Top 3 Benefits of Integrating LinkedIn with Microsoft Dynamics 365

LinkedIn is a no-brainer prospecting tool. With more than 645 million users in over 200 countries, it provides sales professionals with an easy-to-access, easy-to-search database to identify new leads, profile information and potential referral connections.

Upon Microsoft’s purchase of the business social media platform in 2006, its usefulness has only compounded for Dynamics 365 for Sales users. Integrating directly with the customer relationship management (CRM) solution, LinkedIn users can now leverage the platform within the Dynamics 365 interface for seamless processes and workflows.

So, is your team taking advantage yet? And if not, what are you waiting for?

Read on to learn how leveraging Microsoft’s LinkedIn integration with Dynamics 365 for Sales can help your salespeople be more productive and close more business.

1. Increase access to and information on leads

Enabling LinkedIn Sales Navigator for Dynamics 365 puts LinkedIn’s robust search tools at your sales staff’s fingertips, with customizable filters for identifying qualified leads. The platform then syncs useful data about people, organizations and relationships with your CRM database.

This includes mutual connections.

The TeamLink feature indicates if anyone from your company network is connected to a prospect so that your staff can reach out for a warm introduction, while the Out-of-Network Unlock feature enables salespeople to access members even beyond their network. What’s more, LinkedIn can use mutual connections to make prospective lead recommendations outside of the user’s own prospecting activity.

2. Conduct and track activity from one system

LinkedIn’s direct integration with Dynamics 365 eliminates the tedious need to toggle back and forth between screens and platforms while a salesperson is conducting prospecting activity. They can use LinkedIn as they normally would—from sending LinkedIn connection requests and InMail messages to capturing new leads—right from their Dynamics 365 interface to capture activity in a single, central system of truth.

A bi-directional sync between the platforms ensures your team benefits from LinkedIn’s continuous individual and company profile updates—and ultimately ensures they’re working from a CRM system that is rich in history for an up-to-date, connected view across the entire customer lifecycle.

3. Benefit from on-the-go accessibility

Arguably most important to salespeople today—who typically spend more time out in the field than in the office—is the mobile accessibility of Dynamics 365. But mobile CRM access doesn’t just increase the system’s use, it also boosts productivity by about 15 percent, resulting in a higher number of users hitting their sales quotas.

All of Microsoft’s Dynamic 365 applications are accessible via mobile, including the LinkedIn integration. This enables users to access LinkedIn’s in-depth contact information and functionality even when on the go—whether they’re in the car reviewing a profile for a pre-meeting refresher, or adding information post meeting to move the prospect through their pipeline.

Integrate Dynamics 365 with LinkedIn Sales Navigator today

By unifying sales solutions and data across LinkedIn Sales Navigator and Dynamics 365 for Sales, you can empower your sales team to more efficiently find, nurture and close leads to boost your business’ bottom line.

Sounds great… but did you know that TrellisPoint can help you get started?

That’s right! As of August 2021, TrellisPoint is now a Microsoft Relationship Sales (MRS) partner helping new and existing Dynamics 365 users enable LinkedIn Sales Navigator connectivity with Dynamics 365. Contact us today to learn about LinkedIn Sales Navigator and Dynamics 365 features and benefits.

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