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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 Certificate Course, 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
8 min
Sales Professional Coach and motivate my team jtbd_stay on track of my sales process and needs Team Leader 5-10 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 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 prod-lss_Sales Navigator sys-auto-registration Actioned Learner al_sales_nav_find al_sales_nav_elevate al_sales_nav_engage lang_English channel_Content Lake prog_On-Demand Content
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 < 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 English prod-lss_Sales Navigator sys-auto-registration Actioned Learner al_sales_nav_find lang_English channel_Content Lake prog_Bite-Sized Content prog_Get Onboard
Focus on Top Accounts
Leverage Sales Navigator's dynamic data to prioritize Accounts with the best opportunities.
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 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 existing customers sco_expand existing customers sco_acquire new customers English prod-lss_Sales Navigator sys-auto-registration Actioned Learner al_sales_nav_find al_sales_nav_elevate lang_English channel_Content Lake prog_Bite-Sized Content
Multithread to Minimize Risk and Drive Larger Deals
Discover how to expand your relationships and strengthen every deal using Sales Navigator. Learn how Personas, Relationship Explorer, Relationship Maps, and Smart Links help you identify key stakeholders and reduce deal risk.
Launch
2 min
Sales Professional Video < 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 existing customers sco_expand existing customers sco_acquire new customers English prod-lss_Sales Navigator sys-auto-registration Actioned Learner al_sales_nav_find al_sales_nav_elevate lang_English channel_Content Lake prog_Bite-Sized Content
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 prod-lss_Sales Navigator sys-auto-registration Actioned Learner al_sales_nav_find lang_English channel_Content Lake prog_Bite-Sized Content
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 existing customers sco_expand existing customers bp_stay up-to-date English prod-lss_Sales Navigator sys-auto-registration Actioned Learner al_sales_nav_elevate lang_English channel_Content Lake prog_Bite-Sized Content
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 < 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 existing customers sco_expand existing customers bp_discover customer insights English prod-lss_Sales Navigator sys-auto-registration Actioned Learner al_sales_nav_elevate lang_English channel_Content Lake prog_Bite-Sized Content
Sales Navigator Best Practices Completion Certificate
Complete this short survey to receive your completion 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.
Launch
5 min
Assessments < 5 min Course prod-lss_Sales Navigator lang_English sys-Badge sys-Certificate prog_Bite-Sized Content
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