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Alright team, let’s cut to the chase—Sales Navigator isn’t just a shiny tool to look busy during pipeline reviews. It’s your secret weapon... if you use it right. So before you go rogue on your outreach, here are 9 best practices to jumpstart your journey from "just browsing" to "closed-won champion."

 

  1. Upload Your Book of Business – This is step one, folks. No upload = no insights. It's like bringing a fork to a soup fight.
     
  2. Focus on Top Accounts – Not all leads are created equal. Prioritize the ones that scream “I’m ready to buy!” (and not just “I like free trials”).
     
  3. Find the Right Buyers – That intern you’re emailing can’t approve a million-dollar deal. Use the filters. Get to the budget holders.
     
  4. Find Warm Paths In – Cold calls are basically rejection speedruns. Find connections and use them.
     
  5. Stay Up-to-Date – Your deal might be dying while you’re bingeing “Succession.” Set up alerts. Be the first to know, not the last to follow up.
     
  6. Sell When Buyers Are Ready – Use intent signals. If they’re searching, they’re buying. Don’t miss the window.
     
  7. Discover Customer Insights – Walk into meetings like a mind reader, not a cold caller.
     
  8. Personalize Outreach – Ditch the “Hi /FirstName]” spam. Use real insights to make real connections.
     
  9. Multi-thread Like a Pro – One contact isn’t enough. Build your army of champions.

 

Sound familiar? If you’ve gone through these 9 moves and you're nodding along like “yeah, I got this”—then it’s probably time to flex those skills and get certified. Show the world (and your manager) you’re not just using Sales Navigator… you’re mastering it.

 

👉 Check out the certification and make it official. Your quota will thank you.

 

🧠 Pro tip: Sales Navigator doesn’t close deals for you—but it can absolutely help you close smarter, faster, and funnier. Now go forth and crush it. 💪📈

 

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