How it WorksG2 Buyer Intent + LinkedIn Sales Navigator surface “Recommended Leads” to contact at your high-intent accounts. Find the right people at the right accounts by matching qualified prospective companies on G2, with leads that fit ideal customer profiles on Sales Navigator. Show
Explore the Integration Guide to learn more and activate the integration in my.G2. ScreenshotsBusiness ImpactLess prospecting, more selling Sales reps can easily identify relevant contacts at companies who are showing
intent Engage at the right time, sell faster Buyer Intent signals accelerate sales cycles by focusing on accounts that are actively
Next StepsAlready a G2 customer? Activate this integration: log in to my.G2> Integrations Hub > LinkedIn Sales Navigator. Not a LinkedIn customer yet? Get in touch with someone at LinkedIn Sales Solutions to schedule a demo. ResourcesAbout the PartnerQuick LinksDetailsYear Founded: 2003 HQ Location: Sunnyvale, CA CategoriesReviewsGuide to the user interface for the Adobe Sign application integrated to Microsoft Dynamics CRM Adobe Sign integration to Dynamics offers a plug-and-play solution to obtain signatures for any form/contract documentation needed. This integration provides the following benefits:
This documentation is expressly for Microsoft Dynamics 365 CRM 8.2 and beyond. Please refer to the v6 guide if you are using:
Adobe Sign is installed by the Dynamics administrator, and access is granted via security roles. If you require access and do not see the Adobe Sign option on your main page, contact your Dynamics administrator to request user access. Example of the end-user landing page Note: For Adobe Sign to properly function in Dynamics, your browser must have pop-ups enabled. If at any time you receive a message indicating “Only secure content is displayed”, click the button to Enable all content. When you first load Adobe Sign, you land on the Home page (as seen above). This page contains several quick links to the most commonly sought features for users. The
Learn More link in the Welcome paragraph maps to the User guide (this document).
Note: If the Adobe Sign application hasn't been configured yet, the above links are replaced.
News, warnings, and errors will be reported at the top of the Home page, and can be dismissed by the user: The Send for Signature option is available from the More … menu. You can use the Send for Signature option to send agreements for signature from a Dynamics Entity or from the Agreements page. To send an agreement from an entity:
Note: Reusable templates can be created, by the Dynamics administrator, for any recurring processes that have a predictable workflow. These templates are listed (alphabetically) in a sub-menu after you click Send For Signature. A new Agreement page opens, and any field values that are defined on the Agreement Template automatically populate. To define and send an agreement you need only a few things:
One or more signers need to be defined in the Recipients section. Enter the recipients in the order you want them to sign the document. If you make a mistake, you can edit the Recipient Order field on the left side of the recipient list. To define a recipient:
This drops down an overlay where you can select the type of signer/approver: 1. Select the proper value from the Recipient Type picklist
2(a). Selecting New changes the overlay to allow you to enter a Full Name and an Email Address. This action will not save a new Contact/Lead to Dynamics, it only uses the name and email for the purpose of this transaction. Note: The default verification is defined either on your Agreement Template or at the account level if you have not defined a setting on your template. If you need to override the default, check the Override Default Verification checkbox. This action exposes a picklist where you can select a different verification process. 2(b). Selecting Contact, Lead, or User changes the overlay to search for the specific entity you chose. Type in the name (or part of it) and then click the search icon to pick the specific recipient you want to include. Because Dynamics understands these types of entities, the email address is imported from the database. All options allow you to designate the Recipient Role. The roles are:
3. Once you have the recipient defined, click Save 4. Repeat 1-3 for all of signers/approvers required Note: Recipients (by default) are granted access to the agreement in the order they are placed in your recipient list. You can edit the order of the signers/approvers by changing the Recipient Order values on the left side of the list. The recipients automatically re-stack in the order that you have input. Changing the recipient order Single click the number to the left of the recipient name. The number value becomes editable. Change it to the number you want the recipient to be in the signature process. The other recipients will adjust accordingly. Note: The Recipient Order field is only available if the Signing Order field is set to Order Entered. If the Signing Order is Any Order, the Recipient Order column is not exposed in the interface. Editing the recipient values You can edit any recipient value that isn't locked (as indicated by the lock icon) by single clicking the field. This opens the field to edit or select a new picklist value. Once the change is made, click the Save icon in the recipient panel. To the right of the Recipient List is the LinkedIn Sales Navigator. This is an optional setting that can be enabled by your Dynamics Admin if your company has access to a LinkedIn Sales Navigator Team or Enterprise account. When enabled, you can:
To enable the LinkedIn panel, click the Sign In box, and authenticate using your Team or Enterprise account. Once the authentication is established, you can select any recipient in your Recipient List and view their LinkedIn profile. The application searches for the name and email of the selected recipient and presents that profile when found. If multiple recipients are selected, only the first one you select is displayed: If LinkedIn returns the wrong profile, click the More Options (...) icon in the upper-right corner and select Not the right person Note: Keep in mind that the LinkedIn Sales Navigator is a portal to the LinkedIn application, and as such, is subject to change as LinkedIn develops the feature. If you click Save as Lead, you are saving that as a lead in the LinkedIn environment, not Dynamics. Same for Send InMail and Connect. When no LinkedIn profile is found (or when you click Not the right person) the panel changes to allow you to enter the recipients Current or Past Company, and/ or Current Title to help identify possible profiles. Enter the values you know, and click Search If multiple potential matches are identified, there will be two navigation arrows in the upper-right corner of the panel to flip back and forth between the selected profiles. Click Match to gain access to view the profile in a new tab. The Agreement Details section contains five sections for configuring the remaining parameters of the agreement: The Message Details section contains the Agreement Name and global Message.
Documents can be added to the Agreement in one of two ways:
Note: All attached files are concatenated into one PDF for the signature process. The order the documents will appear is based on the order you list them in the Attachments section. If you need to reorder the documents, click into the Order field and manually update the document number. The application will automatically resort any other documents. The Agreement Options section contains a number of configuration options that may apply only to this type of transaction:
Adobe Sign natively applies a legal signature using the default email-based authentication process, but also allows for extended security in two forms:
Once the recipients are defined, the files are attached, and any other field manipulation is completed, click Send Agreement from the top menu items Dynamics administrators have the ability to create one or more templates for any Dynamics entity (Contact, Opportunity, Account) that will pre-configure the agreement, reducing the amount of manual configuration for the Sender. Templates are accessed through the More Commands (…) icon in the ribbon If you know the Entity type that a template is built around, you can launch a new Agreement from the New menu:
After the Save button is clicked, the agreement is created based on the template values:
Note: The Quick Create system can only be used by standard entities within Dynamics.
Agreements sent from custom entities must start from the Send for Signature menu item. The status of an agreement indicates its current legal status, and is updated in Dynamics on a regular polling interval. The status values are:
The best way to find an agreement is to check the entities related to the primary entity you used to create the agreement. For example, if you created an agreement using a Contact, you can check what entities are related by navigation to the Contact, and then clicking the Related tab and selecting Agreements from the menu: Opening the relationship window shows the Agreements object, and clicking that option opens the full list of agreements associated with the entity. Another way to view the status of an agreement is to review the full list of agreements:
All agreements, regardless of entity, are listed in the agreements list on the Agreements page. For Signed agreements, the agreements lists display the Name, Agreement Status, and dates of the agreements. For Out for Signature and Draft agreements, only the applicable information displays. Note: Signed agreements can also be found in the Related section of the Dynamics entity that they are related to. Unsigned Agreements have three actions that can be applied to them:
Each of these actions can be initiated from inside the agreement using the buttons along the top. If your company has deployed Dynamics CRM version 9.2 or later, you have access to the Adobe Sign functionality on the Dynamics Field Service, Sales Hub, and Customer Service Hub apps. These apps offer the same functionality with improved formatting, allowing direct access for phones, tablets, and any other mobile device. Note: The LinkedIn Sales Navigator currently is not available in the Hub interface. Adobe and Microsoft engineers are investigating how to improve this in future updates. The Hub Dashboard gives you a quick graphical report of the agreements associated to your user. The reports allow you to drill down in to each element and produce new graphs specific to that sub-set of data. The page is broken out into three default sections:
The Agreements section gives you a full listing of your agreements as well as the ability to sort the Agreements by their meta-data (status, creation date, signed date, etc). It is also possible to create a new Agreement as needed. Users that have access to Data Mappings can sort, review, and edit existing Data Mappings. New Data Maps can also be created. Users that have the system authority to access Templates can review, sort and edit existing templates. New Agreement Templates can also be created. Dynamics Administrators can access and edit the admin level settings for the Adobe Sign integration.
How do I integrate sales navigator on LinkedIn?Steps to Set Up LinkedIn Sales Navigator HubSpot Integration. Step 1: Log in to your HubSpot Account and Navigate to Marketplace.. Step 2: Use the Search Bar to look for LinkedIn Sales Navigator App.. Step 3: Install the App and then Provide the Required Credentials.. Why is LinkedIn sales Navigator not working?This error most likely suggests that you need to re-establish a connection with LinkedIn. If possible, go to the Integrations Settings page and toggle the integration off before turning it back on.
Do you have to pay for sales navigator on LinkedIn?You can sign up for a Sales Navigator free trial here with your LinkedIn account. Please note: The free trial is only available for members that are currently not on any LinkedIn paid subscription plan and have not taken any LinkedIn free trials for the last 365 days.
How does LinkedIn integrate with sales navigator with Salesforce?Syncing between Salesforce in Sales Navigator will automatically import essential data associated with Open Opportunities from your Salesforce account to LinkedIn. This includes: Account and Contact records associated with any Open Opportunities, which are imported right into Sales Navigator.
|