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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

This 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 page

  1. On the Account lists/Lead List page, select the Customize button.

     

  2. Then select setting options from the list provided. You can select one or all options to meet your use case best
    Customize Auto-Saved Lead Lists
    Customize Auto-Saved Account Lists

     

📌 Edit Lists: Remove outdated assigned accounts or leads by going to an Account/Lead list page and select the ellipsis icon 
 

 

 

Champion list

The Champion list, titled as Past Customers at New Companies, contains past customers who are associated with closed-won opportunities in your CRM and it helps: 

  • Advocate for users and their potential products/services  
  • Identify and build the user’s buying committee 
  • Surface potential roadblocks

 

This list is generated if these criteria are met:

  1. Sales Navigator Lead maps to a CRM Contact of a closed-won opportunity
  2. Sales Navigator Account matches the CRM Account of the closed-won opportunity
  3. The closed-won opportunity closed within the last 5 years
  4. The matched Sales Navigator Account is different from the Sales Navigator Lead’s current Account
  5. The Sales Navigator Lead’s current Account is an account you own in CRM or have saved in Sales Navigator

 

At-Risk Opportunities List

This list, titled as Contacts Who Have Left Open Opportunities, is auto-generated when at least one contact in your CRM that has left an open opportunity and gone to another organization


 

For FAQs on the At-Risk Opportunties List explore the Help Center here.

 

In the next part we will dive into ways to keep you CRM data updated. Stay tuned! 

 

Please note: CRM Sync is available to only Advanced Plus licenses with Salesforce or Dynamics 365.

For more system requirements and permissions, check out: 

 

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