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“We’ve coined the term Social Hour where reps spend from 4pm to 5pm every day identifying 10 leads on LinkedIn, spending 3 minutes on each profile to learn about the person and then reaching out. The results have been more pipeline than we’ve ever seen before.”
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“This industry has changed so much that an Advisor’s value is not limited to their knowledge of investments or who can build the better portfolio. It's about building that relationship and creating a goals-based financial plan.”
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“People are extremely busy, myself included. We don’t have much time to take long lunches to meet new people. Sales Navigator helps us make those introductions and get our foot in the door faster. It’s a much more focused approach to social media, and has already brought me five new …
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“I love getting updates on leads. I get insights into their thoughts and interests. If they share something relevant to our solutions, I’ll reach out. 80% of the time, that results in an in-person meeting
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"Our inside sales teams leverage TeamLink very often and it’s extremely effective. Finding mutual connections and an introduction from a mutual connection gives you immense credibility with a new customer.”
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“One of our sales reps was struggling with an account. With TeamLink, he found a good contact, got a foot in the door, and ended up closing a very valuable multi -million dollar deal."
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“My entry-level rep was able to get into a very powerful law firm in town and get to a decision maker 10 times faster than they would have had they gone the traditional cold call route. With LinkedIn, they were able to locate and get the ear of the decision …
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“I came across a potential lead profile on LinkedIn… He hadn’t ever considered using Kings tickets for his clients and employees, but two days after our meeting, he purchased seats worth more than 10% of my annual goal. Yet again, LinkedIn proved to be a valuable resource for locating brand …
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“LinkedIn gives us the ability to manage the noise. It’s one thing to cast out a message through digital marketing. Sales Navigator acts as a refinement tool that allows us to prioritize what we push through to our CRM, so we can efficiently manage our workload.”
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“People would bring out spreadsheets of 5,000 to 10,000 customers – all valid sets of data. We could scrub the data manually, but that would take four to eight weeks. The challenge was to access the data in a way that made sure we were maximizing our time.”
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“TeamLink gives a whole new meaning to the saying ‘What a small world’! It is amazing how we are all connected in some way.”
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“Getting alerts from Sales Navigator when clients have a change in personnel changes the game for us. We’ll all, as a team, be able to see, ‘Hey. Who knows them? Is there a connection? All right. Introduce us.’ A majority of the time we’re introducing ourselves to peers through LinkedIn.”
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“Our focus is often on new client acquisition, so we use Sales Navigator metrics to gauge how our sales team is doing. Whether it’s InMails or just the number of searches they’re doing to go deeper and wider within an organization, it’s a great way to see a bigger picture—and …
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“Just five minutes into the Sales Navigator demonstration we realised that it was something we couldn’t do without.”
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“By unifying under a global Sales Navigator program, we were able to get the most out of the platform and therefore meet our goals of driving more new business while retaining more clients.”