Sales Navigator Best Practices Skillset
Sales Navigator offers tremendous value, especially when you know how to get started and integrate the functionality into your daily workflows. Complete this Skillset to learn how to incorporate our Sales Navigator best practices into workflow and unlock key habits of top performers.
When you complete all items in this Skillset, you will receive a Sales Navigator Best Practices Completion Certificate!
Please complete the assets in the skillset in order, starting with your review of the Sales Navigator Best Practices Guide. This guide will introduce you to each of the nine best practices and the value each provides. Then, navigate through the individual supporting resources to learn how to adopt the actions that support the best practices in Sales Navigator.
Are you a manager or program lead looking for tips on how to enable your team to adopt the Sales Navigator best practices? Explore our guide here!
Sales Navigator Best Practices Guide
This condensed guide walks you through the nine best practices that will help you unlock the habits of top performers and find the most value from Sales Navigator.
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4 min
Supercharge Sales Navigator with Your Book of Business
Discover how to upload your book of business manually or via csv to a Sales Navigator account list and receive actionable insights and signals.
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3 min
Focus on Top Accounts
Leverage Sales Navigator's dynamic data to prioritize Accounts with the best opportunities.
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3 min
Find the Right Buyers
Learn how to optimize Sales Navigator's search functionality to find the right buyers at the right time and close more deals.
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3 min
Sales Navigator Best Practices: Find Warm Paths In
Top sellers avoid cold calling and focus on the accounts where they have a warm connection through Sales Navigator’s relationship intelligence.
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4 min
Stay Up-to-Date with Sales Navigator Alerts
Top sellers always know what's happening at their accounts. With Sales Navigator alerts, you’re always in the know on changing roles, leadership hires, and company announcements.
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3 min
Sales Navigator Best Practices: Sell When Buyers are Ready
Learn how to focus on buyers who are ready to make a deal by leveraging Sales Navigator buyer intent signals and features like Account Hub and Alerts.
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4 min
Discover Customer Insights
Leverage Insights on Sales Navigator Account and Lead pages to prepare for meetings and engage in high quality conversations with customers.
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3 min
Sales Navigator Best Practices: Personalize Outreach
Learn how to focus on building the right message for each buyer using Sales Navigator’s insights to be heard over all the spam.
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4 min
Multi-thread to Minimize Risk and Drive Larger Deals
Learn how Sales Navigator streamlines multi-threading by recommending multiple high-potential connections at each account and providing tools that map buying committees so sellers can identify and prioritize the right relationships.
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3 min
Sales Navigator Best Practices Knowledge Check
Answer the questions to check your understanding of Sales Navigator Best Practices and receive your completion certificate.
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5 min
Sales Navigator Best Practices Skillset Completion Certificate
Complete this short survey to receive your Sales Navigator Best Practices Skillset certificate. Your certificate will be emailed to you upon completion. It can also be found in the "My Profile" page accessed via the person icon at the top right of this page.
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2 min
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