Steve Kaplan, our Sales Navigator Product Lead, will go through the recent CRM partnership announcement and what it means to clients. Ola Bailey, CSM, will also cover simple steps on how to turn on CRM sync.

1. +C RM INTEGR ATI ON S WEBI N AR
S A L E S N A V I G A T O R

2. Download
resources for
future references
and other fun
stuff.
Enter questions
during the
presentation for
real-time answers.Audio is via VoIP
only. There is no dial-
in.
Please turn on
computer audio.

3. Troy Cosey
Product Marketing Manager
CRM Sync for Sales Navigator
Steven Kaplan
Product Manager
Ola Bailey
Customer Success Manager

4. Strategy
Coming Soon
Introductions
Next Steps Conclusion
Walkthrough
Agenda

5. CRM Sync for Sales Navigator
Steven Kaplan
Product Manager

6. Strategy

7. Our mission is to connect the world’s professionals
to make them more productive and successful.
LinkedIn Mission

8. LinkedIn Sales Solutions’ mission is to influence every
relationship driven sale for our customers.
• LinkedIn Sales Solutions Mission

9. System of
Record
CRM
System of
Communication
EMAIL
System of
Engagement
LINKEDIN
EMAIL LINKEDIN CRM
System of Engagement

10. A system
salespeople want
to engage with
Integrates deeply
with the tools you
use everyday
Automatically
stays up-to-date
Minimizes
data entry
Answers the question
“What is the next best
action I should take?”
System of Engagement

11. CRM Sync for Sales Navigator
Ola Bailey
Customer Success Manager

12. Walkthrough

13. SAVE TIME
by leveraging existing
users and groups in the
CRM to manage and
assign seats
CENTRALIZE
CONTROL
with Admin initiated CRM
sync for your entire
organization
DRIVE ADOPTION
among users with auto-
populated saved leads
and accounts

21. Coming Soon

23. Writing Data to CRM

33. Updated CRM Widgets

37. Next Steps

38. Next Steps
Activate CRM Sync in the next 3 days
Contact RM and CSM to sign up for early pilots in the next 5 days
Monitor usage adoption after 30 days
Onboard at least 50% of activated seats in 10 days

39. Conclusion