There’s no disputing the power of LinkedIn’s Sales Navigator feature but do you know how to make even more use of it?
More importantly, do you know how to export leads?
If you answered no, don’t worry we can help.
Linkedin doesn’t directly offer the option to export account and lead information from Sales Navigator into a CSV or XLS file. It does, however, if you’re a Sales Navigator Team user, let you sync all of your information regarding leads and accounts between Sales Navigator and Salesforce.
The information is updated in real-time between your CRM and Sales Navigator, making this a great tool to be able to utilise.
Additionally, Sales Navigator can offer embedded profiles for Salesforce and MS Dynamics, that provides Sales Navigator information within your CRM.
This is something you can also leverage.
But how do you export a lead list from LinkedIn Sales Navigator?
When there is no export feature the easiest way to export the data needed is through copy and pasting it into a spreadsheet. This can of course be a time-consuming endeavour but once completed and maintained can prove hugely beneficial.
Virtually all of the other Sales Intelligence vendors support Excel downloads and CRM enrichment. You can harness the data collected to yield the results you need by collating the information in an excel spreadsheet. You can also use this to export account searches from Sales Navigator, you just need to go on the Account Lists tab instead of the Lead lists Tab on Sales Navigator.
But don’t worry if you’ve found yourself wondering; how do I even create a lead list? Just keep reading…
It all starts with enabling lead creation in Sales Navigator CRM. Here Sales Navigator admins can enable lead creation for Salesforce and Microsoft Dynamics 365 sales users. This means that users can add new lead records to their CRM directly from Sales Navigator and it helps to streamline workflows and increases productivity.
But who can use this particular feature?
Currently, CRM lead creation is available only with Sales Navigator Advanced Plus edition but to enable lead creation in:
Salesforce
- You simply click Admin in the navigation bar and select the Admin Settings tab.
- Under CRM Settings in the left rail, ensure CRM sync is enabled, then click Show more. If CRM sync is enabled, you’ll notice a green checkmark and Last synced on the date.
- Scroll down to Allow Lead creation from Sales Navigator? and switch the toggle to Yes.
Microsoft Dynamics 365
- Click Admin in the navigation bar and select the Admin Settings tab.
- Under CRM Settings in the left rail, ensure CRM sync is enabled, then click Show more. If CRM sync is enabled, you’ll notice a green checkmark and Last synced on the date.
- Scroll down to Allow leads from Sales Navigator to be added as leads in your CRM and switch the toggle to Yes.
But how do I View and Download Leads, Metrics, and Analytics for Lead Gen Form Campaigns?
Once you have launched your Lead generation campaign you can download your leads. You can also measure the impact of your campaign by viewing metrics like completion rate, cost per lead, and more.
While it can feel overwhelming receiving so much data it doesn’t need to be.
To view lead performance data or ads associated with a Lead Gen Form, you’ll need Viewer access or higher on the ad account. To download leads, you’ll need Viewer access on the ad account and one of the following Page roles:
- Page admin (super admin, content admin, curator, or analyst)
- Lead Gen Forms manager
It’s important to note that collected member profile data can only be stored for 90 days due to the member privacy policy and analytics and performance metrics will remain in Campaign Manager beyond the 90-day time frame.
Hopefully, this will enable you to embark on your own exporting of leads from LinkedIn’s Sales Navigator but if you still have questions or just want a further helping hand be sure to reach out to us because we can help you.
