Tagged in “Sales Insights Basics”

31 articles
  • LinkedIn Sales Insights will no longer be available

    Sales Insights Data and Sales Insights Basics

    We launched LinkedIn Sales Insights to deliver a data enrichment and analytics platform to Sales Operations professionals and while we have succeeded in serving customers in this way, we have decided to discontinue services on December 31, 2024, so…

  • LinkedIn Customer Learning Centers and Marketing Labs

    Pages Basics, Sales Insights Basics, Learning Center, and Get Started with LinkedIn Ads

    The LinkedIn Customer Learning Centers and Marketing Labs are sites that offer free online courses about LinkedIn Talent, Sales, and Advertising solutions to help you discover customer learning content.   To access these sites, you must…

  • Join the LinkedIn Sales Insights Users Group

    Sales Insights Basics

    The LinkedIn Sales Insights Users Group offers exclusive access to discussions of Sales Insights usage and success stories shared by fellow sales operations professionals. As a member, you’ll have an advanced view of the upcoming Sales Insights…

  • Manage CSV Imports in LinkedIn Sales Insights

    Sales Insights Basics

    You can analyze and append data to a custom list of accounts in LinkedIn Sales Insights by using the CSV account import feature. If you use Salesforce or Microsoft Dynamics 365 as your CRM, you may import accounts directly from your CRM instead…

  • Advanced Filters with LinkedIn Sales Insights Personas

    Sales Insights Basics

    While building reports in LinkedIn Sales Insights, you can select a specific source that you would like to use for your report and apply relevant filters such as: Company filters Persona filters Within Persona filters, you can use Advanced Filters…

  • Build Reports in LinkedIn Sales Insights

    Sales Insights Basics

    LinkedIn Sales Insights allows you to build reports to answer key sales planning questions for your business. After your reports are built, they may be exported to your CRM or a CSV file. The CSV file will include the growth trends…

  • LinkedIn Sales Insights data and usage

    Sales Insights Basics and Sales Insights Data

    The following table indicates the data that is available in LinkedIn Sales Insights and the manner in which it can be consumed.

  • LinkedIn Sales Insights multi-year contracts FAQ

    Sales Insights Basics

    LinkedIn Sales Insights is a powerful tool that can help you drive sales and reach your target audience. However, when using the tool on a multi-year contract, it is important to keep track of your credits and take steps to ensure a smooth renewal…

  • LinkedIn Sales Insights credits FAQ

    Sales Insights Basics

    LinkedIn Sales Insights credits are purchased and consumed on an annual basis. This means that once you consume credits, you can refresh data on those same accounts as many times in the contract year as you want. After the year is up, credits will…

  • Personas in LinkedIn Sales Insights FAQ

    Sales Insights Basics

    LinkedIn Sales Insights Personas allow you to define target users and buyers based on shared characteristics such as function, seniority, or job title. Personas make reports more targeted and are shared across the team. …

  • Manage CSV and CRM Exports in LinkedIn Sales Insights

    Sales Insights Basics

    A few things to keep in mind when exporting CSVs: Please review the frequently asked questions below to learn more about exports: When exporting companies, you may download as many companies as the number of remaining…

  • How to Manage LinkedIn Sales Insights Custom Personas

    Sales Insights Basics

    LinkedIn Sales Insights Personas allow you to easily view and compare headcount, growth, and sales connectivity and activity metrics for target users and buyers.  To create a Persona:   On the Personas tab…

  • Export Personas from LinkedIn Sales Insights to Campaign Manager

    Sales Insights Basics

    LinkedIn Sales Insights users that also use LinkedIn Campaign Manager can save time by using the Persona Export feature. This time-saving feature allows you to download a Persona built in Sales Insights into a JSON file specifically designed for…

  • Resend a Sales Insights Invitation

    Sales Insights Basics

    Admins can resend LinkedIn Sales Insights invitations for all account users that have been invited to the account but have not yet activated their license through the invitation email.  To resend an invitation to a Sales …

  • Export Company Lists in LinkedIn Sales Insights for Campaign Manager

    Lists and Sales Insights Basics

    LinkedIn Sales Insights users that also use LinkedIn's Campaign Manager can save time by using Export for Campaign Manager. This time-saving feature allows you to download Sales Insights account lists into a CSV format specifically designed for…

  • LinkedIn Sales Insights - Overview

    Sales Insights Basics

    LinkedIn Sales Insights is a self-serve insights and data product for Sales Operations and Sales Managers to plan their sales and go-to-market strategy.   Because LinkedIn is the world’s largest professional network, with more than 675…

  • Share Reports in LinkedIn Sales Insights

    Sales Insights Basics and Sales Insights Data

    LinkedIn Sales Insights allows you to share reports with team members on your Sales Insights contract. Any user within a Sales Insights contract can share a report, but only an admin user can rename or delete a shared report. When you share a report…

  • Permissions in LinkedIn Sales Insights

    Sales Insights Admin and Sales Insights Basics

    There are three types of permissions in LinkedIn Sales Insights: admin, sub admin, and user.  Admin: As an admin, you have access to Account Center and can assign and revoke licenses to your team, as well…

  • Password Help in LinkedIn Sales Insights

    Sales Insights Basics

    Your login and password for your personal LinkedIn account and your LinkedIn Sales Insights account are the same.  If you forget your password, you can reset it from the LinkedIn sign-in page. 

  • Member Privacy in LinkedIn Sales Insights - FAQ

    Sales Insights Basics

    The privacy of our members is a top priority for LinkedIn. Data within LinkedIn Sales Insights honors the privacy settings our members have chosen.Sales Insights looks at aggregated data from millions of member profiles, billions of member…

  • Manage Users and Licenses in LinkedIn Sales Insights

    Sales Insights Admin and Sales Insights Basics

    You can add, remove, and manage licenses within Account Center.  To add users by email: The user(s) will now appear on the user list as Invited until they’ve activated their account by accepting their emailed …

  • Manage Sources for LinkedIn Sales Insights - FAQ

    Sales Insights Basics

    Sources in LinkedIn Sales Insights allow you to analyze a list of accounts by appending LinkedIn data. The following sources may be used for a Sales Insights report:   Review these frequently asked questions…

  • LinkedIn Sales Insights Homepage – Overview

    Sales Insights Basics

    LinkedIn Sales Insights has three main tabs, from which you can connect sources, create reports, and manage your exports.  Reports: All of your previously created reports will appear here.  These reports are…

  • Credit Usage In LinkedIn Sales Insights

    Sales Insights Basics

    LinkedIn Sales Insights credits are used when exporting companies to a CSV or your CRM.  To view how many credits your contract has purchased, used, and/or has remaining:  If you're a user and have questions about…

  • Copy a Report in LinkedIn Sales Insights

    Sales Insights Basics and Sales Insights Data

    LinkedIn Sales Insights provides you with two methods to make a copy of a report. You can make a copy of a report from the Reports tab, or open a specific report and make a copy of it. Sign in to LinkedIn Sales Insights. From the Reports tab, click…

  • Contact Support for LinkedIn Sales Insights Help

    Sales Insights Basics

    The LinkedIn Sales Insights Help Center contains resources, troubleshooting tips, and useful information to help you use our products better. If you didn’t find what you’re looking for, reach our support team by clicking Contact us in the…

  • Connect Your CRM to LinkedIn Sales Insights

    Sales Insights Basics and Sales Insights CRM

    When you sync your Salesforce/Microsoft Dynamics 365 CRM with Sales Navigator, you can easily link your Sales Insights directly to the CRM and share data. Now, you can also connect your CRM directly with Sales Insights, without completing the CRM…

  • Answer Sales Planning Questions With LinkedIn Sales Insights

    Sales Insights Basics

    LinkedIn Sales Insights is a self-serve insights and data product for Sales Operations and Sales Managers to plan their sales and go-to-market strategy. With Sales Insights, you can answer questions like:  How do I size the total…

  • Activate Your LinkedIn Sales Insights License

    Sales Insights Basics

    When a LinkedIn Sales Insights admin adds you as a user, sub admin, or admin to your organization’s Sales Insights account, you’ll automatically receive an email.  To activate your license:  You’ll now be able to access your…

  • Access LinkedIn Sales Insights

    Sales Insights Basics

    Once you’re given access to LinkedIn Sales Insights by your company’s account admin, you’ll receive an activation email from Sales Insights. After you’ve activated your license, you can access Sales Insights via https://www.linkedin.com…