When reading my email today I received the AppExchange Digest, which is a regular update salesforce.com sends out to users to provide updates on new Apps. One of the small updates on the list was a hyperlink to the LinkedIn® Connector for Salesforce CRM from redkite. This looked interesting to me, so I read more about it. The basic idea is that when you pull up a contact in Salesforce CRM, you will also see the LinkedIn® Profile for the user.
I decided to install the software and followed the documentation from redkite, which basically involved:
- Downloading the App into my salesforce.com instance
- Registering for an API key in LinkedIn®
- Entering the API key into my salesforce.com instance
- Modifying the contact page layout in salesforce.com to move the new LinkedIn® display object into my standard contact page layout.
The integration works like a dream. It knows which contacts to which I am connected and those to whom I am not. If I want to view the contact's complete profile I simply click on the button which says "View Profile in LinkedIn". These has tremendous potential for those wanting instant access to more information about their buyer directly from within CRM. It is convenient and demonstrates excellent interoperability between cloud service providers. Here is what it looks like with the contact information from my account rep at salesforce.com.
It's easy to see how this will be a benefit for sales people in helping them to better understand the buyer - in one screen they can see key information from LinkedIn®:
- Degree of Relationship Display
- Current and Previous Employers and Titles
- Summary Profile and Education
- View How You're Connected
- Seamless navigation to full LinkedIn® Profile
- Secure authentication directly to LinkedIn®
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