Oracle Sales CRM integration for Sales Navigator

Last updated: 7 months ago

The Oracle Sales CRM integration is designed to seamlessly connect Oracle and LinkedIn Sales Navigator, and infuse real-time, people-powered LinkedIn data directly into Oracle’s CRM.

By integrating your Oracle Sales CRM with Sales Navigator, you can:

  • Deliver actionable insights - Discover timely updates for contacts and companies.
  • Provide your team with accurate data in a few clicks - Update contact records with a few clicks sourced from Sales Navigator updates and recent interactions.
  • Ensure you never lose track of deal details - Make activity and product value more visible through Sales Navigator activity logged directly within your CRM, and through access to revenue impact reporting.

By connecting Oracle with Sales Navigator using CRM Sync, you can access key CRM-powered integration features, which are listed in the following table.

Feature Description
Embedded Experiences Enhances sales workflows by embedding actionable insights within the CRM interface. With Account IQ, you have actionable account-level insights, like strategic priorities, revenue estimates, and business challenges, directly within CRM records. With Relationship Map, you can visualize organizational hierarchies, map account stakeholders, and strategize outreach efforts. And with Find Key People, you can identify potential leads and relevant stakeholders using LinkedIn’s member data and customizable personas, with actions like saving leads or sending InMails directly from the CRM.
Embedded Profiles  Allows you to view LinkedIn member profiles directly within their CRM records, including key job titles, work history, and mutual connections, providing you with a more comprehensive understanding of leads and contacts.
Next generation data validation Identifies when CRM contacts are out-of-date using LinkedIn data.
Contact creation and updates Creates new or updates existing CRM contacts using Sales Navigator data both from Sales Navigator into your CRM and from the Embedded Experience into your CRM. 
Activity writeback Automatically log key Sales Navigator activities to the CRM. For example, InMails, messages, phone calls, notes, and Smart Links views.  

Important to know - Oracle currently doesn’t support the writeback of phone calls as part of Sales Navigator CRM Sync.
Search filters Includes or excludes your CRM contacts and accounts when performing Sales Navigator searches.
Auto-save Automatically saves accounts and contacts associated with a user to My CRM Accounts and My CRM leads and contacts.
Sales Navigator system-generated lists  - Past Customers at new Companies system-generated list - List of past customers associated with your company’s closed-won opportunities now at new companies in your book of business.

- Contacts who have left open opportunities system-generated list - List of contacts from your CRM who are associated with open opportunities that you own and have changed to a new company based on their LinkedIn profile while the opportunity is still open.
ROI reporting The ROI report includes an aggregate-level view of how selling using Sales Navigator and LinkedIn impacts the business closed by your reps. ROI reporting includes Sales Navigator activities like account and lead searches, add notes, and view lists. As part of ROI reports, you can also view opportunities influenced by Sales Navigator users who own leads or contacts associated with closed or won opportunities. Please contact your LinkedIn account representative to access this report.   
CRM Sandbox You can connect to a CRM Sandbox environment to initially test CRM Sync with Sales Navigator or test new CRM features before releasing to all your users. To learn more, view this help center article.  

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