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.
The following table illustrates the currently available features within CRM Embedded Experiences and the CRM that they are available on.
| Feature | Salesforce | Microsoft Dynamics 365 Sales | HubSpot |
|---|---|---|---|
| Find Key People | √ | √ | √ |
| Relationship Map | √ | ||
| Account IQ | √ |
To access Embedded Experiences:
- You must be on the Sales Navigator Advanced Plus edition to access CRM Embedded Experiences features.
- Your CRM Admin must install the app package version 3.47 or higher.
- Sales Navigator admins must enable CRM settings for this feature to work.
After the app package is installed, you will need to sign in to LinkedIn Sales Navigator to access Embedded Experiences.
- You must be on the Sales Navigator Advanced Plus edition to access CRM Embedded Experiences features.
- Sales Navigator admins must enable CRM settings for this feature to work.
If your admin has set-up the Sales Navigator app, you will begin to see Embedded Experiences. You may be prompted to sign into your Sales Navigator account through the app.
- You must be on the Sales Navigator Advanced Plus edition to access CRM Embedded Experiences features.
- Sales Navigator admins must enable CRM settings for this feature to work.
- You must be on HubSpot Pro or Enterprise edition.
- You must ensure you have installed the Sales Navigator app for HubSpot. If you haven’t done so, please download here. You may be prompted to sign into your Sales Navigator account through the app as well.
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