How to Use LinkedIn Sales Navigator to Boost Inbound Call Center Sales

Rohan Raj Shrivastav
July 8, 2024
 mins read

Last modified on

LinkedIn Sales Navigator is a premium tool designed to help sales professionals leverage LinkedIn's vast lead generation and sales prospecting network. As an advanced sales tool, it provides in-depth insights and analytics that help users identify the right prospects, understand critical insights about their prospects, and engage with them more effectively. 

This tool is essential for modern sales teams. It offers advanced search filters, lead recommendations, real-time updates, and integration capabilities with CRM systems like Salesforce. 

Whether you’re part of a large organization or a small business, LinkedIn Sales Navigator can significantly enhance your sales efforts by providing you with the information and tools needed to build and nurture meaningful relationships with potential customers.

Stay tuned as we unpack each step, providing actionable insights and using LinkedIn sales navigator to improve your inbound call center sales so they run at peak performance.

Boost call center sales with LinkedIn sales navigator and Convin tools today!

What is LinkedIn Sales Navigator?

What is LinkedIn Sales Navigator
What is LinkedIn Sales Navigator [source]

LinkedIn Sales Navigator is a premium subscription-based tool offered by LinkedIn that is explicitly designed for sales professionals and teams. Its primary purpose is to facilitate advanced lead generation and sales prospecting by leveraging LinkedIn's extensive network of professionals and companies.

Sales Navigator enables users to find the right prospects, engage with them effectively, and build strong relationships that can lead to successful sales outcomes. This tool is essential for sales teams aiming to enhance their sales strategies with precise targeting and insightful data.

Key Features of LinkedIn Sales Navigator

LinkedIn Sales Navigator benefits LinkedIn has various features that make it an indispensable tool for sales professionals.

  • Advanced Lead and Company Search: Allows users to create highly targeted lists of leads and companies based on specific criteria such as industry, job title, and location.
  • Lead Recommendations: This service provides personalized lead recommendations based on your preferences and past interactions, helping you discover potential customers you might have missed.
  • Real-Time Updates: Keeps users informed about their leads' activities, job changes, and company news, allowing timely and relevant engagement.
  • InMail Messaging: Enables direct messaging to any LinkedIn member, even if you're not connected, facilitating better communication with prospects.
  • CRM Integration: Integrates seamlessly with popular CRM systems like Salesforce, ensuring that all lead information is synchronized and up-to-date.
  • TeamLink: Leverages your team’s network to find the best path to a prospect, increasing the likelihood of a successful introduction.

Importance of LinkedIn Sales Navigator for Inbound Call Centers

Inbound call centers can significantly benefit from using LinkedIn Sales Navigator in their sales and customer service strategies. Here are some key reasons why it is essential:

1. Enhanced Lead Generation: LinkedIn Sales Navigator allows inbound call centers to identify and reach out to high-quality leads more efficiently. Agents can use advanced search filters and lead recommendations to focus on the most promising prospects.

2. Better Customer Insights: With Sales Navigator, agents can access comprehensive profiles of their leads, including work history, connections, and recent activities. This information enables them to tailor communication and build stronger relationships with prospects.

3. Improved Engagement: The tool provides real-time updates on lead activities and company news, allowing agents to engage with leads at the right moment with relevant information.

4. Streamlined Sales Process: Integration with CRM systems like Salesforce ensures that all lead information is synchronized and up-to-date, helping agents track interactions and manage their sales pipeline more effectively.

5. Increased Conversion Rates: Inbound call centers can improve their pitch and follow-up strategies by leveraging Sales Navigator's insights and analytics, leading to higher conversion rates and better sales outcomes.

6. Team Collaboration: Sales Navigator offers features that support team collaboration, such as shared lead lists and team performance tracking, fostering a more coordinated and effective sales effort.

LinkedIn Sales Navigator Extension

The LinkedIn Sales Navigator extension is a browser add-on that enhances the functionality of the Sales Navigator tool. This extension allows users to access Sales Navigator features directly from their web browser while browsing LinkedIn or other websites. Key benefits include

  • Enhanced Data Access: View Sales Navigator insights and data on LinkedIn profiles without leaving the browser.
  • Seamless Workflow: Easily save leads and accounts directly to Sales Navigator from anywhere on the web.
  • Instant Notifications: Receive real-time updates and alerts about your saved leads and accounts.

1. How to Use LinkedIn Sales Navigator?

How to Use LinkedIn Sales Navigator?
How to Use LinkedIn Sales Navigator? [source]

Using LinkedIn Sales Navigator effectively involves several key steps.

1. Set Up Your Account: Set up your Sales Navigator account, customize your preferences, and define your sales goals.

2. Build Your Lead List: Use advanced search filters to identify potential leads that match your criteria. Save these leads to your list for easy access and tracking.

3. Engage with Leads: Utilize InMail messages to reach out to leads and personalize your messages based on the insights provided by Sales Navigator.

4. Monitor Activity: Keep track of your leads' activities and updates. Use this information to engage with them at the right time with relevant information.

5. Leverage TeamLink: Collaborate with your team to find the best paths to your prospects and increase your chances of successful connections.

6. Integrate with CRM: Sync your Sales Navigator account with your CRM system to ensure all your lead data is updated and accessible.

Setting Up LinkedIn Sales Navigator

Starting with LinkedIn Sales Navigator involves simple steps to set up and customize the tool for optimal use.

1. Sign Up for Sales Navigator

  • Visit the LinkedIn Sales Navigator features webpage.
  • Choose the appropriate plan for your needs (Professional, Team, or Enterprise).
  • Complete the sign-up process by entering your payment details.

2. Customize Your Preferences

  • Upon logging in, set up your preferences, such as industries, job functions, and regions to tailor the recommendations to your needs.
  • Define your sales goals and target audience to optimize lead recommendations.

3. Build Your Lead Lists

  • Use advanced search filters to find leads that match your criteria.
  • Save these leads to customized lead lists for easy access and tracking.

4. Set Up Alerts and Notifications

  • Configure alerts for updates on saved leads and accounts, such as job changes, company news, and other activities.
  • Use these notifications to stay informed and engage with prospects immediately.

5. Explore InMail and Messaging

  • Familiarize yourself with the InMail feature to send direct messages to any LinkedIn member.
  • Personalize your outreach based on insights from the lead's profile and activities.

6. Utilize the Sales Navigator Extension

  • Install the LinkedIn Sales Navigator extension for your browser.
  • This extension lets you access Sales Navigator features and data directly from your web browser.

LinkedIn Sales Navigator Free Trial

LinkedIn Sales Navigator offers a free trial period for new users to explore its features and benefits without any financial commitment. Here’s how to start your free trial:

1. Visit the Sales Navigator Page

  • Navigate to the LinkedIn Sales Navigator webpage.
  • Click on the "Start Your Free Trial" button.

2. Select Your Plan

  • Choose from the available plans (Professional, Team, or Enterprise) based on your business needs.
  • Enter your payment information. Note that you will be charged once the trial period ends.

3. Explore the Features

  • You can use the trial period to explore key features such as advanced search, lead recommendations, InMail messaging, and real-time updates.
  • Assess how these features can benefit your sales process and improve your lead generation efforts.
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How to Use LinkedIn Sales Navigator for Inbound Sales?

Building and managing lead lists in LinkedIn Sales Navigator is crucial in organizing and prioritizing your inbound sales efforts. Here’s how to effectively create and handle your lead lists

1. Advanced Lead Search

  • Use the Advanced Search feature to find potential leads based on specific criteria, such as industry, job title, location, and company size.
  • Save these searches to update and revisit them as needed quickly.

2. Saving Leads

  • Once you identify a potential lead, save it to a lead list for easy tracking. Click on the “Save as Lead” button on their profile.
  • Organize your saved leads into different lists based on industry, geographic region, or sales priority criteria.

3. Managing Lead Lists

  • Regularly review and update your lead lists to remain relevant and up-to-date.
  • Use tags and notes to categorize leads and keep track of interactions and follow-up actions.

1. Utilizing Advanced Search Filters

Advanced search filters in LinkedIn Sales Navigator allow you to narrow your prospecting efforts and focus on the most relevant leads. Here’s how to make the most of these filters

1. Accessing Advanced Search: Navigate to the Advanced Search section from the Sales Navigator dashboard.

2. Applying Filters: To refine your search results, you can apply various filters, such as industry, company size, job title, location, and seniority level.

3. Saving Search Results: Save your advanced search results to revisit and update them quickly.

4. Building Targeted Lists: Use the filtered search results to build targeted lead lists tailored to your specific sales goals and strategies.

2. Engaging with Prospects

Engaging with prospects effectively is critical to converting leads into customers. Here’s how to leverage LinkedIn Sales Navigator for optimal engagement:

1. Viewing Prospect Profiles: Use Sales Navigator's insights to understand your prospects better. View their work history, mutual connections, recent activities, and shared interests.

2. Personalized Messaging: Use InMail to send personalized messages to prospects. Craft messages tailored to the prospect’s profile and address their needs and pain points.

3. Engagement Tracking: Use the Sales Navigator dashboard to track your engagement with prospects. Monitor which prospects have viewed your messages and profile.

4. Sharing Valuable Content: Share relevant content, such as industry news, articles, and insights, with your prospects to establish yourself as a knowledgeable resource and build trust.

5. Utilizing TeamLink: Leverage the TeamLink feature to see if your colleagues are connected with your prospects. Use these connections to request introductions and warm up your outreach.

Maximizing Sales with LinkedIn Sales Navigator

Using LinkedIn Sales Navigator effectively can significantly enhance the sales process and drive better results. Here are some best practices for sales teams to maximize their use of this powerful tool

1. Define Clear Goals: Set specific, measurable goals for what you want to achieve with Sales Navigator, such as the number of leads generated or conversion rates.

2. Regularly Update Lead Lists: Continuously update and manage your lead lists to ensure they are relevant and current. Remove inactive leads and add new prospects regularly.

3. Leverage Advanced Search Filters: Use the advanced search filters to create highly targeted lead lists. Narrow your search by industry, job title, company size, etc.

4. Use InMail Strategically: Personalize your InMail messages to make them more relevant to the recipient. Reference mutual connections, recent activities, or specific interests to build rapport.

5. Monitor and Engage: Stay updated with real-time notifications about your leads’ activities and company news. Use this information to engage with them at opportune moments.

6. Collaborate with TeamLink: Utilize the TeamLink feature to find potential introductions through your team’s network, increasing your chances of successful outreach.

7. Integrate with CRM: Integrate Sales Navigator with your CRM system, such as Salesforce, to ensure seamless data synchronization and efficient lead management.

1. Tips for Improving Conversion Rates

Improving conversion rates is a crucial objective for any sales team. Here are some tips to enhance your conversion rates using LinkedIn Sales Navigator

1. Personalize Outreach: Customize your outreach messages based on the insights you gather from the prospect’s LinkedIn profile. Personalized messages are more likely to get a response.

2. Follow Up Diligently: Consistent follow-up is crucial. Use Sales Navigator to set reminders and track your follow-up activities to ensure no lead falls through the cracks.

3. Provide Value: Share relevant content, insights, and resources that address your prospects’ pain points and interests. This establishes you as a valuable resource and builds trust.

4. Engage with Content: Engage with your prospects’ content on LinkedIn by liking, commenting, and sharing. This keeps you on their radar and shows that you are interested in their work.

5. Use Lead Recommendations: Utilize the lead recommendations feature to discover new prospects similar to your existing leads, increasing your chances of finding high-quality leads.

6. Track Engagement Metrics: Monitor engagement metrics to understand the most effective messages and approaches. Use this data to refine your outreach strategy.

2. Leveraging LinkedIn Sales Navigator for Customer Insights

Gaining deep customer insights is crucial for successful sales strategies. Here’s how to leverage LinkedIn Sales Navigator to gather valuable customer insights

1. Profile Insights: Analyze your leads’ profiles to understand their professional background, interests, and connections. Use this information to tailor your approach.

2. Company Insights: Access detailed information about your target companies, including recent news, growth trends, and key decision-makers. This helps you understand the company’s context and needs.

3. Real-Time Updates: Stay informed with real-time updates on your leads’ activities, such as job changes, promotions, and company news. Use these updates to engage with your leads at the right moments.

4. Engagement History: Track your engagement history with each lead to understand their response patterns and preferences. This helps you adjust your communication strategy accordingly.

5. Use Notes and Tags: Add notes and tags to your leads’ profiles to keep track of important information and categorize them for better segmentation and follow-up.

6. Leverage Team Insights: Utilize insights from your team’s interactions with leads to understand what strategies work and replicate successful approaches.

Enhancing LinkedIn Sales Navigator with Convin's AI 

Detailed sales call report feedback can be generated via LLM models
Detailed sales call report feedback can be generated via LLM models

Convin can significantly enhance LinkedIn Sales Navigator's effectiveness by providing AI-backed conversation intelligence that helps sales teams analyze and optimize their interactions with prospects. 

With Convin's automated quality management, real-time monitoring, and personalized coaching, sales agents can refine their outreach strategies based on detailed performance insights. 

Additionally, Convin's seamless integration with CRM systems ensures that all lead interactions are tracked and analyzed, leading to improved follow-up, higher conversion rates, and better overall sales performance. 

This combination of advanced conversation analytics and LinkedIn Sales Navigator's robust features empowers sales teams to achieve exceptional results.

Agent coaching sessions on Convin’s contact
Agent coaching sessions on Convin’s contact

LinkedIn Sales Navigator is a powerful tool that, when used effectively, can significantly enhance the sales process for inbound sales teams. By following best practices such as setting clear goals, regularly updating lead lists, leveraging advanced search filters, and personalizing outreach, sales professionals can maximize their use of Sales Navigator. 

Utilizing features like InMail, real-time updates, and CRM integration can improve conversion rates and provide valuable customer insights. Overall, LinkedIn Sales Navigator empowers sales teams to build stronger relationships, engage with prospects more effectively, and achieve better sales outcomes.

Schedule your Convin demo today and transform your call center performance!


1. How do you use LinkedIn Sales Navigator for sales?
Use LinkedIn Sales Navigator to identify and save leads using advanced search filters, send personalized InMail messages, monitor lead activity, and integrate with your CRM for seamless data management and tracking.

2. How do you use LinkedIn to increase sales?
Increase sales on LinkedIn by optimizing your profile, engaging with your network through valuable content, utilizing Sales Navigator for targeted prospecting, and building meaningful relationships through personalized messaging and consistent follow-up.

3. How can I improve my inbound sales?
Improve inbound sales by understanding customer needs, utilizing data and analytics for personalized engagement, nurturing leads with relevant content, and using tools like LinkedIn Sales Navigator to identify and connect with high-potential prospects.

4. How do I maximize my LinkedIn Sales Navigator?
Maximize LinkedIn Sales Navigator by setting clear sales goals, regularly updating lead lists, leveraging advanced search filters, using InMail effectively, and integrating with CRM systems to ensure comprehensive lead management and tracking.

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