CRM Sync Activation for Admins

Are you an Administrator exploring how to connect your CRM with Sales Navigator? This course explores everything from what CRM Sync is, to the features it enables and the activation process.

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This Learning Path will guide you through all the basics you need to get started as an Admin with CRM Sync. We will review:

  • What CRM Sync is and how it works
  • Leveraging the CRM Sync Sandbox for testing
  • CRM Sync-enabled features and their value
  • The 4-step process to activating Sync 

*Keep in mind that CRM Sync is only available to accounts with an Advanced Plus license. 

Let's get started! 

What is CRM sync?
Sales Navigator and your CRM are powerful solutions on their own, but when integrated, they create an environment that fuels buyer intent and focuses your team. Find out more about CRM sync and how it can add value in this short course.
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10 min
Beheerder Productiviteit verhogen sco _ maximize team productivity jtbd _ stay on track of my sales process and needs Cursus Korte cursus 5-10 min English Sales Navigator Auto-registration
Selecting CRM Sync Features for Admins
Learn about the various CRM Sync features available to help you select the right ones ot activate for your team.
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13 min
Beheerder Productiviteit verhogen sco _ maximize team productivity jtbd _ stay on track of my sales process and needs Cursus 15-30 min English Sales Navigator Auto-registration
Activating Your CRM Sync Sandbox for Admins Guide
Want to test CRM sync features before connecting Sales Navigator to your production CRM? This resource will walk you through how to enable the CRM sync Sandbox feature.
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5 min
Beheerder Productiviteit verhogen < 5 min sco _ maximize team productivity jtbd _ stay on track of my sales process and needs English Sales Navigator Auto-registration
Integrating Your CRM with Sales Navigator for Admins
Need to connect your CRM and Sales Navigator? This resource will walk you through the straightforward CRM Sync activation process.
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7 min
Beheerder Productiviteit verhogen sco _ maximize team productivity jtbd _ stay on track of my sales process and needs Cursus Korte cursus 5-10 min English Sales Navigator Auto-registration
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