Sales Navigator Best Practices Certificate Course

Sales Navigator offers tremendous value, especially when you know how to get started and integrate the functionality into your daily workflows. Complete this Certificate Course to learn how to incorporate our Sales Navigator best practices into workflow and unlock key habits of top performers.

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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.
Launch
5 min
Sales Professional Increase productivity Coach and motivate my team < 5 min jtbd _ stay on track of my sales process and needs Team Leader jtbd _ coach and motivate my team Understand leads and accounts Build relationships and engage jtbd _ drive prospective/current accounts/leads to new sales jtbd _ understand the buying needs of my current/prospective accounts/leads jtbd _ build and maintain relationships jtbd _ find leads and accounts that match my target profile bp _ multi-thread bp _ personalize outreach bp _ find warm paths in bp _ sell when buyers are ready bp _ find the right buyers bp _ focus on top accounts bp _ upload your book of business Find leads and accounts bp _ stay up-to-date bp _ discover customer insights Guide English Sales Navigator Auto-registration
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.
Launch
3 min
Sales Professional Video Increase productivity < 5 min sco _ maximize team productivity jtbd _ feel fulfilled in my role jtbd _ coach and motivate my team jtbd _ find leads and accounts that match my target profile bp _ upload your book of business sco _ acquire new customers Find leads and accounts Learn about product updates English Sales Navigator Auto-registration
Focus on Top Accounts
Leverage Sales Navigator's dynamic data to prioritize Accounts with the best opportunities.
Launch
3 min
Sales Professional Video Increase productivity < 5 min sco _ maximize team productivity jtbd _ stay on track of my sales process and needs jtbd _ coach and motivate my team Understand leads and accounts Build relationships and engage jtbd _ drive prospective/current accounts/leads to new sales jtbd _ understand the buying needs of my current/prospective accounts/leads jtbd _ build and maintain relationships jtbd _ find leads and accounts that match my target profile bp _ focus on top accounts sco _ build brand trust and credibility sco _ renew exisiting customers sco _ expand exisiting customers sco _ acquire new customers English Sales Navigator Auto-registration
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.
Launch
3 min
Sales Professional Video < 5 min sco _ maximize team productivity jtbd _ stay on track of my sales process and needs jtbd _ coach and motivate my team jtbd _ find leads and accounts that match my target profile bp _ find the right buyers sco _ acquire new customers Find leads and accounts jtbd _ drive sales growth for my team English Sales Navigator Auto-registration
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.
Launch
4 min
Sales Professional Increase productivity < 5 min sco _ maximize team productivity jtbd _ feel fulfilled in my role jtbd _ product efficacy Understand leads and accounts Build relationships and engage jtbd _ drive prospective/current accounts/leads to new sales jtbd _ understand the buying needs of my current/prospective accounts/leads jtbd _ build and maintain relationships jtbd _ find leads and accounts that match my target profile bp _ find warm paths in bp _ find the right buyers sco _ build brand trust and credibility sco _ expand exisiting customers sco _ acquire new customers Find leads and accounts Guide English Sales Navigator Auto-registration
Stay Up-to-Date with Sales Navigator Alerts and Notifications
Top sellers stay on top of what’s happening with their leads and accounts. The Sales Navigator alerts feed and notification panel helps you prioritize the most important updates and insights so you can focus your energy on the accounts and leads that matter most to you.
Launch
3 min
Sales Professional Video < 5 min jtbd _ stay on track of my sales process and needs jtbd _ feel fulfilled in my role Understand leads and accounts jtbd _ drive prospective/current accounts/leads to new sales jtbd _ understand the buying needs of my current/prospective accounts/leads jtbd _ build and maintain relationships jtbd _ find leads and accounts that match my target profile sco _ build brand trust and credibility sco _ renew exisiting customers sco _ expand exisiting customers bp _ stay up-to-date English Sales Navigator Auto-registration
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.
Launch
4 min
Sales Professional Increase productivity < 5 min sco _ maximize team productivity jtbd _ feel fulfilled in my role jtbd _ product efficacy Understand leads and accounts Build relationships and engage jtbd _ understand the buying needs of my current/prospective accounts/leads bp _ sell when buyers are ready sco _ renew exisiting customers sco _ expand exisiting customers sco _ acquire new customers Find leads and accounts Guide English Sales Navigator Auto-registration
Discover Customer Insights
Leverage Insights on Sales Navigator Account and Lead pages to prepare for meetings and engage in high quality conversations with customers.
Launch
3 min
Sales Professional Video Increase productivity < 5 min sco _ maximize team productivity jtbd _ stay on track of my sales process and needs Team Leader jtbd _ coach and motivate my team Understand leads and accounts Build relationships and engage jtbd _ drive prospective/current accounts/leads to new sales jtbd _ understand the buying needs of my current/prospective accounts/leads jtbd _ build and maintain relationships sco _ build brand trust and credibility sco _ renew exisiting customers sco _ expand exisiting customers bp _ discover customer insights English Sales Navigator Auto-registration
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.
Launch
4 min
Sales Professional Increase productivity < 5 min sco _ maximize team productivity jtbd _ feel fulfilled in my role jtbd _ product efficacy Understand leads and accounts Build relationships and engage jtbd _ build and maintain relationships bp _ personalize outreach sco _ build brand trust and credibility sco _ renew exisiting customers sco _ expand exisiting customers sco _ acquire new customers Guide English Sales Navigator Auto-registration
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.
Launch
3 min
Sales Professional < 5 min jtbd _ coach and motivate my team Understand leads and accounts Build relationships and engage jtbd _ drive prospective/current accounts/leads to new sales jtbd _ understand the buying needs of my current/prospective accounts/leads jtbd _ build and maintain relationships jtbd _ find leads and accounts that match my target profile bp _ multi-thread sco _ renew exisiting customers sco _ expand exisiting customers sco _ acquire new customers Guide English Sales Navigator Auto-registration
Sales Navigator Best Practices Knowledge Check
Answer the questions to check your understanding of Sales Navigator Best Practices and receive your completion certificate.
Launch
5 min
Auto-registration
Sales Navigator Best Practices Completion Certificate
Complete this short survey to receive your Sales Navigator Best Practices Certificate Couse. 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.
Launch
5 min
Assessments Sales Professional Increase productivity Coach and motivate my team sco _ maximize team productivity Team Leader jtbd _ coach and motivate my team jtbd _ product efficacy Understand leads and accounts Build relationships and engage bp _ multi-thread bp _ personalize outreach bp _ find warm paths in bp _ sell when buyers are ready bp _ find the right buyers bp _ focus on top accounts bp _ upload your book of business sco _ renew exisiting customers sco _ expand exisiting customers sco _ acquire new customers Find leads and accounts > 30 min bp _ stay up-to-date bp _ discover customer insights English Sales Navigator Auto-registration Certificate Course
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