How to choose the best crm for linkedin

How to Choose the best CRM for LinkedIn

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When it comes to a CRM for LinkedIn, several key factors should be taken into account when making the final decision. Social media has made networking simpler than ever before, with LinkedIn being a popular platform for businesses. A CRM for this platform helps manage relationships effortlessly and effectively.

The factors to consider are integration, customization, analytics & reporting, and collaboration. It’s essential to find a CRM that fits your needs and objectives precisely. Furthermore, pricing structure flexibility is also something to keep in mind.

One experience of selecting a CRM involved careful research of the different options while staying cost-effective. This led to improved lead management and increased ROI.

Choosing the right CRM software for specific functions is essential in managing opportunities on LinkedIn effectively. Without the must-have features, it’s like trying to find a needle in a haystack, blindfolded, in the dark, with your hands tied behind your back.

CRM for linkedin

Must-Have Features for a LinkedIn CRM

To ensure that you choose the best CRM for LinkedIn, it is important to understand the must-have features that you should look for.

Contact Management

The CRM application must have effective contact management for smooth business operations. It should have a comprehensive database, as well as contact grouping and profiling functions. This will give better segmentation.

The Contact Management system should bring together contact details from multiple sources. It should also group customers based on their needs and interests. Data like their preferences and communication history should be gathered to understand customer needs better. This will help when engaging with them at important moments, increasing customer engagement.

In 2018, Accenture used LinkedIn Sales Navigator CRM. It used advanced filtering capabilities and looked at shared connections to tailor pitch strategies. Lead generation is like a game of cat and mouse, but a LinkedIn CRM will give you more cats on your side.

Lead Generation and Management

For Lead Generation and Management, a LinkedIn CRM must have essential features. Features that help to locate potential customers and manage them well.

Lead Generation and Management 
ProspectingGenerate leads with target audience criteria
ContactingMessage or email potential leads
TrackingMonitor progress with each lead
AnalyticsAnalyse data to find successful lead conversion methods

Unique details related to this topic may include integration with other business tools like a calendar or project management software. Automated lead nurturing features are also great for managing large numbers of leads without manual input.

LinkedIn had an interesting purchase in 2014 – Sales Navigator. This lets LinkedIn expand its CRM capabilities, with advanced search filters to find qualified prospects and provide sales insights.

Integration with LinkedIn

Integrating with the LinkedIn platform offers CRM users many advantages. Connecting with professionals, sharing news and articles, and accessing potential clients’ info, are some of the features for successful lead generation. Integrating CRM software with LinkedIn can provide insight into your target audience’s interests, buying habits, and industry trends.

A great LinkedIn-integrated CRM should offer specialized search capacities to track precise lead-generation metrics constantly. This guarantees businesses don’t get taken by surprise by changes in marketplace trends. Automating the discovery of mutual connections is another important feature that simplifies the networking process significantly.

One example of beneficial integration is Salesforce’s integration with LinkedIn Sales Navigator. This tool creates a bridge between sales reps’ contact lists and their LinkedIn networks. It is even possible to enable shared profiles so that other members of your team can exploit that data for their marketing or sales endeavors.

HubSpot conducted a study and found that companies using a sales automation tool (like those integrated with LinkedIn) saw an increase in productivity. Specifically – large companies experienced 176% increase in deal size when using CRMs that include social selling tools like LinkedIn in their workflow.

Analytics and Reporting

Analyzing and assessing performance is essential for any LinkedIn CRM. Using analytics can assist in recognizing which tactics are doing well and which require improvement. Reporting helps businesses to assess their success each month by examining their revenue growth, conversion rates, and other essential metrics. Analytics data monitoring and report creation provide knowledge for more informed decisions.

Moreover, AI-Powered analytics software to acquire customized insights that can benefit businesses is growing in popularity.

Based on a report from Future Marketing Insights, “In 2020, the global Market of Customer Relationship Management (CRM) analytics was worth more than USD 6.7 billion.”

Popular CRM Options for LinkedIn

To choose the best CRM for LinkedIn, you need to weigh all the popular options available to you. Dive right into exploring the top CRM solutions that can enhance your LinkedIn experience in this section – ‘Popular CRM Options for LinkedIn’. Discover the pros and cons of HubSpot CRM, Salesforce, Zoho CRM, Pipedrive, and Nimble.

Also Read: Best CRM for LinkedIn

HubSpot CRM

HubSpot has a great CRM system for those wanting to streamline their client contacts. Its dashboard provides features like contact and lead management, sales reports, and marketing automation. You can also join HubSpot CRM with other platforms like Gmail and Salesforce, making it perfect for any business.

hubspot features

Also Read: HubSpot Review

You can change the interface to your own needs, like adding custom fields for data points. Plus, you can monitor website activity to see how leads are behaving and adjust your approach.

It also has loads of educational stuff, from blog posts to certifications. This helps you learn how to use the platform and get better at managing leads and conversions.

Pro Tip: For emails, use HubSpot’s templates for quickness and a uniform look. Salesforce is a CRM platform, but it’s still a superhero in its own way – rescuing sales teams!


Salesforce is a Customer Relationship Management Platform, known for its advanced Sales and Marketing Automation.

Salesforce reporting

Also Read: Salesforce Review

Plus, it boasts customizable dashboards and reports.

Gartner’s 2020 study named Salesforce the leader in the CRM market, with a market share of 16.9%.

Zoho CRM? It’s like a rejected brand of breakfast cereal… but for professionals.

Zoho CRM

Zoho’s Client Relationship Administration (CRM) software is a powerful tool for managing customer relationships. It provides an all-in-one solution, with tools for sales, marketing, customer service and support teams. Zoho CRM helps users manage leads and opportunities, store customer records, and automate processes to save time.

zoho for linkedin

Also Read: Zoho CRM Review

This CRM has a range of features, such as automated workflows, lead scoring, social media integration, and more. Plus, it integrates with Google Apps and Microsoft Office 365. The mobile app lets users access Zoho CRM on-the-go from their phones or tablets.

If you use LinkedIn often, then integrating Zoho with the platform could be beneficial. It allows you to import LinkedIn contacts into Zoho’s database, and sync data between the two systems.

Zoho CRM could be great for organizations wanting to automate mundane or repetitive tasks. If you’re a sales pipeline hoarder, Pipedrive is the CRM for you.


Nimble is a powerful CRM choice for businesses handling their LinkedIn accounts. It outlines a simplified sales pipeline to trace leads through their voyage. With responsive reporting tools, tracking progress and analyzing key metrics in real-time is a breeze.

Pipedrive features

Also Read: Pipedrive Review

Its customizable feature allows users to build unique stages and behaviors. Moreover, any existing interactions with leads can be imported into Nimble for easy organization.

Although some smaller businesses may find it too extensive for their needs, most customers are pleased with this CRM solution for LinkedIn account management.

The creator of this pipeline tool designed it after getting frustrated with the limited choices from existing CRM solutions. Nimble’s mission was to make the sales pipeline user-friendly and effortless. Because of its usability and efficiency in streamlining sales processes, the software has seen great success in a short time.


Nimble is the perfect tool to help businesses track interactions with customers on social media and keep all the data organized in one place. Even non-tech savvy users can use it easily thanks to its intuitive interface. Plus, it integrates with popular business tools like Slack and Mailchimp.

The real hero of Nimble is its ability to monitor conversations related to your business on social media and turn prospects into leads without any hassle. This saves a lot of time and accelerates sales cycles.

Don’t miss out on potential opportunities. Give Nimble a try now! Put your detective hat on and use LinkedIn to find the best CRM options!

How to Evaluate and Test a LinkedIn CRM

Evaluating and testing a LinkedIn CRM is key to successful customer management. Here’s how to do it:

  • Identify business needs: Figure out the functionalities you need.
  • Compatibility with LinkedIn: Check if your CRM works with it and can get data from it.
  • Data Management: Assess data monitoring, segmentation, and lead scoring integration.
  • UI: Look for a user-friendly interface.
  • Pricing: Get a CRM that fits your budget and lets you vary feature usage.

Before selecting one, check user reviews and ratings of your chosen CRM on reputable sites.

Pro Tip: Opt for CRMs with AI capabilities like intelligent automation and predictive analytics.

Not training properly before using a CRM is like giving a toddler a power tool – it won’t end well!

CRM Implementation and Training

In the ever-changing tech world, having a strong CRM system is key for successful LinkedIn management. A company must do a thorough CRM Implementation and Training to make sure the new system works with the existing workflow. This includes setting up software, data migration, security protocols, and personnel training.

Organizations must decide if they need an on-premise or cloud-based system. They should also have a project management team to oversee the process and communicate with the vendor. To get the features and functions that fit the business and budget, teams must have training sessions to help users understand software literacy best practices. These sessions should be cross-departmental since each team has different roles in managing customer relations.

Users need to know how customer data moves through the system so they can coordinate leads across channels. The learning curve may be high at first, but investing time in training pays off. It increases productivity and maximizes ROI faster than relying on user manuals.

According to Forbes insights (2019), companies that adopted CRM systems saw a 17% revenue growth. So make sure you pick a CRM that adds value to your LinkedIn profile.

Conclusion: Choosing the Best CRM for LinkedIn

Choosing the best CRM for LinkedIn requires careful consideration of multiple factors. Let’s take a look at the top 3 CRMs and their features and pricing.

  1. Hubspot: Integrates well with LinkedIn, Campaign Management, and Sales Analytics. Starts at $50/month.
  2. Salesforce: Customizable dashboards, Advanced sales reporting, Account-Based Marketing. Starts at $150/month.
  3. Zoho: Automated workflows & follow-ups, Query Builder, Event tracking. $12/user/month.

Compare your needs to these features before deciding. Nimble and Pipedrive are two lesser-known CRMs worth looking into because of their specialized LinkedIn integrations.

Make sure your CRM can boost customer communication, with automated responses and prompt customer service.

Pro Tip: Try out the free trials of these CRMs to get a feel of the product before making a decision.

Frequently Asked Questions

Q: What should I consider when choosing a CRM for LinkedIn?

A: When choosing a CRM for LinkedIn, you should consider the features offered, integration capabilities, user-friendliness, pricing, customer support, and security.

Q: What features should a good CRM for LinkedIn have?

A: A good CRM for LinkedIn should have features such as lead management, analytics and reporting, contact management, sales automation, and social media integration.

Q: How important is integration when choosing a CRM for LinkedIn?

A: Integration is very important when choosing a CRM for LinkedIn as it enables you to streamline your workflow and access all your data in one place. Look for a CRM that can easily integrate with other tools you use for lead generation, email marketing, and sales automation.

Q: Should I choose a cloud-based or on-premise CRM for LinkedIn?

A: Cloud-based CRMs are preferred as they offer more flexibility, scalability, and security than on-premise solutions. With a cloud-based CRM, you can access your data from anywhere, anytime, and on any device.

Q: Is customer support important when choosing a CRM for LinkedIn?

A: Yes, customer support is crucial when choosing a CRM for LinkedIn. Look for a provider that offers excellent customer support, including phone, email, and live chat support. This will ensure that you get prompt assistance when you encounter any issues.

Q: How do I ensure the security of my data when using a CRM for LinkedIn?

A: To ensure the security of your data, choose a CRM that offers robust security features such as data encryption, two-factor authentication, and regular data backups. Also, ensure that the provider complies with industry-standard regulations such as GDPR and HIPAA.

How to Choose the best CRM for LinkedIn
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