What's happening guys Gabe Villamizar, Global Sales Evangelist at Lucidchart.
Thank you so much for joining me for this quick tutorial on LinkedIn Sales Navigator.
In this tutorial video, I'm going to show you two things number one how to search for leads number two
how to search for account nice and easy to the point to get you up and running to get the most out of your
LinkedIn sales Navigator subscription before we get started.
I want to show you, you know, you need to understand first.
What type of LinkedIn sales Navigator account is available to you or what do you have.
So if you have if you go to this link up here to this link in the upper left hand corner of the window,
which I'm going to put in the description below.
You can see here the different features and functionalities and benefits that you get when you are
using LinkedIn free versus LinkedIn premium business sales Navigator Professional Sales
Navigator Team and Enterprise and the check marks pretty much does the talking for you and so again,
you need to really understand.
What is it that you need?
What is it that you are wanting to achieve in order to get which to in order to know which account you
really need.
So if you're just starting out I had to recommend just the Sales Navigator Professional If your
company gives you an accountant great kudos to you.
And yeah, all right.
Let's get to it.
So once you log into your LinkedIn Sales Navigator account is pretty easy.
Once you log in you're going to have to set up your sales preferences and this is really important
because LinkedIn Sales Navigator preferences work depending on the information that you tell the
system.
So let's say your territory based then you might want to put the territories in here.
Let's say your industry based or you want to focus on specific industry, you want to put those in here?
Let's say you're focusing on specific vertical or company size or segment.
You want to put those in here.
So the more information you can add to the system, okay, in the sales preferences section the smarter
LinkedIn sales Navigator will be therefore it will provide to you more rich and useful information
for both leads and for both accounts.
So once you create your account don't disregard the sales preferences, please take a few minutes to
update these.
And it's all going to make sense.
Once I kind of deep dive show you how to do this.
So there's a lot of bells and whistles in LinkedIn Sales Navigator, but it all comes down to this you
Mouse over the advanced section again, there's two options search for leads and search for account.
So let me go ahead and show you how to search for account.
Pretty simple.
Once you click on search for account and a bunch of filters pop up and that are going to allow you to just
put any information you want.
So as an example, let's say I'm searching for companies in Utah.
Now, this is a simple as just putting the state Utah, right, but as I type in Utah, I see these other
cities whether it's they cities small cities large cities that LinkedIn has recognized as an legit
entity or legit keywords.
So what most people do is just okay.
I'm targeting the state of Utah and that's it.
But little do they know that a lot of companies that are in LinkedIn have enlisted themselves just
that they're located in Utah.
Some of them have listed themselves as and they are located in Salt Lake and Provo, Provo Utah, Ogden.
So make sure the tip here is whenever you're searching or segmenting by geography that you add all the
possible combinations of words or cities that are around that area Okay, is he as you can see as I add
more 41,683.
West Jordan.
683 Logan let's see if this changes 684 so a little bit more and I'm just going to go on and on and click on
all these.
And let's see keeps going up and Bam Bam.
Okay, so now I know for sure I have...Increase my chances of finding companies in the geographic area
of Utah now if I want to specifically find.
In the software industry.
This is where I would do it and I just type in software computer software.
So in the state of Utah according to all these cities and geographies, there's 1,300 companies
according to LinkedIn that are in the computer software industry.
Okay going down going down and you have a lot of other filters that you can find such as annual revenue.
Are they a Fortune 100 Fortune 5000 etc how much growth have been having the past year or so?
Same with how much Department growth Etc so company headcount.
So let's say I want to target companies and state of Utah that are in the computer software industry
and that are let's say mid-market.
So 500 200 and let's go like that.
So company headcount 200 to 500, 500 to 1,000, 51 to 200.
So it boils it down boils it down even more.
Okay, keep going down.
Now.
There's another area called other filters.
The Technologies used filter.
I would say still being built and is still being developed.
Sometimes let's say if you know that you can type start typing some words or technologies that your
buyers use.
So Lucidchart sometimes our buyers use Confluence.
So if I type in Confluence Atlassian Confluence that shows up.
Again, I'm not sure how accurate is I haven't had a lot of experience our sales reps here.
Haven't been using it or haven't had a lot of success with it.
I'm not have a I don't recommend messing with it unless you truly identify a technology that you know
that whenever your buyers are using that technology then that's a better fit for you guys.
So again test it out type in a keyword see if it shows up in this drop down menu and go ahead.
So let's say I want to.
Go ahead and search for this.
So I type search on the left-hand corner here.
You can see all the criteria that I've selected now from here.
You could do few things.
Number one on the left hand side.
This is showing you there's a hundred and thirty three results on the right hand side.
It tells you by the way, there are 20 individuals that are senior leaders in their companies that you
specified.
That have changed jobs in the past three months meaning if you scroll down if you click on this
criteria is shows you that obviously how many people you are connected to that work at that company.
That's pretty cool.
And then it tells you hey one Senior Management higher at Domo at Workfront there have been three
Senior Management hires at Workfront.
And now again, this is the past three months the past 90 days at HireVue, it doesn't show me any
Advanced MD Etc.
So if you are targeting.
Senior leadership right in specific companies.
This might be a good filter that you should check out in a good starting point.
Now if I click on one of them, it shows me who it is.
So GM of North America Jim.
Kowalski.
Awesome congrats dude.
So again, I'm just showing you all the capabilities and functionalities that you could use.
Now what you want to do you want to start saving some of these so let's say after you did your search
parameter you type enter if you want you can select all and that's great.
It only selects the ones that are displayed in page 1.
In this example only have page one sometimes going to show you page 2, 3, 4 and so on so I want to save
these.
Why do I want to save them?
Because once you save these right then when you go to your home tab, there's a section that allows you
to see news or insights or when that company has been mentioned in the news.
That way you can have more conversation more high-quality or relevant conversation Ice-breaker
converstions.
It's pretty much turns on our crawler and it notifies you hey, when Domo is in the news it will email you
or it will show you relevant information about the companies you have saved.
So you click on them save.
Now, you don't have to save all of them.
Let's say I just wanted to save five, all you have to do select one, two, three, four, five and save.
Okay now if you identify, ok, Domo is the one I want to target, then click on view all employees and from
here, then you can narrow down your search even more.
So we went from searching for an account and now we're in the account and now we can search for leads.
Okay, you can go back to the account.
Okay, so that is how you can search and use again the account filters.
Okay, so that is it for that.
Now, to gets really really good when you search for least, let me show you how click on search.
And then what you do here is again start by geography field.
If you're not Geographic basis, if your segmented by size or verticals, obviously, I'm going to show
you all the capabilities and functions that you can have here.
So let's say Salt Lake City.
So I type in Greater Salt Lake City Area, and let's say I'm having a business trip to Salt Lake City next
month, and I want to see who our VP of Sales and Marketing in the Salt Lake City area that I could drop by
since I'm visiting customer XYZ.
So not only do I have just have to type the Greater Salt Lake City Area.
I recommend that you also type exact name of the city and select that.
Again.
so that's 746,000 now if I 307 if I delete you can see that here in this example this city or vice versa,
it might add or remove specific people that it wouldn't have otherwise showed up so, Salt Lake City.
Utah.
Bam.
Okay, 746,000 search results.
Okay, and then earlier at the beginning of this video.
I told you to choose your sales preferences wisely.
So remember that cause we're going to I'm going to show you before I click on search here.
So let's say I'm going to go to Salt Lake next month.
I want to Target people who are in the software industry.
Okay, that's those are my ideal customer profile.
I want to target people who I'm not connected to so second degree third degree.
Okay school, you know, let's say anybody that went to Utah Valley University.
And anybody that went to Brigham Young is that could be a good conversation right there.
First name no profile language.
No, you don't have to worry about that last name.
No seniority level.
This is very important.
So what you can do here is now there's two things you could do.
Now one, is you can search if you know the exact title or keywords that your buyers put in as their
headline or as their title, put it in here that could mean again if I'm targeting VPs of Sales and VPs of
Marketing.
I type in quotations, that's called boolean search, VP Sales if you put the of in here, it doesn't
really matter because it's such a small keyword.
So VP Sales.
Close quotations.
Capital O capital O capital R, OR VP of Marketing OK and then close it.
Okay, and then you do OR Vice President of Sales for just Sales.
By now, you probably should be like, whoa, I get it.
So the reason why we want to put VP and then also spell it out Vice President is because some people
label themselves or identify themselves with the keyword VP of those others with Vice President,
and this one's going to be Vice President of Marketing.
Again.
This is the few know your buyers and you know exactly who you're going after, so there's ninety three
people were in a computer software industry second and third-degree who are in Salt Lake City or
Greater Salt Lake City area who went or are currently going whether they finish school or not doesn't
matter as long as they listed in the profile.
BYU, UVU, who have listed themselves in any of these four different titles.
93.
Now if you don't know the Boolean search string or you don't want to try boolean search string, then
that's okay.
Now.
it's not going to be as accurate.
But still, it's better than nothing.
So you delete this.
Let's say you don't want to try that.
You can go seniority level and then you want to go for VP and then you want to go for function then you
want tap want to put sales.
Then you want to put marketing, bam.
37 so you see that here the difference is when you know specifically your buyers and I getting I highly
recommend what's it called Gartner.
I just got back from the Gartner Sales and Marketing conference that they held in Vegas.
So Brent Adamson and Matt Dixon, you probably haveheard of them, they're the co-authors of The
Challenger Sale.
They put together this annual report of what's the status of buying B2B buying and they've
identified you probably heard the stat, you know, it takes 5.4, you know different people it takes I
mean, sorry 5.4 Individuals are in the buying process and the traditional B2B buying Journey.
Well that 5.4 is now 6 to 10.
So if you want to increase your chance of penetrating an account and being top of mind and increase
your chance of creating pipe and gett ing their attention, you want to target six to ten individuals
per account that are either decision-makers, influencers or the buyers themselves or champions
inside again one is not enough two, three, four five, go six to ten and maybe even more.
So as I was saying here, ah when I did Boolean search string and when I type in the quotations and or and I
knew the titles I got 90 something if I just let LinkedIn do the searching for me by telling them.
Hey LinkedIn do your best to find people who are VPs and marketing and sales.
He gave me almost like a third of the result that I was having.
So that's an eye opener right there.
So let's just for this example.
I'm going to search for this company.
No, somebody headcount company type.
Nope.
Okay, we're good here groups become a member tags.
You can mess with these if you want.
Obviously, this is just telling you like the company headcount company type if it's
public-private.
Let's say, you know that whenever you talk to V PS of marketing and sales and nonprofits, that's your
ideal customer profile or ICP Great and Company obviously don't know which company because you're
looking for individuals and a specific people at companies.
If you want to look for companies again do the other search where it says accounts and this is a pretty
cool one.
Just just as an FYI.
This will show you and filled you can filter by people out of these 37 search results how many of them
joined LinkedIn a day ago two to seven eight to fourteen fifteen to Thirty One three months ago and
what I like to do and I've told other people in other videos or training or workshops is that some of
these people are linked in message virgin?
Meaning that they have never been pitched to rillington message.
So what if VP of marketing or sales were to join LinkedIn and within a week or two or a month you are the
first sales rep to ever hit them up on LinkedIn, right and you probably get a meeting or get their
attention since you're the first one right versus now if you ping a PPO sales marketing right you can
use that messaging if they've been on the.
On the platform quite a bit.
So that's pretty cool groups used to be quite a bit relevant nowadays.
No not a lot of people are engaging in groups lately, even though LinkedIn is really trying to put an
effort in reimagining Reinventing groups Tags.
I'm going to show you what tags is in just a second.
Now CRM contacts is a cool feature that allows you to sync your data your Salesforce data.
To LinkedIn I'm going to make another video called LinkedIn sales Navigator and Salesforce how
those work seamlessly together, but what you can do here if you have I believe either a team license or
an Enterprise license, you can turn on the CRM sync which allows you to have an HTML iframe inside of
Salesforce you can.
You can see icebreakers.
You can save context their lead and you can see all sorts of a limited amount of information that you
see here allows you to see that inside cells Force which is pretty cool.
So you can actually say don't at least 37 people show me only new ones or show me ones that are in my CRM
Etc.
Okay, so you can do that.
But for this example, I just want to type search before I click search as I told you earlier if I were to
toggle this.
Myself preferences which show up meaning in this would override and Trump any other information I
have in here.
So that's why it's important sometimes to have not sometimes but you should have yourself
preferences set from the very beginning for this example.
I'm just not going to happen here.
It went from 37 to oh, that's why the deleted my.
Sales and marketing.
That's interesting.
Okay.
Okay, obviously, that's because I okay sales and marketing to 18 who are VPS industry.
That's why software bam nine results.
Second-degree Salt Lake City up the mood myself Lake City, Utah greater, Salt Lake City, Utah you
see.
All this I'm glad this this little pickup happened so you can see how important it is to specify to
LinkedIn all the information you want in order to provide you all the potential buyers we can talk to
okay.
Now a lot of sales reps are using LinkedIn sales Navigator kudos to you and your team if you're a pro
cells Navigator if you're starting your journey, but you're not the only one using this tool.
So the more information that you put first other cells that are not putting information.
Then you have an advantage there.
So greater Salt Lake City area bam.
Okay 37 search now it gets even better guys and telling you I'm just getting pumped here out of this 37
search results two of them have changed jobs in the past days.
So what I what I can do here is I can save these guys and why do we want to save once we save lead?
You can get notifications whenever any of these leads change jobs whenever they share anything on
LinkedIn whenever they're an artwork anniversary comes up whenever they any sort of triggered
selling event.
And you trigger happens.
That's that that LinkedIn things as a good idea for you to know of or so that way you can find an excuse to
reach out to instead of just talking about the weather or how's your mom or your dad or whatever that's
not relevant.
So what you can do here a lot of times when you save a lead going to ask you.
Hey, which account is this lead Associated to so all you have to do is choose one.
Let's say it is this one sure.
Let's say to this one.
Okay, so then I saved that one and I saved this one so that way I have to and now from here, what I can do is I
can either send them an email and then this is going to open any window I can also.
Cape view similar leads meaning if I click on this.
It's going to show me people like Derek price that are not in Moment by that are in other companies with
the similar characteristics and profiles as Derek, which is pretty cool because if you had an
awesome conversation with Derek and you got his attention and he was digging your product or
service.
You're like, I wish I could find more people like Derek well, You can no longer wonder about that.
You can actually do it Mouse over these three dots click on view similar and Bam.
That's it.
Now.
Wait, what else we can do here is again send an e-mail or you can add a tag and I'm going to show you why
adding tags is relevant here.
So if I want to send an email bang and it shows me here one person can introduce me to Derek that's cute
Tanaka My Boy Keith Mahalo sales process in action.
Or an end.
I have a hundred and forty nine shared common connections with with Derek now.
You're probably wondering okay Gabe.
I haven't used or I'm too scared or I haven't leveraged.
LinkedIn sales Navigator in emails.
Well, depending on which program or which account type you have you have anywhere from 30 50 a month.
That recur and they don't add up and you can only get up to so many per month in the meaning they can only
stack up so many times and after that you lose them and the cool trick about LinkedIn sales Navigator
in males are just in males as a whole is that whenever you send one as long as that individual replies?
Whether yes or no, I'm not interested.
I'm interested.
Yes.
Let's talk you get that credit back automatically.
So if your message is relevant meaning if it gets their attention if it's personalized if it's has a
two-by-two what I like to call find two things about your buyer in 2 minutes or less and Infuse and bed
that information in the in mail, then you're definitely going to get their attention.
If you do that, then you're going to get unlimited in mouse or unlimited messaging.
To cold prospects or two people individuals buyers that have never heard of you.
So it's pretty cool.
So what I like to say is that you need to be one maybe like seven in Melts that this buyer gets per week or
you could be one and three hundred emails that this individual gets per day you do the math I think.
Not a lot of sales reps are leveraging and capitalizing taken advantage of in males those who are here
at least two Charter killing it or sending tons of appointments.
Don't underestimate the power of in Melts use them.
If you are you you have a LinkedIn sales account think this does have a gator please use it I beg you now a
few cool features about LinkedIn sales Navigator in males is that you can have ice breakers.
So again a hundred and seventy-three shared connections.
That's pretty cool.
We both attended BYU.
We're both part of mutual groups if I want to kind of say, hey congrats, I notice that in.
Was awarded top company for being diverse or having diversity or they hired a new CMO etcetera.
So you can use these as your 2 by 2 and insert that in here in the subject line or in the body of.
So that is in Mel.
If you have again a certain type of Enterprise license, you can copy the CRM meaning you can anything
you send in email automatically attaches to that contact in Salesforce.
That way you can track your social touches and measure certain activities to increase
predictability and create a predictable sales process.
Like Aaron Ross likes to call it.
You can also attach a PDF here.
You see this little button right here the little clip and so if you can attach a gift you can attach a PDF
a slide share a PowerPoint you call it a one pager.
So use the attachment.
It's super powerful now again, when should you use an inmail versus a phone call?
Where does that email your your best judge, you know your buyers.
Better than anybody else you're at your company what works at lucidchart in terms of like hey, is it
better to connect on LinkedIn versus sending an email?
Is it better to follow on LinkedIn versus sending an ml?
You just got to try it test all the possible scenarios and then see what works best and scale on that.
Okay now moving on here.
Let's say at least 37 people nine of them.
Okay have been active on LinkedIn the past 30 days.
Meaning these individuals have posted something on LinkedIn as status updates or post.
Okay.
Now you can do two things on LinkedIn you can obviously engage with people on LinkedIn like comment
share you can post something an article your words of motivational quote or whatever and you can also
write an article this right here is a post meaning a status update a post so meaning these people are.
Quite engaged on LinkedIn in which communicates to me that if I were to reach out to these people on
LinkedIn they will for sure see it fired.
Now if the profile says open this means that Doug night here Davonte is not got it's open to receive
messages from people that are not even connected to him, which is awesome because you didn't have to
use an inmail credit for this.
So if it says CRM just means that this person is in my CRM already.
Okay, if I've already viewed one of these buyers profile and my say viewed so that's pretty cool and
it's open etcetera.
So that's what these icons mean.
So I love when I'm you know teaching this to sell shrubs or when I'm going after a certain account that I
want to have Salesforce penetrate if it says open those are.
Top of my list.
Those are those are prioritized especially if I've already have their correct filters here on the
left and so on now, let's say I have identified all of these Pete individuals and and I want to keep a
close eye on them.
Keep keep it close tab.
Then I would select all and I tag them and I will create a new tag and I would call them.
You know SOC Salt Lake City active on LinkedIn VP Marketing sells.
Okay, create new bound.
So next time if I want to see what's going on with these individuals since I've tagged all nine of them
next time.
I do a search at the bottom here.
You can click on tags and you can filter by the tag that you created and added people.
Super cool because as you do this a lot, it can get really messy.
It can get very, you know hard to keep track of everybody but Lincoln is made as super super awesome.
Holy crab.
I've been talking a lot just realize that give me a sec.
like to take these in one shot a lot easier to edit and all that but I was saying if the tags use the tags
now a great way to use a tag is Again by.
Specifically searching for a group of people with certain criteria and then tagging them now if you
want to come back to this search to this specific search, then you can save the search and can actually
get alerts either monthly daily.
Never or weekly.
To your email whenever something somebody joins that criteria.
So this is going to be my all SOC cells marketing vp's.
Okay, and I want to get daily emails whenever somebody you see here.
I created all these saved searches and it's telling me that a hundred and fifty-one individuals.
Have joined this specific search criteria that I saved if this gets too overwhelming and it spans
Regional too much and go weekly monthly Etc.
Okay, I want to get daily save down and that's it.
So we just went to through things.
Let me review these number one account results Let Me Clear these how to search for accounts.
Okay, you can have these here on the left hand side these expand.
Or you can click on view all filters and Bam all of them are right there or you can search for leads
specifically and hear all the fill all the filters or if you want to see all of them bam right there.
Now.
What is the Home tab the Home tab now that you know how to search for accounts and how to search for leads
the Home tab lets you see it's pretty much a news feed of the people that you have saved meaning leads
and accounts.
So Gabe Larson shirt on update and here's this.
And even tells you more information about him and you can filter these type of updates based on most
important more three cents or let's say by type cells alerts even Steven sandwiches has their growth
to slow down by 10% the passenger railroad 19 isn't hyper growth or whatever.
They're grown 33% the past year and so on so it gives you.
Insights.
Okay gives you super valuable relevant insights that no other platform doesn't the way they do
because LinkedIn has five hundred plus million professional users, which is one of the world's
largest professional.
If not the actually it's actually the world's largest Professional Network.
So they have the beauty of having all this data and they package all this data and a nice percent of a way
which is linking the sales Navigator again, if your sales rep, please like you should be living
inside of Salesforce.
Inside of Salesforce in I'm sorry inside of cells Navigator in Salesforce or in sales Navigator.
It's in its own separate tab.
Okay, you can see job changes out of all the leads that I've shaved who is actually changed jobs
because I know that if Sith surgery is one of my customers.
And we're good friends and we develop a relationship and he moved chances are that he I'm going to try
to sell to him because I already know him and if he had a good experience with me the way I treated him and
my product he might want to take the same product or service to his new company or if you're keeping
tabs on a few buyers and they leave then you might want to stop working with them.
And now waste your time so play around with these filters by type.
You can filter that your updates by most important most recent you can filter them by top accounts and
so on on the right hand side here.
You see your SSI, which is a score depending on how engaged you are optimized you are and so on.
I think it's great.
You know don't put too much emphasis and don't let this hurt your ego SSI is just one way to you know,
show you and communicate to your team if you have a team that hey I am social selling I'm using sales
Navigator.
Don't take it too.
Seriously.
It's cool.
And let's say when you go into an account.
Once you go into an account view in sales Navigator, there's a lot of cool stuff you can do is you can add
a note.
Let's say, you know did a demo on Thursday at 3 p.m.
Well and you want to save those notes to the CRM being into Salesforce.
You can toggle this and save that's going to think okay.
Yes close Okay from here.
You can also add a note view in CRM.
Dion linkedin.com or copy the link the URL you can also add tags to accounts.
So again, if you want to filter and say show me here all the let's say you have your territories Utah and
let's say, it's Colorado.
Well, you can tag specific account in Colorado and Utah and say here are my Denver accounts and tag up
the 10 companies in Denver with like the Denver.
And here 10 companies and tagging my SLC accounts.
So that's why at tags are also worthwhile and relevant for account people.
These are all the leads.
I have saved per account.
Okay activity tells you the last touch that I did and performed recommended leads shows you who in
Duomo is also worthwhile pursuing according to the algorithm and this is pretty spot-on.
So 19 people have a new role either they've been promoted or they've been hired atomo Etc.
Three of them have been mentioned in the news 53 of them have been I've been active on LinkedIn based on
LinkedIn is recommendations.
Let's say lose it.
Right.
Let's keep the skin loses in love here.
So at lucidchart if I was selling to lucidchart, I could see this again similar data now here and I also
shows you here are your first connection second third.
Degrees that a lucid and something that's really cool last last but not least this mutant insects use
the insights gives you a lot of awesome data again, like with all this data that's given to you to us to
anybody that uses like this.
I'm here.
You should never ever ever have a phone call or a discovery call or or presentation call or democrat or
whatever where you're just asking some of these basic questions where you could have found all the
answers.
If you only had looked and paid attention and took note of all this information that LinkedIn
provides you prior to a call prior to a discovery.
So let's say over the past two years.
Let's see what's been going on.
So loose it has grown right from 205, you know 205 individuals which is when I'll about when I join and
right now it's about 400 its sales department has grown the past two years a hundred and eighty-nine
percent.
Marketing 69% 27 and so on guys, this is super valuable information.
You got to leverage this from here.
You can see okay.
I want to see how many of my leads that I have saved are sharing things on LinkedIn and it shows you right
here how many you know, what else do I want to filter by account news?
So Lucid was mentioned in the news.
So we recently raised 72 million dollars seriesi pretty pretty big deal here.
We're hiring.
We haven't opening a new office in Amsterdam and we have our HQ in Salt Lake City, Utah.
So ping me if you want to learn more about that, here are the things that loose it is sharing on link.
There's anything company page here are news of the leads.
I have saved that have been mentioned in the news publicly and so on.
So one of the give you just a quick glimpse of what LinkedIn sales Navigator could do for you.
There's a lot of other bells and whistles, but I just broke it down to like this is how it operates is how
it works.
And again you learn by doing you don't learn by watching and reading.
Okay.
So be a doer after you're done watching this video get to work.
Okay, watch this video one more time, maybe to get it fast forward it.
Whatever connect with me on LinkedIn.
I would love to help you even my I would love to hear your success.
And I hope that you know, this has been useful.
I also have two new social selling courses ping me if you want access to those social selling with
LinkedIn and social selling we Twitter.
That's the end.
That's all piece.
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