Account Hub is the single place sellers and account managers need to easily manage their book of business and key accounts, helping them to focus on the right opportunity at the right time. Account Hub has all the necessary information sellers need to make data-informed prioritization decisions and plan out effective outreach and track customer sentiment, letting sellers focus on the opportunities that have a higher likelihood of closing.
Review these frequently asked questions to learn more about Account Hub in Sales Navigator.
By default, accounts will appear in an alphabetical order when the list is first selected. You can add filters or sort columns (name, buyer intent, and opportunity date) to change the order.
Buyer Intent shows interest in your company as a whole whereas Product Category Intent is tied to your specific chosen product categories and is not tied to your company.
You can change your list by clicking on the dropdown with the account name next to Account List displayed on the top of Account Hub page.
Click See account lists or Manage your account lists from the dropdown on the Account Hub page. The Account lists page is displayed from where you can view list you have in Sales Navigator.
Sales Navigator uses a combination of buyer intent and relationship intelligence signals to determine the best unsaved lead at an account of interest to show. Some of those criteria are if they’ve accepted an InMail from a colleague, are a past customer, were hired as a decision maker recently, and more.
Account Hub displays different data which is refreshed at different intervals.
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Opportunity data is refreshed at near real-time
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Data on Connection Paths is refreshed at near real-time
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Buyer intent data is refreshed daily
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Latest account alerts is refreshed daily (based on 30 days of data)
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Recommendations is based on a number of signals, but most look at activities that happened within the last 30 days.
You can filter recommended leads in Account Hub using custom-built personas to improve the relevance of the recommendations. You can use one persona at a time to filter the lead recommendations.
- Hired as a decision maker: A lead who was recently hired into a director+ role at the account.
- Visited X’s company page: Sales Navigator displays general characteristics (a mix of function, seniority level, and geography) of the lead who viewed your company page. Due to privacy rules, Sales Navigator cannot display the exact profile of the buyer looking at your company’s page.
- Recently changed jobs: A lead who recently switched jobs
- Accepted an InMail request from a colleague: A lead that recently accepted an InMail request from your teammate.
- Past customer: A lead that worked at a company that is associated with a closed/won opportunity in your CRM
- Recommended lead: A lead that matches a mix of LinkedIn activity data that might be relevant for you.
- No highlighted lead: This will happen very rarely – mainly for very small accounts.
After uploading your book of business, select that list as the account list you want in the list selector on the Account Hub page, or select which list you want as your book of business from the homepage and that list becomes your default list in the Account Hub.
On the Account Hub page, click the
You can still access a list of unsaved accounts that are exhibiting high buyer intent by clicking on Discover new accounts displayed at the top of the Account Hub page.
- Mergers/Funding/Acquisitions
- Reduction in headcount: layoffs
- Growth: Accelerated growth/employees moving there rapidly
An important part of Sales Navigator is keeping your account lists up-to-date with your book of business or the accounts you are currently working on. To ensure you’re seeing timely and relevant information on your target accounts, your account lists should be up-to-date and we suggest removing accounts you are no longer interested in.
Yes, data related to buyer intent signals and connection paths is defined by the Sales Navigator edition that you are on. The following table highlights the data that is available with the Sales Navigator editions.
| Data Points | Sales Navigator Core | Sales Navigator Advanced | Sales Navigator Advanced Plus |
|---|---|---|---|
| Opportunity data | √ (With CRM Sync enabled) | ||
| Connection paths | √ | √ | √ |
| Buyer intent | √ | √ | |
| Product Category intent | √ | √ | |
| Alerts | √ | √ | √ |
| Recommendations | √ | √ | √ |