LinkedIn Best Practices for Sales Teams

LAST UPDATED
September 30, 2024
Jason Gong
apps
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TL;DR

Master LinkedIn sales by uploading your book of business to Sales Navigator.

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Mastering LinkedIn sales best practices is crucial for closing more deals in today's digital landscape. Did you know that 78% of salespeople say social selling is critical to their success?

This ultimate guide will walk you through the proven strategies to supercharge your LinkedIn sales game, from finding the right buyers to crafting personalized outreach that gets responses. Plus, discover how AI tools like Bardeen can save you hours on repetitive tasks. Ready to skyrocket your sales numbers? Let's dive in!

Uploading Your Book of Business to LinkedIn Sales Navigator for Maximum Impact

Uploading your entire book of business to LinkedIn Sales Navigator is a crucial step in maximizing the platform's potential for your sales efforts. By doing so, you unlock key features that can help you identify and prioritize top accounts, streamline your research process, and ultimately close more deals. LinkedIn's own sales team considers this their #1 best practice for success with Sales Navigator.

1. Harness the Power of a Complete Book of Business

When you upload your entire book of business to Sales Navigator, you gain access to powerful insights and tools that can revolutionize your sales approach. For example, Sales Navigator can analyze your existing accounts and suggest similar companies that may be a good fit for your products or services. It can also help you identify key decision-makers within those accounts and provide valuable information about their interests and activities on LinkedIn.

Imagine having a comprehensive view of your target market at your fingertips, with the ability to quickly identify and prioritize the most promising opportunities. That's the power of uploading your complete book of business to Sales Navigator.

2. Three Easy Ways to Upload Your Book of Business

LinkedIn makes it simple to upload your book of business to Sales Navigator, with three main options to choose from:

  1. CSV file upload: You can create a CSV file with your account information and upload it directly to Sales Navigator. This is a great option if you have a large number of accounts to upload at once.
  2. Manual entry: If you only have a few accounts to add, you can manually enter them into Sales Navigator one by one.
  3. CRM integration: If you use a CRM system like Salesforce or Microsoft Dynamics, you can integrate it with Sales Navigator to automatically sync your account data.

No matter which method you choose, uploading your book of business to Sales Navigator is a quick and easy process that can pay big dividends in the long run.

3. Follow the Lead of LinkedIn's Own Sales Team

If you need further convincing of the importance of uploading your book of business to Sales Navigator, just look to LinkedIn's own sales team. They prioritize this as their top best practice for success with the platform, and for good reason.

By having a complete view of their target accounts and key decision-makers, LinkedIn's sales team is able to focus their efforts on the most promising opportunities and build stronger relationships with potential customers. They can also use Sales Navigator's advanced search and filtering capabilities to quickly identify and engage with new prospects that fit their ideal customer profile.

Key takeaways: Uploading your book of business to Sales Navigator unlocks powerful features and insights that can help you identify and prioritize top accounts, streamline your research process, and close more deals. In the next section, we'll dive deeper into how to effectively research and prioritize your top accounts using Sales Navigator's advanced tools and features.

Researching and Prioritizing Top Accounts for Sales Success on LinkedIn

Investing time in researching and prioritizing top accounts is crucial for sales success on LinkedIn. LinkedIn's own data shows that top performers spend more time researching accounts than actually selling. By using Sales Navigator's powerful search and filtering capabilities, you can identify the most promising accounts to target based on factors like company size, growth rate, and buyer intent signals. This targeted approach allows you to focus your efforts where they're most likely to pay off.

1. Top Performers Prioritize Account Research

According to LinkedIn research, the most successful salespeople spend a significant portion of their time researching accounts rather than actively selling. This may seem counterintuitive, but it makes sense when you consider the importance of targeting the right accounts from the start.

By thoroughly researching potential accounts, top performers can identify those that are the best fit for their products or services, have the highest likelihood of converting, and offer the greatest potential for long-term value. This upfront investment in research pays off in the form of more efficient and effective selling down the line.

2. A 4-Step Process for Finding Top Accounts

Sales Navigator offers a wealth of tools and data to help you find the best accounts to target. Here's a simple 4-step process to get started:

  1. Use the account search filters to narrow down your options based on key criteria like industry, company size, and geography.
  2. Look for accounts that show signs of growth and expansion, such as recent funding rounds or executive hires.
  3. Prioritize accounts that have demonstrated intent signals, such as engaging with your company's content or searching for relevant keywords.
  4. Save your top account prospects to a list for easy reference and ongoing monitoring.

By following this process and leveraging Sales Navigator's powerful search capabilities, you can quickly zero in on the accounts that offer the greatest potential for your business.

3. Leverage Account Filters to Identify High-Priority Targets

Sales Navigator offers a robust set of account filters that allow you to get highly specific in your search criteria. Some key filters to consider include:

  • Company size and headcount growth: Look for accounts that are large enough to be valuable, but also showing signs of growth and expansion.
  • Industry and vertical: Focus on accounts in industries that are a good fit for your products or services.
  • Geography: Prioritize accounts in regions where you have a strong presence or see untapped potential.
  • Buyer intent: Use intent data filters to find accounts that are actively researching or engaging with topics relevant to your business.
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By combining these and other filters, you can create highly targeted lists of accounts that are ripe for outreach and engagement.

Key takeaways: Prioritizing account research is a hallmark of top sales performers on LinkedIn. By using Sales Navigator's search tools and filters, you can identify your most promising account prospects based on key criteria like size, growth, industry, and buyer intent. Next up, we'll explore how to identify the right buyers and warm paths into your target accounts.

Identifying Ideal Buyers and Warm Paths into Target Accounts

Finding the right decision-makers and warm paths into target accounts is crucial for sales success on LinkedIn. By leveraging Sales Navigator's powerful Lead Filters, Personas, and Relationship Explorer features, you can zero in on your ideal buyer personas and uncover hidden allies who can champion your solution within an account. This targeted approach not only saves time but also leads to more relevant and effective outreach with sales prospecting tools, ultimately shortening sales cycles and improving win rates.

1. Using Lead Filters and Personas to Find Ideal Buyers

Sales Navigator's Lead Filters allow you to search for contacts based on specific criteria such as job title, function, seniority level, and more. By creating custom Personas that match your ideal buyer profiles, you can quickly surface the most relevant leads at your target accounts.

For example, if you sell marketing automation software, you might create Personas for roles like Marketing Director, Demand Generation Manager, and CMO. Sales Navigator will then prioritize leads matching those Personas in your search results and Relationship Explorer recommendations.

2. The Power of Warm Paths over Cold Outreach

Cold outreach, such as generic emails or irrelevant LinkedIn messages, has become increasingly ineffective in today's sales landscape. Buyers are inundated with spammy, impersonal communications and have learned to tune them out.

In contrast, leveraging warm paths - such as mutual connections, shared experiences, or common interests - can significantly boost your chances of getting a response. People are far more likely to engage when you have a personal connection or relevant reason for reaching out.

3. Uncovering Hidden Allies with Relationship Explorer

Relationship Explorer is a powerful Sales Navigator feature that identifies the best paths into your target accounts based on your Personas and LinkedIn's real-time data. It surfaces up to eight hidden allies at an account who can potentially champion your solution internally.

These allies might be former colleagues, mutual connections, or simply people who have engaged with your company's content on LinkedIn. By prioritizing these warm paths, you can build trust, gather valuable insights, and ultimately win more deals.

4. Researching Buyers with LinkedIn's Unique Insights

In addition to uncovering key contacts, Sales Navigator provides valuable insights to help you personalize your outreach and build rapport. The Activities filter shows you what your leads are posting, liking, and commenting on, giving you timely, relevant topics to reference.

Meanwhile, the Shared Experiences filter highlights commonalities like mutual connections, similar career paths, or shared alma maters. These details can be great conversation starters and help you find common ground with your buyers.

Key takeaways: Sales Navigator's Lead Filters, Personas, and Relationship Explorer help identify ideal buyers and uncover warm paths into target accounts. Next, learn how to turn these insights into personalized outreach and multithreaded relationships.

Thanks for sticking with us this far! In the immortal words of Alec Baldwin in Glengarry Glen Ross, "A-B-C. A-Always, B-Be, C-Closing." But don't worry, you won't have to resort to his high-pressure tactics armed with these LinkedIn best practices for sales.

Crafting Personalized Outreach and Multithreading for Sales Success

Leveraging Sales Navigator to research leads and craft personalized outreach can significantly improve response rates and deal outcomes. By taking the time to understand each buyer's unique needs, challenges, and goals, salespeople can tailor their messaging to resonate more effectively. Additionally, multithreading - building relationships with multiple stakeholders within an account - is crucial for closing larger, more complex deals and minimizing risk. LinkedIn's own data shows that multithreading is a key differentiator between top performers and their peers.

1. Researching Leads and Personalizing Outreach with Sales Navigator

Sales Navigator provides a wealth of information to help salespeople better understand their leads and personalize their outreach. By reviewing a lead's profile, activity, and shared connections, reps can identify common ground, relevant pain points, and timely triggers for outreach.

For example, if a lead recently posted about attending a relevant industry conference, a salesperson could reference that in their outreach to demonstrate their understanding of the lead's interests and priorities. Or, if a rep and lead share a mutual connection, mentioning that common acquaintance can help build trust and credibility from the start.

2. The Power of Personalized InMail vs Generic Emails

Personalized outreach, particularly through LinkedIn InMail, can dramatically improve response rates compared to generic, bulk emails. In fact, Sales Navigator data shows that InMails have a 10-25% higher response rate than traditional email.

Why? Because InMail allows for greater personalization, leveraging Sales Navigator insights to craft highly relevant, timely messages. Additionally, InMail's uncluttered inbox and more professional context can help messages stand out and prompt action.

3. Multithreading: The Key to Bigger, Safer Deals

Multithreading involves building relationships with multiple stakeholders within a target account, rather than relying on a single champion. This approach is becoming increasingly important as buying committees grow larger and more complex.

By engaging with diverse stakeholders across different departments and seniority levels, salespeople can gather a more complete picture of an account's needs, secure wider buy-in, and ultimately drive larger deals. Multithreading also helps mitigate risk, ensuring that deals can still progress even if a single champion leaves the company or changes roles.

4. A 4-Step Process for Multithreading with Sales Navigator

Sales Navigator provides powerful tools for identifying and engaging multiple stakeholders within an account. Here's a simple 4-step process to get started:

  1. Use Lead Search and Personas to identify ideal contacts across different buying roles
  2. Leverage Relationship Explorer to uncover the best paths in and identify hidden allies
  3. Research each contact's goals, challenges, and triggers using their LinkedIn activity and shared connections
  4. Orchestrate personalized, relevant outreach to each stakeholder, enlisting internal experts as needed to build credibility and trust
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By taking a targeted, multithreaded approach, salespeople can build consensus within key accounts and ultimately drive larger, more strategic partnerships. Sales Navigator provides the insights and tools to multithread effectively.

LinkedIn best practices for sales show personalized outreach and multithreading are essential for sales success in today's complex buying landscape. Don't let generic outreach and single-threaded relationships cost you deals!

Thanks for sticking with us this far! As the old saying goes, "a sale is not something you pursue; it's what happens to you while you are immersed in serving your customer." By embracing personalized outreach and multithreading, you'll be well on your way to serving customers better than ever.

Conclusions

Mastering LinkedIn best practices for sales is crucial for success in modern B2B selling. In this guide, you discovered:

  • Uploading your book of business powers key Sales Navigator features
  • Researching accounts should be prioritized over selling
  • Finding ideal buyers and warm paths in is essential
  • Personalized outreach and multithreading drive better results

Don't let outdated sales tactics hold you back - embrace these LinkedIn best practices or risk getting left behind! For more insights, learn about automating sales prospecting.

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