want to fundamentally change the growth trajectory of your business? click here

Want to fundamentally change the growth trajectory of your business?

Hear from our Sales Navigator customers

in Financial Services who have already embraced LinkedIn Sales Navigator

“LinkedIn Sales Navigator is light years ahead of the competition”

“Sales Navigator has a direct impact on sales of financial products. The

ROI on the meetings we’ve obtained by using LinkedIn and the

educational curriculum is 400%”

SALES SOLUTIONS ©2013 LinkedIn Corporation. All Rights Reserved.

National Bank of Canada Grows Net Sales with LinkedIn Sales

Navigator

Challenge: Within the Canadian financial industry, the ability for a wholesaler to differentiate from

another is challenging, especially when pre-existing relationships with investment advisors

have already been established.

Solution: NBC leveraged LinkedIn Sales Navigator in combination with a curriculum developed by

executive education firm Servo Annex to position their wholesalers as thought-leaders and

reach new Investment Advisors with training on increasing business results through LinkedIn.

Results:

• NBC saw a 400% return on investment within the first 10 months of using Sales Navigator.

• Over a 3-month period, NBC wholesalers held more than 250 meetings with over 500

investment advisors where training was provided on how LinkedIn could be used within

the financial services industry.

• By strategically leveraging digital and social media, NBC has positioned itself as an

innovative leader in the financial services industry and established NBC wholesalers as

sought-after experts.

8

National Bank of Canada forms one of Canada’s leading

integrated financial groups, and has been named among the 20

strongest banks in the world by Bloomberg Markets.


“Sales Navigator has a direct impact on sales of financial products. The ROI

on the meetings we’ve obtained by using LinkedIn and the educational

curriculum is 400%.”

-Martin Gagnon, Senior VP of Intermediary Business Solutions, National Bank of Canada

National Bank of Canada forms one of Canada’s leading

integrated financial groups, and has been named among the 20

strongest banks in the world by Bloomberg Markets.


7%

36%

other Top 25

LinkedIn Sales Navigator works Sales reps using LinkedIn Sales Navigator are 5.2x more

successful than their peers

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Sales reps not on

LinkedIn Sales

Navigator

Sales Navigator users:

Do 4.3x more searches for

prospects than their peers

View 2.1x more pages than

their peers

Are connected to 2.0x more

people than their peers

Sales reps w/

LinkedIn Sales

Navigator

5.2x

Data is from April 2013. Data is for 14 of 17 sales reps that were provided that could be matched. Growth in Monthly Net Sales is calculated as average sales from July 2012 to

November 2012 vs. average sales from December 2012 to April 2013

Average growth in

Monthly Net Sales after activating

LinkedIn Sales Navigator

“When leveraging teammates’ connections to set up a meeting, the average success rate is at least 80%-

-3-4x higher than without Sales Navigator”


Sales Navigator Shortens Sales Cycle & Opens Doors to New

Leads

Challenge: Sales team needed new, high-quality lead sources to increase pipeline and shorten a

lengthy sales cycle.

Solution: Sales Navigator opens up a new prospect pool and makes it easy to get straight to the

right contact.

Results:

With Lead Builder, reps have discovered great target accounts that they never had

access to through traditional lead lists.

When leveraging teammates’ connections to set up a meeting, the average success

rate is at least 80%--3-4x higher than without Sales Navigator.

Reps use TeamLink to get warm introductions to valuable contacts, shortening the

sales process and increasing the likelihood of getting in the door.

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First Business focuses exclusively on the specific needs of

businesses, key executives, and high net worth individuals

seeking a higher level of financial service and expertise.


“I called on companies for 2 years without getting a meeting, and within 3 months of using Sales Navigator, I

was able to get in the door.”

“We haven’t found a better source for getting to the proper contact as quickly

as we can with LinkedIn Sales Navigator.”

–Lynn Sigfred, Vice President, First Business Bank

First Business focuses exclusively on the specific needs of

businesses, key executives, and high net worth individuals

seeking a higher level of financial service and expertise.

“Sales Navigator has allowed us to get in front of companies that we

weren’t able to connect with in the past”


Habif, Arogeti & Wynne Uses Sales Navigator to Connect

with Target Accounts

Challenge: Professional service firms like Habif, Arogeti & Wynne use relationship selling; cold calls

are ineffective. The team needed a way to expand its connections with prospects.

Solution: With Sales Navigator, Business Developers use InMail and leverage their team’s

connections to get in front of companies that were unresponsive through other

communication channels.

Results:

To increase the average response rate, Business Developers use the Sales Navigator

filter by industry and seniority to ensure they are contacting the right person at the

target company.

InMails are an effective form of communication for the sales team to reach out to

prospects and set meetings.

15

Habif, Arogeti & Wynne, LLP is the largest independent accounting and

business advisory firm headquartered in Georgia, and one of the top 50

firms in the United States. The Firm provides a wide range of financial

solutions to more than 15,000 clients in a variety of industries.


“Sales Navigator has allowed us to get in front of companies

that we weren’t able to connect with in the past.”

-Richard Kopelman, CEO & Managing Partner, Habif, Arogeti & Wynne, LLP

Habif, Arogeti & Wynne, LLP is the largest independent accounting and

business advisory firm headquartered in Georgia, and one of the top 50

firms in the United States. The Firm provides a wide range of financial

solutions to more than 15,000 clients in a variety of industries.

17

“LinkedIn Premium has the best ROI of any lead generation tool we are

using”


Reis Tracks and Scales Social Selling with Sales Navigator

Challenge: Reis wanted to maximize the effectiveness of their inside sales team by leveraging

LinkedIn’s vast network.

Solution: Sales Navigator empowers Reis’ sales team by giving them the greatest access to

LinkedIn’s network.

Results:

Within the first three months of subscribing to Sales Navigator, one rep closed a deal

that covered 100% of monthly quota; with the entire team reporting sales attributed

to LinkedIn or enhanced by LinkedIn.

Usage Reporting data is shared amongst the sales team, letting reps measure their

usage against their teammates’ and encouraging them to adopt the practices of high

performers.

Investing in a premium sales tool shows reps that Reis is committed to their success

and motivates them to perform at a higher level.

18

Reis, Inc. is the nation’s most trusted provider of impartial

commercial real estate performance information and analysis at

the metro, submarket and property level.


“LinkedIn Premium has the best ROI of any lead

generation tool we are using.”

–Dana Stetson, VP of New Business Sales, Reis, Inc.

Reis, Inc. is the nation’s most trusted provider of impartial

commercial real estate performance information and analysis at

the metro, submarket and property level.

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“Within the Financial Services industry, deals originate from

strong relationships. The value of a mutual connection cannot be over-

emphasized”


Leading Firm in Private Equity/Venture Capital Space Leverages

Sales Navigator to Build Trust and Credibility with Prospects

Challenge:

Investment advisors spend significant time sourcing and qualifying potential deals and

sometimes struggle to make contact with target companies.

Solution: With Sales Navigator, advisors and investors can leverage mutual connections to get warm

introductions to targets, securing more meetings and facilitating open discussions.

Results:

TeamLink surfaces the firm’s professional connections so investors can ask for warm

introductions, thereby increasing the likelihood of setting a meeting and cutting down on

the time it takes to initiate contact.

Investors reference targets’ LinkedIn profiles for background before a first interaction,

leading to more productive meetings and helping to establish the investor’s credibility.

Having a shared connection builds trust and creates a much more open dialogue,

advancing the relationship and ultimately, the investment process.

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“Within the Financial Services industry, deals originate from

strong relationships. The value of a mutual connection cannot be over-emphasized.”

-Private Equity Investment Professional

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Want to fundamentally change the growth trajectory of your business?

Dan Swift

Director of Sales, LinkedIn Sales Solutions

Financial Services [email protected]

347 613 5796

mailto:[email protected]