold emails. They also provide a much better experience for the recipient, who can easily learn about the sender by just clicking on their profile. In this article, we'll explore three guiding principles, and a bonus track at the end, to help you write better InMails and get more responses. Get ready to improve your outreach and make connections that matter!  1. One message does not fit allJust as in everyday interactions, you wouldn't speak to everyone using the same words. Instead, you'd adapt your message to fit each person's unique perspective. While using the same language in your InMails may seem like a quick fix, they often miss the mark in capturing this individuality, potentially leading to missed opportunities for responses. Sales Navigator can help yo

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Eva_Community Program Manager
Community Champion
nadia
Community Champion
nadiaCommunity Champion
posted in Tips From LinkedIn Experts
Admins & PMs: Learn How to Maximize Your Usage Reporting Dashboard

Hi Sales Navigator Admins and Program Managers,  As the administrator or Program Manager of your Modern Selling program, part of your role involves driving Sales Navigator adoption, assigning licenses, but also understanding how your teams are leveraging this platform on a daily, weekly and monthly basis.  Our Usage Reporting feature offers you a simple way to track Sales Navigator adoption, activity and effectiveness amongst your teams.  A few important things to bear in mind: You need to have ‘’Administrator’’ permissions to access this dashboardThis reporting includes activity from LinkedIn.com as well as Sales Navigator to ensure all selling activity is reflected in reports. This activity may take place on desktop as well as on mobile, email, or CRM applications.Data is collected for usage reports from the day users complete their onboarding to the present date. By default, the usage reporting displays activity from the last 30 days.Sales Navigator activity will show up in Usage Re

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rahulgohrani
Certified Learner
nadia
Community Champion
nadiaCommunity Champion
posted in Tips From LinkedIn Experts
Top 4 Steps to Get Started in Sales Navigator

Hi Community members, Are you a brand-new Sales Navigator user? Or, you’re not new, but you still think there’s more for you to know about this platform? Then, this is the right post for you!  Today, I’m sharing the top 4 main things you should know in order to get started in Sales Navigator! These are the most important steps you need to complete, so that you can fully set up your Sales Navigator license and ensure you’re using it to its full potential.  So, how do you start? Just go through the steps below: Step 1: Start with Activation and Set up The first thing you, and your colleagues, need to do is activate your account. Here’s how you can do it:If you haven’t activated your account yet, first, check your inbox and look for an email with the title ‘’Get started by activating your account’’.  Once you find it, you need to click ‘’Activate your account now’’  You might be prompted to add your work email address to LinkedIn.com, if you don’t have it in your account yet. We’re asking

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George Deprez
Community Newcomer
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