2. 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 about
Sync
Every
Account
and
Contact
tied to a
User in
Salesforce
3. 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
4. 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”
5. 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
6. 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
7. 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
8. 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 accounts
3
9. 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
11. Go into your settings and activate CRM Sync for your contract
Click “Sync CRM”
12. Go into your settings and activate CRM Sync for your contract
Loop in your SFDC
Administrator to
authenticate with
SFDC credentials
13. Go into your settings and activate CRM Sync for your contract
Select “Yes” to
activate sync for your
entire contract at
once
14. 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
15. 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”
16. Activate for a group of users or individual users through enhanced
Seat Management
Select “More” to
activate sync by
user
17. Activate for a group of users or individual users through enhanced
Seat Management
Select “Enable CRM
Sync” to activate by
User
18. Activate for a group of users or individual users through enhanced
Seat Management
20. 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
21. 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
22. 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
23. 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
24. 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
25. With new Sync End users benefit by having Leads & Accounts
automatically saved with notifications of recent changes
25
Daily updates from
your Salesforce
29. Assign Seats by Salesforce
Select Assign by
Salesforce
If not a Salesforce
Admin, click here to
send email to
Salesforce Admin,
asking to authenticate
30. 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
31. If you are not your company’s SFDC Admin invite via email
32. If you are also your company’s SFDC Admin, log in to
authenticate
Log in with your
SFDC credentials
33. Assign Sales Navigator seats based on Salesforce matching
Assign Sales
Navigator seats from
a pre-populated list
of Salesforce
Seat-Holders
34. Assign Sales Navigator seats based on Salesforce matching
Assign Seats by
Existing SFDC Groups
35. Assign Sales Navigator seats based on Salesforce matching
Once you’ve selected,
click continue to review
and finish
37. 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