This release notes article elaborates on all features and enhancements that are released to at least a portion of our users in LinkedIn Sales Navigator in the time frame of July to September 2024.
Sales Navigator user updates
To deliver more value to a seller's workflows, we are bringing Sales Navigator insights on LinkedIn. Following are the insights that are available on LinkedIn:
-
Lead insights: Users of all editions of Sales Navigator can see Lead Insights on a profile page. Lead Insights appear in the Highlights section of a member’s profile and provide you with important information at-a-glance, allowing you to prioritize the most actionable leads.
Important to know
Lead Insights will only appear for leads that have relevant insights to share. For example - if the lead follows your company, based on Lead lists created in Sales Navigator. Also, lead insights may not appear for leads within your own organization. -
Account IQ on Company Pages: Account IQ provides a summary on key information about a company, including company financials, strategic priorities, competitive landscape, challenges, executive team, and more. Sales Navigator Advanced and Advanced Plus users can see Account IQ information on Company Pages.
Important to know
Account IQ summaries can be generated for organizations that have 200+ employees.
To ensure that seller's stay up-to-date and always have access to latest information, we are introducing some improvements and enhancements to notifications that you receive from Sales Navigator.
Following are the changes introduced:
-
Improved Email Digest: Notifications in the digest are ranked based on relevance, and will now have better headlines that makes it easier for you to stay informed.
-
Auto-open Notifications panel: When you click the
For Business icon from LinkedIn and select Sales Navigator, or when you click the icon on LinkedIn, you will see the Sales Navigator Homepage with the Notifications panel automatically open. This panel will open automatically only when you have new notifications to view.
Learn more
AI-assisted help is a chat experience that provides you with self-service help about LinkedIn products. It can help you achieve your goals on LinkedIn more efficiently by:
-
Answering your questions quickly about LinkedIn products
-
Providing you with a link to learn more about the answer
-
Connecting you to a live agent for help with complex issues
AI-assisted help is available 24/7 and you can access it in one of the following ways:
- Select the Chat with support option on the Sales Navigator Help Center
- Select the Chat with us option from within Sales Navigator
Important to know
AI-assisted help experience is available to users of all Sales Navigator editions and is available only in English. You must be signed in to access AI-assisted help.
To get support, type your question in the message field. After you ask your question, AI-assisted help will:
- Answer your question by summarizing information from trusted LinkedIn sources, such as the LinkedIn Help Center.
- Provide a link for more information about your answer or the topic.
- Give you the option to speak to a live agent for more complex questions.
- If you need more information or would like to chat with a live agent, you can let AI-assisted help know at any time.
Learn more
Sales Navigator for CRM
CRM Embedded Experiences enable sellers to leverage more accurate data and insights to prioritize high-potential accounts, develop key buyer relationships, and uncover hidden allies and timely intel for effective outreach—all without leaving their CRM.
Previously, only CRM Embedded Experiences Find Key People feature was available with HubSpot. We are now introducing the following CRM Embedded Experiences features on HubSpot:
- Account IQ: Enables you to access powerful account insights within your CRM. Rather than searching across the web for relevant company insights and get up to speed quickly, Account IQ will provide an easy access summary of key information at a company. The feature will enable you to improve buyer-seller conversations, and have more productive conversations by understanding strategic priorities, likely pain points, and financials.
- Relationship Map: Offers you a centralized and consolidated place to store, update, and share account information with your colleagues who have a Sales Navigator license from within your CRM. With Relationship Maps, you can visualize and identify account gaps and opportunities to influence the people who matter the most to your deals at your accounts.
Important to know
CRM Embedded Experiences is only available with Sales Navigator Advanced Plus editions.
CRM Embedded Experiences enable sellers to leverage more accurate data and insights to prioritize high-potential accounts, develop key buyer relationships, and uncover hidden allies and timely intel for effective outreach—all without leaving their CRM.
Previously, only the CRM Embedded Experiences Find Key People feature was available with Microsoft Dynamics 365 Sales. Now, the following CRM Embedded Experience feature is also available:
- Account IQ: Enables you to access powerful account insights within your CRM. Rather than searching across the web for relevant company insights and get up to speed quickly, Account IQ will provide an easy access summary of key information at a company. The feature will enable you to improve buyer-seller conversations, and have more productive conversations by understanding strategic priorities, likely pain points, and financials.
Important to know
CRM Embedded Experiences is only available with Sales Navigator Advanced Plus editions.
Learn more
The CRM Match reports now include the following changes:
- Persistent visual on the Reporting page in Sales Navigator making it easier to locate and view the report
- Availability of a downloadable file of all unmatched records for admins to review record discrepancies
- Deprecation of the Added to owner's saved accounts list from the report view.
Important to know
This feature is available only with Sales Navigator Advanced Plus editions.
Sales Navigator updates for partners
Embedded Experiences enable sellers to leverage more accurate data and insights to prioritize high-potential accounts, develop key buyer relationships, and uncover hidden allies and timely intel for effective outreach. We are now introducing the following Embedded Experiences for Gong:
- Find Key People
- Account IQ
- Relationship Map
With these features available in Gong, sellers can leverage more relevant insights to prioritize high potential accounts, uncover hidden allies and timely updates to maximize outreach, and stay updated on the latest changes to decision making parties at interested accounts.
To access Embedded Experiences for Gong, you should have the following:
- Sales Navigator Advanced Plus edition
- Gong Engage
- Sales Navigato App installed
Learn more
Feature availability
| Feature | Sales Navigator Core | Sales Navigator Advanced | Sales Navigator Advanced Plus |
|---|---|---|---|
| Sales Navigator Lead Insights on LinkedIn | ✓ | ✓ | ✓ |
| Improved Notifications | ✓ | ✓ | ✓ |
| AI-assisted Help | ✓ | ✓ | ✓ |
| Sales Navigator Account IQ on Company Pages | ✓ | ✓ | |
| Embedded Experiences: Account IQ and Relationship Map on HubSpot | ✓ | ||
| Embedded Experiences: Account IQ on Microsoft Dynamics 365 Sales | ✓ | ||
| Enhanced CRM Match Report | ✓ | ||
| Embedded Experiences on Gong | ✓ |
Further Reading
- What's Changing Deck - a PowerPoint with expanded information on the value of these features for you.
- Sales Navigator Release Notes - Learn more about what's changed with LinkedIn Sales Navigator by reviewing a list of release notes, organized by date.