lead gen and sales navigator - powerobjects · crm for microsoft dynamics 365 webinar series...
TRANSCRIPT
LEAD GEN AND SALES NAVIGATOR MARCO AMOEDO
CTO Europe & RoW
Content Disclaimer
All information and content is presented on Preview software and not the Launched product. Product is subject to changes, per Microsoft’s discretion.
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We are a professional
services firm
100% focused on
Microsoft Dynamics
365.
CTO Europe & Row
PowerObjects UK (London)
Meet Your Panelist
Marco Amoedo
linkedin.com/in/amoedo
@marcoamoedo
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+44 (0) 208 798 9204
Your Presenter
CRM for Microsoft Dynamics 365
WEBINAR SERIESWhat’s New for CRM July 25, 9am - 9:30am CST
What’s New for the End User July 27, 9am - 9:30am CST
What’s New for the Admin & Customizer August 1, 9am - 9:30am CST
Mobile Experience August 3, 9am - 9:30am CST
Lead Gen & Sales Navigator (Sales & Talent) August 8, 9am - 9:30am CST
Organization & Relationship Management August 10, 9am - 9:30am CST
Unified Client Interface August 15, 9am - 9:30am CST
Business Edition August 17, 9am - 9:30am CST
Customer Insights August 22, 9am - 9:30am CST
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# Sales Navigator
# Campaign Manager
# Talent Solutions
Connect the
biggest
professional
network to
Dynamics 365
Dynamics 365 & LinkedIn
Our POV
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Sales
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Embedded and in-context
view of LinkedIn profiles
Icebreakers: shows the
person's highlights, activities
and more
Get introduced: shows the
mutual connections and
allows for an introduction to
the person
Related leads: shows the
potential leads who are
similar to the person
Sales Navigator Profile Widgets
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Sales Navigator Account Widgets
Embedded and in-context
view of LinkedIn profiles
Account connections: shows
the best LinkedIn
connections for this company
Recommended lead: shows
the recommended potential
leads of this company
Account news: shows the
recent news of this company
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Dynamics 365 to LinkedIn IntegrationDynamics Accounts and
Contacts get automatically
synchronized to LinkedIn as
saved leads and accounts.
Dynamics Leads get
synchronized as “suggested
leads”.
They all get the Dynamics
365 badge to indicate they
are synchronized between
both systems.
LinkedIn to Dynamics365 Integration
inMail and regular messages
exchanged through LinkedIn
can be selectively synchronized
to Dynamics as specialized
LinkedIn activities.
LinkedIn notes can also be
selectively synchronized to
their corresponding Contact
and Account entities on
Dynamics.
Sales Summary
Our POV
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Marketing
Connecting LinkedIn
Marketing Solutions
LinkedIn Lead Generation
LinkedIn Lead Gen Forms
Associate lead forms with
sponsored ad campaigns in
Lead Generation Forms
LinkedIn Lead Gen Forms
Associate lead forms with
sponsored ad campaigns in
Prospect sees ads and
expresses interest
Lead Generation Forms
LinkedIn Lead Gen Forms
Associate lead forms with
sponsored ad campaigns in
Prospect sees ads and
expresses interest
Prospect submission
captured as lead
Lead Generation Forms
Dynamics 365 Connector for LinkedIn Lead Gen Forms
Available as a standalone
solution or bundled with
Dynamics 365 for Marketing
Lead Syncing
Dynamics 365 Connector for LinkedIn Lead Gen Forms
Available as a standalone
solution or bundled with
Dynamics 365 for Marketing
Configurable matching
strategy to match
submissions with existing
leads
Lead Syncing
One time authorization to
sync lead data from LinkedIn.
Lead Syncing
One time authorization to
sync lead data from LinkedIn.
Automatic syncing of leads
and campaigns from LinkedIn
to Dynamics 365
Report on lead data synced
from LinkedIn
Lead Syncing
Generate new lead on
LinkedIn using Lead Gen
Forms
Use the connector to sync
leads automatically to
Dynamics
Complement with Sales
Navigator to get additional
LinkedIn information within
Dynamics
Sales Navigator Synergies
Marketing Summary
Our POV
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Talent
Putting people at the center of the talent experience
Dynamics 365 for Talent
of the salary to replace
management positions150%
360 candidate viewBuild a centralized profile unifying data from LinkedIn,
resume, application and to candidate assessments.
Transparency and collaborationImprove access to information and provide quick feedback.
Streamlined interviewsStreamline the interview process for candidates, hiring managers and
HR. With automated scheduling everyone is kept up-to-date.
Dun and Bradstreet Business Research
Attract with LinkedIn
NEW Fall Course offerings for Dynamics 365
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Visit: powerobjects.com/dynamics-crm-events
Promo Code:
“DynamicsInJuly” for 15% off**Expires August 31, 2017
Citizen Developer ClassSeptember 18-21 | Minneapolis
Developer: EnvironmentFall Dates| Minneapolis
Developer: ExtendingFall Dates| Minneapolis
Questions?
What’s New for CRM July 25, 9am - 9:30am CST
What’s New for the End User July 27, 9am - 9:30am CST
What’s New for the Admin & Customizer August 1, 9am - 9:30am CST
Mobile Experience August 3, 9am - 9:30am CST
Lead Gen & Sales Navigator (Sales & Talent) August 8, 9am - 9:30am CST
Organization & Relationship Management August 10, 9am - 9:30am CST
Unified Client Interface August 15, 9am - 9:30am CST
Business Edition August 17, 9am - 9:30am CST
Customer Insights August 22, 9am - 9:30am CST
THANK YOU!
CTO Europe & Row
PowerObjects UK (London)
Meet Your Panelist
Marco Amoedo
linkedin.com/in/amoedo
@marcoamoedo
1
+44 (0) 208 798 9204
Your Presenter