Salesforce Adoption Dashboards vs LinkedIn Sales Navigator for Salesforce

This Package includes 42 reports, 6 custom fields, 3 Dashboards, 1 Dashboard Folder and 1 Report Folder that focus on identifying whether users are regularly logging in and using key features in Salesforce. Downloading this app creates a "Salesforce Adoption Dashboards” Dashboard folder and a “DB – Adoption” Report folder with their associated reports and dashboards. This package can be leveraged with other AppExchange Adoption Dashboard packages and can also be customized to track the specific metrics that are important to your organization. Either way, it’s a great starting point for kicking your companies’ adoption into high gear. June 2024 update: due to moving away from profiles, this package now contains a custom permission set called Salesforce Adoption Dashboard Admin that you can assign to users. This app is part of the Force™ Collection. You can see it here: https://sforce.co/33fkLT7

ELEVATE YOUR SALESFORCE EXPERIENCE WITH LINKEDIN DATA, INSIGHTS, AND ACTIONS Without leaving their CRM, sales professionals can leverage Embedded Profiles and Embedded Experiences (ADV Plus) to get up to speed on accounts, view key insights on buyers, stay updated on member and company news, uncover new leads, build out Relationship Maps (ADV Plus), find warm introductions, and send InMails to contacts. Within Lightning, admins are able to customize the interface to fit their team’s unique needs. Available for both Lightning and Classic. Requires Sales Navigator ADV Plus Edition. KEEP YOUR CRM DATA UP-TO-DATE Sales managers and professionals can keep CRM data up-to-date automatically by leveraging LinkedIn Data Validation. Pinpoint which contacts are associated with incorrect accounts, and use out-of-the-box reports to understand opportunities at risk (e.g. open opportunities where an associated contact is no longer with that company) as well as potential champions via past customers at new companies (e.g. contacts at closed-won opportunities who are now associated with a new company). Requires Sales Navigator ADV Plus and for CRM Sync to be enabled within Sales Navigator.