LinkedIn is the fastest growing platform with 800 million+ users; LinkedIn could be very helpful for entrepreneurs, agencies, start-ups and even individuals. There would rarely be an individual or business that has not heard about it. LinkedIn is mostly used to generate leads and engage with people with similar ideas, or it could be helpful for someone who is looking for a job.
One can also use LinkedIn for branding their product or service among such a huge audience. But it is a very tedious task to use LinkedIn for outreach, especially when you want to interact with people in bulk. One can use LinkedIn Sales Navigator or a LinkedIn automation tool for lead gen, However, LinkedIn also offers integration with Salesforce so that one can use the functionalities of both the tools with better features and improved user interface.
Basically, in LinkedIn Salesforce Integration, you can blend a LinkedIn account with a CRM to boost your sales efficiently. Let’s discuss more about LinkedIn Salesforce Integration and how it can help your business.
Salesforce is a Customer Relationship Management (CRM) platform that provides easy ways to reach prospects. Salesforce has been one of the most popular CRM software used by small and large businesses. It is a powerful cloud-based software that you can use to develop a sales funnel and convert leads into long-term customers.
In addition to this, You can do different activities in one place, like creating and managing your customer contact lists, tracking their sales cycle, keeping a tab on their buying preferences and much more. All this data is stored in the cloud so that you can access it from anywhere, anytime. Salesforce can also be integrated with third-party apps like Gmail, but here we will discuss its integration with LinkedIn.
But firstly, you need to know about the LinkedIn Sales Navigator.
Sales Navigator is a better variant of LinkedIn designed for salespeople. It is basically a paid version with some brilliant features making lead generation easier and provide an edge over the accessible version of LinkedIn, especially for beginners. it also comes with some criteria and algorithms to provide you with the best. In addition, you can also view data and analytics to know how your journey is going. It is essential to track all your activities from the beginning to fill every gap. Sales Navigator helps you target people quickly and close excellent deals with them.
The integration of LinkedIn with Salesforce uplifts the social networking platform, leading to a better configuration of LinkedIn. You can take numerous actions on one platform without needing to switch the tabs repeatedly. An individual can also find some good leads which would be based on your targeted audience.
Data regarding your prospects can also be brought on to the CRM. This data can further be used to reach out to the people and in nurturing the leads. Salesforce’s pipeline also makes it effortless to manage the leads. Moreover, this integration allows you to look out for people using the advanced search feature.
And if you use it with LinkedIn sales navigator, you get access to certain other functions as well, like reaching out to people who are not in your connections through Inmails and can get high-quality leads that perfectly match your search. One can also view real-time insights and use a personalized way to connect with others.
As mentioned earlier, this cloud-based service can be accessed from any place around the globe; you can access your important files anywhere and can get in touch with your clients even when you are on vacation.
Using this CRM platform, you can effectively interact with the leads and organize them in a better way and can easily access different data related to them.
One can also easily track and analyze the performance of their sales teams by analyzing the data of leads or customers.
This Salesforce integration also helps in better collaboration among team members as they can easily communicate with each other using this platform.
This is a popular way to integrate Salesforce with LinkedIn. In this process, you need to install the AppExchange software package and then connect your LinkedIn and Salesforce accounts. And after setting up the things, you can perform various actions in Salesforce like:
Another method that you can use is API or native integration to sync your Sales navigator account with Salesforce. All the significant data will be imported from your LinkedIn account from Salesforce. Let’s have a brief look at what type of data can be imported:
Third-Party Applications
Another method that can be used to integrate Salesforce with LinkedIn is by using a third-party platform. For example, one can use Zapier to sync the platforms. Also, Zapier can be integrated with some other automation tools, like Salesrobot.
Before we begin with this, you need to note some prerequisites:
Firstly, you must log in to your salesforce account and download the LinkedIn package from AppExchange. After installation, you must select the Salesforce option and enter the required credentials. Then you can add details of the Sales Navigator account. Further, you can use different options to expand your network easily and personally after setting up different things.
The difference between a CRM and an automation tool is that CRM software is exclusively designed for sales purposes. In contrast, the latter can be used for marketing purposes, connection building or cold outreach.
Outreach.io is a sales engagement tool with the calibre to boost the growth of your organization by interacting with different customers. Some sales-related functions offered by this platform include:
Salesrobot is a Linkedin automation tool that can help you connect with prospects efficiently. It offers hyper-personalization options to use Images/GIFs and templates to interact with the audience. Though Salesrobot doesn't allow direct integration with Salesforce, with the help of Zapier, you can use the power of the LinkedIn network with the Automation tool and a secure CRM that allows you to manage multiple campaigns accounts and more.
Let's understand how you can connect Salesforce with Salesrobot.
Salesrobot can integrate very well with Zapier using webhooks and further to Salesforce to take your Linkedin game to the next level.
Here are some of the features Salesrobot offers:
Option for email enrichment- The tool will easily find and verify your prospects' business email addresses. Because Salesrobot has integrated data from a verified email address, the chances of a mismatch or difficulties in verification are minimized.
Smart Inbox- Using Salesrobot’s smart inbox feature, you can manage all your messages in one place in an organized manner. So message management has become much easier because of this function.
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Smart campaigning- With this feature, you can easily create, manage and monitor your LinkedIn outreach campaigns to get better results. Our automation tool can even set a sequence of messages that are to be sent according to the lead’s behaviour.
Shortcomings
Salesrobot is specially designed for Linkedin, so it cannot be used to engage with users from other platforms like Twitter, Instagram, Reddit etc. It can also not be integrated with Salesforce.
Though Salesrobot doesn’t directly engage with LinkedIn Salesforce integration, you can use Zapier to form a channel between SalesRobot and Linkedin salesforce integration. The question now is, why use Zapier with Salesrobot?
Groove is another sales engagement platform which is a native of Salesforce. It can be used by salespeople to easily administer their daily tasks and boost revenue per rep. Groove is built for specific workflows related to the industry so that the scalability can be increased and you can engage with relevant prospects.
Salesforce is a platform that can be a boon for your Linkedin journey. Here, you can customize all your activities according to the requirement. The integration of Salesforce with Linkedin is done to derive the best leads for you. Moreover, you can manage your leads in a better way and keep track of customer data in a standardized way.
Integration of such a huge social networking platform with a CRM can bring some excellent results for sales teams due to a cut-above interface and an increased number of features due to collaboration. Another advantage that it brings is the use of advanced filters; though it is already provided with a Linkedin sales navigator, Linkedin salesforce integration definitely improves the search results. And if you want cold outreach, with customized engagement with people, then you can use automation tools.
Thoughts, Notes & Tutorials
