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Hi everyone,

 

If you have a Sales Navigator Advanced or Advanced Plus license through your company, chances are that many of your colleagues also have a license and are on the same contract as you. However, while you all have your own Sales Navigator account, it doesn’t mean that every role leverages the tool similarly.

 

Depending on the nature of your role, whether sales or non-sales positions, you will use different features and spend a varied amount of time in each section. You most likely also want a different outcome from the leads and buyers you’re talking to.

 

Today, I’d like to share the workflows for five different roles that one of our Relationship Managers has put together. He walks through where you can start in Sales Navigator and how you can continue your workflow to reach your desired response from the prospects or customers you’re engaging with.

 

SDR: Sales Development Representative (or BDR)

 

AE: Account Executive

 

AM: Account Manager

 

CSM: Customer Success Manager

 

Sales Navigator Admin

Admin 

Do you agree with the workflow for your role? If not, I’d love to hear the different steps and actions you take in Sales Navigator in your role. Additionally, if you’d like to dive into these workflows more, check out this Smart Link here.

 

Thank you and let me know if you have any questions,

Eva C.

Awesom tips! @Eva Chen​ It is great to refocus on the essential parts of the platform depending on the sales position! Will definitely share this with my team 😉

 

Everyone should be using Sales Navigator, many times we see only BDR and AE where the platform is also great for renewal manager or Customer success people

I'm so glad to hear, @Wafa B​! Yes, I agree that different sales roles will focus on different parts of Sales Navigator. Hopefully your team finds this helpful, and I'd be curious to hear if they have anything to share about how they're using Sales Navigator for their role as well. 😊

I love that, @Lionel L​! I can see how Sales Navigator may be used mostly by BDRs/SDRs and AEs. However, as you said, it is also a valuable tool for Renewal Managers/Specialists and Customer/Client Success Managers too.

 

Have you seen others in those positions at your company using Sales Navigator?

Renewals manager use it to check if a stakeholder moved position or not, or take other responsabilities not related to the product we sell.

 

CS use SN mostly to build relation and look at posts shared by our customer.

So nicely summarized, @Lionel L​. 👏🏼

 

I'm glad that the value of Sales Navigator is unique and different for each of these roles/functions. With those different positions having a Sales Navigator license, it would only make the team more well-rounded and aware of what customers and buyers are sharing and talking about on LinkedIn.

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