Sales Navigator for Salesforce CRM Sync 9-1-16

CRM Sync Customer Deck

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Previous CRM sync imports irrelevant accounts and leads

All Contacts

All Accounts

CRM Sales Navigator

Sync Suggested Accounts

*not saved

Leads Available*not saved

Once initially imported into

Sales Navigator,

Users had to sort through

and manually save the

accounts and leads they

cared aboutSync

Every Account

and Contact tied to a User in

Salesforce

Previous CRM Sync imported all Accounts and Leads into “Suggested Accounts” page to be saved Manually

Previous CRM Sync imported every account and lead users were tied to in Salesforce

Users then were required to sort through and manually save the leads and accounts they cared about most

Previous CRM Sync: What We Heard

● “Pulling all the accounts and leads I’m tied to made the sync too overwhelming for me”

● “Asking all of my reps to turn on the sync individually is unscalable and unrealistic”

New CRM sync imports only focuses on open pipeline

Accounts from Open

Opportunities now

Automatically Saved in “Saved

Accounts” and “Saved Leads”

All Leads

Open Opportunities

Accounts

CRM Sales Navigator

Saved Account*saved, tagged as

“CRM”

Saved Lead*saved, tagged as

“CRM”

Sync

Sync

Suggested Lead*not saved, no Insights

Sync

Contacts

With new CRM Sync End users benefit by having Leads & Accounts automatically saved with notifications of recent changes

6

CRM Leads are automatically imported as Suggested LeadsNew Sync ensures that

only the most relevant accounts are imported into Sales Navigator

CRM Accounts from Open Opportunities are automatically imported as Saved Accounts

Why this matters for Users

SAVE TIME through auto-populated saved accounts and leads from your open pipeline and access to one-click links back to CRM

● “Pulling all the accounts and leads I’m tied to made the sync too overwhelming for me”

DISCOVER RELEVANT INSIGHTS through updates on the leads and accounts you’re actively working from your CRM

1

2

Why this matters for You

CENTRALIZE CONTROL with Admin initiated CRM sync for your entire organization

1

“Asking all of my reps to turn on the sync individually is unscalable and unrealistic”

SAVE TIME by leveraging existing users and groups in the CRM to manage and assign seats

2

DRIVE ADOPTION among users with auto-populated saved leads and accounts3

CRM Sync Overview End User:

● Automatically import the accounts you’re actively working and discover new insights about the people and companies you care about most

Admin: ● Streamline your workflow and use centralized control to help your team drive adoption

What’s changing for Users?● Auto-populated saved leads and accounts from the

people and companies you care about most

● One click links from Sales Navigator back to Salesforce○ Account Pages○ Lead Pages

● More relevant sales insights and automatic updates on the leads and accounts you’re actively working

What’s changing for Admins?● Centralize control with admin-initiated import for your

entire organization

● Assign and manage seats leveraging existing users and groups in your Salesforce

CRM SyncHow existing customers activate the new CRM Sync

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Go into your settings and activate CRM Sync for your contract

Click “Sync CRM”

Go into your settings and activate CRM Sync for your contract

Loop in your SFDC Administrator to authenticate with SFDC credentials

Go into your settings and activate CRM Sync for your contract

Select “Yes” to activate sync for your entire contract at once

Go into your settings and activate CRM Sync for your contract

*Optional:

Question #2 indicates at which stage your team considers an opportunity to enter your pipeline

Once selected, Sales Navigator will pull in all accounts and contacts from Open Opportunities beyond this stage

This helps ensure the most relevant people and companies are automatically synced

*Note: If question 2 is not answered, Sales Navigator will pull from ALL Open Opportunities

Go into your settings and activate CRM Sync for your contract

*Optional:

Question #3 Only needs to be changed if deal size is stored in a field other than “amount”

Activate for a group of users or individual users through enhanced Seat Management

Select “More” to activate sync by user

Activate for a group of users or individual users through enhanced Seat Management

Select “Enable CRM Sync” to activate by User

Activate for a group of users or individual users through enhanced Seat Management

CRM SyncUser Experience

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Previous CRM Sync imported all Accounts and Leads into “Suggested Accounts” page to be saved Manually

Previous CRM Sync imported every account and lead users were tied to in Salesforce

Users then were required to sort through and manually save the leads and accounts they cared about most

With new CRM Sync End users benefit by having Leads & Accounts automatically saved with notifications of recent changes

21

CRM Contacts from Open Opportunities are automatically imported as Saved Leads

With new CRM Sync End users benefit by having Leads & Accounts automatically saved with notifications of recent changes

22

CRM Leads are automatically imported as Suggested Leads

With new CRM Sync End users benefit by having Leads & Accounts automatically saved with notifications of recent changes

23

CRM Accounts from Open Opportunities are automatically imported as Saved Accounts

With new Sync End users benefit by having Leads & Accounts automatically saved with notifications of recent changes

24

Icons to let users know records that have come from Salesforce

With new Sync End users benefit by having Leads & Accounts automatically saved with notifications of recent changes

25

Daily updates from your Salesforce

CRM Sync also allows you to view Accounts and Contacts directly in Salesforce with one click

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View Accounts directly in Salesforce with one click on the Account Page

CRM Sync also allows you to view Accounts and Contacts directly in Salesforce with one click

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View Contacts directly in Salesforce with one click

CRM SyncHow new Admins activate the new CRM Sync and assign seats

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Assign Seats by Salesforce

Select Assign by Salesforce

If not a Salesforce Admin, click here to send email to Salesforce Admin, asking to authenticate

If you are not your company’s Salesforce Admin invite via email

Type in the email of your Salesforce Admin’s email, to invite her to authenticate

If you are not your company’s SFDC Admin invite via email

If you are also your company’s SFDC Admin, log in to authenticate

Log in with your SFDC credentials

Assign Sales Navigator seats based on Salesforce matching

Assign Sales Navigator seats from a pre-populated list of Salesforce Seat-Holders

Assign Sales Navigator seats based on Salesforce matching

Assign Seats by Existing SFDC Groups

Assign Sales Navigator seats based on Salesforce matching

Once you’ve selected, click continue to review and finish

Once complete, the Sync will take about 5 minutes to activate

You’re All Set!

Blue clouds indicate that users have been invited to join Sales Navigator and that their accounts and leads have successfully synced and will auto-populate upon logging in